WPHV

Scope of the Work Plan Hierarchical View application

This application aim is to provide a tool which allows a hierarchical organisation of Work Items, this by displaying WIs from theETSI work programme in a tree view. The tree will be constituted of "nodes" and "leaves". The "nodes" are topics, their positions define the hierarchical structure, but these "nodes" do not contain any work programme data. The "leaves" are Work Items from the ETSI work programme and are hierarchically attached to the "nodes".

This hierarchical system can be used for:

• Organizing and managing work items

• Providing a better understanding of the relations between WIs

• Handling work areas across multiple ETSI Technical Bodies

• Displaying WI project part of a Work plan in a GANTT chart style view.

Definition of roles and access rights

• Coordinating Editors

The Coordinating Editor can update and delete the nodes for which he has been granted update rights as well as any node descending from one of his nodes. He can attach/detach leaves (Work Items) to/from his nodes as well as to/from any node descending from one of his nodes. He can only create a new node under one of his nodes or under a node descending from one of his nodes.

• Tree Authors

The Author has the same access/update rights as the Coordinating Editors and he can also change the Work Plan attributes (except the tree depth). He can also manage the Coordinating Editors.

• Tree Owner

The tree owner has the same rights as Authors and he can delete a tree he owes (flag as hidden). He can also manage the Authors and can change the Work Plan Owner.

Create a new Work Plan in a Hierarchical View

Actors: TB support staff

In order to create a Work Plan in a Hierarchical view, you first need to be logged in to the portal. Click on the "create new" button in the portlet. The following creation screen is displayed:

The system displays an empty form which you are asked to fill in. Some of the attributes are mandatory:

• Name: This is the title of your Work Plan

• Owner: The system retrieves automatically the name of the user who has created the WPHV and put it as owner, nevertheless this entry can be modified. There is only one owner.

• Authors: this type of role allows the identified users to update/delete all leaves (Work Items) and all nodes (General Topics) of the tree (Work Plan). They can also change some of the tree attributes:

- Description

- Related TBs

- Add/remove Coordinating Editors

• Description: You can type text to give information on the Work Plan you intend to create.

• Visibility: There are three types of visibility.

- Public: Everyone can see the tree in a GANTT chart view style (i.e. Even non logged users), Owner, Authors and Coordinating Editors can update the attributes of this work plan.

- Restricted: Only Owner, Authors and Coordinating Editors have access (read/write) to the work plan.

- Private: Only the Owner of the Work Plan can view and edit it.

• Max tree depth: The system sets five as a maximum Work Plan depth, but if the owner of the work plan needs more tree depth, then you can contact your system administrator who can set the tree depth up to nine maximum.

• Related TBs: As the structure of a Work Plan is not dependent (linked to) on a specific Technical Body, a tree can then span across several ETSI TBs, even all.

• Root node name: The system retrieves automatically the name of the Work plan to name the first node of the tree.

• Root node wished end date: Please select the end date of your work plan.

Click on the "SAVE" button, then the system refreshes the WPHV portlet with the newly created work plan and the owner can start to update his Work Plan.

Update Work Plan

Lock/Unlock Work Plan

In order to avoid concurrent update of a work plan, a simple lock/unlock mechanism has been put in place. This allows Coordinating Editors, Authors and Owner to modify part of the work plan.

Note: If a work plan is locked for editing, then only the person who locked it can modify it. It important to remind to unlock the work plan when leaving the application in order to allow other authorized users to update the Work plan.

Creation of nodes and sub-nodes (general topics) in a Work Plan

Reminder: inherit rights see popup when moving a node: yes cancel when cancel the system moves the node without update rights in heritage Remarks: Calculated end date for nodes