Client Admin
Review content and manage versions
Content that your organization authors, imports, or adapts is reviewed before learners see it. The Organization review queue on Content > Overview is where you do that work.
Open the review queue
The Organization review queue lists your organization's content in every state. Use Search, Status, Content type, and Provenance to narrow it. Provenance tells you where content came from: prebuilt, adapted, generated, or created by your organization.
Each catalog page also shows a Pending approvals panel when Creators have items waiting. Choose an item there to open the queue.
Send a draft to review
Saving content creates a Draft, and a Draft never reaches learners. A Creator sends their own quest, challenge, training, or micro-learning draft to review, and a Client Admin can send any draft to review from the queue.
- The person who sends an item to review cannot approve it.
- When changes are requested, the author edits and saves the item, which returns it to Draft. Send it to review again.
- A Creator's submission is approved or returned by a Client Admin, and an admin who authored an item cannot approve it.
- Open the queue and set Status to Draft or Changes requested.
- Open the item and read it against its audience and purpose.
- Choose Submit for review.
- A different Client Admin now reviews it.
Review an item
- Approve needs the Exact-version approval checklist: you confirm you reviewed this exact revision and every validation requirement.
- For a micro-learning, you also confirm the worked example is concrete and visible to learners.
- For a training, you also confirm the summary is short and plain, and that you opened and confirmed the official link.
- For adapted content, you also confirm you reviewed the source revision and what changed.
- Open the item in the queue. Read the Content preview and the Verified provenance audit.
- Check Approval validation. If approval is blocked, the drawer lists what to fix first.
- Read the Review history for earlier decisions.
- Add Review notes of up to 2,000 characters. Request changes needs a note.
- Choose Approve, Request changes, or Archive.
Note: Approval always requires a different person from the author or submitter (Platform Superusers excepted). If your organization has only one Client Admin, submitted content cannot be approved until a second admin is added; contact support for recovery options.
Tip: An Approved current version still needs to be Active before learners see it. The queue does not show the Active switch, so check it on the item.
Classify a prompt
For a prompt, the drawer also shows Governed prompt classification. Confirm the skill, level, exact role fit, and optional industry scope before approval.
- Choose the Primary skill and the Level.
- Tick any Additional skills.
- Choose the Exact role or subrole fit, and tick an Industry scope if one applies. Leave industry empty for no limit.
- Choose Save governed classification.
Note: Saving a classification counts as contributing to the prompt, so a different Client Admin must approve it.
Archive and archive requests
Archive takes content out of use. It is available on drafts, items with changes requested, and items waiting for review. Approving an archive request archives an item even if it is Approved.
- Creators ask from the archive button beside an item on their dashboard or in a catalog, and they must give a reason of up to 2,000 characters.
- The item stays live for learners until you decide.
- Only one request can be pending for an item at a time.
- Look for the Archive requested badge in the queue and open the item.
- Read who asked, the reason, and when.
- Add Decision notes if you want to.
- Choose the Approve button to archive the item, or Reject archive request to leave it as it is.
Versions and history
Every item has a version number. An Approved version cannot be changed. Editing it creates a new Draft version linked to the one you started from. When the new version is approved, the old one becomes Superseded.
- Show history on each catalog page adds Superseded and Archived versions to the list. They are hidden by default.
- Archived and Superseded versions are not current.
- Learners see the current Approved version only when it is also Active.