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Overview

Describes the Legacy Workflow Path, by which a concept is mapped independently by one or two specialists (in conjunction with a previously loaded legacy record), with conflicts arising resolved by the lead. 

TBD - details below are from the legacy workflow

Details

For general details on workflow, see Editing, Tracking, Workflow.

Workflow Diagram

(Click to enlarge)

 

INITIAL STATE:

  • A tracking record for the concept to be mapped has been created by Compute Workflow.
  • No map records exist for this concept and project.

FINAL STATE:

  • No tracking record exists for this concept and project.
  • A single map record marked READY_FOR_PUBLICATION exists.

Workflow Status Combinations and Action Enumeration

The table below describes the stagess that exist and actions that can be taken for each stage of the workflow.  The columns are:.

  • Workflow Status Combination:  The combinations of map records that exist for a given concept and project.  Each combination is listed on a new line.  Where multiple records exist for a single combination, they are linked with a plus sign (+), e.g. EDITING_DONE + EDITING_IN_PROGRESS. The current user's record (if any) is marked in bold.
  • Action:  Each row represents a permitted workflow action that can be performed on a particular workflow status combination.
  • Result:  Describes actions performed on specific map records as a result of the action.
  • Trigger:  The user's action in the Mapping Tool user interface resulting in a request to perform an action.

 

Workflow Status CombinationActionResultTrigger
Specialist Level Work: User's record marked in bold

[NO RECORDS – INITIAL STATE ]
NEW
EDITING_IN_PROGRESS
EDITING_DONE

ASSIGN_FROM_SCRATCHRecord created with NEW status.User clicks Assign Concept on Available Work widget
NEWSAVE_FOR_LATERSpecialist's record saved without validation and 
set to EDITING_IN_PROGRESS.
Specialist clicks Save For Later on Map Record editing page.
FINISH_EDITINGSpecialist's record validated. If validation successful, specialist's record
saved and marked EDITING_DONE. 
Specialist clicks Finish from Map Record editing page.
UNASSIGNSpecialist's record deleted.Specialist clicks Unassign on Assigned Work widget.
EDITING_IN_PROGRESSSAVE_FOR_LATERSpecialist's record saved without validation. No workflow modification.Specialist clicks Save For Later on Map Record editing page.
FINISH_EDITINGSpecialist's record validated. If validation successful, specialist's record
saved and marked EDITING_DONE. 

Specialist clicks Finish from either:

  • Map Record editing page, or
  • Assigned Work widget.
UNASSIGNSpecialist's record deleted.Specialist clicks Unassign on Assigned Work widget.
EDITING_DONESAVE_FOR_LATERSpecialist's record saved without validation. No workflow modification.Specialist clicks Save For Later on Map Record editing page.
FINISH_EDITINGSpecialist's record validated. If validation successful, specialist's record
saved. No workflow modification. 
Specialist clicks Finish from Map Record editing page.
UNASSIGNSpecialist's record deleted.Specialist clicks Unassign on Assigned Work widget.

NEW + NEW
NEW + EDITING_IN_PROGRESS
NEW + EDITING_DONE

SAVE_FOR_LATERSpecialist's record saved without validation and 
set to EDITING_IN_PROGRESS.

Specialist clicks Save For Later on Map Record editing page.

FINISH_EDITING

Specialist's record validated. If record valid:

  • If EDITING_DONE record exists:
    • Compare this record to EDITING_DONE record.
    • If conflict detected, set both records to CONFLICT_DETECTED
    • If conflict not detected
      • Set user's record to READY_FOR_PUBLICATION
      • Delete second CONFLICT_DETECTED record
      • Delete tracking record
  • IF EDITING_DONE record does not exist:
    • set user's record to EDITING_DONE

Specialist clicks Finish from Map Record editing page.

 

UNASSIGNSpecialist's record deleted.Specialist clicks Unassign on Assigned Work widget.

EDITING_IN_PROGRESS + NEW
EDITING_IN_PROGRESS + EDITING_IN_PROGRESS
EDITING_IN_PROGRESS + EDITING_DONE

SAVE_FOR_LATERSpecialist's record saved without validation. No workflow change.Specialist clicks Save For Later on Map Record editing page.
FINISH_EDITING

Specialist's record validated. If record valid:

  • If EDITING_DONE record exists:
    • Compare this record to EDITING_DONE record.
    • If conflict detected, set both records to CONFLICT_DETECTED
    • If conflict not detected
      • Set user's record to READY_FOR_PUBLICATION
      • Delete second CONFLICT_DETECTED record
      • Delete tracking record
  • IF EDITING_DONE record does not exist:
    • set user's record to EDITING_DONE

Specialist clicks Finish from either:

  • Map Record editing page, or
  • Assigned Work widget
UNASSIGNSpecialist's record deleted.Specialist clicks Unassign on Assigned Work widget

EDITING_DONE + NEW
EDITING_DONE + EDITING_IN_PROGRESS

SAVE_FOR_LATERSpecialist's record saved without validation. No workflow change.Specialist clicks Save For Later on Map Record editing page
FINISH_EDITINGSpecialist's record validated. If validation successful, record saved.

Specialist clicks Finish from Map Record editing page.

UNASSIGNSpecialist's record deleted.User clicks Unassign on Assigned Work widget
CONFLICT_DETECTED + CONFLICT_DETECTED

 



SAVE_FOR_LATER

Specialist's record saved without validation. No workflow change.User clicks Save for Later on Map Record editing page.
FINISH_EDITING

Specialist's record validated. If validation successful, compare this 
record to second CONFLICT_DETECTED record:

  • If conflict detected, save record. No workflow modification
  • If conflict not detected
    • Set user's record to READY_FOR_PUBLICATION
    • Delete second CONFLICT_DETECTED record
    • Delete tracking record
User clicks Finish on Map Record editing page. 
UNASSIGN

Specialist's record deleted. 
Remaining CONFLICT_DETECTED record set to EDITING_DONE. 

Specialist clicks Unassign on Assigned Work widget 
ASSIGN_FROM_SCRATCHRecord created with CONFLICT_NEW statusLead clicks Assign Conflict from Available Work widget.
Lead Level Work: User's record is marked in bold

CONFLICT_DETECTED
+ CONFLICT_DETECTED
CONFLICT_NEW

SAVE_FOR_LATERLead's record saved without validation 
and marked CONFLICT_IN_PROGRESS.
Lead clicks Save for Later on Compare Records editing page.
FINISH_EDITING

Lead's record validated. If validation successful, lead's record 
saved and marked CONFLICT_RESOLVED

Lead clicks Finish from Compare Records editing page.

UNASSIGNLead's record deleted.Lead clicks Unassign on Assigned Work widget.

CONFLICT_DETECTED
+ CONFLICT_DETECTED
CONFLICT_IN_PROGRESS

SAVE_FOR_LATERLead's record saved without validation. No workflow change.Lead clicks Save for Later on Compare Records editing page.
FINISH_EDITINGLead's record validated. If validation successful, lead's record 
saved and marked CONFLICT_RESOLVED

Lead clicks Finish from either:

  • Compare Records editing page
  • Assigned Work widget
UNASSIGNLead's record deletedLead clicks Unassign on Assigned Work widget.

CONFLICT_DETECTED
+ CONFLICT_DETECTED
CONFLICT_RESOLVED




SAVE_FOR_LATERLead's record saved without validation. No workflow change.Lead clicks Save for Later on Compare Records editing page.
FINISH_EDITINGLead's record validated. If validation successful, lead's record 
saved and marked CONFLICT_RESOLVED

Lead clicks Finish from Compare Records editing page.

PUBLISH

Lead's record set to READY_FOR_PUBLICATION.
Records marked CONFLICT_DETECTED deleted.
Tracking record deleted.

LEADS TO FINAL STATE.

Lead clicks Publish from Assigned Work widget.
UNASSIGNLead's record deleted.Lead clicks Unassign on Assigned Work widget.

Description of workflow combinations

This section describes each possible combination of workflow statuses attached to a tracking record for a concept and project.

Status 1
Status 2
Status 3
Explanation
Status 1
Status 2
Status 3
Explanation
NEW  

One specialist has claimed the concept, but has not begun editing

EDITING_IN_PROGRESS  One specialist has begun editing, and has saved work.
EDITING_DONE  One specialist has completed editing.
NEWNEW Two specialists have claimed the concept, but neither have begun editing.
NEWEDITING_IN_PROGRESS Two specialists have claimed the concept. The first has not begun editing; the second has saved editing work.
NEWEDITING_DONE Two specialists have claimed the concept. The first has not begun editing; the second has completed editing.
EDITING_IN_PROGRESSEDITING_IN_PROGRESS Two specialists are both still editing records.
EDITING_IN_PROGRESSEDITING_DONE One specialist has finished editing the record and the other is still editing.
EDITING_DONEEDITING_DONE Exists only temporarily until conflict analysis occurs, at which point either a conflict is detected and the status changes, or a conflict is not detected and these records are removed.
CONFLICT_DETECTEDCONFLICT_DETECTED Two specialists have completed work, and mappings are in conflict. Requires lead review.
CONFLICT_DETECTEDCONFLICT_DETECTEDCONFLICT_NEWA lead has claimed a conflict for review, but has not begun editing.
CONFLICT_DETECTEDCONFLICT_DETECTEDCONFLICT_IN_PROGRESSA lead has begun resolving a conflict, and has saved work.
CONFLICT_DETECTEDCONFLICT_DETECTEDCONFLICT_RESOLVEDA lead has finished reviewing a conflict.

Links/References

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