Rights/functionality for different users

[Gyukat]

Administrator:

• Should not have “MyData”. DONE
• Should have be able to addnew/view/edit/flag/delete all records through “ReferenceData”. DONE
• Report records do not BELONG to the administrator, but to the owning agency.

Submitter:

• MyReports include all report records they have submitted; they can view/flag but not edit these records
• MyAgencies should include a list of all agencies for which they submit. These can be linked to view/flag agency records. DONE
• Report records do not belong to the submitter but to the owning agency; submitters CAN overwrite records by resubmitting in bulk.

Agency:

• Owns all records submitted on its behalf by Submitter or Administrator; has addnew/view/edit/flag rights. DONE
• MyReports include all report records submitted by the agency a proxy or an administrator. DONE
• MyAgencies includes a direct link to own record. DONE

If an agency is also a submitter, these may be mixed. In this case, some records may be editable while others are simply view only.

View only records for Submitters should be shown using "deactivated" edit button with mouseover saying "As a submitting agency, you do not have the right to edit this record. This record can be edited by the creating agency."

[JoshBone]

MyAgencies should include a list of all agencies for which they submit. These can be linked to view/flag agency records.

So only viewing is allowed for "umbrella" agencies?

[Gyukat]

Yes.

On 2019. Aug 16., at 17:51, Josh notifications@github.com wrote:

MyAgencies should include a list of all agencies for which they submit. These can be linked to view/flag agency records.

So only viewing is allowed for "umbrella" agencies?

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[Gyukat]

So only viewing is allowed for "umbrella" agencies?

They can also flag records, right? So, viewing and flagging...including flag to request deletion. If they want to update a record, they can resubmit.

[JoshBone]

Hmm...

So far there were no options for creating flags, only request deletion. Is this new? (This function only existed for institution records).

If I make the edit button disabled, that means that they can't click on it and they can't go into the edit form where they can request deletion. How should we overcome this? Should I put Request deletion to the view form in this particular case?

[Gyukat]

ugh...we should probably discuss to envision the whole workflow for each user type and record type.

[Gyukat]

Okay, agree. YOu can put the request deletion on the view form.

Question: will this also be the case for the creating agency? Will it work this way under the Reference/Reports as well as MyReports?

[Gyukat]

Basically, besides the creator and submitter, noone else should be able to request deletion.

[Gyukat]

Administrator:

• Should not have “MyData”. DONE - okay (now I can't check anything :( )
• Should have be able to addnew/view/edit/flag/delete all records through “ReferenceData”. DONE >> can we flag or delete records??? I only see the possibility to request deletion even for administrators! I think we should be able to flag problems and also to simply delete a record. We can remove flags at the bottom, but the problem that was identified should also be recorded in the history NOT just the level of the flag
• Report records do not BELONG to the administrator, but to the owning agency.

Submitter:

• MyReports include all report records they have submitted; they can view/flag but not edit these records can't check. flag should be "request deletion"
• MyAgencies should include a list of all agencies for which they submit. These can be linked to view/flag agency records. DONE can't check
• Report records do not belong to the submitter but to the owning agency; submitters CAN overwrite records by resubmitting in bulk.

Agency:

• Owns all records submitted on its behalf by Submitter or Administrator; has addnew/view/edit/flag rights. DONE I think we agree for request deletion rights for record rather than "flag"
• MyReports include all report records submitted by the agency a proxy or an administrator. DONE can't check this...
• MyAgencies includes a direct link to own record. DONE can't check this...

If an agency is also a submitter, these may be mixed. In this case, some records may be editable while others are simply view only. may want to separate these on the list.

View only records for Submitters should be shown using "deactivated" edit button with mouseover saying "As a submitting agency, you do not have the right to edit this record. This record can be edited by the creating agency."