topic Review/Approval and Sign-off in Alfresco Archive

Review/Approval and Sign-off

rally — Fri, 22 Dec 2006 15:50:37 GMT

Is there any way of creating a workflow which would allow for sign-off?Essentially, a user would get a task to approve a document and they could either sign it off and/or add comments to it for review. All of the sign-off information (i.e. a record saying that the person clicked the sign-off button

Re: Review/Approval and Sign-off

davidc — Wed, 03 Jan 2007 14:09:59 GMT

Within your process definition, you can write some javascript to add an aspect (with sign-off properties) to the documents being signed off. The Web Client can be customised to show those properties.

Re: Review/Approval and Sign-off

rally — Wed, 03 Jan 2007 16:45:03 GMT

Are there any examples or documentation to get me started?

Re: Review/Approval and Sign-off

davidc — Thu, 04 Jan 2007 10:17:58 GMT

In HEAD, there's an example lifecycle process definition which uses javascript to apply an aspect and set properties.

/projects/repository/config/alfresco/extension/lifecycle*

For reference, there's…

http://wiki.alfresco.com/wiki/WorkflowAdministration
http://wiki.alfresco.com/wiki/JavaScript_API

Re: Review/Approval and Sign-off

richmitc — Thu, 04 Jan 2007 18:12:38 GMT

Alternate suggestion for simple workflow…

Create folders as follow

4-Review
4.6.1-ToPublishCheckOut
4.6.2-ToPublishCheckIn
6-PublishOrig2PDF
7-Publish

Public can only see 7.
Only Reviewer (as coordinator) can see 4.6.1 and 4.6.2.
Only department can see 4 and 6. Department can't edit in 4.
4 has a simple workflow rule with approval moving to 4.6.1.
4.6.1 has two rules - check out to 4.6.2 and move to 4.6.2.
4.6.2 has two rules - check in with minor change and comment "Approved". Of course, who did it is also marked. Second rule moves to 6.
6 has a rule to transform to PDF into 7.

I've only tried it with one reviewer having the coordinator role. However, I believe it will work with more than one.

I also have a set of folders going back to 2-Updating for "Reject".

Unfortunately, given I can seemingly have only one simple workflow rule with two choices, I can't fully automate an "Approve for Internal Consumption" folder. However, I do have a series of folders leading to "9-Internal".