Artificial names for New Roles in the Document Type Role
Proposal for common role naming
The proposal is to reduce random or client/customer specific artificial numbering and naming of roles ( document type Role ).
In the follwing illustration (1) we have an overview of customized Roles. They have a naming scheme of e.g. "00181 Einkauf". In common this can be formed to "\d\d\d\d\d Subject". In addition we have ( not marked in the picture ) a set of default ERPNext roles.
Suggestion
In order to stop wild growth a little bit at a time I suggest to use the following scheme for roles @ all customers:
\d\d\d Doctypename { crudpies }
E.g. for the Documents of type Quotation in the Module Selling we want to have the role checkbox for Users to Create and Update Quotations. This role position would be named:
Working examples:
(a) 011 Quotation CU :: Create and Update Quotations
(b) 002 Asset PI :: Print and Import Assets
(c) 004 Material Request CS :: Create and Submit Material Requests
Legende:
The numbers are being assigned per module. Module Accounting has the number
- 001 Module Accounting (1)
- 002 Module Assets (2)
Operations
| Symbol | Operation |
| c | create and save document |
| r | read document |
| u | update document ( change value and save it ) |
| d | delete document |
| p | print document |
| i | import documents |
| e | export documents |
| s | submit / cancel / amend documents |
Shorthand is CRUDPIES