Workflow: Difference between revisions

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==Users==
==Users==
The site is run by 4 different types of users.
The site is run by 5 different types of users.
#Preparers
#Preparers
#Approvers
#Approvers
#Verifiers
#Verifiers
#Admin
#Admin
#MembersOfTheExec


==Document States==
==Document States==
There are 6 discreet states a document can be in.  Documents change states, by simply editing the tag Eg. <nowiki>{{InPreperation}}</nowiki> to something like <nowiki>{{NominatedForApproval}}</nowiki>.  The List of states is below.
There are 6 discreet states a document can be in.  The List of states is below.
#[[Template:InPreparation|InPreperation]]
#[[Template:InPreparation|InPreperation]]
#[[Template:NominatedForApproval|NominatedForApproval]]
#[[Template:NominatedForApproval|NominatedForApproval]]
Line 37: Line 38:
#[[Template:InVerification|InVerification]]
#[[Template:InVerification|InVerification]]
#[[Template:Final|Final]]
#[[Template:Final|Final]]
The process to change the state of a Document is two steps.
===1st Step===
Simply edit the page and apply the correct [[Site Template]].  Eg. <nowiki>{{InPreperation}}</nowiki> to something like <nowiki>{{NominatedForApproval}}</nowiki>. 
===2nd Step===
Move (ie change) the page's stack.  Eg. Prep: to Appr:


==Document Stacks==
== Document Stacks ==
There are 5 discreet stacks a document can be in.  Documents are moved between stacks by users adding the proper suffix to the beginning of a name of a document.  Eg. The "Ontario Energy Platform" page will be created, not in workflow, then move to "Prep:Ontario Energy Platform", then "Appr:Ontario Energy Platform", then "Verf:Ontario Energy Platform", then "Finl:Ontario Energy Platform".


The corresponding prefixes are key to the functionality. They are below.
There are 5 discreet stacks a document can be in. Documents are moved from stack to stack by users adding/changing the suffix to the beginning of a name of a document.
#(main)/blank - Not In Workflow
 
#Prep - In Workflow: Preperation
The corresponding prefixes are key to the functionality. They are below.
#Appr - In Workflow: Approval
 
#Verf - In Workflow: Verification
#(main)/blank - Not In Workflow  
#Finl - In Workflow: Final
#Prep - In Workflow: Preperation  
#Appr - In Workflow: Approval  
#Verf - In Workflow: Verification  
#Finl - In Workflow: Final  
#Exec - Not In Workflow, only editable by MembersOfTheExec
#IT - Not in Workflow, only editable by administrators
 
Eg. The "Ontario Energy Platform" page will be created, not in workflow, then move to "Prep:Ontario Energy Platform", then "Appr:Ontario Energy Platform", then "Verf:Ontario Energy Platform", then "Finl:Ontario Energy Platform".

Latest revision as of 22:20, 17 January 2021

Framework

The site is organized into 2 areas:

  1. Not In Workflow - This is where any page begins. Newly created, possibly duplicated, single person contributions. Valuable content, but may or may not need to go through the workflow.
  2. In Workflow - This is where any important document needs to live.
Examples
In or Out? Examples
Not In Workflow List of Libertarian Books, List of Libertarian Videos, List of members, Libertarian Jokes, Duplicated pages, History or the party, Facts.
In Workflow Strategy, Policy, Platform, Campaign Boiler Plate material, Official Communications, Party's Official Position on 'X'.

This image below shows the framework for the workflow, with who and when people "move" a page. Workflow Image

Users

The site is run by 5 different types of users.

  1. Preparers
  2. Approvers
  3. Verifiers
  4. Admin
  5. MembersOfTheExec

Document States

There are 6 discreet states a document can be in. The List of states is below.

  1. InPreperation
  2. NominatedForApproval
  3. InApproval
  4. NominatedForVerification
  5. InVerification
  6. Final

The process to change the state of a Document is two steps.

1st Step

Simply edit the page and apply the correct Site Template. Eg. {{InPreperation}} to something like {{NominatedForApproval}}.

2nd Step

Move (ie change) the page's stack. Eg. Prep: to Appr:

Document Stacks

There are 5 discreet stacks a document can be in. Documents are moved from stack to stack by users adding/changing the suffix to the beginning of a name of a document.

The corresponding prefixes are key to the functionality. They are below.

  1. (main)/blank - Not In Workflow
  2. Prep - In Workflow: Preperation
  3. Appr - In Workflow: Approval
  4. Verf - In Workflow: Verification
  5. Finl - In Workflow: Final
  6. Exec - Not In Workflow, only editable by MembersOfTheExec
  7. IT - Not in Workflow, only editable by administrators

Eg. The "Ontario Energy Platform" page will be created, not in workflow, then move to "Prep:Ontario Energy Platform", then "Appr:Ontario Energy Platform", then "Verf:Ontario Energy Platform", then "Finl:Ontario Energy Platform".