Research activation with ethics, privacy and site clearance

Prevent research activation before the independent ethics, data protection and site readiness records have all been received. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
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<?xml version="1.0" encoding="UTF-8"?>
<bpmn:definitions xmlns:bpmn="http://www.omg.org/spec/BPMN/20100524/MODEL" xmlns:bpmndi="http://www.omg.org/spec/BPMN/20100524/DI" xmlns:dc="http://www.omg.org/spec/DD/20100524/DC" xmlns:di="http://www.omg.org/spec/DD/20100524/DI" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" id="research_ethics_clearance_definitions" targetNamespace="urn:flowss:advanced">
  <bpmn:message id="research_ethics_clearance_message" name="Activation request received"/>
  
  <bpmn:process id="research_ethics_clearance_process" name="Research activation with ethics, privacy and site clearance" isExecutable="false">
    <bpmn:documentation>Prevent research activation before the independent ethics, data protection and site readiness records have all been received. Inputs: Activation request received. All policy choices, durations and conditions are illustrative. Replace example rules with approved local policy; configure integrations and review before execution. This non-executable template does not assert legal compliance or a real completed case.</bpmn:documentation>
    <bpmn:laneSet id="research_ethics_clearance_lanes"><bpmn:lane id="research_ethics_clearance_lane_0" name="Research office"><bpmn:flowNodeRef>research_ethics_clearance_start</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_intake_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_split</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_check_0_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_check_0_2</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_join</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_decision</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_success_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_success_rest_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_complete</bpmn:flowNodeRef></bpmn:lane><bpmn:lane id="research_ethics_clearance_lane_1" name="Data steward"><bpmn:flowNodeRef>research_ethics_clearance_check_1_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_check_1_2</bpmn:flowNodeRef></bpmn:lane><bpmn:lane id="research_ethics_clearance_lane_2" name="Site coordinator"><bpmn:flowNodeRef>research_ethics_clearance_check_2_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_check_2_2</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_exception_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_exception_rest_1</bpmn:flowNodeRef><bpmn:flowNodeRef>research_ethics_clearance_alternate</bpmn:flowNodeRef></bpmn:lane></bpmn:laneSet>
    <bpmn:startEvent id="research_ethics_clearance_start" name="Activation request received"><bpmn:messageEventDefinition id="research_ethics_clearance_start_def" messageRef="research_ethics_clearance_message"/></bpmn:startEvent>
    <bpmn:userTask id="research_ethics_clearance_intake_1" name="Validate protocol version"></bpmn:userTask>
    <bpmn:parallelGateway id="research_ethics_clearance_split"></bpmn:parallelGateway>
    <bpmn:userTask id="research_ethics_clearance_check_0_1" name="Confirm ethics approval"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_check_0_2" name="Match approved consent version"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_check_1_1" name="Review data minimization"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_check_1_2" name="Confirm access controls"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_check_2_1" name="Verify site training"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_check_2_2" name="Confirm equipment readiness"></bpmn:userTask>
    <bpmn:parallelGateway id="research_ethics_clearance_join"></bpmn:parallelGateway>
    <bpmn:exclusiveGateway id="research_ethics_clearance_decision" name="Activation conditions met?" default="research_ethics_clearance_flow_14"></bpmn:exclusiveGateway>
    <bpmn:userTask id="research_ethics_clearance_success_1" name="Authorize site activation"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_exception_1" name="Issue activation hold"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_success_rest_1" name="Archive clearance evidence"></bpmn:userTask>
    <bpmn:userTask id="research_ethics_clearance_exception_rest_1" name="Request missing clearance"></bpmn:userTask>
    <bpmn:endEvent id="research_ethics_clearance_complete" name="Study activated"></bpmn:endEvent>
    <bpmn:endEvent id="research_ethics_clearance_alternate" name="Activation held"></bpmn:endEvent>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_1" sourceRef="research_ethics_clearance_start" targetRef="research_ethics_clearance_intake_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_2" sourceRef="research_ethics_clearance_intake_1" targetRef="research_ethics_clearance_split"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_3" sourceRef="research_ethics_clearance_split" targetRef="research_ethics_clearance_check_0_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_4" sourceRef="research_ethics_clearance_check_0_1" targetRef="research_ethics_clearance_check_0_2"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_5" sourceRef="research_ethics_clearance_split" targetRef="research_ethics_clearance_check_1_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_6" sourceRef="research_ethics_clearance_check_1_1" targetRef="research_ethics_clearance_check_1_2"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_7" sourceRef="research_ethics_clearance_split" targetRef="research_ethics_clearance_check_2_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_8" sourceRef="research_ethics_clearance_check_2_1" targetRef="research_ethics_clearance_check_2_2"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_9" sourceRef="research_ethics_clearance_check_0_2" targetRef="research_ethics_clearance_join"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_10" sourceRef="research_ethics_clearance_check_1_2" targetRef="research_ethics_clearance_join"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_11" sourceRef="research_ethics_clearance_check_2_2" targetRef="research_ethics_clearance_join"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_12" sourceRef="research_ethics_clearance_join" targetRef="research_ethics_clearance_decision"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_13" sourceRef="research_ethics_clearance_decision" targetRef="research_ethics_clearance_success_1" name="Yes"><bpmn:conditionExpression xsi:type="bpmn:tFormalExpression">=activationReady = true</bpmn:conditionExpression></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_14" sourceRef="research_ethics_clearance_decision" targetRef="research_ethics_clearance_exception_1" name="Otherwise"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_15" sourceRef="research_ethics_clearance_success_1" targetRef="research_ethics_clearance_success_rest_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_16" sourceRef="research_ethics_clearance_exception_1" targetRef="research_ethics_clearance_exception_rest_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_17" sourceRef="research_ethics_clearance_success_rest_1" targetRef="research_ethics_clearance_complete"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="research_ethics_clearance_flow_18" sourceRef="research_ethics_clearance_exception_rest_1" targetRef="research_ethics_clearance_alternate"></bpmn:sequenceFlow>
  </bpmn:process>
  <bpmn:collaboration id="research_ethics_clearance_collaboration"><bpmn:participant id="research_ethics_clearance_party" name="Principal investigator"/><bpmn:participant id="research_ethics_clearance_pool" name="Research activation with ethics, privacy and site clearance" processRef="research_ethics_clearance_process"/><bpmn:messageFlow id="research_ethics_clearance_request" sourceRef="research_ethics_clearance_party" targetRef="research_ethics_clearance_start"/></bpmn:collaboration>
  <bpmndi:BPMNDiagram id="research_ethics_clearance_diagram"><bpmndi:BPMNPlane id="research_ethics_clearance_plane" bpmnElement="research_ethics_clearance_collaboration">
    <bpmndi:BPMNShape id="research_ethics_clearance_party_di" bpmnElement="research_ethics_clearance_party" isHorizontal="true"><dc:Bounds x="20" y="20" width="2210" height="70"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_pool_di" bpmnElement="research_ethics_clearance_pool" isHorizontal="true"><dc:Bounds x="20" y="180" width="2210" height="780"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_lane_0_di" bpmnElement="research_ethics_clearance_lane_0" isHorizontal="true"><dc:Bounds x="50" y="180" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_lane_1_di" bpmnElement="research_ethics_clearance_lane_1" isHorizontal="true"><dc:Bounds x="50" y="440" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_lane_2_di" bpmnElement="research_ethics_clearance_lane_2" isHorizontal="true"><dc:Bounds x="50" y="700" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_start_di" bpmnElement="research_ethics_clearance_start"><dc:Bounds x="162" y="292" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="108" y="335" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_intake_1_di" bpmnElement="research_ethics_clearance_intake_1"><dc:Bounds x="325" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_split_di" bpmnElement="research_ethics_clearance_split"><dc:Bounds x="576" y="286" width="48" height="48"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_check_0_1_di" bpmnElement="research_ethics_clearance_check_0_1"><dc:Bounds x="745" y="272" width="130" height="76"/></bpmndi:BPMNShape>
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    <bpmndi:BPMNShape id="research_ethics_clearance_join_di" bpmnElement="research_ethics_clearance_join"><dc:Bounds x="1206" y="286" width="48" height="48"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_decision_di" bpmnElement="research_ethics_clearance_decision" isMarkerVisible="true"><dc:Bounds x="1416" y="286" width="48" height="48"/><bpmndi:BPMNLabel><dc:Bounds x="1368" y="236" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_success_1_di" bpmnElement="research_ethics_clearance_success_1"><dc:Bounds x="1585" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_exception_1_di" bpmnElement="research_ethics_clearance_exception_1"><dc:Bounds x="1585" y="792" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_success_rest_1_di" bpmnElement="research_ethics_clearance_success_rest_1"><dc:Bounds x="1795" y="272" width="130" height="76"/></bpmndi:BPMNShape>
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    <bpmndi:BPMNShape id="research_ethics_clearance_complete_di" bpmnElement="research_ethics_clearance_complete"><dc:Bounds x="2052" y="292" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="1998" y="335" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="research_ethics_clearance_alternate_di" bpmnElement="research_ethics_clearance_alternate"><dc:Bounds x="2052" y="812" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="1998" y="855" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNEdge id="research_ethics_clearance_flow_1_di" bpmnElement="research_ethics_clearance_flow_1"><di:waypoint x="198" y="310"/><di:waypoint x="325" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="research_ethics_clearance_flow_2_di" bpmnElement="research_ethics_clearance_flow_2"><di:waypoint x="455" y="310"/><di:waypoint x="576" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="research_ethics_clearance_flow_3_di" bpmnElement="research_ethics_clearance_flow_3"><di:waypoint x="624" y="310"/><di:waypoint x="745" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="research_ethics_clearance_flow_4_di" bpmnElement="research_ethics_clearance_flow_4"><di:waypoint x="875" y="310"/><di:waypoint x="955" y="310"/></bpmndi:BPMNEdge>
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    <bpmndi:BPMNEdge id="research_ethics_clearance_flow_9_di" bpmnElement="research_ethics_clearance_flow_9"><di:waypoint x="1085" y="310"/><di:waypoint x="1206" y="310"/></bpmndi:BPMNEdge>
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    <bpmndi:BPMNEdge id="research_ethics_clearance_request_di" bpmnElement="research_ethics_clearance_request"><di:waypoint x="180" y="90"/><di:waypoint x="180" y="292"/></bpmndi:BPMNEdge>
    
  </bpmndi:BPMNPlane></bpmndi:BPMNDiagram>
</bpmn:definitions>