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Step 1: Create a Provider Role to “own” the offerings
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The implementation Some of the changes described here has have already been configured in TRAINING, so you may need to change the names of things that you create slightly to avoid duplicates. For example, if you are following these steps in a system that already has an “Obedience Exam Provider” Role defined, then create a new Role with a slightly different name, and then refer to your newly created Role in later steps. |
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| 1 | Create a new RoleAs an Admin, go to Admin → Roles and create a new “Obedience Exam Provider” Role.
You can leave everything else at defaults, or make reasonable selections for required fields.   |
| 2 | Assign the Grant Role and Edit Role WorkflowsThe Role Workflows aren’t important for this scenario, so you can reuse existing Workflow definitions.   To reuse an existing Workflow, go to Admin → Workflows and edit the Role - Generic: Grant” Workflow, and then associate it with the new Role.   Do the same thing for the “Role - Generic: Edit” Role too. |
| 3 | Assign the necessary Offering permissionsGo to Admin → Roles → Permissions and grant the following permissions:   |
| 4 | Grant this new Role to the “American Society of Office Dogs” user accountIn this scenario, the ASOD is the only organization that will offer the obedience examinations, so it’s the only organization that needs the new Role. Use Admin → Members to search for asod@example.comand then grant it the Exam Provider Role.   |
Step 2: Create an Activity representing the exam window
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| 1 | Create a new Create Offering WorkflowYes, it’s awkward to create this Workflow before you’ve created the Activity Type or its Create Activity Workflow. We’re working on improving that. In the meantime, suck it up, buttercup ;) Go to Admin → Workflows and create a new Create Offering Workflow. This will be used when the ASOD adds a specific instance (or offering) of an obedience examination.   This Workflow defines the data that will be collected when the ASOD creates a new examination offering. Configure a data entry Step as shown below.  
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| 2 | Create a new Activity TypeAs an Admin, go to Admin → Activities → Activity Types and create a new Activity Type.
In the “Offerings” section, configure the following:
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| 3 | Create a new Create Activity WorkflowYes, it’s awkward to create this Workflow after you’ve defined the Create Offering Workflow. See the other purple note above. Go to Admin → Workflows and create a new Create Activity Workflow. This will be used when the ASOD creates the Activity that represents the examination itself. Link this Workflow to the newly created Activity Type.   Create a simple data entry Step to collect information about the examination, as shown below:  
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| 4 | Create the new Exam ActivityLog in as the American Society of Office Dogs and go to Provider → Activities You could also log in as a user account that is a staff of the ASOD account, such as Arlene Admin. Create a new Activity as shown below.
  Fill out the Create Activity Workflow and publish the new Activity. |
Don’t forget to mark the Workflow as “enabled” when you’re done!...
| 1 | Manage Offerings from the Activity List pageLog in as the American Society of Office Dogs and go to Provider → Activities. Filter the list by Activity Type and you should see the Activity we just created in the prior step.   If the Activity Type supports Offerings, there will be a column called Offerings that shows the number of Offerings that have been created for that activity. | ||
| 2 | Create a new OfferingNone exist yet, so click on that link (circled above) to go to the Manage Offerings page for the “Obedience Examination - Summer 2023” Activity.   Click the “Add Offering” button and give it a title like “Ohio (Summer 2023)”. Then fill out the Create Offering Workflow as shown:  
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| 3 | Create more Offerings (optional)If you want, you can create more Offerings as well. If you want to do the bare minimum, you can move on with just the one. |
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