/
πŸ“‹ OEG Confluence Revamp β€” Workplan (2026-05-20)

πŸ“‹ OEG Confluence Revamp β€” Workplan (2026-05-20)

OEG Confluence Revamp β€” Workplan

Started: 2026-05-20 Β Β·Β  Owner: Casey Iiams-Hauser (with Claude) Β Β·Β  Status: Phase 1 substantial Β· Phase 2 done Β· Phase 3 partial Β· Phase 4 done

Progress as of 2026-05-21: ~60+ pages re-parented under the new audience-aligned structure; homepage rewritten as Start Here; all 7 section landing pages have full Start Here copy with reading order and how-to-get-help; Get Help and Watch & Stay Current pages live under Community; Releases consolidated into a version table; Version Stamp Convention documented. The space looks materially different to a cold visitor than it did 24 hours ago.

Phases at a glance

Phase

Goal

Effort

Status

Phase

Goal

Effort

Status

1. IA Consolidation

32 lanes β†’ 8 audience-aligned sections

~1 sprint

SUBSTANTIAL β€” FOLDER MOVES REMAIN

2. Start Here entry points

Landing page per audience with reading order + how to get help

~1 sprint

DONE

3. Content currency framework

Version stamps, consolidate Releases, archive meeting notes

~1 sprint

PARTIAL β€” CONVENTION + RELEASES TABLE DONE

4. Customer ↔ community bridge

Get Help page, Recent Changes feed on homepage, Watch & Stay Current guide

~1 sprint

DONE β€” RECENT CHANGES MACRO DEFERRED

5. Content normalization

Page-type templates, decommission Google Doc anchors, native attachments, page convention

~1–2 sprints

QUEUED

Phase 1 β€” IA Consolidation

What's done

Audit space (187 pages mapped, archive duplicates) β€” done May 20
Publish this workplan
Create 8 new section landing pages with placeholder summaries (became 7 + homepage as Start Here)
Rewrite homepage as Start Here with audience cards
Re-parent "New User Manual sections to be verified" (+47 children) β†’ Modules & Features
Re-parent "Role-Based Access Control (RBAC)" (+5 children) β†’ Modules & Features
Re-parent "QA Framework" (+1 child) β†’ For Developers
Re-parent "Laboratory Notebooks" β†’ For Lab Staff
Re-parent "Troubleshooting" β†’ For Operators
Re-parent "OpenELIS Global Implementations" (+3 children: Madagascar, Ethiopia, Indonesia) β†’ For Implementers
Re-parent "Meeting notes in space" β†’ Community

What's blocked (tool limitation)

The Atlassian connector's updateConfluencePage doesn't support Confluence's folder-typed objects β€” those return 404. Folders need a manual drag-and-drop in the Confluence UI. Manual move targets:

Drag Install and Upgrade Documentation folder β†’ For Implementers
Drag Administrator Guide folder β†’ For Lab Staff
Drag Administrator Quick Guide folder β†’ For Lab Staff
Drag End User Guide folder β†’ For Lab Staff
Drag End User Quick Guide folder β†’ For Lab Staff
Drag Deployment folder β†’ For Implementers
Drag Develop folder β†’ For Developers
Drag Initializer folder β†’ For Implementers
Drag Single Sign On setup folder β†’ For Implementers
Drag Google Summer of Code folder β†’ Community
Drag OpenELIS Community folder β†’ Community
Drag Meeting Notes Index folder β†’ Community
Drag LAB QA Features folder β†’ split: QA Menu Release β†’ Modules; QA Narrative (devs) β†’ Developers
Drag OpenELIS Test Catalog Epic folder β†’ Modules & Features
Drag OpenELIS Integrations folder β†’ For Implementers (if non-empty)
Drag New Features and Functionality Roadmap folder β†’ Releases
Drag OpenMRS Integration page β†’ For Implementers (large body β€” skipped programmatically)
Drag OpenELIS Global Style Guide page β†’ Community (large body β€” skipped programmatically)
Drag Microbiology Module Walk-through (for developers) page β†’ For Developers (oversized β€” skipped programmatically)

Estimated 5–10 minutes of UI work to complete Phase 1.

Phase 2 β€” Start Here entry points

For Lab Staff landing page β€” split paths for end users vs admins
For Implementers landing page — 5-step Plan→Install→Configure→Integrate→Train
For Developers landing page β€” onboarding + reference + contribution flow
For Operators landing page β€” runbook + upgrade + incident playbook
Modules & Features landing page β€” grouped index of 28+ feature pages
Releases landing page β€” version table with status lozenges + role-based subscription guide
Community landing page β€” get-help table + programs + contribution paths

Phase 3 β€” Content currency framework

Define version-stamp template β€” see Version Stamp Convention page under Community
Consolidate Past Releases + Older Releases + Current Production + Roadmap β€” the Releases page now shows a unified version table
Apply version stamps to all production reference pages β€” per-page editorial work, batch over time
Archive the 18 weekly 2025 meeting notes under Community/Archive/2025 β€” pending folder moves above

Phase 4 β€” Customer ↔ community bridge

Create Get Help page under Community β€” organized by need and by channel
Create Watch & Stay Current guide under Community β€” Confluence + GitHub + Talk subscriptions, by role
Add Get Help + Watch & Stay Current callouts to homepage
Add Recent Changes macro to homepage (deferred β€” needs Confluence macro insertion)

Phase 5 β€” Content normalization (longest tail, queued)

Establish 4 page-type templates (Concept / How-To / Reference / Tutorial)
Re-categorize every page into one of the four types
Decommission Google Doc anchor cross-references (~30 pages affected)
Backlog: migrate external blob/CDN images to Confluence-native attachments
Resolve smartlink-redirect pages (e.g. QA Framework β†’ Playwright) β€” decide convention

Pages created or significantly updated by this revamp

Page

Status

Notes

Page

Status

Notes

Homepage (Start Here)

Rewritten

8-card audience layout + Get Help / Watch callouts

For Lab Staff

Created + full landing

Section page #1

For Implementers

Created + full landing

Section page #2

For Developers

Created + full landing

Section page #3

For Operators

Created + full landing

Section page #4

Modules & Features

Created + full landing

Section page #5

Releases

Created + version table

Section page #6; consolidated view

Community

Created + full landing

Section page #7

Get Help

Created

Under Community

Watch & Stay Current

Created

Under Community

Version Stamp Convention

Created

Under Community

Open questions / decisions

  1. Same space (OEG) vs new clean space + migrate? Decided: same space, in-place reorg. Preserves bookmarks and page IDs.
  2. French content: parallel "(Français)" section under Lab Staff, or separate space? Tentatively: parallel section.
  3. Dev primers on lab processes (QA Narrative, Microbiology walk-through) β€” keep under Developers, or under Modules with a "for developers" prefix? Tentatively: under Developers / Onboarding for new contributors.

Suggested next session

  1. Complete the manual folder moves listed in Phase 1 (~5–10 min of UI work).

  2. Add the Recent Changes macro to the homepage in the Confluence UI.

  3. Begin Phase 3 stamping pass β€” verify the End User Manual PARTS 1–16 against the live system, apply version stamps.

  4. Phase 5 can be slotted in opportunistically; it's editorial, not structural.