Changes between Version 16 and Version 17 of IIRS/WorkflowsProcesses


Ignore:
Timestamp:
12/11/13 17:51:35 (3 years ago)
Author:
ed
Comment:

--

Legend:

Unmodified
Added
Removed
Modified

  • IIRS/WorkflowsProcesses

    v16 v17  
     1[[PageOutline(2-5, Table of Contents, floated)]] 
    12= Workflows, Processes, Components & IA = 
    23 
    … …  
    2526  a. t(''''Search'''') - allows searching of initiatives within [country] by criteria. 
    26271. An t(''''Add your initiative'''') button opening the '''Add widget''' popup -- for details of this, see next section. 
    27 1. An t(''''Initiative details'''') popup which appears whenever an initiative link is clicked within the widget area. Opens a new popup showing the full D7 node view in [language] for the initiative selected. This popup also allows users to log in and edit the ini ''if'' they have permissions. 
    28  
    29 === "Sidebar listings" widget === 
    30 1. URL TBC but similar to http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiatives/display/sidebar -- though this not be shown to the user usually except when getting the widget code. 
    31 1. Simple listings mode only, ''' DECIDED: based on recently posted nation-wide ''' 
    32 1. An t(''''Add your initiative'''') which opens 'Add Widget' (see below) in popup. 
     281. An t(''''Initiative details'''') page appears within the widget in the widget theme (ie with the tabs) whenever an initiative link is clicked within the widget area. This shows the full D7 node view in [language] for the initiative selected. This  also allows users to log in and edit the ini ''if'' they have an account with the permissions. 
    3329 
    3430=== "Button-only" widget === 
    … …  
    3733== "Add" widget popup display (D7) == 
    38341. User clicks button to t('Add your initiative'), popup opens showing URL TBC but similar to http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/user/login 
    39 1. User logs in or registers -- ?? DECIDED: registration includes social media option ?? QUESTION: IS THIS AUTHENTICATION ONLY?? 
     351. User logs in or registers: NB: to be included at 11/12: registration includes social media option for authentication 
    40361. User enters initiative details. (URL TBC but similar to http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiatives/add 
    41371. User gets thanks page. URL TBC but similar to http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiatives/add/ok 
     381. User also receives standard email with link to their TI submission with minimal text (needs to be translate-able by National Hub Administrator)  
    4239 
    43 == "View Detail" widget popup display (D7) == 
    44 1. Any link to an initiative within the Listings widgets opens a popup in [language] showing the full node view of the initiative. URL TBC but likely http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiative/view/[nid] 
     40== "View Detail" widget display (D7) == 
     411. Any link to an initiative within the Listings widgets shows the detail in [language] showing the full node view of the initiative. URL TBC but likely http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiative/view/[nid] 
    45421. There will be an option to t('Log in to make changes if the user is the owner'), or register and submit their own initiative. 
    46431. If the user is logged in, the t('Edit') tab will be available to users who have permission (editors, admins and the content author). 
    47441. The page will be fully translated into [language]. 
    4845 
    49 == Workflows: D7 site (non-widget) == 
     46== Workflows: D7 site, widget and information management == 
    5047 
    51 * Some users (admins) will need to oversee things on the D7 site and perform tasks. These admin views are TBC and will not be visible to normal users. 
    52 * Since some of the views are public, it's possible some people will come to them. When viewed outside the widget context, such pages should still work on their own. 
     48For a National Hub Administrator there are three main parts to setting up and using the IIR Service 
     491. Installing the National Hub installation which provides the service (online with URLs) and the widgetiser 
     501. Setting up the widget using the widgetiser 
     511. Administering the submissions via the widget and the standalone online service 
     52 
     53=== Installing the National Hub installation using the Aegir system === 
     541. Jim is going to fill this in here 
     551. Jim is going to fill this in here 
     561. Jim is going to fill this in here 
     571. Jim is going to fill this in here 
     58 
     59=== Translating the service pieces === 
     60ED QUESTION: is this where the NHA does the translation? He thinks so, so he's adding the translation pieces here:  
     611. NHA needs to be able to  
     62 a. know what they need to translate 
     63 a. site options 
     64 a. email confirmations 
     65 a. about and thank you text 
     66 a. other?  
     67 a. have a simple process to translate these pieces 
     68  * Ed is not sure what this is for now 
     69 
     70=== Configuring the widget using the widgetiser === 
     71 
     72The National Hub administrator will be able to set up a widget and then add/edit/unpublish any Initiative item in their own country. They will be able to see the 'edit' function for all these initiatives as happens on TN.org now.  
     73 
     74Useful details from [https://wiki.transitionnetwork.org/Sharing_Engine/Technical_workflow_%26_business_logic#Entry_widget:_Register.2Flogin_.26_submission_entry_workflow PSE workflow]?  
     75 
     761. Go to widgetiser build page 
     771. Choose widget type 
     781. Add 'view pane path'   
     791. Add modal popup path' 
     801. Add modal button text 
     811. Preview widget 
     821. Copy widget code 
     831. Embed into full page of National Hub website 
     84 
     85=== Administering TI submissions === 
     861. user submits a TI via the widget. They may have set up a new account (will have for the alpha). The submission is POST-moderated - i.e. it goes into the system as PUBLISHED 
     871. Each TI submission triggers an email alert to the NHA including URL to user account and TI profile 
     881. NHA can see the user account and TI profiles without logging into their service site 
     891. NHA can log into their service site - when logged in, the NHA can:  
     901. See a list of all the TI submissions in a view showing TI name, URL, PPOC link, status ((not)published) 
     911. Edit the TI node to make it  
     92 a. UNPUBLISHED 
     93 a. PUBLISHED 
     941. Edit the user account node to make it 
     95 a. ACTIVE  
     96 a. BLOCKED 
     97 a. DELETED 
     98 
    5399 
    54100=== Information Architecture === 
    … …  
    87133=== Available in CT but not in widget (yet) === 
    881341. t('Summary') - 255 character simple, punchy 'about this ini' text field 
    89 1. t('Further details') - Free text HTML/WYSIWYG field to hold anything else needed. 
     1351. t('Further details') - Free text HTML/WYSIWYG field to hold anything else needed: ED 11/12/13: we will not do this for now 
    90136 
    91137=== Hidden metadata === 
    … …  
    96142* Coordinates = the 'Location' (address) field will be geocoded to provide coordinates so the ini can be placed on the map. 
    97143 
    98 === Administration workflows === 
    99144 
    100 The National Hub administrator will be able to add/edit/unpublish any Initiative item in their own country. They will be able to see the 'edit' function for all these initiatives as happens on TN.org now.  
    101145 
    102 Useful details from [https://wiki.transitionnetwork.org/Sharing_Engine/Technical_workflow_%26_business_logic#Entry_widget:_Register.2Flogin_.26_submission_entry_workflow PSE workflow]?  
     146== Archived stuff we're not doing which was in the page ==  
     147 
     148=== "Sidebar listings" widget === 
     1491. URL TBC but similar to http://www.transitionnetwork.org/[langcode]/[localised_country_name]/widget/initiatives/display/sidebar -- though this not be shown to the user usually except when getting the widget code. 
     1501. Simple listings mode only, ''' DECIDED: based on recently posted nation-wide ''' 
     1511. An t(''''Add your initiative'''') which opens 'Add Widget' (see below) in popup.