#10: Draft Phases (authoring, meeting, other...)
- Contents
Enable/disable phasing workflow for a given draft, with different configuration/permissions per phase, per users.
- Proposed by
- TFF
- Proposal type
- Architecture, General Settings, Drafts
- State
- being-discussed
Definitions
!!! - a "must have" feature!! - a requested feature
! - a less desired feature
? - desired feature, but can be discussed for smaller changes
?? - a feature open for discussion
??? - a feature fully open for discussion in behaviour, ui, architecture...
CF - Criticality Factor. It is the multiplier number for each feature, to be used when calculating penalties on deliverables, in case of bugs or delivery missing. The higher, the most critical the feature is.
Motivation
Assumptions
Proposal
- (draft) owner can Add/remove/configure phases for a given draft. Can choose a pre-configured phase from a set of "phase templates" - ? CF 3
- (draft) owner can re-order phases by using drag and drop - !!! CF 3
- (draft) owner can change phase title by using inline-editing - !! CF 3
- (draft) owner can save his phase configurations, to be made available in a "phase templates" box - ? CF 2
- (draft) owner can set different permissions (enable/disable actions on draft) per phase, per draft member or group of members - ? CF 2
- (draft) owner can enable/disable a private Authoring Phase, where a group of users (usually 2-7) can draft together a text over a few days/weeks - ?? CF 3
- (draft authoring) member can check-in/check out a document before beginning a stage - !! CF 3
- (draft authoring) member can submit document check-in via email. Author who has checked-out the draft can check in by sending the file via email, using the body of the email to send the revision summary (if blank system rejects the check-in by replying with an email) - ? CF 2
- (draft authoring) members receive SMS notifications of check-in-checkout - ! CF 3
- (draft authoring) members agree to finish the authoring phase and the document is published to all other draft members for comments/amends, according to owner-defined phasing configuration - !! CF 2
- (draft) owner can enable/disable a Phone Meeting Phase Event. Members receive notification of meeting with link to Draft; Owner Skype-Invite or email-invite selected users to Skype chat or call - ?? CF 2
- (draft) owner can enable/disable a Phone Meeting View Mode, during a Phone Meeting Event whereby posted items are shown so as to be useful during remote sync meeting. Here is what happens: posts after date/time of sync conference start are shown stronger; As a new post is submitted, all are notified on screen with a bottom-right floating box (similar to skype online notification box); If a new post is a reply to my post or close to it, it will bring it up; At end of session: 1. all comment posts are compiled into specially formatted "Chat" sequences; 2. All proposals and preference expressions are recorded as in asynchronous mode - ??? CF 2
- (draft) owner can enable/disable a PetitionSign Phase, whereby users are notified of owner defined time/date/places where in-person petition signing can happen - !!! CF 2
- (draft) owner can enable/disable an In-person Meeting Phase, to generate consensus around a date/place for a meeting - ? CF 2
- members are presented with a colored table showing suggested owner availability and a question "Please express your availability for this meeting or join any other already submitted proposals in the table below."- !!! CF 3
- member can either mark the checkbox to join dates already submitted by others or can send his own proposals, using the smart controls to select his availability indicating places ("anywhere", continent, country, city) and dates(any monday/tuesday..., date-range, etc). - !!! CF 3
- Selections of "Anywhere", "Any tuesday" or continents/countries distribute the date to all other options that match. For example: choosing "Europe - 5 september", makes all other european countries submitted by other people to receive a vote for the 5th of september. Similarly, the selection "Rome - Any tuesday" will give a vote to any other submitted proposal for rome which happens to be a tuesday. Table cells are coloured according to the quantity of votes received. The darker the gradient, more people voted on it. The final result can come out only when the last user has sent his vote, and shows a list of "possible attendees" for an eventual second round of confirmation (yes/no/maybe). - ? CF 3
- (draft) owner can enable/disable the following actions for each phase created: Import content from previous phase (disabled if it is the first phase), Allow Comments, Allow Propose Changes (Amends), Allow Preference Expression (voting, approval, etc). Each action has more advanced options like: enable rating (1-5 starts, agree/disagree), usage rules, limits, etc... - ? CF 3
- (draft) owner & members can set to receive an email 24 and 12 hours before the opening/closing of a draft phase - !! CF 3
- User can enable/disable the visualization of a calendar box. Can add/remove events. Can see events for every deadline of topics or drafts he has subscribed to and all events he has accepted or Owner-created events. Different colors are used for different event types. Emphasize Meetings. - ?? CF 3
- Implement D2G Multi-draft (concurrent/alternative drafts within the same phase). Note: this is a much advanced feature, to architect and design in the future - ??? CF 1
Implementation
Deliverables
Single-Phase sample draft workflow
Two-phase sample draft workflow
Multiple-Phase workflow
Above: UI Highlight for Creating New Phases
In-person Meeting Phase (sample UI)
In-person meeting decision - Darker colors means majority of people available for a meeting at that place/period.