The Change Request feature of Stacks Collections will allow siged-in users the ability to submit suggested changes to edit or update individual collection items, this could include updating descriptions, contact information, filter vocabulary options, and more.
Once submitted a Stacks administrator must then review and choose to accept these suggested changes prior to them being applied to the live collection item.
Enabling Change Requests
Change requests can be enabled for individual collections, this allows for more administrative flexibility to only allow changes for certain collections.
- From the Dashboard, click Collections
- Find to the collection to enable the change request feature for
- Browse the list; OR
- Search the collection by title
- Once found, under the Operations column click the drop-down arrow, then click Settings
- Click the Details View sub-tab near the top of the screen
- Click the Enable change request feature on this Collection (Providers) box
- Click Save Configuration
Submitting Change Requests
Once this feature has been enabled for a collection, signed-in users can submit change requests for individual collection items.
To submit a request:
- Navigate to the collection
- Find the specific collection item that requires a change or update, then click the Title of the item to see it's detail view
- Click the Request a Change button, near the bottom of the page
- In the next window, edit or update the information in any of the collection item fields as needed
- Click Save to save changes and submit the request
Once a request has been submitted, it will require review and approval from an administrator before the changes are reflected on the live item.
Approving Change Requests
When a user has submitted a change request, the Stacks administrator will receive an email notification indicating the request, this will include a link to the collection item where the request can be reviewed and potentially approved.
To review and approve a request:
- Navigate to the collection item in Stacks, this can be done by clicking the link provided in the change request email notification
- If not already, you may be prompted to log into Stacks with your administrator account credentials
- Click the Change Requests tab
- A table will list all change requests for the item, administrators can see the time of submission, user account that submitted the request, and the current status. Statuses here can include
- Active, these are all open requests waiting review
- Patched, this are all approved and applied change requests
- A table will list all change requests for the item, administrators can see the time of submission, user account that submitted the request, and the current status. Statuses here can include
- Under the Operations column, click View to review the submission
- A screen will display the submission, highlighting the suggested change(s)
- Display options allow the administrator to toggle between
- Old, displays the collection item version without the submitted changes
- Diff, displays the differences from the suggested changes
- New, displays what the item will look like if changes are applied
- Click the Apply button near the top to apply the suggested changes
- Alternatively, click Edit to make further changes if needed
- A final review screen will display the changes
- If additional changes are still required, on the right side of the screen, the administrator can make adjustments in the fields listed
- Click the Apply change request button to save changes and apply them to the live collection item
- Changes will now be visible to all users who view the collection item