Promote my (complex) task changes to their parent project (share with other authors)
The Complex slider control in the upper-right of the Task View - Task Details panel defines whether or not a task is Complex.
Move the Complex slider to the right to set the task as Complex.
This activates any task-level >Service Acceptance Criteria (SAC)> which are defined within the parent project SAC configuration.
Task-level SAC are presented in two lists, between the Task Details section and the Edit Task Details button in the Task View - Task Details panel, and are common to all Complex tasks within the project.
Automatic Task-level SAC are listed to the left, with >Manual Task-level SAC to the right.
Automatic SAC have a yellow warning triangle icon if not yet met, and a green tick if their automated system checks confirm they are satisfied.
Manual SAC are presented initially as open checkboxes, each of which can be interactively checked (green-ticked) when the user's role-based access permissions match those configured for that SAC control.
Until all mandatory task-level SAC are met, task promotion will be blocked and Promote This Task to the Project in the Task View - Task Details panel actions button list will not be enabled.
Press a manual SAC checkbox to toggle its status.
It will show a green ticked box when checked, indicating its condition is met.
When all mandatory task-level SAC conditions are met for a Complex task then promotion is enabled and Promote This Task to the Project in the Task View - Task Details will become active.
The example shown in the screenshot shows a Complex task which requires a review to be completed ("Review complete" mandatory automated Task-level SAC) and also for the author to confirm that the task validation report has no task-level RVF assertion failures ("RVF Report Clean" mandatory manual Task-level SAC).
Once task promotion is enabled, follow the non-complex task steps (included below) to complete promotion of the task.Although the screenshots show simple tasks without task-level SAC, the steps to promote once it is enabled are the same for all tasks.
Press Promote This Task to the Project in the Task View - Task Details panel actions button list
A "Preparing for task promotion" notification is presented in the page header, and the Promote This Task to the Project button is disabled.
Task promotion has implicit checks for the following conditions:
No content changes made in the task.
Classification has been run in the task.
Classification was started but either failed to complete or has not completed.
Classification is current.
Classification has no results to accept.
Classification results have been accepted.
Review has been completed.
If no content has been changed on the task when promotion is initiated, a Promote Task pop-up notification states the there are no changes to promote.
Press Return to Task (or press the X in the upper right corner) to close the pop-up.
If content changes have been made but any of the other conditions are not yet satisfied when promotion is initiated, a Promote Task pop-up notification shows their statuses, with action options to cancel the promotion, or to continue if task changes are considered sufficiently safe to update the project level content without satisfying these conditions.
Press Return to Task (or press the X in the upper right corner) to close the pop-up and cancel the promotion without changing project content or the task status.
Press Promote Anyway to continue promotion.
Promoting tasks with warnings
Pressing Promote Anyway is tacit acceptance of any warning statuses, with implied responsibility for by-passing these safeguards and the consequent unclassified and/or unreviewed content changes that will be promoted from the task to the project level.
Promoting unclassified content changes is a quality assurance risk that can be avoided relatively easily, since it typically takes less than ten minutes to run classification (if only to confirm no results).
However, there are occasions when it is clear that inferred classification results won't change, such as a description-only content change, in which case this option may be acceptable.
By-passing review may also be acceptable under particular circumstances, for instance if the author is also the project manager / project lead.
This scenario can be prevented by setting the task as Complex and also having Review Completed set as a mandatory task-level SAC requirement within its parent project configuration, since task promotion in this case will not be enabled without a completed review.
A "Promoting task..." notification is presented in the page header whilst branch content changes are merged to the project level.
During promotion, the task content branch is locked to prevent any further changes, and a warning notification is presented below the Edit Task Details action button in the Task Details panel.
Whilst this is present, changes cannot be made to the content saved in the task branch, and action buttons other than Edit Task Details and Submit for Review become inactive.
Once task promotion is completed, a "Task successfully promoted for <task-identifer>" notification is presented in the page header.
Following promotion no further changes are allowed on the task content branch, all action buttons in the Task Details panel become inactive, and a warning notification is presented below the now inactive Edit Task Details action button.
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