The Review Project Workflow Path describes the process by which a concept is mapped by a single Specialist, with that mapping then subject to review by a 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:.
Trigger: The user's action in the Mapping Tool user interface resulting in a request to perform an action
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. | |
REVIEW_NEEDED | 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. | |
ASSIGN_FROM_SCRATCH | Record 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 | SAVE_FOR_LATER | Lead'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 | Lead clicks Finish from Compare Records editing page. | |
UNASSIGN | Lead's record deleted. | Lead clicks Unassign on Assigned Work widget. | |
REVIEW_NEEDED | 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 REVIEW_RESOLVED | Lead clicks Finish from either:
| |
UNASSIGN | Lead's record deleted | Lead clicks Unassign on Assigned Work widget. | |
REVIEW_NEEDED | 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 REVIEW_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 | 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_NEEDED | REVIEW_NEW | A lead has claimed the specialist's work for review, but has not begun editing. |
REVIEW_NEEDED | REVIEW_IN_PROGRESS | A lead has begun reviewing the specialist's work, and has saved work. |
REVIEW_NEEDED | REVIEW_RESOLVED | A lead has finished reviewing the specialist's work. |