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Reader - read access to account-owned content, both community and private.
Reviewer - all capabilities of Reader, in addition can perform collaborative tasks such as tagging, classification, approving … (most of these functions will come later) along with access to any community content.
Contributor Editor - all capabilities of Reviewer, in addition can manage content (e.g., create, update, delete, publish …) for all account-owned content.
Owner - all capabilities of ContributorEditor, in addition can perform organizational aspects such as setting up teams (future functionality).
Note:
community content can be read, commented on, voted on … but not changed unless owned
The concept of ownership needs to be fully fleshed out (person, account, org …), but not covered here.
The concept of how one can contribute to the community needs to be revisited (e.g. “known person”), but not covered here. Roles will allow the person to be a contributoran Editor, but steps still need to become a contributor.
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Role | Description | Visibility | Ownership | Actions | Scope | Comments |
|---|---|---|---|---|---|---|
PlantUML Reader | Read access to all account-owned diagrams whether private or community. | Private and Community | Account-owned only | Read | All (any PlantUML diagram) | |
PlantUML Reviewer | Review access to all account-owned diagrams whether private or community. Read access to all community diagrams. | Private and Community | Both account and community diagrams | Read, comment, approve. | All (any PlantUML diagram) | Their role-specific actions such as comment won’t be available early on which makes this role identical to “reader” |
PlantUML ContributorEditor | Access to all account-owned diagrams whether private or community Read access to all community diagrams. | Private and Community | Both account and community diagrams | All (create, update, delete, publish …) | All (any PlantUML diagram) | |
PlantUML Owner | Access to all private and community diagramsPerform organizational aspects such as managing teams. | Private and Community | Both account and community diagrams | All (create, update, delete, publish …) | All (any PlantUML diagram) | Future state may include additional capabilities like managing groups or teams. |
Glossary
Glossary (as opposed to PlantUML and Dictionary) access must have Scope defined early on to ensure only specific users can access sensitive information.
Role | Description | Visibility | Ownership | Actions | Scope | Comments |
|---|---|---|---|---|---|---|
Glossary Reader | Must be able access all account-owned glossaries whether private or community as long as have permission to access those glossaries | Private and Community | Account-owned only | Read glossary terms | Only those given access to | |
Glossary Reviewer | Must be able access all account-owned glossaries whether private or community as long as have permission to access those glossaries. Read access to all community glossaries. | Private and Community | Both account and community glossaries | Read, comment, and approve terms and glossaries. | Only those given access to | Their role-specific actions such as comment won’t be available early on which makes this role identical to “reader”. |
Glossary ContributorEditor | Must be able access all account-owned glossaries whether private or community and search as long as have permission to access those glossaries. Read access to all community glossaries. | Private and Community | Both account and community glossaries | Create, read, update, and delete terms within glossaries. Search third-party dictionaries. | Only those given access to | |
Glossary Owner | Access to all private and community glossaries including search. Restricts access to glossaries. | Private and Community | Both account and community glossaries | All Create and manage glossaries and manage a set of terms in those glossaries. Manage access to each glossary. Search third-party dictionaries. | All (any glossary) | Must be able restrict access to specific glossaries to person, group or team (could start with users) |
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Role | Description | Visibility | Ownership | Actions | Scope | Comments |
|---|---|---|---|---|---|---|
Dictionary Reader | Must be able access all account-owned dictionaries whether private or community. | Private and Community | Account-owned only | Read terms. | All (any dictionary) | |
Dictionary Reviewer | Must be able access all account-owned dictionaries whether private or community. Read access to all community dictionaries. | Private and Community | Both account and community dictionaries. | Read, comment, and approve terms and dictionaries. | All (any dictionary) | Their role-specific actions such as comment won’t be available early on which makes this role identical to “reader”. |
Dictionary ContributorEditor | Must be able access all account-owned dictionaries whether private or community and search. Read access to all community dictionaries. | Private and Community | Both account and community dictionaries. | Create, read, update, and delete dictionary terms within a dictionary. Search third-party dictionaries. | All (any dictionary) | |
Dictionary Owner | Access to all private and community dictionaries including search. Read access to all community dictionaries. | Private and Community | Both account and community dictionaries. | All Create and manage a compliance dictionary and manage a set of terms in that dictionary Search third-party dictionaries. | All (any dictionary) | We hypothesize that only one dictionary will be needed. |
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Persona | Task Name | Situation | Motivations | Input | Output | Permission-Role |
Doer Dan | Search for, review, and download PlantUML diagrams | When I help a team with a process that includes compliance steps | I want to make sure we do all the right steps the first time. | Organized set of PlantUML diagrams | Set of files or hyperlinks updated on our SharePoint collaboration site. | PlantUML Reader |
Analyst Alberta | Organize and help with PlantUML Diagrams | When my superior wants me to assist in organizing and updating process diagrams. | I want to help the team make compliance process diagrams easily accessible for others. | Disorganized set of PlantUML diagrams. | Organized set of PlantUML diagrams. | PlantUML ContributorEditor |
Process Peter | Create and manage PlantUML Diagrams | When I document my organization's processes. | I want to build out a set of diagrams documenting repeatable compliance processes that my director will love. | PlantUML diagrams created by me and others. Additional information like CCH content including CDOCs, audit questions … that is available in their existing CCH subscription. | Set of PlantUML diagrams ready for review and approval. | PlantUML Owner |
Compliance Katherine | Review, comment on, and approve PlantUML diagrams. | When my team is ready for me to review their diagrams. | I want my team to build out repeatable processes for the compliance team to easily follow. | PlantUML diagram(s) ready for my review. | Set of approved and finalized PlantUML diagrams. | PlantUML Reviewer |
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Persona | Task Name | Situation | Motivations | Input | Output | Permission-Role |
Employee Edgar | Review terms | When I read through a company policy document | I want ot make sure I understand the terms defined in the policy | A company glossary | An understanding of the terms | Glossary Reader |
Doer Dan | Search for, review, and read glossary terms. | When I help a team with any well-defined process | I want to make sure we do all the right steps the first time. | Organized set of glossaries and terms | Set of files or hyperlinks updated on our SharePoint collaboration site. | Glossary Reader |
Analyst Alberta | Organize glossaries. | When my superior wants me to assist in organizing and updating glossaries and terms. | I want to help the team make company glossaries easily accessed for others. | Disorganized set of glossaries and terms. | Organized set of glossaries and terms. | Glossary ContributorEditor |
Process Peter | Create and manage company glossaries. | When I document my organization's policies. | I want to build a set of repeatable compliance processes that my director will love. | Company policies. | A set of glossaries and terms ready for review and approval. | Glossary Owner |
Compliance Katherine | Review, comment on, and approve corporate glossaries. | When my team is ready for me to review their corporate glossaries. | I want everyone in the company to have a common understanding of the terms within our policies. | Glossaries and terms ready for my approval. | A set of approved and finalized glossaries and terms. | Glossary Reviewer |
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Persona | Task Name | Situation | Motivations | Input | Output | Permission-Role |
Doer Dan | Search for, review, and read dictionary terms. | When I help a team with a process that includes compliance steps. | I want to make sure we do all the right steps the first time. | Organized set of dictionaries and terms. | Set of files or hyperlinks updated on our SharePoint collaboration site. | Dictionary Reader |
Analyst Alberta | Organize dictionaries. | When my superior wants me to assist in organizing and updating dictionaries and terms. | I want to help the team make compliance dictionaries easily accessed for others. | Disorganized set of dictionaries and terms. | Organized set of dictionaries and terms. | Dictionary ContributorEditor |
Process Peter | Create and manage a compliance dictionary. | When I document organization's policies. | I want to build a set of repeatable compliance processes that my director will love. | Company policies Other UCF tools and products | My organization's compliance dictionary with terms ready for review and approval. | Dictionary Owner |
Compliance Katherine | Review, comment on, and approve a compliance dictionary. | When my team is ready for me to review the compliance dictionary. | I want our corporate policies to be mapped to UCF’s common controls. | A compliance dictionary ready for my review and approval. | A reviewed and approved compliance dictionary. | Dictionary Reviewer |
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