Hi,
I gone through your requirement on top of that my understanding is,
You have manager sites where managers have some documents which require executive review. But you don't want to invite executives to that manager site. Still you want manager and executive work collaboratively. According to me technically it's not possible as per the alfresco role and permission model. But i can suggest you some workaround approaches.
Approach 1:-
Very easy - Create one more site for collaboration between mangers and executives. Mange all documents which require executive review over here.Here you can have your workflow configure to establish executive review process.
Approach 2:-
If you can't create or don't want to create new collaboration site then what you can do is,
First manager trigger review process from manager site, as part of this process he can first select user(Executive) to whom he want to send his document for review.
Once manager select executive of his choice he will move for next step(Event notification & email). In event and email notification step first we will create one custom content called "Event".
Each event is uniquely identify by it's event id (name of event). Now selected executive get both event notification and email notification. Executive will get event notification in custom dashlet called "Review Event" .
Executive will also get an email, that he has one document for review and email body contains all supportive information like comments associated with this document etc. and document itself attached with this email.
In email subject we have event id, which identify that this email is associated with given event id (in email subject). By this we have created relationship between review event and sent email.
Now executive will download document and review it, and his comments on event and mark it as "REVIEWED". Manger will also get email notification on document get reviewed by executive.
- Dhaval Joshi
Lead Consultant
Cignex DATAMAtics
