The LHLP provides a highly configurable workflow system, controlling how a given Asset record is processed from its initial creation through to being accepted onto the Local Heritage List (or not!) and its potential updating and/or removal from the List thereafter.

This configuration defines a series of statuses that an Asset record passes through, and defines who can do what when a record is in each status. The default statuses are as follows:

Status	Description
In preparation	A new record. By default, this is visible only to the individual who created it, and they can continue working on it until happy to submit it for review.
Pre-candidate	A new record that has been submitted for review.
Candidate (work in progress)	A new record that has been accepted as a candidate, and is now being assessed and enhanced. i.e. these records have passed an initial check for suitability, which serves to exclude any vexatious, insincere or offensive submissions.
Candidate (ready)	A candidate record that is considered ready for formal adjudication.
Locally Listed	An Asset that has been formally accepted/adopted and is on the Local Heritage List.
Rejected	A candidate that has not been accepted on the Local Heritage List.
Removed	An Asset that has been formally removed from the Local Heritage List.
Deleted	A record that has been "deleted", perhaps more accurately described as being put in the status of "Deleted".

Status-linked asset-related capabilities

The capabilities that can be either enabled or disabled at each status, for each type of user, are as follows:

• See the record
• Edit the record
• Change the status of the record
• Revert the status of the record
• See comments on the record
• Comment on the record

User Types

The different types of user to which each capability can be controlled are:

• Anonymous (any public users who has not signed in)
• Registered user (a signed in user, normally also a Contributor, but can be differentiated if necessary, e.g. to have some users who can only comment while other registered users are Contributors)
• Contributor (a signed in Registered user who is not an Editor or Publisher)
• Originator (the user who created the Asset record)
• Editor (a signed in user in the Editors role)
• Publisher (a signed in user in the Publishers role)
• Administrator (a signed in user in the Administrators role - this is Exegesis SDM staff only)

Other asset-related capabilities

There are some other special capabilities regarding Asset records that do not depend on the status of the Asset record, but can still be granted or revoked to each type of user:

• See external references
• Add/edit external references
• Add and edit "Notes"
• See the action log
• Add to the action log
• Manage the action log (edit entries from other users)

Other non-asset-related capabilities

There are some other system-wide capabilities that can be granted or revoked to each type of user.

• Edit help texts
• Manage user accounts
• Manage membership of roles

Default permissions

This table shows the default permissions, which can be varied on demand, as indeed can the workflow statuses themselves (to an extent). Note for Exegesis: these permissions are configurable via careful updates in table lhlp_asset_status_lut, noting that the settings for each project are identified by site_id (FK to cs_site table), and that the site_id values are different between the staging and production sites).

Status	Anonymous	Contributor	Originator	Editor	Publisher
In preparation	None	None	See record Edit Change status	None	None
Pre-candidate	None	None	See record See comments Comment	See record See comments Comment Edit Change status Revert	See record See comments Comment Edit Change status Revert
Candidate (work in progress)	None	See record See comments Comment	See record See comments Comment	See record See comments Comment Edit Change status Revert	See record See comments Comment Edit Change status Revert
Candidate (ready)	None	See record See comments Comment	See record See comments Comment	See record See comments Comment Edit Revert	See record See comments Comment Edit Change status Revert
Locally Listed	See record See comments	See record See comments Comment	See record See comments Comment	See record See comments Comment	See record See comments Comment Edit Change status Revert
Rejected	None	See record See comments Comment	See record See comments Comment	See record See comments Comment	See record See comments Comment Edit Change status Revert
Removed	None	See record See comments Comment	See record See comments Comment	See record See comments Comment	See record See comments Comment Edit Change status Revert
Deleted	None	None	None	None	See record See comments Comment Edit Revert

Special permissions

This table shows the default settings for the special permissions described above. Note for Exegesis: these * are configurable with Authorisation Policies.

Operation	Anonymous	Contributor	Originator	Editor	Publisher
See external references*	No	Yes	Yes	Yes	Yes
Add/edit external references*	No	No	No	Yes	Yes
Add and edit "Notes"	No	No	No	Yes	Yes
See the action log*	No	Yes	Yes	Yes	Yes
Add to the action log*	No	Yes	Yes	Yes	Yes
Manage the action log (edit entries from other users)*	No	No	No	Yes	Yes