We have three depts: A, B and C. Each has some common needs to information like customer, salesperson but also have different needs like “tool purchased” or other data about the project that are exclusive to that dept.
We want to start an entry at the beginning of the new part process and move the “entry” through the pipeline in a flexible way. In other words Dept B might create the new entry, pass it to dept A. Dept A does some things and then passes it to Dept C. Sometimes it might have to go back to Dept B for some clean up.
Another way to see this is we want a digital object that holds information that can be moved from person to person, department to department, get changed, worked up, etc. Since we would have 1,000 items we need to limit what is displayed to just what that person needs. Only the data the person needed would be displayed (even though all the data still existed). When we were finished we would archive the data in some fashion.
We may have up to 1,000 different items in the works at any one time.
My question is what is the recommended way to:
- Pass the entry from one dept to another so there is clear indication of who’s responsible for the task.
- Limit the view for specific departments so that they can see just their items?
- Limit the view for a person so that they could see just their items or tasks?