Workflow: the vision

Each flow is presented as a visual diagram, a link to a slide which will read the text of that diagram, and in paragraph/list form. All the content is the same, but hopefully this will make it more clear exactly how each flow behaves, no matter which way you learn best.

Policy Editors

Policy Editor workflow - see slide for the same content as text

See the Policy Editor workflow as a slide

When the Policy Editor for Office A uses the login link, he sees the Single Sign-on page. (This is important because it means the user only has a single username.) He logs in successfully and sees wp-admin with limited menu items: Dashboard, Media, Office A, and Profile.

When the Policy Editor for Office A creates a new policy, he sees the regular editing screen and has full access – except the “publish” button says “submit for review.” Once he submits the policy for review:

  • he sees an on-screen confirmation that the policy has been submitted
  • an email is triggered to the Policy Approver for Office A with a “please review” message
  • the policy is not available to the public

When the Policy Editor for Office A edits an existing published policy, again he sees the regular editing screen and has full access – except the “update” button says “submit for review.” Once he submits edits for review:

  • he sees an on-screen confirmation that the policy has been submitted
  • an email is triggered to the Policy Approver for Office A with a “please review” message
  • the newly-edited version of the policy is only available in wp-admin to the Policy Approver for Office A
  • the old, previously-published version of the policy is still published and available to the public

Policy Approvers

Policy Approver workflow - see slide for the same content as text

See the Policy Approver workflow as a slide

When the Policy Approver for Office A uses the login link, she sees the Single Sign-on page. (Again important because the user only has a single username.) She logs in successfully and sees wp-admin with the same limited menu items: Dashboard, Media, Office A, and Profile.

When the Policy Approver for Office A creates a new policy, he sees the regular editing screen and has full access. Once he presses publish:

  • she sees the usual WP Core on-screen confirmation that the policy has been published
  • an email is triggered to the Policy Editor for Office A with a “published” message
  • the policy is immediately available to the public

When the Policy Approver for Office A edits an existing published policy, again she sees the regular editing screen and has full access. Once she presses update:

  • she sees the usual WP Core on-screen confirmation that the policy has been published
  • an email is triggered to the Policy Editor for Office A with a “published” message
  • the updated policy is immediately available to the public

This post is part of a series. Next up: Workflow 1.0: creating the CPTs and roles

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