Case Management

— or — Workflow in Plone Intranet

The current state of Plone Intranet

Plone Intranet 1.0b1Plone 5.0 & Patternslib 2.0.11

Features

Dashboard

Collaboration

Library

Search

User profiles

Apps

Case management

The current state of Workflow in Plone

Structured Workflow

Every possible step is known in advance

Exceptions are not possible, unless known in advance.

Four eyes principle

Exemplary workflow

I’VE LOOKED AT IT TWICE

New Complete Reviewed Approvedsubmit QA approve

Hey, do your math!

Fix your spelling!

Dammit, I forgot to… Trash

How it is implemented in:

Germany

–@zagy in 2005

„Many standards and standardisation processes, working groups and products are available. Many of them are more complicated than necessary without fulfilling the promised

goals.“

Unstructured Workflow

Only next station is known in advance

It adapts as we go…

What very well may happen

In any country, including Germany…

Neverending cyclesYou may want some control back…

You need both — together

The Metromap Project

Best of both worlds

Honour external constraints

Support people internally

Mandatory stepsPermissions rule who can complete a phase and who can view/edit

Arbitrary TasksEvery Team member can add, edit, complete tasks

Tasks by State

Tasks are assigned to states Everybody in the team can edit them

Meant to support the team

The Case Manager AppA filter and a progress report

The Integrator’s role

Case management is flexible

Permissions and roles are complex

Workflow design is delicate

Processes are seldom clearly defined

Runs in production

since 28.9.2015

TechnologyPlone intranet 1.0b1

ZEO, Memcached

Solr

Celery & Redis

Nginx/Varnish/Haproxy

Auth via Active Directory

Deployment via Batou

Main benefits

Search

Previews

Structured case process

Available everywhere

Communication support

Very high user acceptance

Expert Review —vs—

User Testing

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