Release-Submit Workflow

Requirements

  1. Ability to separate the final release of a revision from its distribution (e.g. the Submittal)

  2. NOK wants a final Freigabe that occurs after all the approvals have been successfully completed

  3. To reduce the number of workflows, we will also implement a N/A approval status:
    • If an approval status is set to N/A, then the approval is note required

    • This means that the a four-approval workflow can always be used and the unnecessary approvals be set to N/A.
    • When a status is set to N/A then:
      • The complete date must be empty
      • The plan data can be set or be empty
      • A user can be assigned to the step (who might be the user that decided that N/A is correct), but is ignored
  4. Requested by NOK, using the following terminology:
    • Zustimmung = Approval

    • Freigabe = Release

    • Verteilen = Submit

Technical Solution

  1. Table ApprovalStatusTypRef - Add new record:

    • N/A - Not required

  2. Table DocumentWorkFlowTypRef - Add new records:

    • DCAAAAR - Design-Check-Approve..-Release

    • RCAAAARS - Receive-Check-Approve..-Release-Submit

    • DCAAAAR - Design-Check-Approve..-Release

    • RCAAAARS - Receive-Check-Approve..-Release-Submit

  3. app/Settings-Validations.php - Add/modify validations:

    • Implement main validation rules for:
      • DCAAAAR

      • RCAAAARS

      • DCAAAAR

      • RCAAAARS

    • Implement special status rule (exception) for N/A status
    • Implement complete date check exception for N/A status
    • Maturity rules for new workflows
  4. Implement new workflow templates:

    • For display in document detail (output templates)
    • For data entry in revision new/update (input templates)
  5. Implement updates to app/lib/DrawingRevisionJoinSet.php:

    • Maturity
    • Background color
    • Other items (search for case statements of workflow codes in app/lib and app/model)
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