Create a new Role

As an Admin, go to Admin → Roles and create a new “Obedience Exam Provider” Role.
Note: you may have to use the admin@heuristics.net account ; Arlene Admin will not work for this

• Role Type = “Member”

• Member Type = “Organization” (this Role is assigned to the organization that delivers the offerings)

• Status List = “Practitioner Status” (largely irrelevant for this module)

You can leave everything else at defaults, or make reasonable selections for required fields.

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Assign the Grant Role and Edit Role Workflows

The Role Workflows aren’t important for this scenario, so you can reuse existing Workflow definitions.

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To reuse an existing Workflow, go to Admin → Workflows and edit the Role - Generic: Grant” Workflow, and then associate it with the new Role.

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Do the same thing for the “Role - Generic: Edit” Role too.

Assign the necessary Offering permissions

Go to Admin → Roles → Permissions and grant the following permissions:

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Grant this new Role to the “American Society of Office Dogs” user account

In 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.

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Create a new Create Offering Workflow

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.

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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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Don’t forget to mark the Workflow as “enabled” when you’re done!

Create a new Activity Type

As an Admin, go to Admin → Activities → Activity Types and create a new Activity Type.

• Title: “Obedience Examination”

• Create Activity Workflow: Leave this blank for now

• Complete Activity: Choose “Generic Activity Type” (this Activity will never get added directly to a Practitioner’s Learning Plan, so it doesn’t really matter what you pick)

In the “Offerings” section, configure the following:

• Offerings can be created by…: Choose the new “Obedience Exam Provider” Role you created

• Seat assignment procedure: Choose the default option

• Offerings can be owned by: “Only the Organization that owns the Activity”

• Create Offering Workflow: Choose the new Workflow you just created

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Create a new Create Activity Workflow

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.

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Create a simple data entry Step to collect information about the examination, as shown below:

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Don’t forget to mark the Workflow as “enabled” when you’re done!

Create the new Exam Activity

Log in as the American Society of Office Dogs and go to Provider → Activities

Create a new Activity as shown below.

• Activity Type: Select the newly created “Obedience Examination” type

• Activity Name: “Obedience Examination - Summer 2023”

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Fill out the Create Activity Workflow and publish the new Activity.

Manage Offerings from the Activity List page

Log 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.

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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.

Create a new Offering

None exist yet, so click on that link (circled above) to go to the Manage Offerings page for the “Obedience Examination - Summer 2023” Activity.

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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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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.

Create a new Activity Type

Go to Admin → Activities → Activity Types and create a new Activity Type

• Title: “Take Obedience Exam”

• Create Activity Workflow: Leave blank, will create this next

• Complete Activity Workflow: Leave blank, will create this next

Create a new Create Activity Workflow

Create a new Create Activity Workflow for the new Activity Type.

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Add an “Activity Filter” to the Create Activity Workflow

You can configure the Create Activity however you want, but it must contain an Activity Filter Attribute.

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Create a new Complete Activity Workflow

You will also need to create a Complete Activity Workflow that controls how the Applicant will sign up for a specific exam sitting.

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Add a “Seat Assignment” to the Complete Activity Workflow

As part of the Complete Activity Workflow, we will want the applicant to choose a specific exam sitting (Offering) that they want to attend.

To do that, add a Seat Assignment Attribute to a Workflow Step and configure it as shown:

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Create a new “Take Obedience Exam” Activity

Create a new Activity of the new type you just created, owned by the ASOD Provider.

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Configure the “Activity Filter” like this:

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Modify the Office Dog application to require an exam sitting

1. Modify the Office Dog Learning Plan and add a new Task Group

2. Configure the Task Group to add a specific Activity, the one you just created

3. Configure the Task Group to require at least one Completed Successfully activity

Try it out!

1. Log in as a user without an existing Learning Plan Instance of the Learning Plan you just modified. (The login page lists an applicant with no applications yet, use them)

2. Add the Activity and begin working on the Complete Activity Workflow. You should be able to select an Offering from a list.