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.
For general details on workflow, see Editing, Tracking, Workflow.
(Click to enlarge)
INITIAL STATE:
FINAL STATE:
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 | Action | Result | Trigger |
---|---|---|---|
Specialist Level Work: User's record marked in bold | |||
[NO RECORDS – INITIAL STATE ] | ASSIGN_FROM_SCRATCH | Record created with NEW status. | User clicks Assign Concept on Available Work widget |
NEW | SAVE_FOR_LATER | Specialist'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 validation successful, specialist's record saved and marked EDITING_DONE. | Specialist clicks Finish from Map Record editing page. | |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget. | |
EDITING_IN_PROGRESS | SAVE_FOR_LATER | Specialist's record saved without validation. No workflow modification. | Specialist clicks Save For Later on Map Record editing page. |
FINISH_EDITING | Specialist's record validated. If validation successful, specialist's record saved and marked EDITING_DONE. | Specialist clicks Finish from either:
| |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget. | |
EDITING_DONE | SAVE_FOR_LATER | Specialist's record saved without validation. No workflow modification. | Specialist clicks Save For Later on Map Record editing page. |
FINISH_EDITING | Specialist's record validated. If validation successful, specialist's record saved. No workflow modification. | Specialist clicks Finish from Map Record editing page. | |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget. | |
NEW + NEW | SAVE_FOR_LATER | Specialist'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:
| Specialist clicks Finish from Map Record editing page.
| |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget. | |
EDITING_IN_PROGRESS + NEW | SAVE_FOR_LATER | Specialist'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:
| Specialist clicks Finish from either:
| |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget | |
EDITING_DONE + NEW | SAVE_FOR_LATER | Specialist'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 validation successful, record saved. | Specialist clicks Finish from Map Record editing page. | |
UNASSIGN | Specialist'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
| User clicks Finish on Map Record editing page. | |
UNASSIGN | Specialist's record deleted. | Specialist clicks Unassign on Assigned Work widget | |
ASSIGN_FROM_SCRATCH | Record created with CONFLICT_NEW status | Lead clicks Assign Conflict from Available Work widget. | |
Lead Level Work: User's record is marked in bold | |||
CONFLICT_DETECTED | SAVE_FOR_LATER | Lead'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 | Lead clicks Finish from Compare Records editing page. | |
UNASSIGN | Lead's record deleted. | Lead clicks Unassign on Assigned Work widget. | |
CONFLICT_DETECTED | SAVE_FOR_LATER | Lead's record saved without validation. No workflow change. | 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 either:
| |
UNASSIGN | Lead's record deleted | Lead clicks Unassign on Assigned Work widget. | |
CONFLICT_DETECTED | SAVE_FOR_LATER | Lead's record saved without validation. No workflow change. | 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. | |
PUBLISH | Lead's record set to READY_FOR_PUBLICATION. LEADS TO FINAL STATE. | Lead clicks Publish from Assigned Work widget. | |
UNASSIGN | Lead's record deleted. | Lead clicks Unassign on Assigned Work widget. |
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. | ||
NEW | NEW | Two specialists have claimed the concept, but neither have begun editing. | |
NEW | EDITING_IN_PROGRESS | Two specialists have claimed the concept. The first has not begun editing; the second has saved editing work. | |
NEW | EDITING_DONE | Two specialists have claimed the concept. The first has not begun editing; the second has completed editing. | |
EDITING_IN_PROGRESS | EDITING_IN_PROGRESS | Two specialists are both still editing records. | |
EDITING_IN_PROGRESS | EDITING_DONE | One specialist has finished editing the record and the other is still editing. | |
EDITING_DONE | EDITING_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_DETECTED | CONFLICT_DETECTED | Two specialists have completed work, and mappings are in conflict. Requires lead review. | |
CONFLICT_DETECTED | CONFLICT_DETECTED | CONFLICT_NEW | A lead has claimed a conflict for review, but has not begun editing. |
CONFLICT_DETECTED | CONFLICT_DETECTED | CONFLICT_IN_PROGRESS | A lead has begun resolving a conflict, and has saved work. |
CONFLICT_DETECTED | CONFLICT_DETECTED | CONFLICT_RESOLVED | A lead has finished reviewing a conflict. |