• Overview of the Measures Library
• Who Should Use This Documentation?
• How to Log In and Access the System
• Key Concepts: Entities, Fields, Nodes, and Content Types
• Navigating the Admin Toolbar (For HQSC Staff)
• Searching for Content (Different Search Methods)
• File Management (Resources vs. Files)
• Side by Side Content Editing and Comparison
• Accessing the People Administration Page
• Creating, Editing, and Disabling Users
• Overview of User Roles
• Content Admin
• Content Editor
• Organisation Editor
• Approval User: Step 1
• Approval User: Step 2
• Understanding Taxonomy: Vocabularies & Terms
• How Taxonomy is Used in Measures
• Managing Taxonomy Terms
6. Content Moderation & Approval Process
• Published vs. Unpublished Content
• Understanding Moderation States
• Step-by-Step Guide to Submitting for Approval
• Editing a Published Measure (Draft Revisions & Approval)
• Unpublishing a Measure While Editing
• What Are Moderation Notes?
• Tagging Users & Email Notifications
• Viewing & Responding to Notes
• How Approval Users Use Moderation Notes
8. Revisions & Version Control
• Viewing & Comparing Revisions
• Editing a Published Measure (Draft Revisions)
• Unpublishing a Measure While Editing
• Reverting to an Earlier Revision
9. Managing External Organisations (Groups)
• What Are Groups?
• Organisation Editors & Their Permissions
• Assigning Users to a Group (For Content Admins)
• Organisation Editors in the Approval Process
10. Adding and Editing Measures
• Creating a New Resource
• Creating a New Measure
• Cloning an Existing Measure
• Editing a Measure
• Bulk Editing Multiple Measures (Node Edit Action)
• Overview of the Approval Process
• Overview of Revisions
• Getting an Account
• Logging In & Logging Out
• Changing or Resetting Your Password
• Updating Your Username or Email
• User Roles Overview
The Measures Library is an online directory of health system indicators, managed by the New Zealand Health Quality & Safety Commission (HQSC). It provides structured metadata about various health measures, helping researchers, healthcare professionals, and policymakers track key health statistics.
• The site is built on Drupal, a content management system designed for flexibility and structured data management.
• The Measures Library includes content such as Measures (health indicators) and Resources (supporting documents).
• Measures must go through a content moderation process before being published.
• The system is used by HQSC staff and external organisations, each with different roles and permissions.
Who Should Use This Documentation?
This documentation is designed for:
• HQSC staff who create, edit, review, or approve Measures.
• External organisation users who contribute Measures and Resources for their organisation.
• Content Admins who manage users, permissions, and site structure.
This guide will help you:
✔ Navigate the Measures Library system.
✔ Manage content, including adding new Measures and uploading Resources.
✔ Understand the approval process for publishing content.
✔ Manage user roles and permissions (for Content Admins).
How to Log In and Access the System
1. Go to the Measures Library login page (HQSC will provide the link).
2. Enter your username and password.
3. Click Log in.
🔹 Forgot your password? Click “Request new password” on the login page and follow the instructions.
Once logged in, users are directed to different areas depending on their role:
• HQSC Staff (Content Editors, Content Admins, Approval Users) → See the Admin Toolbar and their Dashboard, which displays relevant content and pending approvals.
• Organisation Editors (External Organisation Users) → Do not have access to the Admin Toolbar. Instead, they are taken directly to their organisation’s homepage, where they can manage their own Measures and Resources.
Key Navigation for HQSC Staff (Users with Admin Toolbar Access)
• Manage > Content → View and manage Measures and Resources.
• Manage > People → (For Content Admins) Manage users and roles.
• Manage > Structure → (For Content Admins) Manage taxonomies and other site settings.
• Your Dashboard → See relevant content and pending approvals based on your role.
🔹 Approval Users: If you have approval permissions, pending Measures awaiting approval will be listed on your Dashboard.
The Measures Library is built on Drupal, a powerful content management system. Understanding how Drupal structures content will help you navigate the system and manage content effectively.
Key Concepts
Entities: The Building Blocks of Content
In Drupal, an entity is a structured piece of data. Entities store information and can contain multiple fields. The key entities in the Measures Library are:
• Measures – The core content type representing metadata about health system indicators.
• Resources – Files and supporting documents referenced by Measures.
• Users – Represent HQSC staff and external contributors.
• Groups (Organisations) – Represent external organisations that contribute their own Measures.
Fields: Storing Specific Information
Entities contain fields, which store different types of data. Each field has:
• A label – The user-friendly name (e.g., “Supporting Document”).
• A machine name – A behind-the-scenes identifier (e.g., field_supporting_document).
For example:
• A text field stores a Measure’s description.
• A file field allows users to upload supporting documents.
• A date field tracks when a Measure was created.
Fields help structure content consistently across the site.
A node is a piece of content that has its own URL. Nodes belong to content types, which define what fields they contain.
• Measure – The main content type in the library, used to track health system indicators.
• Resource – A supporting content type used to store files and documents.
Navigating the Admin Toolbar (HQSC Staff Only)
If you have access to the Admin Toolbar, you can quickly navigate to key areas:
• Manage > Content – View and manage all Measures and Resources.
• Manage > People – (For Content Admins) Manage users and roles.
• Manage > Structure – (For Content Admins) Manage taxonomies and other site settings.
Navigation for Organisation Editors (External Users)
Organisation Editors do not have access to the Admin Toolbar.
• When they log in, they are taken directly to their organisation’s homepage.
• From there, they can view and manage Measures and Resources belonging to their organisation only.
HQSC users have multiple ways to find content, depending on what they need:
1. Public Search Bar
• Searches for Measures by title or keyword.
• Only published Measures appear in results.
2. Content Overview (Manage > Content)
• Allows searching by title, publication status, or content type.
• Useful for finding both published and unpublished Measures and Resources.
3. Moderated Content (Manage > Content > Moderated Content)
• Allows filtering content by moderation state.
• Ideal for tracking Measures currently in draft or approval stages.
4. User Dashboard (For Approval Users)
• Displays a list of pending approvals.
• Allows filtering Measures by title and moderation state.
🔹 Tip: Since Drupal does not have a unified search, use the method that best matches your needs.
• HQSC users should not create files directly. Instead, they should upload the file into a Resource
• Files can be updated (e.g., replacing a PDF) using either:
• The Files overview (Manage > Content > Files) for quick file updates.
• Editing the relevant Resource, which is the preferred method.
• Organisation Editors can upload files when creating or editing Resources, but they do not have direct access to the Files overview.
Editing Multiple Measures Side by Side
The Node Edit Action module allows users to edit multiple Measures side by side to ensure consistency across similar content.
To edit multiple Measures at once:
1. Navigate to Manage > Content.
2. Use the filters to find the Measures you want to edit.
3. Select multiple Measures using the checkboxes.
4. In the Action dropdown, select “Edit Content”, then click Apply.
5. The selected Measures will open in a multi-edit interface.
6. Make the necessary changes to each Measure.
7. Click Save when done.
Users with the Content Admin role have full control over user management, including creating, editing, and disabling accounts.
To manage users, navigate to the People administration page:
1. Click on the Admin Toolbar (if you have access).
2. Go to Manage > People.
The People page provides an overview of all users registered in the Measures Library, including their roles, status, and last login.
🔹 Note: Organisation Editors do not have access to the Admin Toolbar or the People page. Their accounts must be managed by HQSC staff with the Content Admin role.
Content Admins can:
• Create new users and assign appropriate roles.
• Edit user details, such as usernames, email addresses, and assigned roles.
• Reset user passwords if needed.
• Disable user accounts to restrict access without permanently deleting them.
To create a new user:
1. Click the + Add user button on the People page.
2. Fill in the required fields:
• Username
• Password (optional, or allow the user to set it via email)
• Assign roles (see next section for role descriptions)
3. Click Create new account.
🔹 Tip: New users will receive an email with login instructions if the “Notify user” option is enabled.
Editing a User
1. Find the user in the People list.
2. Click the Edit button next to their name.
3. Modify the necessary fields, such as roles or email address.
4. Click Save to apply changes.
1. Locate the user in the People list.
2. Click Edit next to their name.
3. Set the Status to Blocked.
4. Click Save.
🔹 Blocked users will no longer be able to log in, but their content remains on the site.
In Drupal, user roles define sets of permissions that control what users can do on the site. The Measures Library has custom roles to accommodate different levels of access for HQSC staff and external organisations.
Drupal includes three system roles by default:
• Anonymous – Visitors who are not logged in.
• Authenticated – All logged-in users.
• Administrator – Has full access to the site (not typically assigned to HQSC users).
🔹 In the Measures Library, user permissions are managed through custom roles specific to the system’s workflow.
Custom Roles in the Measures Library
📌 Manages users, content, and site structure
✅ Permissions:
• Manage users (create, edit, disable accounts).
• Manage taxonomies (categories like Measure Sets, Health Areas).
• Create and edit all site content, including Measures and Resources.
• Override the approval process by moving a Measure directly from Draft to Published.
🚫 Cannot:
• Access system-level site settings (reserved for site administrators).
2. Content Editor (HQSC Staff)
📌 Creates and edits HQSC Measures and Resources
✅ Permissions:
• Create and edit Measures (HQSC-created).
• Attach Resources (files) to Measures.
• Submit Measures for approval.
🚫 Cannot:
• Approve Measures.
• Manage users.
3. Organisation Editor (External Users)
📌 Creates and manages content for their organisation only
✅ Permissions:
• Create and edit Measures and Resources within their assigned organisation.
• Attach Resources (files) to their Measures.
🚫 Cannot:
• See or edit content outside their organisation.
• Manage users.
• Access the Admin Toolbar (instead, they are taken to their organisation’s homepage upon login).
4. Approval User: Step 1 (HQSC Staff)
📌 Reviews and approves Measures in Step 1 of the approval process
✅ Permissions:
• Approve Measures in “Approval Required: Step 1” state.
• Receive email notifications when Measures need approval.
• See pending approvals on their User Dashboard.
🚫 Cannot:
• Approve Measures in Step 2.
• Publish content directly.
5. Approval User: Step 2 (HQSC Staff)
📌 Final approval before publication
✅ Permissions:
• Approve Measures in “Approval Required: Step 2” state.
• Receive email notifications when Measures need Step 2 approval.
• See pending approvals on their User Dashboard.
🚫 Cannot:
• Approve Measures in Step 1.
• Publish content directly.
Content Admins can assign or change user roles:
1. Navigate to Manage > People.
2. Find the user and click Edit.
3. Scroll to the Roles section and check/uncheck the relevant roles.
4. Click Save.
🔹 Tip: A user can have multiple roles (e.g., a Content Editor can also be an Approval User: Step 1).
In Drupal, content can be categorized using taxonomy terms. A taxonomy helps structure and classify content, making it easier to organize and search for relevant Measures.
A taxonomy term is a category or tag assigned to content, and a vocabulary is a group of related taxonomy terms.
For example:
• A vocabulary called Health Area and Condition contains taxonomy terms like Mental Health, Cardiovascular Disease, and Cancer.
• A Measure can be assigned one or more taxonomy terms to indicate which health areas it relates to.
🔹 In the Measures Library, taxonomy terms are primarily used to classify Measures for easier navigation and filtering.
Taxonomies in the Measures Library
The site uses the following vocabularies to categorize content:
• Measure Set – Groups Measures based on thematic sets.
• Health Area and Condition – Categorizes Measures by health topics (e.g., Diabetes, Respiratory Health).
• Data Source – Indicates where data for a Measure comes from.
• Resource Type – Classifies supporting Resources (e.g., Reports, Guidelines).
How Taxonomy Terms Are Used in Measures
On the Measure content type, there are Term Reference fields that allow users to categorize each Measure:
• Measure Set – Assigns the Measure to a thematic set.
• Health Area and Condition – Categorizes the Measure by health topics (e.g., Diabetes, Cardiovascular Health).
These fields allow Measures to be organized in a structured way, making them easier to search and filter within the Measures Library.
Users with the Content Admin role can add, edit, or remove taxonomy terms.
1. Navigate to Manage > Structure > Taxonomy.
2. Click on the vocabulary you want to add a term to (e.g., “Health Area and Condition”).
3. Click + Add Term.
4. Enter a name for the new term.
5. Click Save.
Editing an Existing Taxonomy Term
1. Navigate to Manage > Structure > Taxonomy.
2. Click on the vocabulary containing the term you want to edit.
3. Locate the term and click Edit.
4. Modify the name or settings as needed.
5. Click Save.
1. Follow steps 1-3 from the “Editing” section.
2. Click Delete.
3. Confirm the deletion.
🔹 Note: Removing a taxonomy term does not delete the content assigned to it, but that content will no longer be categorised under that term.
The Measures Library has a structured content moderation system to ensure that all Measures go through an approval process before being published. This system helps maintain quality and accuracy by requiring approvals from designated users.
Published vs. Unpublished Content
Every Measure has a status that determines whether it is visible to the public:
• Published – The Measure is visible to all users, including the public.
• Unpublished – The Measure is only visible to logged-in users with editing or approval permissions.
🔹 Important: Only Published Measures appear in the public-facing library.
Drupal uses Moderation States to track where a Measure is in the approval process. A Measure progresses through different states before being published.
1. Draft – A work-in-progress version that is only visible to editors and approvers.
2. Approval Required: Step 1 – The Measure is ready for Step 1 approval.
3. Approved: Step 1 – The Measure has passed Step 1 approval, minor requested edits can be made before the next approval step.
4. Approval Required: Step 2 – The Measure requires Step 2 approval.
5. Approved: Step 2 – The Measure has passed Step 2 approval, minor requested edits can be made before publication.
6. Published – The Measure is live and visible to the public.
7. Archived – The Measure is no longer active but remains available for reference.
🔹 Note Users with the Content Admin role skip the approval process move Measures directly into the published state.
Step-by-Step Guide to Submitting for Approval
1. Creating a Draft Measure
• Users with the Content Editor, Content Admin, or Organisation Editor role can create new Measures.
• After entering the required details, click “Save as Draft.”
• The Measure remains in Draft until it is ready for approval.
2. Submitting for Step 1 Approval
• When a Measure is ready for review, change the Moderation State to “Approval Required: Step 1.”
• Organisation Editors can only submit their organisation’s Measures for approval.
• Approval Users (Step 1) will receive an email notification and see the Measure in their User Dashboard.
3. First Approval (Step 1)
Approval Users (Step 1) review the Measure and either:
✅ Approve it → Change the state to Approved: Step 1. Minor changes can be requested via Moderation Notes, and Revision Log messages.
❌ Request changes → If major changes are needed. Set it back to Draft, feed back can be given via Moderation Notes and the Revison Log.
4. Submitting for Step 2 Approval
• Once a Measure is Approved: Step 1, Content Editors/Admins can make additional edits.
• When ready, change the Moderation State to “Approval Required: Step 2.”
• Approval Users (Step 2) receive an email notification and see the Measure in their User Dashboard.
5. Final Approval (Step 2)
Approval Users (Step 2) review the Measure and either:
✅ Approve it → Change the state to Approved: Step 2. Minor changes can be requested via Moderation Notes, and Revision Log messages.
❌ Request changes → If major changes are needed. Set it back to Draft, feed back can be given via Moderation Notes and the Revison Log. Setting to Draft ensures that changes to the Measure will go through both Approval Steps.
6. Publishing the Measure
• Once a Measure is Approved: Step 2, and any minor changes are actioned. It is ready to be published.
• Users with the Content Admin or Content Editor role can change the Moderation State to Published.
• The Measure is now visible in the public-facing Measures Library.
🔹 Published Measures cannot be edited directly.
To make changes:
1. Create a new Draft by editing the published Measure.
2. The draft will go through the same approval process before replacing the published version.
If a Measure is no longer relevant or needs to be Unpublished while changes are made.
• Change the Moderation State of the Current Revision (Published) to “Archived.”
• Archived Measures are not visible to the public but remain accessible to logged-in users.
Using Moderation Notes in the Approval Process
The Moderation Note module allows users to attach comments to specific sections of a Measure and tag other users for feedback.
Approval Users can use Moderation Notes when rejecting a Measure:
1. Highlight an area of text while viewing a Measures Default Revision to add Moderation Notes to highlight required changes in the draft.
2. Tag the appropriate user (e.g., the Content Editor or Organisation Editor responsible for the Measure).
3. The tagged user receives an email notification and sees their assigned notes in a tab on the User Dashboard.
4. If adding Moderation Notes, it is recommended also add a "Changes Requested" comment in the "Revision Log" when changing a Measures Moderation State.
5. If the The Approval User then sets the Measure back to Draft, allowing the editor to make the necessary changes before resubmitting for approval.
🔹 Moderation Notes help streamline feedback and keep track of requested changes within the Measure itself.
The Measures Library uses the Moderation Note module to help users collaborate and provide feedback directly within draft Measures.
A Moderation Note is a comment attached to a specific section of text in a Measure. Notes allow users to:
• Leave feedback or instructions on draft content.
• Tag another user, notifying them via email.
• Track all assigned notes via the Moderation Notes tab on their User Dashboard.
• Content Editors, Organisation Editors, and Content Admins can create, view, and respond to notes on Measures they have permission to edit.
• Approval Users can use notes when reviewing a Measure to request specific changes.
1. While viewing the latest draft version of a Measure, highlight the section of text you want to comment on.
2. Click the “Add Moderation Note” button.
3. Enter your comment.
4. (Optional) Tag another user by selecting their name from the list.
5. Click Save.
Receiving & Responding to Notes
• If you are tagged in a note, you will receive an email notification.
• You can view your assigned notes in the Assigned Notes tab on your User Dashboard.
• To respond, edit the Measure and add a new reply note.
• Or make the requested changes and resolve the note.
🔹 Moderation Notes ensure that feedback is recorded directly within the Measure, reducing confusion and improving collaboration.
The Measures Library uses Drupal’s revision system to track changes to Measures and Resources. Every time a user updates a Measure, a new revision is created. This ensures content history is preserved, changes can be reviewed, and previous versions can be restored if necessary.
A revision is a saved version of a Measure or Resource. Whenever a user edits a Measure, Drupal automatically creates a new revision, keeping the previous versions intact.
The Current Revision, The latest draft Revision, and the Published Revision.
Each revision can have it's own Moderation State, and Published/Unpublished Status.
After saving a draft Measure, a new Revision will be created. This is latest draft revision. If the Measure has not been published, this will also be the current revision. At this stage, you can revert to an earlier Revision, this will create a copy of the Revision which now becomes the latest draft revision and the Current Revision.
Once a Measure has been published
🔹 Revisions help track changes, allow comparisons between versions, and provide a way to restore earlier content if needed.
To see past versions of a Measure:
1. View the Measure you want to see revisions for.
• The View tab displays Current Revision (always the published revision if the Measure has been published)
• The Latest Version tab shows the latest draft revision.
2. Click the Revisions tab (visible if multiple versions exist) to see a list of all saved revisions, including:
• The date and time of each revision.
• The name of the user who made the change.
• A log message (if one was added).
What Happens When a Draft is Saved?
✔ The new draft revision is created, this becomes the latest draft version, but it does not become the current revision while a published revision exists.
✔ The public version remains visible until the draft is approved and published.
Published content cannot be edited directly in Drupal. Instead, when a user edits a published Measure:
• Drupal creates a new draft revision which becomes the latest version, while keeping the published version visible (the Current Revision).
• The public version remains unchanged until the new revision is approved and published.
What Happens When a Published Measure is edited and Saved?
✔ The a copy of the Published Revision becomes the latest draft version, but it does not become the Current Revision while a published revision exists.
✔ The public version remains visible until the draft is approved and published.
Unpublishing a Measure While Editing
If you need to remove a published Measure from public view while making changes you can Archive it.
If the Published Measure is the latest version you can Archive the Measure from the edit view.
1. Hit the Edit tab, On the edit page for a Measure, scroll down to the bottom, and change the moderation state to Archived, hit save.
• A copy of the Published version will be created with the Archived moderation state and set as the Current Revision
• The published version is no longer accessible to the public.
If you the latest version of the Measure is a draft, not the Published version, Archiving the Published version requires a couple of steps.
1. Go to the Content Overview toolbar > Manage > Content.
2. Find the Measure you want to archive, and select it with the checkbox on the left hand side.
4. An Action drop down appears at the bottom of the page, select "Unpublish current revision" and hit the "Apply selected action" button.
🔹 Use this approach if the Measure should not be visible while changes are being made.
Reverting to an Earlier Revision
If a mistake is made, or an earlier version is preferred, a Measure can be restored to a previous revision:
1. Open the Revisions tab.
2. Find the revision you want to restore.
3. Click Revert or Set as current revison and confirm.
4. Reverting a revision creates a copy of that revision and sets to be the latest version. It does not effect the Current Published Revision.
🔹 Reverting creates a new revision based on the selected version—it does not delete later revisions.
🔹 Even f the Measure was previously published, the reverted version must still go through approval before being republished.
To see what has changed between two versions:
1. Open the Revisions tab for a Measure.
2. Select two revisions using the checkboxes.
3. Click Compare selected revisions.
4. Drupal will highlight added, removed, and modified content.
🔹 This is useful when reviewing edits to see what has been changed.
The Measures Library allows external organisations to contribute Measures while ensuring that they can only manage their own content. This is handled through Drupal’s Groups module, where each organisation is represented as a Group.
A Group in Drupal is a way to organize users and content. In the Measures Library, each external organisation is assigned its own Group, which:
✔ Allows users from that organisation to manage their own Measures and Resources.
✔ Restricts access so that organisations cannot edit or view content from other organisations.
✔ Ensures that only the correct users can create and submit Measures for approval.
🔹 HQSC staff manage Groups and can add/remove users as needed.
Organisation Editors: External Users Managing Their Organisation’s Content
Users from external organisations are assigned the Organisation Editor role. This allows them to:
✔ Create and edit Measures belonging to their organisation.
✔ Create and attach Resources (supporting documents) to their Measures.
✔ Submit Measures for approval by setting the Moderation State to Approval Required: Step 1.
🚫 Organisation Editors Cannot:
✖ Edit Measures from other organisations.
✖ Approve content.
✖ Manage other users or assign roles.
✖ Access the Admin Toolbar (instead, they are taken to their organisation’s homepage after logging in).
Managing Group Memberships (For Content Admins Only)
Content Admins can assign or remove users from an organisation’s Group.
1. Navigate to Manage > Groups.
2. Find the organisation and click People.
3. Click Add member.
4. Enter the user’s name or email.
5. Select the Organisation Editor role.
6. Click Save.
1. Go to Manage > Groups > [Organisation Name].
2. Click People and find the user.
3. Click Remove next to their name.
🔹 Removing a user from a Group does not delete their account, but they will no longer have access to their organisation’s content.
How Organisation Editors Work Within the Content Moderation Process
1. An Organisation Editor creates a Measure – The default Moderation State is Draft.
2. When ready, they submit it for approval – They change the state to Approval Required: Step 1.
3. Approval Users (HQSC Staff) review the Measure – If approved, it moves to Step 2 Approval.
4. If changes are needed, Approval Users add a Moderation Note – The Measure is sent back to Draft for edits.
5. Once fully approved, the Measure is Published – It becomes visible to the public.
Key Takeaways
✔ Groups ensure external organisations can only manage their own content.
✔ Organisation Editors can create and edit Measures but cannot approve them.
✔ Content Admins control which users belong to which Groups.
✔ Approval Users work with Organisation Editors through the approval process.
Users with the Content Editor, Content Admin, or Organisation Editor role can create new Measures.
Before You Begin: Adding Resources
Measures often require supporting Resources (e.g., documents, reports, or data files). Since Resources are separate content items, they must be created first before they can be attached to a Measure.
To create a new Resource:
1. Navigate to Manage > Content.
2. Click + Add content, then select Resource.
3. Fill in the required fields, including:
• Title – A clear name for the Resource.
• Resource Type – Categorize the Resource (e.g., Report, Dataset).
• File Upload – Upload the file (e.g., PDF, spreadsheet).
4. Click Save.
Once the Resource is created, it can be referenced within a Measure.
To create a new Measure:
Users with the Content Editor, Content Admin, or Organisation Editor role can create new Measures.
1. Navigate to Manage > Content.
2. Click + Add content, then select Measure.
3. Fill in the required fields, including:
• Title – The name of the Measure.
• Description – A summary of the Measure.
• Measure Set & Health Area – Assign relevant taxonomy terms.
• Resources – Attach previously created Resources by selecting them from the list.
4. Click Save as Draft to store your work.
🔹 New Measures remain in Draft until they are submitted for approval.
If a new Measure is similar to an existing one, you can clone it to save time.
To clone a Measure:
1. Navigate to Manage > Content.
2. Locate the Measure you want to copy.
3. Click Clone (available in the Operations dropdown).
4. A duplicate of the Measure is created. Update the necessary fields.
5. Click Save as Draft, then follow the approval process.
🔹 Cloning ensures consistency when creating variations of existing Measures.
To edit an existing Measure:
1. Navigate to Manage > Content.
2. Find the Measure you need to update.
3. Click Edit in the Operations column.
4. Make the necessary changes.
5. Click Save to store the updates.
🔹 Editing a published Measure creates a new draft revision, which must go through the approval process before replacing the public version.
Bulk Editing Multiple Measures
The Node Edit Action module allows users to edit multiple Measures side by side for consistency.
To edit multiple Measures at once:
1. Navigate to Manage > Content.
2. Use the filters to find the Measures you want to edit.
3. Select multiple Measures using the checkboxes.
4. In the Action dropdown, select “Edit Content”, then click Apply.
5. The selected Measures will open in a multi-edit interface.
6. Make the necessary changes to each Measure.
7. Click Save when done.
🔹 Bulk editing is useful for making batch updates before submitting Measures for approval.
All Measures must go through a two-step approval process before being published.
1. Create or edit a Measure – The Measure remains in Draft.
2. Submit for Step 1 approval – Change the Moderation State to Approval Required: Step 1.
3. Approval Step 1 – An Approval User (Step 1) reviews and either:
• ✅ Approves the Measure (Approved: Step 1) minor changes can requested in Moderation Notes.
• ❌ Requests major changes (Measure returns to Draft).
4. Submit for Step 2 approval – Change the Moderation State to Approval Required: Step 2.
5. Approval Step 2 – An Approval User (Step 2) reviews and either:
• ✅ Approves the Measure (Approved: Step 2) minor changes can requested in Moderation Notes.
• ❌ Requests major changes (Measure returns to Draft).
6. Publishing – Once approved in Step 2, the Measure can be published and becomes visible to the public.
🔹 Organisation Editors can submit their organisation’s Measures for approval but cannot approve them.
Each time a Measure is edited, a new draft revision is created while keeping previous versions intact.
✔ Viewing Revisions – Use the Revisions tab to see past versions and compare changes.
✔ Reverting to an Earlier Revision – If necessary, revert to a previous version (requires approval before publishing).
✔ Editing a Published Measure – Published Measures cannot be edited directly; changes must be made in a draft and go through the approval process.
✔ Unpublishing a Measure – If a Measure should not be visible while being updated, change the Moderation State to Archived before editing.
Key Takeaways
✔ New Measures can be created from scratch or cloned from an existing Measure.
✔ Editing a published Measure creates a draft revision, requiring approval before being published.
✔ Bulk editing allows users to update multiple Measures at once.
✔ Measures must go through a two-step approval process before publication.
✔ Revisions allow users to track changes and restore previous versions if needed.
Getting an Account
All user accounts are created by a Content Admin. When a new account is created:
✔ The user will receive an email notification with login details.
✔ If a password is not manually set by the admin, the email will include instructions on how to set a password.
🔹 Users cannot create their own accounts. If you need access, contact a Content Admin.
Logging In & Logging Out
To log in:
1. Go to the https://measures.hqsc.org.nz/user/login
2. Enter your username and password.
3. Click Log in.
To log out:
1. Click your username in the top-right corner.
2. Select Log out.
🔹 For security reasons, always log out when using a shared or public device.
Changing or Resetting Your Password
To change your password (if logged in):
1. Click your username in the top-right corner.
2. Select Edit.
3. Enter a new password, then click Save.
To reset your password (if logged out):
1. On the Login page, click Request new password.
2. Enter your email or username, then click Submit.
3. Check your email for a reset link and follow the instructions.
Updating Your Username or Email
1. Click your username in the top-right corner.
2. Select Edit.
3. Update your username or email address as needed.
4. Click Save.
User Roles
Your account will have one or more roles that determine your permissions. The possible roles are:
✔ Content Admin – Manages users and site content.
✔ Content Editor – Creates and edits HQSC Measures.
✔ Organisation Editor – Creates and edits their organisation’s Measures and Resources.
✔ Approval User: Step 1 & Step 2 – Reviews and approves Measures in their respective approval steps.