Workflow Approvals & Governance

Enterprise governance ensures content compliance before publishing. Features include: Multi-level approval workflows, Role-based review assignments, Compliance checklists, Legal review requirements, Audit trails, Mandatory review for high-risk content.

Configure approval levels based on content risk: Level 1 (Manager): All content requires manager approval, Level 2 (Legal/Compliance): High-risk content (financial claims, medical info) requires legal review, Level 3 (Executive): Public statements and crisis communications require executive sign-off. Posts cannot be scheduled until all required approvals are granted.

Classify content by risk level: Low Risk (general marketing, behind-the-scenes) - Manager approval only, Medium Risk (product claims, testimonials) - Manager + Compliance approval, High Risk (financial, medical, legal advice) - Manager + Legal + Executive approval. Risk classification determines required approval levels.

Create compliance checklists for reviewers: FTC disclosure requirements (sponsored content marked), HIPAA compliance (no patient data), FINRA compliance (financial claims reviewed), FDA compliance (medical claims substantiated), GDPR compliance (privacy disclosures). Reviewers must check all items before approval.

Require legal review for specific content: Content categories (legal, financial, medical), Claims and comparisons (competitor comparisons), User-generated content (testimonials, reviews), Crisis communications, Regulatory announcements. Legal team member must approve before scheduling.

Tag posts requiring special review: [Legal Review Required], [Compliance Check Needed], [Executive Approval Needed], [Sensitive Content], [Regulated Claim]. Tags trigger automated assignment to appropriate reviewers.

Set Service Level Agreements for reviews: Manager review: Within 4 hours, Compliance review: Within 24 hours, Legal review: Within 48 hours, Executive review: Within 72 hours. Track SLA compliance and send escalation notifications when SLAs are missed.

Require comments on all approval decisions: Approvals: Optional comment explaining approval, Rejections: Mandatory comment explaining reason, Change Requests: Mandatory comment with specific changes needed. Comments become part of audit trail.

Complete audit trail for all content: Who created the post, When it was created, Who reviewed at each level, When reviews occurred, Comments and decisions, Final approval chain, Publishing timestamp, Any changes after approval. Audit trails cannot be edited or deleted.

Generate compliance reports for regulators: All content published in date range, Approval chain for each post, Risk classification, Compliance checklist results, Legal review outcomes, Policy violations (if any). Export as PDF for audits and regulatory submissions.

Track and document policy violations: Content published without proper approval, Compliance checklist items not completed, SLAs missed, Legal review bypassed. Violations trigger alerts and appear in compliance dashboard. Track violation trends to identify training needs.

• Financial services (FINRA, SEC compliance)
• Healthcare (HIPAA, FDA regulations)
• Legal services (bar association rules)
• Pharmaceuticals (drug claims, clinical trials)
• Public companies (investor relations, material info)
• Government agencies (official communications)
• Regulated B2C (FTC disclosure, consumer protection)

• Document approval policies clearly
• Train team on risk classification criteria
• Build review time into content calendar
• Escalate SLA violations immediately
• Review audit trails quarterly
• Conduct annual compliance training
• Update policies as regulations change
• Archive audit trails for required retention period