{"id":759,"date":"2013-07-22T21:56:58","date_gmt":"2013-07-22T19:56:58","guid":{"rendered":"http:\/\/thomasdt.com\/?p=759"},"modified":"2013-07-22T21:56:58","modified_gmt":"2013-07-22T19:56:58","slug":"workflow-for-document-approval","status":"publish","type":"post","link":"https:\/\/rationalk.ch\/blog\/workflow-for-document-approval\/","title":{"rendered":"Workflow for document approval"},"content":{"rendered":"<p>This post describes a simple workflow for document approval.<\/p>\n<p>In a company, most of the time, documents need to be approved before sending to a customer or even before distributing it to colleagues.<\/p>\n<p>The first things to do is to define roles :<\/p>\n<ul>\n<li>A writer<\/li>\n<li>A reviewer<\/li>\n<li>An approver<\/li>\n<\/ul>\n<p>The writer submit a document using the standard dms (document managing system)<br \/>\nDuring the upload he is asked to choose, among a list of person, a reviewer.<\/p>\n<p>The list of reviewer should be based on the type of document and the content of document. The list should propose a list of expert users. This means that the list should be constructed in advance.<\/p>\n<p>The document is uploaded with metadata :<\/p>\n<ul>\n<li>date of submission<\/li>\n<li>writer username<\/li>\n<li>proposed reviewer username<\/li>\n<\/ul>\n<p>The proposed reviewed is notified by email or in the dms dashboard that a document is pending for review.<\/p>\n<p>Two options:<\/p>\n<ol>\n<li>The reviewer can review the document<\/li>\n<li>The review cannot review the document (for time reason or because he think that he is not the most suitable expert in this field)<\/li>\n<\/ol>\n<p>In the first case, the reviewer has the following options :<\/p>\n<ul>\n<li>Mark the document as ok for approval<\/li>\n<li>Correct the document, upload the corrected version and mark as ok for approval<\/li>\n<li>Ask the writer to modify the document and gives him his comments and mark the document as awaiting writers corrections<\/li>\n<\/ul>\n<p>to be continued<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This post describes a simple workflow for document approval. In a company, most of the time, documents need to be approved before sending to a customer or even before distributing it to colleagues. The first things to do is to define roles : A writer A reviewer An approver The writer submit a document using [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"enabled":false},"version":2}},"categories":[3],"tags":[],"class_list":["post-759","post","type-post","status-publish","format-standard","hentry","category-lifestyle"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts\/759","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/comments?post=759"}],"version-history":[{"count":0,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts\/759\/revisions"}],"wp:attachment":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/media?parent=759"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/categories?post=759"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/tags?post=759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}