PRIOR TO STARTING:

Log into Cascade.

Select your site.

Make the necessary edits to your page.

STEP 1: Click the Save and Preview Button

Once all of your changes are complete and you're prepared for the edits to go live, click the Save & Preview button at the top of the Editing Window.

STEP 2: Click the Submit Button

Check over all of your changes in the preview screen now displaying in the Workspace.

If you need to make changes, click the Edit button again to resume editing.

If everything appears ready for publishing to the production server (the live websites), or if you need to preview exactly what your changes would like (publish to the staging server), click the Submit button in the Action Bar.

STEP 3: Click the Check Content & Submit Button

After clicking the Submit button, a new box will appear beneath it. Inside of that box will be a field for leaving comments and a single button.

Click the Check Content & Submit button to have Cascade run a spell check, a link check, and an accessibility check on the page.

The Content Check screen will display.

STEP 4: Click the Right Arrow Button 

The top of the Content Check screen shows the three types of checks Cascade makes and the number of errors it has found.

In the accompanying screenshot, Cascade has found four spelling errors, two broken links, and zero accessibility errors. This is displayed by the red dots at the top right corner of each of the check tabs.

During each check, click the Right Arrow to advance to the next check.

The three checks Cascade runs are:

• Spell Check: Checks for spelling errors. Leave the errors on Ignore to ignore the error, or click the circle for Fix for a dropdown menu with spelling suggestions. Typing into that field will allow you to make custom corrections.
• Broken Links: Checks for links on the page that no longer work. Leave on Ignore to skip, or click Fix to make a correction.
• Accessibility: Mostly checks for the correct tags used on tables. Leave on Ignore to skip, or click Fix to make a correction.

STEP 5:

Change the Cascade File Name to name the new asset correctly. Make sure to follow the correct Naming Conventions. No capital letters, hyphens instead of spaces (NOT underscores), no special characters (e.g. apostrophes, ampersands, accent marks, etc.), and the only punctuation should be the period for the file suffix.

After the previous step of attaching the document, the File Name will have appended the correct file suffix (e.g. .jpg, .png, .JPEG, etc.). Do NOT remove the file suffix. Cascade needs to know what type of file is being uploaded. When changing the File Name, make sure to retain the correct file suffix.

Click the Checkmark Button

Once all of the content checks are complete, click the Checkmark button.

STEP 6:

For most users, the correct location should be selected by default. However, it is best to confirm exactly where the new asset will be created.

Click the Placement Folder button and use the Slider Pane to select the folder to place the new asset.

Click the Start Workflow Button

When everything is complete on the comment screen, click the Start Workflow button to lock the asset in workflow. The workflow confirmation page will then display.

CAUTION!: The next step is still required. If you peace out to grab a mimosa at this point, your workflow is still in "your court," and no one will ever do anything about it.

STEP 7:

Click the Send to Review Link

If you're not interested in testing your modifications on the staging server or making any additional changes, you can now submit your workflow.

Click the Send to Review link, and your workflow will immediately go to your Content Reviewer's (or Technical Reviewer's if you don't work for a school) workflow list for review.

STEP 8:

Assigned Additional Modifications (Workflow Return)

If you are ever assigned additional modifications to make on a workflow, you can access that workflow by clicking the My Content button and then clicking the link for the individual workflow in question.