DST Editor - Checklist

Reviewing Submitted Files

1. Act on the Jobs list under the Workflow tab (Make sure you check for new jobs on your Jobs list periodically. You can do this by clicking on your browser's "Refresh" button or by monitoring your email.)
2. Take Ownership of a job:
   1. Select All Jobs Pending Task Assignment from the View menu below the Jobs and Tasks icons. Find the listing for a job that has been sent to you and click on it. For more information on finding jobs, see "How do I find TeamSite Jobs?."
   2. Information about the job will appear in the lower pane. There should be one item listed in the section labeled Active Tasks, with a task description of "DST Group Review". Click the small square icon to the right of the task number.
   3. Now you'll see a pop-up window that has information about this particular task. In the center of the section that's below the opening comments, there's a box labeled Owner, and below that there's a link labeled Take. Click the Take link to take ownership of the task.
3. For templated HTML files:
   1. To review a file, click the Preview link to the right of the file path under Attached Files. In the pop-up Preview window, click the link for your file(s) to view them.
   2. Look at the file(s) in both IE and Firefox for obvious errors. Make sure the page still works (all the images load and links work).
   3. When you're done looking at the page, close the browser window and then click OK to close the Preview window.
4. For non-HTML and non-templated HTML files:
   1. To review a file, click the Preview link to the right of the file path under Attached Files. In the pop-up Preview window, click the link for your file(s) to view them.
   2. Look at the file(s) in both IE and Firefox for obvious errors. Make sure the page still works (all the images load and links work).
   3. Make sure non-templated page displays well at different screen resolutions (800x600, larger in both browsers).
   4. For MS Word documents, make sure they followed "How do I fix problems in MS Word documents?"
   5. When you're done looking at the file, close the browser window and then click OK to close the Preview window.
5. Make sure that links outside of the Department follow the rules for disclaimers located at http://www.ed.gov/internal/wwwstds.html#link.
6. Check for Privacy Act Policies links on all needed pages. All principal entry points need them - see http://www.ed.gov/internal/wwwstds.html#privacy. If an office has its own privacy act notice, it can link to that, but it needs to be cleared with DST/OPA before it can be used. Also, any page that collects personally identifiable information needs OMB form clearance. For new pages, the visual check should pick this up since this collection is usually done using forms.
7. Ensure that the text and alt tags are spelled correctly (especially proper names).
8. Check for adherence to ED Style Guide (http://www.ed.gov/internal/styleguide/) and ED Web Standards/Guidelines (http://www.ed.gov/internal/wwwstds.html).
9. Check for accessibility (Follow the Section 508 standards at http://www.ed.gov/internal/accessibility.html.) Guidance for making PDF documents accessible is available at http://www.ed.gov/policy/gen/guid/accessiblepdf.doc. If you are unsure about a document's accessibility, contact the Accessibility Team.

Reviewing Metadata

1. Make sure Title is correct and unique. [If the author copied metadata, make sure the title was changed.]
2. Make sure the Identifier is the URL of the file [If metadata was copied from another file that file's URL is copied also.]
3. Verify that the most specific terms possible for subject, audience, and resource type are used. [The site http://www.ed.gov/admin/reference/index.jsp allows you to search the metadata vocabulary.]
4. Make sure that content date is the date of the content. For instance, if this is a news page with a new item, make sure the content date is the date of the new item. If you are archiving an item from January 1999, the content date is January 1999, not the date you are physically doing the archiving.

Submitting the File(s)

1. Approve a file only after careful review OR reject it back to the POC editor or POC author. Put in meaningful comments. [If you are rejecting the file, write "Rejected" and why you are rejecting the file, so that editors or authors can identify the job in email. If you are approving the file, all you need to say is that the file is okay to go to the live site or preview.]

The TeamSite Manual and Tips are located at http://www.ed.gov/internal/TeamsiteManuals/index.html.

Note: For archiving instructions see the "Archiving How-To". For instructions on removing a job, see ?????.

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