Distribution Matrix

The second tab of Master Doc. Register: who reviews each document, in which order.

Distribution Matrix by issued status: one row per routing type and issued code, one column per resource, and action/sequence in the cells · click to enlarge

The matrix says who gets a document, with which action, in which sequence, and it is what the Upload) step turns into a routing. It is stored in ts_matrix_rout (matrix_project, matrix_rout_type, matrix_for_issued or matrix_transmission, matrix_doc_number, matrix_resource_id, matrix_rout_action, matrix_rout_sequence_no). The shape depends on the project's matrix type, ts_projects.matrix_type, set under Project Register:

Matrix type	Rows	Used when
issued_status	routing type × issued code	the review path differs per issue (IFR, IFA, AFC ...). The KTP screenshot
transmission_type	routing type × transmission type	the path differs by how the document arrives
doc_number	one row per document number	every document has its own path; Import Matrix is hidden for this type

A cell reads action/sequence, and several entries stack with commas (C/1,D/4). The action letters are the Action Indicated codes: R Review, C Checking, S Responsible, D Transmit, A Approval and so on.

Edit Matrix (cmd=edit_matrix) opens the cell editor for the selected row, with Save, Delete, Close, Add and Clear Matrix. Import Matrix takes an Excel sheet; Export writes one. Both validate the same rules, in getErrorValidationImportMatrix():

• an A - Approver is required and must be the last sequence;
• D - Transmit and A - Approver cannot share a sequence;
• several D or several A entries must sit on the same sequence.

Related

• Master Doc. Register: the screen overview.
• MDR and Progress: the other two tabs.