Structured authoring in Paligo

<section>
  <title>Initiate a report review</title>
  <!-- Reusable note: Link names customized note (both audiences) -->
  <xi:include parse="xml" href="UUID-296d2e52-ffab-0ea5-524f-cf3513a5f2a1"/>
  <!-- Each <phrase> in this topic is the product name variable: "Clearpath" -->
  <important audience="Employee Compliance">
    <para>
      This information is for organizations handling compliance internally, not for
      organizations working with <phrase xinfo:variable="19" xinfo:varset="320"/>'s managed compliance team.
    </para>
  </important>
  <para>
    <phrase xinfo:variable="19" xinfo:varset="320"/> supports customized workflows for sharing a compliance report
    with reviewers and tracking its progress. Customized workflows are designed through
    collaboration between <phrase xinfo:variable="19" xinfo:varset="320"/> and your organization to meet your
    organization's policies and procedures.
  </para>
  <para>
    Reports typically fall into one of two categories: <emphasis>complete</emphasis> (no
    flags are raised) or <emphasis>complete with concerns</emphasis> (flags are raised).
  </para>
  <para audience="Employee Compliance">
    A common report approval process is that an organization sends a complete report to a
    compliance manager, who reviews and approves the report. However, if the report is
    complete with concerns, it is sent to the compliance manager and compliance committee
    for review and approval.
  </para>
  <!-- Included topic: Steps to initiate a report review -->
  <xi:include parse="xml" href="UUID-8c12467e-80cf-de83-a66a-bf33fc2ea948"/>
</section>

<section>
  <title>Steps to initiate a report review</title>
  <procedure>
    <!-- Reusable step: Open Clearpath (used in all guides) -->
    <xi:include parse="xml" href="UUID-4f2b8e61-3c7a-4d95-b0e2-7a1c5d9e3f84"/>
    <!-- Reusable steps: Employee's page navigation (Employee Compliance only) -->
    <xi:include parse="xml" href="UUID-c70510c8-2a61-489e-4328-584e32021cc3"/>
    <!-- Reusable steps: Review cycle navigation (Site Compliance only) -->
    <xi:include parse="xml" href="UUID-079361d6-03ec-e6de-e310-059d58daa63d"/>
    <step>
      <para>
        On the <emphasis role="bold">Details</emphasis> tab in the modal at right, go to
        the <emphasis role="bold">Summary</emphasis> section and click
        <phrase xinfo:variable="133" xinfo:varset="320"/> next to <emphasis role="bold">Status</emphasis>.
        <!-- "the pencil icon" + pencil image variable -->
      </para>
    </step>
    <step>
      <para>
        In the <emphasis role="bold">Status</emphasis> field dropdown, select the next
        status in the compliance approval workflow. This likely is customized for your
        organization. If you're using default functionality, the next status is
        <emphasis role="bold">Complete</emphasis>.
      </para>
    </step>
    <step>
      <para>
        In the <emphasis role="bold">Type</emphasis> field dropdown, select
        <emphasis role="bold">Initial</emphasis> if this is the first compliance review.
        Select <emphasis role="bold">Renewal</emphasis> if it's not the first time.
      </para>
    </step>
    <step>
      <para>Click <emphasis role="bold">Save</emphasis> at the bottom of the screen.</para>
    </step>
  </procedure>
</section>

<procedure role="reuse-range">
  <step audience="Employee Compliance">
    <para>
      Go to the <emphasis role="strong">Review Cycles</emphasis> modal on the employee's
      page.
    </para>
    <!-- Reusable caution, tagged Employee Compliance -->
    <xi:include parse="xml" href="UUID-a3114d50-690e-5d2e-fa34-99c200f749a6"/>
  </step>
</procedure>

<procedure audience="Site Compliance" role="reuse-range">
  <!-- Site navigation steps -->
  <xi:include parse="xml" href="UUID-965ec566-a631-dda4-6047-f77be55549c0"/>
  <!-- Click review cycle -->
  <xi:include parse="xml" href="UUID-7845ab80-c2d9-ee67-b222-1c7fd4508057"/>
</procedure>

<!-- Site navigation steps (nested range) -->
<procedure role="reuse-range">
  <!-- Site list navigation steps -->
  <xi:include parse="xml" href="UUID-95c84673-9826-55ce-4b04-14ae60b5c3c6"/>
  <step>
    <para>
      Select a site. If you don't see the site's name in the table, click the
      <emphasis role="bold">Recently Viewed</emphasis> dropdown at top left and select
      <emphasis role="bold">All Sites</emphasis>.
    </para>
  </step>
</procedure>

<!-- Site list navigation steps (nested range) -->
<procedure role="reuse-range">
  <step>
    <para>
      In the dropdown menu next to <emphasis role="bold">Compliance</emphasis> at top
      left, select <emphasis role="bold">Sites</emphasis>.
    </para>
  </step>
</procedure>

<!-- Click review cycle (nested range) -->
<procedure role="reuse-range">
  <step>
    <para>
      In the <emphasis role="bold">Review Cycles</emphasis> modal, click the name of the
      review cycle.
    </para>
  </step>
</procedure>

<procedure role="reuse-range">
  <step>
    <!-- "Clearpath" -->
    <para>Go to <phrase xinfo:variable="19" xinfo:varset="320"/>.</para>
  </step>
</procedure>

<varset id="320">
  <!-- Product name -->
  <var id="20" type="text" label="19" label-name="Product name">Clearpath</var>
  <!-- Icon phrase: text plus an image variable from the icon set -->
  <var id="176" type="text" label="133" label-name="Pencil icon">the pencil icon
    (<inlinemediaobject>
      <imageobject xinfo:variable="12" xinfo:varset="1556"><imagedata/></imageobject>
    </inlinemediaobject>)</var>
</varset>

<!-- Shared by both audiences -->
<note>
  <para>Names and locations of links may be customized for your organization.</para>
</note>

<note audience="Employee Compliance">
  <para>
    The name or location of the <emphasis role="bold">Review Cycles</emphasis> modal may
    not match these instructions if customizations were made to the user interface for
    your organization.
  </para>
</note>