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Document "Edit participating-organisation" workflow #6

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anjesh opened this issue Jul 24, 2017 · 0 comments
Open

Document "Edit participating-organisation" workflow #6

anjesh opened this issue Jul 24, 2017 · 0 comments

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@anjesh
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anjesh commented Jul 24, 2017

Edit feature is the slightly tricky because edits has different scope based on how the organisation is entered (whether selected from the list or entered manually). For now, the following scenarios are identified now, but will be updated as other scenarios appear.

  • If the user wants to edit the fields of PO element (role, activity-id) other than organisation-info (name, type, identifier), then let user do those edits.
  • If the user wants to change the organisation-name to different name in the list, then she can do that as well
  • If the user wants to change the organisation-name/id to the organisation not in the list, then she can follow the org-id guide
  • If the user wants to change the spelling of the organisation-name, edit the identifier or change the type of the organisation in selection, then there will be following options
    • if the organisation to be updated is the IATI publisher, then the user will get the popup saying that the organisation is publisher and if she thinks that there's mistake, they can suggest changes. These suggestions come to the organisations-explorer, where the suggestions will go through moderation. The user won't be able to make those edits until the suggestion is approved.
    • If the organisation to be updated is the one published by other IATI publisher in their org-xml data, then the user can suggest the change - the suggestion will directly get updated in the API and also in the org-data of that user if the user is the valid IATI publisher. Otherwise these change will appear as suggestion in the organisation-explorer - which will go through moderation.
    • if the organisation to be updated is the one the user enters following org-id guide and it hasn't been published yet, then they get the org-id-guide form and can make change. But if it has been already published, the process is same as above case.

Note that if PO is updated, then the corresponding organisation-data will also get updated.

Also if the name/type/id of the existing org is updated, then the user will be asked whether the same organisation mentioned in other activities are also to be updated or not.

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