How do I setup an automated review process to review pages

[mchristenson]

I would like to setup an automated review process to ensure all our pages stay current and relevant.  What are my options in Confluence to easily setup review requirements and then send notifications to owners/responsible parties?

[Tinker Fadoua · Accepted solution]

@mchristenson 

My best suggestion here if you want to use Confluence without using an add-on you can run CQL queries by looking for pages that weren't updated for a certain period if time, 30, 60, 90 days.

Regarding emailing the responsible parties will you be using a plugin?

[mchristenson]

THanks Fadoua.  I'm pretty new to Confluence so just looking for the best options, was hoping for an automated email to be sent out when a review date is met.

[Tinker Fadoua]

@mchristenson 

Let me ask you this question to better assist you: Are you looking for a way to get document reviewed before they get published?

Best,

Fadoua

[mchristenson]

That may be a future requirement for now I would like a way to have a notification email sent to an owner on a quarterly/monthly basis so the page can be reviewed and updated as needed.

[Tinker Fadoua]

Email settings doesn't offer the option you are looking for(attached is a screenshot)

I will suggest you to check some plugins on the Atlassian Marketplace. Confluence out of the box doesn't have that option

[mchristenson]

Need an enhancement to say email monthly/quarterly/yearly for Review beginning on xx day/month/year.

Thanks for your help, I will look at plugins!

[Nathan Phipps]

@mchristenson Did you end up deciding on a plugin?

[Aron Gombas _Midori_]

If you want to run CQL searches periodically and then send a custom notification email with the resulted pages and blog posts, then the Better Content Archiving for Confluence app supports that in a flexible and easy way!

This is how you set up a notification scheme which can contain multiple notifications:

Each notification has its own schedule, CQL query, recipients and email template.

Then your users will receive something like this:

[Kishan Sharma]

Natively, it is not possible to setup review/approval process in confluence. You can look at third partly plugin such as Comala Document Management

If you don't want a plugin, you can think of creating pages and apply restrictions/permissions only to reviewers and once approved you can open its permissions to everyone else for viewing.

[Adrian Hülsmann - B1NARY]

Hi @mchristenson

Your use case sounds like a perfect fit for Breeze, available via the Atlassian Marketplace.

It automatically identifies outdated pages and implements review and archiving workflows for keeping your pages up-to-date.

It is a feature-packed content lifecycle management solution and includes

• automated content analyses,
• page review and archiving workflows,
• page and space ownership,
• reports and notifications,
• bulk archiving and deletion,
• analytics,
• data export for all your content, ownership, and status information
• and more to update outdated pages quickly and enhance collaboration.

👉 Give it a try or feel free to schedule an appointment with me for a personal demo.

Cheers and all the best, Adrian from B1NARY (we are the developers of Breeze)