[DG: User / Using Sakai] Anyone using Portfolio for document approval process workflow?

[Noah Botimer]

Hi Barb,

There is some support for document flow in the OSP tools, but it is  
likely not enough for your needs. The notion of passing between  
different levels of approval is not well supported now (though we  
have kept it in our minds for some time). There is also limited  
notification of state transitions in 2.5, which I would assume you  
would need for an efficient, distributed flow.

You may be able to piece something together, and it's probably worth  
checking out what the Wizards/Matrices offer, but I don't suspect  
that it will be the best choice. We have been actively considering  
more sophisticated workflow at a broader Sakai level, but there is no  
core component yet.

For a frame of reference, you may want to check out the document  
management / workflow features provided by systems like Alfresco and  
Xythos. There are members of the Sakai community who are experts with  
these as well and may have done some integration.

Thanks,
-Noah

On Mar 19, 2009, at 3:53 PM, Barb Kerns wrote:

> Our curriculum committee is looking for a better way (workflow) to  
> handle the numerous course change and program change requests that  
> need approval every year.  I would guess we are not alone in this.   
> Is anyone using Portfolio tools in Sakai to accomplish this?
>
> Our needs are to be able for multiple departments to add artifacts  
> (course or program change forms and supporting documents) to a  
> site, for these artifacts to be viewed by up to 8 approval levels  
> and for each level to be able to grant their approval or to send  
> the artifacts back to the originating department for revision.
>
> We have not worked with Portfolio tools yet and have set up a very  
> basic folder structure in Resources.  We are looking for the piece  
> that allows for easy tracking, authentication and approval through  
> an efficient interface.  Any suggestions?
>
> Barb Kerns
> Bradley University
> Sakai 2.5
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