Skip to main content

Basic Concepts

Before diving into Traiker Platform's functionalities, it's important to understand these fundamental concepts.

System Architecture​

Projects​

Projects are the main container where you organize all your information. Each project can represent:

  • A specific client
  • A company department
  • A business process
  • A product line

Workspaces​

Workspaces are collaborative work spaces within a project where teams can:

  • Share files
  • Manage tasks
  • Track processes
  • Generate reports

Users and Roles​

User Types​

  • Administrator: Full system control
  • Manager: Project and team management
  • User: Access to basic functionalities
  • Guest: Limited read-only access

Granular Permissions​

Each role can have specific permissions to:

  • Create, edit or delete files
  • Access different sections
  • Generate reports
  • Manage users

Core Elements​

Files and Documents​

Metadata​

Each file in Traiker includes:

  • Basic information: name, size, format
  • Versioning: change history
  • Tags: custom classification
  • Relationships: links with other elements

File States​

  • Draft: In creation process
  • Review: Pending approval
  • Approved: Ready for use
  • Archived: Stored for historical reference

Processes and Flows​

Workflows​

Workflows define automated action sequences:

Start → Review → Approval → Publication → Archive

Triggers​

Triggers are events that activate automatic actions:

  • File upload
  • State change
  • Scheduled date
  • User action

Traceability​

System Events​

Traiker automatically records:

  • Who: User who performed the action
  • What: Type of action executed
  • When: Exact date and time
  • Where: Location in the system
  • Why: Reason or trigger that caused the action

Chain of Custody​

Complete tracking of each element's lifecycle:

  1. Creation: Element origin
  2. Modifications: All changes made
  3. Access: Who has viewed or downloaded
  4. Transfers: Movements between spaces
  5. Deletion: Deletion record (soft delete)

Taxonomy and Organization​

Categories​

Hierarchical classification system:

Company
├── Department
│   ├── Project
│   │   ├── Document Type
│   │   └── State
│   └── Process
└── Client

Tags​

Flexible tagging system:

  • Project tags: #alpha-project
  • Process tags: #review #urgent
  • Content tags: #contract #financial

Filters and Searches​

  • Text search: Document content
  • Metadata filters: Date, author, type
  • Semantic search: Related concepts
  • Combined filters: Multiple criteria

Integration and APIs​

Native Connectors​

  • Microsoft Office 365
  • Google Workspace
  • Slack / Microsoft Teams
  • Popular ERP systems

REST API​

Programmatic access for:

  • Automate file uploads
  • Integrate with existing systems
  • Extract data for reports
  • Synchronize information

Security and Compliance​

Security Levels​

  • Encryption in transit: TLS 1.3
  • Encryption at rest: AES-256
  • Multi-factor authentication: 2FA/MFA
  • Single Sign-On: SAML/OAuth

Regulatory Compliance​

  • GDPR: European data protection
  • SOX: Financial controls
  • ISO 27001: Security management
  • HIPAA: Health data (when applicable)

Next Concepts​

Once you master these basic concepts, you'll be ready to:

  1. Manage files efficiently
  2. Implement advanced traceability
  3. Optimize specific processes