Controlling Transitions between Lifecycle States_AD

Alternatively, standard users can be made to request approval for specific state transitions. In turn, these Approval Requests are sent to, viewed, and acted upon, by those designated to be members of one or more Approval Groups.

Choose the type of permission control that you wish to employ for the transition using the State Transition Permissions field. Two options are provided:

• Controlled - this type allows you to refine exactly who can perform this transition, through specification of one or more users and/or roles. This type of local permission control is used in combination with permissions set at the global level (see How Permissions are Applied). Use the controls in the region below to define permitted entities accordingly. By default, the Public entity is added, meaning that all users at this local level are permitted to perform the transition.

With Controlled permissions, you can switch from public access, to only those users/roles specified.

• Using Approvals - this type allows any standard user to request that this state transition be performed. Requests are handled by one or more users added (individually or through roles) to defined Approval Groups. Any member of such a group can authorize, or reject, a transition request. In addition, multiple approval groups can also be defined, and ordered. This allows for multiple levels of approval.

Use the controls in the region below to define the approval group(s) accordingly. By default a single, empty approval group is added ready - New Approval Group. This can be renamed as required using the Edit Approval Group Name command from the menu associated to the Add button (or the region's right-click menu).

With Using Approvals, all non-admin users must request transition, which is acted on by a user in one or more defined approval groups.

How permissions are applied, depends on the type of permission control chosen and configured at the state transition level:

• Controlled Permissions - for a user to be able to perform the state transition, the following conditions must be met:
  • They must have permission at the global level to Move revision between lifecycle states (defined in the Edit Operation Permissions dialog).
  • They must have permission at the local level for this particular state transition.
  • They must also be a collaborator for the Item Revision whose lifecycle state is being transitioned (i.e. they must have editing rights).

• Using Approvals - all non-administrative users must use the approvals system, and send a request to perform the state transition. The approvals system doesn't require the user to have permission to make state transitions at the global level, nor does a user require to be a collaborator for the Item Revision.

Approval Requests

The following sections take a closer look at the various aspects of using the approval system to allow non-administrative users of your managed content server, to perform specific state transitions.

Creating a Request (Requesting Approval)

Requesting approval for a state transition is performed within Altium Designer from the Lifecycle aspect view for the required Item Revision (in the Explorer panel), or from the graphical lifecycle region in the detailed Item view. Right-click on the lifecycle for the revision and choose the command that requests the transition. A Confirm dialog appears, in which you can enter a note as to why you are making the request - which can aide the approval group members in their deliberations over whether or not to ultimately approve your request! Click Yes to effect creation of the request.

Request the state transition, and add a helpful note to substantiate your case.

Upon creation, members of the applicable approval group for that state transition will receive notification in their message stream, on the Stream page of the server's browser-based interface (and summarized on the Home page of that interface).

Viewing Approval Requests

For both the originator of a state transition request (Requester) and the user(s) defined in the applicable approval group for that state transition (Approvers), pending requests are presented through the Explorer panel using a dedicated Approval Requests folder.

An example Approval Request in the Approval Requests folder, as seen by the requester (Simon Entist) and one of the members of the defined (initial) approval group for the particular state transition (Des Igner).

The number next to the Approval Requests folder name indicates how many pending requests there are. If the option to Show Approved Requests is enabled (from the  menu), then this number will reflect the total (pending + approved).

The following information is presented for each approval request:

• Item Revision - the specific Item revision for which the request is being made.
• Requested By - the originator of the request (the requester). The entry here takes the user's User Name.
• Requested At - the date and time at which the request was created.
• Status - the current status of the request. This can be one of the following states:
  • Awaiting - the request is currently awaiting action by one or more approvers.
  • Approved - the request was approved. Note that this state will only be entered upon full, complete approval, by all approval groups defined for that transition.
• Transition - the specific state transition that is being requested for this Item revision.
• Request Note - any note that has been added by the requester, at the time the request was made.
• Action Forward - the controls presented here  are only for pending requests (those with a status of Awaiting). Controls differ to cater for the two parties as follows:
  • Requester - the user who created the request can Remind it.
  • Approvers - a user within an approval group can Approve the request.
• Action Backward - the controls presented here  are only for pending requests (those with a status of Awaiting). Controls differ to cater for the two parties as follows:
  • Requester - the user who created the request can Cancel it.
  • Approvers - a user within an approval group can Reject the request.

Actioning a Request

As briefly described in the previous section, both requester and approver have actions that they can take. The following collapsible sections take a closer look at each of those actions:

Approval Information Stream

When a request is approved, notification is also available in the central region of the page, when browsing that approval request. This information consists of the following elements:

• Created At - the date and time at which the approval request was approved.
• Created By - the member of the relevant approval group who approved the request. The entry here takes the user's User Name.
• Description - an entry that consists of an auto-generated messsage, along with any note included by the approver, at the time approval was given. The auto-generated part of the description depends on the type of approval:
  • Final approval (from a member of the only, or last, approval group) - task approved and completed.
  • Intermediate approval (from a member of an approval group that is not the last approval group) - task approved and assigned to next approval group <ApprovalGroupName>.

An example of the approval stream for a particular Item Revision, as seen by the requester. In this case, the transition had to pass through two stages of approval (obtaining approval from a member of two different approval groups).

The following people see this information:

• The requester of the state transition.
• The user who gives final approval for the request. So where multiple approval groups are involved, only the member of the final approval group - who gives the final approval - will see this information. A member of an approval group that gives intermediate approval will not see this stream.