Tag Archives: alfresco

Alfresco and Project Management

I recently wrote on here about using Alfresco to hold HR records, this is still ongoing but has stalled while HR decide on how to change their processes. So in the meantime I’ve been playing..

Using a project management methodology is a  great way to bring some order out of chaos.

If used correctly and with the right elements it can be a brilliant way of keeping projects & programmes on track, allowing resources to diverted to potential problems early on.

I’ve been a PRINCE2 practitioner (Candidate number: P2R/803590) for 10 years and have used it in all projects I’ve been involved in, it’s worked really well in the formal setting of the Council.

But.. project reporting across a large organisation can be hit and miss.
As time passes standards can slip as document versions get out of sync and people start to develop variations to the original training, similar to bad habits we all form once we’ve passed our driving test, and don’t lie I know you don’t always indicate when passing a parked car..

Using Alfresco as our document management system is a way of addressing the problems of document versions, it’s an out of the box function that’s easy to implement.

As for standardisation I can create a ‘project’ folder template and put the newest version of any document into that.  Users can then create a folder that copies the template, so each new project will always use the newest documents – simples.

Now what about project and programme reporting, the bane of every project managers life, well this is where Alfresco can help too.

My proof of concept uses a project model built within Alfresco that can be applied to a project folder or preferably to a project site

The contains such attributes as project manager, project state, risks, etc, etc everything that is usually written on the report that the project manager has to routinely present to the project board.

The attributes are then exposed as an API via  the very easy to use Alfresco webservices.

I’ve built a Laravel webapp that consumes the API content and then presents dashboards for project/programme managers as well as the governance/audit teams.

I’ll post the process and files later – anyone got any questions?



Alfresco folder permissions

I’m currently working on a project to create Electronic Personal Folders (EPFs) within Alfresco on behalf of our HR partners.

Content will include things like contracts, leave requests etc

The brief is to automate the creation of the folders and make sure the permissions for the folder and sub-folders are correctly set.

A manager should be able to see all of their folder plus the folders of their staff, while an employee should be only able to see their folder.

The script processes a CSV that is created from one of our HR systems and calls a custom Alfresco web script, this creates a top level folder which has the Payroll number as the name and the job description/employee name as the title. Underneath this it creates the sub folders (Pay, leave, etc) and applies relevant permissions to all the folders, e.g. Leave is read/write by the manager but read-only by the employee.

This ‘creation’ script is part one, it will be called to initially create the (EPFs) for the current employees and there after on any new employees.
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