The approval flow
Why this matters: A post cannot be scheduled until it has been approved. Understanding how the approval loop works — and what to do when it stalls — keeps posts from missing their publish window.
Overview of the approval loop
Draft → Approval requested → Approver reviews in Approval Centre → Approved (or reset) → post becomes eligible to schedule.
Step 1 — Request approval
- Open the draft post. Confirm copy, brand, pillar, schedule time, and assets are all correct — changes after requesting approval are possible but reset the approval status.
- Click Approval requested (or the equivalent request button). The post status changes and the approver is notified.
- The post now appears in the Approval Centre under the Approvals tab, visible to anyone with approver access.
Step 2 — Approver reviews
- The Approver opens the Approval Centre and finds the post in the Approvals tab.
- They review the copy, asset, and schedule, then choose one of three actions:
- Approve — post is approved as-is. Status advances.
- Approve with note — approved, but a note is attached (e.g. "fix caption typo before posting"). The author sees the note; the post status shows Approved with note.
- 撤回批准 Reset approval / Approval reset — approval is withdrawn. The post returns to draft state. The author must address the issue and re-request approval.
Step 3 — Advance status
After approval, an authorised user can click Advance status to move the post forward in the workflow. If there is a timing concern (e.g. the post is approved but the schedule is tight), Advance anyway overrides the prompt and moves it forward regardless.
Watching the "Approval overdue" indicator
If an approval request has not been acted on by the deadline, the post shows the Approval overdue flag in the week view and in Awaiting action. At that point:
- Chase the approver directly — the indicator is a signal to act now, not wait.
- If the approver is unavailable, escalate to Chrissie to reassign or bypass.
"My post won't move to 'ready to post' — it's stuck in draft."
The post must be approved before it can be scheduled. Check the post status: if it shows "draft" or "approval requested" without a response, either the approval has not been acted on or it was reset. Follow up with the approver, or check the Activity log on the post to see what happened.
"The 'Approval overdue' flag is showing — what do I do?"
The approval deadline has passed. Go directly to the Approver and ask them to action it in the Approval Centre. If the scheduled post time is imminent, escalate to Chrissie. Do not delete the post — fix the approval first.
"I approved the wrong post."
Click 撤回批准 Reset approval on the post. This returns it to draft state. The author will need to re-request approval. Add a note explaining the reset so there is a clear record in the Activity log.
審批流程
為何重要：貼文必須獲得審批才能排程發佈。了解審批循環的運作方式，以及在流程停滯時應如何處理，可以避免貼文錯過發佈時間窗口。
審批循環概覽
草稿 → Approval requested （已提交審批） → 審批人在 Approval Centre 審閱 → Approved （已批准）（或撤回）→ 貼文可進入排程。
步驟一 —— 提交審批
- 開啟草稿貼文，確認文案、品牌、內容支柱、排程時間及素材均已填妥 —— 提交審批後仍可修改，但修改會重置審批狀態。
- 點擊 Approval requested（或對應的提交按鈕）。貼文狀態更新，審批人會收到通知。
- 貼文現在出現在 Approval Centre 的 Approvals 分頁中，所有有審批權限的人員都可以看到。
步驟二 —— 審批人審閱
- Approver （審批人）開啟 Approval Centre ，在 Approvals 分頁中找到該貼文。
- 審閱文案、素材和排程後，選擇以下三個操作之一：
- Approve （批准） —— 貼文原狀獲批，狀態推進。
- Approve with note （附備注批准） —— 貼文獲批，但附上備注（例如「發佈前修正標題錯字」）。作者可看到備注；貼文狀態顯示 Approved with note。
- 撤回批准 Reset approval / Approval reset —— 批准被撤回，貼文回到草稿狀態。作者需處理問題後重新提交審批。
步驟三 —— 推進狀態
批准後，有權限的用戶可點擊 Advance status 將貼文推進至下一個工作流程階段。若時間緊迫（例如貼文已獲批但排程時間很快到），可使用 Advance anyway 跳過確認提示，直接推進。
留意「 Approval overdue 審批逾期」提示
若審批請求在截止時間前未有回應，貼文會在週視圖和 Awaiting action 中顯示 Approval overdue 標記。此時應：
- 直接聯絡審批人跟進 —— 此標記是即時行動的信號，不要等待。
- 若審批人無法處理，請向 Chrissie 上報，請其重新指派或特別批准。
「我的貼文無法進入『 ready to post 』狀態，一直停留在草稿。」
貼文必須先獲批准才能排程。檢查貼文狀態：若顯示「 draft 草稿」或「 approval requested 已提交審批」但沒有回應，表示審批未被處理或已被撤回。請直接跟進審批人，或查看貼文的 Activity log 了解詳情。
「出現「 Approval overdue 審批逾期」提示，我應該怎麼做？」
審批截止時間已過。請直接聯絡審批人，請其在 Approval Centre 立即處理。若貼文排程時間迫近，請向 Chrissie 上報。不要刪除貼文 —— 先解決審批問題。
「我批准了錯誤的貼文。」
在該貼文上點擊 撤回批准 Reset approval。這會將貼文重置回草稿狀態，作者需重新提交審批。請在撤回時加上備注說明原因，確保 Activity log 有清晰記錄。