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Product Management Template

This template is designer to help manage and track new product feature ideas, and their packaging into new product releases.

App Features

  • Create a list of product releases
  • Approvers get notified of new pending product features
  • Create records for each new proposed product feature
  • Features get reviewed and assigned to a release if they are approved
  • The requester gets notified of the approver’s decision
  • View and report on features and their release

 

Product Management Template Images

 

App Details

  • Release and Feature Area lookup records can only be created and edited by the App Admin role, but are visible to all.
  • Feature records are the main records in the application, and can be created by members of the Editors role. Security for the record is detailed in the workflow section below.
  • Security Roles, and their general purpose, are:
    • Readers – Can read, but not edit, records.
    • Editors – Can create and edit, but not delete, Feature records.
    • Approver – This role can approve or reject Feature records.
    • App Admin – Can edit delete all records.
  • Workflow stages are:
    • Draft – The App Admin role and the record owner can edit and delete the record, the Editors role can edit the record, and the Readers role can see but not edit the record.
    • Review – The App Admin role can edit and delete the record, the Approver and Editors roles can edit the record, and the Readers role can see but not edit the record. The Approver and App Admin roles can Approve and Reject feature records and assign them to a release.
    • Accepted – The App Admin role can edit and delete the record, the Editors role can edit the record, and the Readers role can see but not edit the record.
    • Rejected – The App Admin role can edit and delete the record, the Editors role can edit the record, and the Readers role can see but not edit the record.
  • Workflow notifications are:
    • Draft Stage – On Submit the Approvers role is notified that there is a vacation request waiting review. The email template is called¬†Draft Submission.
    • Review Stage – On Approve or Reject the requester is notified of the approver’s decision.¬†The email template is called Accept or Reject.
Updated on August 29, 2018

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