Role: Content Editor
Estimated Time: 60–90 minutes total
Required Tools: Echo KB (read), Notion (acknowledgement)
This checklist must be completed before editorial access is granted.
1. Understand Your Role Boundaries
☐ I understand that Echo KB is the canonical source (source of truth) of documentation
☐ I understand that Notion is used for drafting and coordination, not publication
☐ I understand that I must not bypass templates, structure, or governance
☐ I understand that unclear changes must be escalated, not improvised
📄 Required Reading
2. Learn the Documentation Lifecycle
☐ I understand the status lifecycle: Draft → Review → Approved → Canonical (Published)
☐ I understand when content is considered official
☐ I understand that canonical KB content overrides all drafts
📄 Required Reading
3. Learn Where Editing Happens (Critical)
☐ I understand what belongs in Notion vs what belongs in Echo KB
☐ I understand that canonical edits occur in Echo KB only, after review and approval
☐ I understand that no parallel “shadow versions” are allowed after publication
📄 Required Reading
- Documentation Contribution Guide
- Notion → KB Publishing Rules
https://www.loom.com/share/63b52390fa874b598db213196e4c5d54
4. Editorial Standards & Consistency
☐ I understand tone, clarity, and formatting expectations
☐ I understand how to edit without breaking structure
☐ I understand when to request review instead of editing directly
☐ Acknowledge that unclear situations require escalation
📄 Required Reading
- Content Editor Playbook
- Formatting & Style Guidelines
5. Change Management & Escalation
☐ I understand which changes I may make independently
☐ I understand which changes require approval
☐ I understand how to flag structural or governance concerns
📄 Required Reading
- Change Management Rules
- Governance & Guardrails
6. Acknowledgement & Activation
Content Editors must formally acknowledge completion before editing privileges are activated.
👉 Completion is confirmed via the Notion onboarding system.
This acknowledgement confirms that you:
- Understand your editorial authority and limits
- Agree to follow the documented workflow
- Accept responsibility for canonical content integrity
Optional (Recommended)
🎥 Loom: “Editing safely in Notion vs Echo KB”
🎥 Loom: “Common content editor mistakes to avoid”