Workflow Management
Snap2SNOMED supports the requirements of managing a variety of different workflows. Depending on business requirements and availability of personnel, a project owner can assign different roles to users to achieve different levels of control.
Participants can have one of three roles within a project:
Owner
An owner has full permissions within a project. They are able to completely manage project membership and project workflow. A project must have at least one owner.
Member
A member has some permissions within a project. They are able to manage their own workflow within a project
Guest
A guest has limited permissions within a project. They have read access to the project and are unable to manage any workflow. They can only complete tasks that are assigned to them by the owner(s)
Some example scenarios
1
Single user project
By default, a single user project has one owner. No other settings are required
The "Owner" is able to self-select work and manage membership to project
Full control of owner
1 user (owner) controlling membership
2+
Project owner wishes to direct the workflow of all author and review work and specify who does what and in what order.Project owner wants to have full control of project membership
Project owner can assign all participants in the project as "Guests".
Project owner can then create tasks and assign them to each "Guest" as required to complete the work"Guests" cannot self-select work, but need to be assigned tasks by the owner
High level of control of owner
1 user (owner) controlling membership
2+
Project owner wishes to allow some users to self-select and complete work, but direct work specifically to other usersProject owner wants to have full control of project membership
Project owner can assign some participants as "Members" and some users as "Guests"
"Members" are able to self-select work"Guests" cannot self-select work, but need to be assigned tasks by the owner
Moderate level of control of owner
1 user (owner) controlling membership
2+
Project owner wishes all users to self-select and complete workProject owner wants to have full control of project membership
Project owner can assign all participants as "Members"
"Members" are able to self-select work
Low level of control of owner
1 user (owner) controlling memberships
2+
Project owner wishes all users to self-select and complete workProject owner wants assistance in controlling of project membership
Project owner can assign some participants as "Owners" and some users as "Members"
"Owners" are able to self-select work and manage membership to project"Members" are able to self-select work
Low level of control of owner
Multiple users (owners) controlling memberships
2+
Project owner wishes all users to self-select and complete work and to allow other participants to manage membership
Project owner can assign all participants as "Owners"
"Owners" are able to self-select work and manage membership to project
Low level of control of owner
Multiple users (owners) controlling memberships
2+
Project owner wishes to allow some users to self-select and complete work, but direct work specifically to other usersProject owner wants assistance in controlling of project membership
Project owner can assign some participants as "Owners", some users as "Members", and some users as "Guests"
"Owners" are able to self-select work and manage membership to project. They can also create tasks and assign them to other users"Members" are able to self-select work"Guests" cannot self-select work, but need to be assigned tasks by the owner
Moderate level of control of owner
Multiple users (owners) controlling membership
Last updated