User:Nicole/Action Matrix

Action matrix

Matrix for simple WF

• Note: This matrix represents how the WF should be and not how currently the WF is implemented as PubMan has to deal with many workarounds.--Natasa 11:25, 16 June 2008 (UTC)

Comment Natasa: I think for Item withdrawal now we are only making it temporarily a restriction that it has to be on "released" versions. This is not true in fact, it is sufficient that there is at least 1 released version and then item can be withdrawn.

• note: actions in bold are not supported by the framework yet, but needed for R3.5

Action	Role condition	item status	Conditions	End item status	Item handler actions
create item create item from template create new revision	is depositor	N/A	has open context	pending	create
edit & save item	is depositor	pending	has open context is owner of the item last item version	pending	update
edit & release item	is depositor	pending	has open context is owner of the item last item version	released	update release assignObjectPID assignVersionPID assignContentPID
release item	is depositor	pending	has open context is owner of the item last item version	released	release assignObjectPID assignVersionPID assignContentPID
delete item	is depositor	pending	has open context is owner of the item last item version no released version exists	delete
modify & save item	is depositor	released	has open context is owner of the item last item version	pending	update
modify & save item	is moderator	released	has open context last item version	pending	update
modify & accept item	is depositor	released	has open context is owner of the item last item version	released	update release assignVersionPID assignContentPID (optionally if new file is uploaded)
modify & accept item	is moderator	released	has open context last item version	released	update release assignVersionPID assignContentPID (optionally, if new file is uploaded)
withdraw item	is depositor	released	has open context is owner of the item last item version released version exists	withdrawn	withdraw

Matrix for standard WF

Action	Role condition	item status	Conditions	End item status	Item handler actions
create item	is depositor	N/A	has open context	pending	create
create item from template	is depositor	N/A	has open context, selected item has to be pending, submitted, released, in rework	pending	create
create revision	is depositor	N/A	has open context, selected item version is released	pending	create
edit & save item	is depositor	pending	has open context is owner of the item last item version	pending	update
edit & save item	is moderator	submitted	has open context last item version	submitted
edit & submit item	is depositor	pending	has open context is owner of the item last item version	submitted
edit & accept item	is moderator	submitted	has open context last item version	released
delete item	is depositor	pending	has open context is owner of the item last item version no released version exists	delete
modify & save item	is depositor	released	has open context is owner of the item last item version	pending	update
modify & save item	is moderator	released	has open context last item version	submitted	update
modify & submit item	is depositor	released	has open context is owner of the item last item version	submitted
modify & accept item	is moderator	released	has open context last item version	released
send back for re-work	is moderator	submitted	has open context last item version	in rework
edit & save item	is depositor	in rework	has open context is owner of the item last item version	in rework
withdraw item	is depositor	released	has open context is owner of the item last item version	withdrawn

Not workfow dependant matrix

• user = any user (logged in and not logged in)
• registered user = logged in user (currently depositor and moderator)

Action	Role condition	item status	Conditions	Item handler actions
view item list	user	released	last item version
browse by organizational unit	user	released	last item version
view item version	user	released, withdrawn	last item version
view item version	registered user	pending, submitted, in re-work	last item version
view release history	user	released, withdrawn	last item version
view release history	registered user	pending, submitted, in re-work	last item version
view item event log	registered user	pending, submitted, released, in re-work	last item version
view revisions of item	user	released, withdrawn	last item version
view revision of item	registered user	pending, submitted, released, in re-work	last item version
view item statistics	user	released, withdrawn	last item version
view item statistics	registered user	pending, submitted, released, in re-work	last item version
view my items	registered user	pending, submitted, released, withdrawn, in re-work	last item version
export item	user	released	last item version
do simple search	user	released	last item version
do advanced search	user	released	last item version

Link matrix/action menus

Link matrix for view item version

Link name	Pending	Submitted	Released	Withdrawn	in re-work	Release/Version	User
View release history	X	X	X	X	X	Latest Release	all
View revisions	X	X	X	X	X	Latest Release	all
View statistics	X	X	X	X	X	Latest Release	all
View log	X	X	X		X	Latest Release	registered user

Matrix for action menu

Action	Pending	Submitted	Released	Withdrawn	in re-work	Release/Version	User
Create new revision			X			Latest release	depositor
Withdraw			X			Latest release	depositor (owner)
Modify			X			Latest version	depositor (owner) or moderator
Edit	X	X				Latest version	depositor (owner)
Edit		X				Latest version	moderator
Submit	X					Latest version	depositor (owner)
Delete	X					Latest version	depositor (owner)

Workflow

Publication Management

Coordinated Universal Time