Posted by Melissa Cowell · Jun 10, 2020 at 7:33 PM

Publishing Branches from analysis

Morgan

Harsh

I would like us all to get on the same page about the desired workflow for publishing branches in the master trees and citators upon approval of analysis in order to unblock this user story: https://industrialagency.tpondemand.com/entity/9839-tasks-greater-approve

My understanding is as follows:

Document References added under existing parent branches with published status will be published upon approval/publish of document and analysis and will available to subscribers
Document references added under existing parent branches with unpublished status will not be available to subscribers upon approval/publish of document and analysis until unpublished parent branches are published via the master tree or citator
Document references added under New parent branches will not be available to subscribers upon approval/publish of document and analysis until new parent branches are published via the master tree or citator

In order for this to be manageable for admins we will need to make some additions to the admin side:

Give admins an indication that the selected parent branch is unpublished during analysis and approval (either through an flag within the analysis modal or a notification upon approval that some analysis was not publisheda)
Add filters the master trees and citators to allow admins to filter branches by updated date range, status (published/unpublished), updated by (admin)

If we are agreed I will update the requirements accordingly. Hopefully this is achievable without a tremendous change to the current implementation.

Mel

Comments & Events

Morgan Maguire, CEO

Melissa

,

This sounds good to me, but I'd like

Paul

's input before we confirm.

Paul

, what do you think of the above?

Thanks,

Morgan

Jun 11, 2020 at 2:30 AM Notified 6 people

Morgan Maguire, CEO

Melissa

,

I want to clarify requirements concerning the following scenario:

Parent Branch A
- Child Branch A
  - Document Reference A - Unpublished
  - Document Reference B
- Child Branch B - Unpublished
  - Document Reference AA
  - Document Reference BB
  - Child Branch BB - Unpublished
    - Document Reference AAA

Unpublished branches are indicated above, and highlighted text indicates whether the branch is visible on the Subscriber side: yellow indicating the branch is not visible and green indicating the branch is visible. This follows the current requirements in the existing ISLG application where unpublished parent branches will affect whether the child is visible on the subscriber side. Following these requirements if Parent Branch A is changed to Unpublished, it will cause all child branches to not be visible on the subscriber side:

Parent Branch A - Unpublished

Child Branch A
- Document Reference A - Unpublished
- Document Reference B
Child Branch B - Unpublished
- Document Reference AA
- Document Reference BB
- Child Branch BB - Unpublished
  - Document Reference AAA

However, if Parent Branch A is restored to Published, it will restore the previous visibility on the subscriber side:

Parent Branch A

Child Branch A
- Document Reference A - Unpublished
- Document Reference B
Child Branch B - Unpublished
- Document Reference AA
- Document Reference BB
- Child Branch BB - Unpublished
  - Document Reference AAA

Please confirm that the Subject Navigator follows the same requirements.

Thanks,

Morgan

Jun 11, 2020 at 3:29 AM Notified 6 people

Paul Moon

Melissa

and

Morgan

:

What has been described above sounds good to me.

Thanks,

Paul

Jun 11, 2020 at 4:50 AM Notified 6 people

Morgan Maguire, CEO

Thanks

Paul

. As a final confirmation, please take a look at the following requirements for the approval process in TargetProcess.

Melissa

, has highlighted the changes resulting from the discussion above.

image.png 120 KB • Download

Thanks,

Morgan

Jun 11, 2020 at 3:14 PM Notified 6 people

Paul Moon

Melissa

:

Occasionally, there will be instances where we would have Subject Navigator entries but no Article/Jurisprudence/Publication citator or Terms and Phrases entries. "Publish document" below doesn't require every research tool populated before a document can be published, right?

image.png 13.4 KB • Download

Everything else sounds good to me.

Thanks,

Paul

Jun 11, 2020 at 7:20 PM Notified 6 people

Morgan Maguire, CEO

Paul

,

No, there is no need for all the tools to be populated for a document's relevant references to be published. Therefore, you could publish the document references for the Data Capture process first, and then subsequently publish the document references for Subject Navigator.

Melissa

, am I correct?

Morgan

Jun 11, 2020 at 7:42 PM Notified 6 people

Melissa Cowell, General Manager

Morgan

Paul

That's right. Admins with the correct permissions can publish a document at any time. When publishing, only analysis marked as done and approved will be published.

Analysis for subject navigator and the citators can be published independently. Or, a document can be published without analysis if tasks haven't been started or are not yet complete.

Mel

Jun 11, 2020 at 7:44 PM Notified 6 people

Paul Moon

Melissa

:

Thanks for confirming. I am happy with what you described.

Paul

Jun 11, 2020 at 7:45 PM Notified 6 people

Morgan Maguire, CEO

Perfect. Thanks

Melissa

. I think we're good to go then.

Morgan

Jun 11, 2020 at 7:49 PM Notified 6 people