Content Plans allow you to define each document and file that will be submitted to the Health Authority. The Submission Content Plan is a hierarchical structure that represents the list of all documents expected as part of a submission. Your team will match documents to the items activated in your content plan.
After creating a content plan for a submission, the next step is to activate the items that your team will match documents to. These will be the documents that will be included in the published output. Content plans are created in a fully inactive state.
Activate Items in a Content Plan
To activate items in a content plan:
Navigate to the item in the content plan you want to make active and select Change State to Draft from the Actions menu.
Click Yes to confirm.
Repeat the process until all items you want to include in your submission are set to Draft.
Activate Submissions Publishing-Specific Items
In Submissions Publishing vaults, the following content plan items should also be activated:
- Regional XML
- Index
Customize Content Plan Columns for Submissions Publishing
We suggest that Publishing users add the following columns to the content plan view:
- XML Operation
- XML Modified File
- Title
- Published Output Location
- Published Document
- Continuous Publishing
- Continuous Validation
- Include eSignatures
- Source for Published Document
- Open Validation Results
See Create & Share a Content Plan View for steps to modify your view.
Make Content Plan Ready for Use
Once you know the structure of your content plan, that is the documents that will be included in the published submission, you need to make the content plan Ready for Use. Making the content plan ready for use is a required step before you can start continuously publishing and validating.
From the content plan Actions menu, select Change State to Ready for Use.
Making the content plan Ready for Use automatically sets the submission to In Progress.