Features / Usability

Hi All,

I am trying to design a Project Workflow in Tiki using:

• Workspaces, i.e.:
  • Categories (and perhaps Category Transitions)
  • Perspectives
  • User Groups

AND

• Trackers

The idea is to have:

• a "static" workflow using a hierarchy of Workspaces (Categories+Groups) with relevant Spreadsheets, Pages, Forms, etc.
• multiple "dynamic" projects using Trackers - 1 Tracker for each project.
• As the project (Tracker) advances through its different phases (Categories), the relevant Groups work within the respective Workspace and create and update dynamically forms, spreadsheets and files.

I am trying to understand, if Tracker fields-items be used to carry information from one category to another, and update accordingly the forms and spreadsheets?

Here is a concrete scenario:

1. In Workspace-1, a user group produces XYZ information that is then stored in a form of a Tracker.
2. The project phase-leader validates the infos and the project moves to next phase (Workspace-2).
3. In Workspace-2, first the Tracker fills up certain rows & columns of a Spreadsheet (within the respective category) using the infos in step ii.
4. Next in Workspace-2, another user group works on the spreadsheet and other infos to produce further infos ABCD. These are then stored in another form of the Tracker. They are again validated by Project phase leader and move on to next phase (next Workspace) and so on ...

Please tell me if this is the right way of conceptualising? If not, what would you suggest?

Any helpful links to tutorials or related ideas discussed earlier would be highly appreciated.

Thanks in advance!