2017-09-01 Meeting notes

Eric Hartnett

Kristin Martin

ER&L at Austin next March. Had three successful presentations last year. Kristin has added a placeholder for workflows.

Filip Jakobsen

Small group (Filip, Kathryn, Charlotte, Eric) will meet to discuss the workflows after this meeting. The group will look through documents developed at Boston meeting to pull out relative examples that could be used to test out the workflow concept. Also have spreadsheets that have various workflows that will be used. Filip went through Discuss comments and broke them into a few categories including new ideas and things to consider during the development. There are two areas that particularly need refinement - actual triggers and steps examples and workflow app logic. Some key takeaways: 1) there needs to be some dummy data so that things can be tested before changes are made on a large group; 2) extreme load warning; 3) the ability to rollback changes; 4) permission management - being able to assign steps to people or groups of people, and determining who can edit a workflow. Workflows need flexibility - changes can be made ad hoc - to avoid getting stuck in a template. Each step/trigger will open up an overlay which can be used to provide an explanation/description of the step/trigger and link to other helpful articles. Not all of the features being discussed will be in V1. The goal is to figure out the structure.

Leah Elzinga and Ann-Marie Breaux (Deactivated)