Overview
This document outlines the management functionalities available for handling protocols within the application. The capabilities vary based on user roles, specifically between Admins and Members.
Learn more about user roles and permissions here.
User Roles and Permissions
Admin Role:
Can duplicate or delete any public protocols, regardless of the author.
Has the ability to delete protocols authored by other users, which is useful for maintaining the list of protocols, especially when a colleague leaves the organization.
Member Role:
Can only delete or duplicate protocols that they have authored.
Cannot delete protocols authored by others.
Protocol Management Actions
Public Protocols
Duplicate: Creates a copy of the selected protocol, allowing the user to enter the creation journey for edits and eventual publishing.
Delete: Removes the selected protocol from the list.
Authored Protocols
For protocols authored by the user:
Delete: Removes the protocol.
Duplicate: Creates a copy of the protocol.
Update: Allows the user to make edits by creating a new version of the protocol. The version number is incremented to track changes.
Draft Protocols
For drafts authored by the user:
Delete: Removes the draft.
Duplicate: Creates a copy of the draft.
Edit: Allows the user to continue editing the draft. The user can click on "Continue Edit" or the edit button to make changes.
Draft Status
Drafts may not be fully completed.
The version number of drafts is displayed but cannot be modified until a new version is created through the update process.