Overview

Describes the Review Project Workflow Path, by which a concept is mapped by a single Specialist, with that mapping then subject to review by a Lead.

Details

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

Workflow Diagram


(Click to enlarge.)

 

INITIAL STATE:

FINAL STATE:

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:.

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 ]

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.
REVIEW_NEEDEDSAVE_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.
ASSIGN_FROM_SCRATCHRecord created with REVIEW_NEW status.Lead clicks Assign Review Work from Available Work widget.
Lead Level Work: User's record is marked in bold

REVIEW_NEEDED
REVIEW_NEW

SAVE_FOR_LATERLead's record saved without validation 
and marked REVIEW_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 REVIEW_RESOLVED

Lead clicks Finish from Compare Records editing page.

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

REVIEW_NEEDED
REVIEW_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 REVIEW_RESOLVED

Lead clicks Finish from either:

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

REVIEW_NEEDED
REVIEW_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 REVIEW_RESOLVED

Lead clicks Finish from Compare Records editing page.

PUBLISH

Lead's record set to READY_FOR_PUBLICATION.
Record marked REVIEW_NEEDED 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
Explanation
NEW 

Specialist has claimed the concept, but has not begun editing

EDITING_IN_PROGRESS Specialist has begun editing, and has saved work.
REVIEW_NEEDED Specialist has completed editing.
REVIEW_NEEDEDREVIEW_NEWA lead has claimed the specialist's work for review, but has not begun editing.
REVIEW_NEEDEDREVIEW_IN_PROGRESSA lead has begun reviewing the specialist's work, and has saved work.
REVIEW_NEEDEDREVIEW_RESOLVEDA lead has finished reviewing the specialist's work.

 

Links/References