Project Requests: Allow Users to Submit New Projects Under Historical Activities w/o Giving Activity/Project Edit Rights
Goal: Want to give normal users the ability to submit "Project Requests" under historical Activities without jeopardizing compliance safeguards by giving users Activity/Project edit permissions.
Use Case (Non-Material Updates):
Our most common use case for a “Project Request” is when a user would like to make an update to a Final File attachment in a historical Activity. Because of compliance restraints, our admin are the only ones who have the right to submit new project templates under an Activity. Once a Requester submits a "Non-Material Update" form, our Admin use the inputted information to locate the historical Activity and initiate a new project template. For audit purposes and overall system searchability, we choose to update the original rather than creating an entirely new Activity so that you can easily locate the most up-to-date version of the document.
Admin would like the ability to give users the option to submit “Project Requests” under an Activity without needing to give users the rights to edit both Activities and Projects. For compliance purposes, it would be ideal if the list of “Project Request” templates was separate from the regular Project Template list. Admin would have the ability to indicate if a Project Template could be used for “Project Requests” similar to the current subworkflow functionality for “Allow Insert on Task Worksheet”.
With this functionality, Users would be able to independently locate the historical activity and apply a “Project Request” without the need for 3rd party intervention or additional permissions.
Rather than building out new functionality from scratch, you could modify Change Orders so they do no require Activity/Project edit rights. Additionally, once a user selects a Change Order, rather than sending them to an editable Project Details page to manually initiate the project, have the project initiate automatically. Furthermore, Change Orders are set up as a separate list to the broader Project Template list, so Admin already have full control over what templates can be used.
Open to any other thoughts, but this would be a huge benefit to our users and significantly reduce additional administrative tasks.
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