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How to promote a complex task (one with SAC/AAG gateway controls) to include its changes in the parent project. This is an extension of the simpler promotion process for non-complex tasks.

Advanced Tables - Table Plus


The Complex  slider control in the upper-right of the Task View - Task Details panel defines whether or not a task is Complex.


Move the Complex  slider to the right to set the task as Complex.

This activates any task-level Service Acceptance Criteria (SAC) which are defined within the parent project SAC configuration.

Task-level SAC are presented in two lists, between the Task Details section and the Edit Task Details  button in the Task View - Task Details panel, and are common to all Complex tasks within the project.

Automatic Task-level SAC are listed to the left, with Manual Task-level SAC to the right.

Automatic SAC have a yellow warning triangle icon if not yet met, and a green tick if their automated system checks confirm they are satisfied.

Manual SAC are presented initially as open checkboxes, each of which can be interactively checked (green-ticked) when the user's role-based access permissions match those configured for that SAC control.

Until all mandatory task-level SAC are met, task promotion will be blocked and Promote This Task to the Project  in the Task View - Task Details panel actions button list will not be enabled.

titleInternational Authoring - Task SAC - Examples

Excerpt Include
Service Acceptance Criteria (SAC) and Authoring Acceptance Gateway (AAG) controls
Service Acceptance Criteria (SAC) and Authoring Acceptance Gateway (AAG) controls

titleRole-based access controls apply to manual task-level SAC

If the user's authenticated account session roles do not include edit permissions for the task (such as when viewing another author's task), the current manual SAC status will be shown, but cannot be set.

Press a manual SAC checkbox to toggle its status. It will show a green ticked box when checked, indicating its condition is met.

When all mandatory task-level SAC conditions are met for a Complex task then promotion is enabled and Promote This Task to the Project  in the Task View - Task Details will become active.

The example shown in the screenshot shows a Complex task which requires a review to be completed ( "Review complete" mandatory automated Task-level SAC) and also for the author to confirm that the task validation report has no task-level RVF assertion failures ("RVF Report Clean" mandatory manual Task-level SAC).

Once task promotion is enabled, follow the non-complex task steps (included below) to complete promotion of the task. Although the screenshots show simple tasks without task-level SAC, the steps to promote once it is enabled are the same for all tasks. 

Excerpt Include
Promote my (non-complex) task changes to their parent project (share with other authors)
Promote my (non-complex) task changes to their parent project (share with other authors)