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This does not dive deeply into any of those areas, it just provides an all-in-one sample of the overall flow through the system to provide context for later training modules.

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Overview

The TRAINING system features the American Society of Office Dogs, a credentialing program that awards specialty credentials to canines with a demonstrated ability to behave in an office environment.

In this module, we will register as a new applicant (a dog wishing to earn this credential) and will go through the

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process of submitting an application

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Subsequent modules will show the back-end process of reviewing that application.

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Step 1: Register as an Applicant

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Setting the stage…

The training system is built around a fictional credentialing board called the American Society of Office Dogs.

This organization offers multiple office-themed credentials for our four-legged companions to obtain. Some of these are fairly simple (“Office Dog”) and some are more specialized (“Therapy Dog” and “Corporate Mascot”).

In this module, you will begin the journey as "Fido", a lovable mutt who hates being left at home all day. You want nothing more than to earn your Certified Office Dog (COD) credential so that you can accompany Amy, your owner, to her day job where she goes to an office and spends 8 boring hours staring at a computer screen. You've decided that today is the day that you make your dreams a reality! (If you can't suspend disbelief this far, then just pretend that you're Amy doing all this work on behalf of Fido.)

Steps

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Step 2: Go through the Grant Role workflow to gain the "Doggo" Role

Now that Fido has registered, the system needs to associate him with a Role in the system. Roles determine what sorts of Applications a user is allowed to start. In order to start the "Certified Office Dog" application, a user must first be assigned the "Doggo" role. (After all, we don't want cats to try and register as a CDO, amirite!?)

Steps

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Step 3: Fill out the application

The application (Learning Plan) consists of one or more "Task Groups" that represent a logical grouping of data and a set of related requirements.

The default Learning Plan comes with two Task Groups:

• Education: collects information about educational degrees that applicant has earned. The Task Group is configured to require at least one degree.
• Work History: collects information about applicant's employment history. The Task Group is configured to require at least 2000 hours of employment experience.

The task group headers will be blue if there are unmet requirements and green once the requirements are met.

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Add an Education Activity

1. Click the "Add Degree" button to add a Degree activity, fill out its Workflow and click the Submit button. Note: You do not need to upload any Supporting Documentation
2. Note that the Academic Degree's "Next Step" button is gray. This indicates that its Workflow is incomplete, but that the next step in the process is owned by someone other than you. (In this case, the next step belongs to a Reviewer who must perform a back-end verification step)
3. Note that the Task Group header is green. Even though the Activity's workflow is incomplete, it's reached the final step in which you are able to act on it. This is called "Practitioner Complete" and is sufficient to satisfy the Task Group requirement.
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Add a Work Experience Activity with 1500 hours

1. Click the "Add Position" button to add a Work History activity, and fill out its Workflow using any made up Title and Start Date.
2. For the Requested Hours" field, enter "1500".
3. Note that the Learning Plan's Workflow button remains gray. That is because this Task Group is configured to require at least 2000 units (hours), but you only entered 1500 on your Activity. It does not satisfy the requirement, and you remain unable to submit the application.
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"Recall" the Work Experience Activity to edit it

1. Click on the gear icon next to the Work History item's button and choose "Recall Step". Confirm the action in the popup.
2. "Recalling" a Workflow basically moves it backwards to the previous Step. In this case, that moves the Workflow back into the Step where you are able to edit it again. Change the Requested Hours from 1500 to 2000 and re-submit.
3. The Activity now satisfies the Task Group requirement. Since all of the Learning Plan requirements are met, the Learning Plan's workflow button becomes orange, allowing you to begin the submission process. (NOTE: the Work Experience task group header turns green, representing that the requirements for that specific group are now met)
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Step 4: Submit the application

A Learning Plan consists of two "phases". The first is the "data collection" phase in which data is collected from the user using Activities, as shown above. 

The second phase is where the application (Learning Plan) is actually submitted to the licensing board for review. 

Once all of the data collection requirements are met, the Learning Plan's Workflow button will turn orange, indicating that you can begin the submission process. Clicking that button will launch a Workflow that guides you the rest of the way.

Submit the Learning Plan's Workflow

1. Click the orange "Submit" button to begin the submission process. This will open a Workflow popup.
2. The first step is an "attestation" where you confirm some expectations. Select Yes from the dropdown and click the "Continue" button.
3. The second step contains a Payment attribute. Click the "Pay Fees" button to begin the payment process.
4. Go through checkout using a Visa with number "4111-1111-1111-1111" as the credit card. (As long as you are using one of the "fake" payment gateway configurations, this should be accepted as a valid card)
5. Click the "Continue" button at the bottom of the page to review your purchase.
6. Click the "Complete Purchase" button at the bottom of the screen.
7. Click the "Continiue" button on the Payment Confirmation screen.
8. You will then see a Application to Pay Fees modal is displayed. Click the "Submit" button.
9. Upon completing the payment, you are returned to the Learning Plan. The Workflow button is now gray, indicating that you have successfully submitted the application and are waiting on someone else to perform the next step.
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10. Log out of the application.

Step 5: Review and approve the application

The Workflow configuration in TRAINING specifies two different administrative steps that comprise the application approval process:

1. First, an Administrator must assign a Reviewer to the application
2. Next, the Reviewer must review and approve the application

This sort of application processing is conducted using the "Learning Plan Instance queues" which are typically found under the "Auditor" and "Eligibility" navigation headings.

Assign a Reviewer

1. Log in as admin@example.com (who has the Administrator role)
2. The password will be "Passw0rd"
3. Click on Eligibility → Eligibility Queue, and then click the "Filter" button to perform a default search
4. Note that the application your Applicant submitted shows up and its Workflow button is orange, indicating that you (as the administrator) are responsible for the current step of its Workflow.
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5. Click on the "Assign Reviewer" button to launch the popup, and then enter the name or email address of a Reviewer member (reviewer@example.com already exists in the system)
6. Enter a future due date in the Due Date field.
7. Click "Send to Reviewer" to move the Workflow to the next step (which "assigns" it to the Reviewer)
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8. Note that after clicking the button, the popup closes. That is because the workflow has moved to the next step which is "owned by" a different Role in the system. Since you no longer have access to act on the workflow, it closes automatically.
9. Log out of the application.

Perform the Review

1. Log in as reviewer@example.com (who has the Reviewer role)
2. Navigate back to Eligibility → Eligibility Queue and click Filter to perform a default search
3. Note that the application shows up and again has an orange Workflow button, indicating that the Workflow is now in a state where the Reviewer role owns the next step.
4. Click the blue View button to open the Learning Plan. Note that the Activities on the Learning Plan have an orange button, indicating that you own the next step on those workflows.
5. Finally, click the orange button for the Learning Plan itself to open the Learning Plan workflow.
6. Click the green Complete Review button to mark the Learning Plan Workflow as Completed Successfully
7. After reviewing and approving all of the Applications, the Eligibility Queue will contain no records.
8. Log out of the Application.

Step 6: Confirm it was accepted

At this point the application has been accepted and your "Applicant" user should now be a fully licensed practitioner.

Confirm the credential was granted

1. Log back in as your Applicant user that submitted the Learning Plan
2. The Learning Plan List page now displays two different applications. One is the completed initial application, the other is the "recertification application" that is used to manage the process of maintaining the credential through ongoing education.
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Confirm that the Member Role Status was correctly updated

1. Still logged in as the licensee, click on the My Account link in the upper right corner
2. Note that your Practitioner role has a status of "Active".
3. This status started out as "Applicant" and was automatically changed upon successful completion of the Learning Plan.
4. This "Active" status indicates that the member is fully licensed and allowed to practice.
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Next Steps

Now that you've experience the application process as an Applicant, use the Training - My Account/Member Profile Page page to explore the My Account Profile Page.

Related articles

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Becoming an office dog isn’t super difficult, but it does require a bit of work. You will need to:

1. Submit an application for eligibility

2. Pay a fee (humans are really obsessed with this “money” stuff…)

3. Pass an obedience exam

Step 1: Register as an Applicant

1. From the login screen, use the “Get Started” button on the left to register for a new account.

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2. Enter all of your (Fido’s) account information. You will need to use an email address not already present in the TRAINING database. Click the orange Submit button when finished.

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3. After submitting the form, you will be asked to confirm ownership of the email address by entering a code that you were emailed. You can copy the code from the email, or click the link in the email instead.

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4. After creating an account, you will be asked to upload a recent photo and to successfully answer a super-secret-doggo-only screening question.

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Step 2: Begin the Office Dog application

After signing up, you will land on a page listing the applications available to you.

1. For now, expand the “Certified Office Dog Application” section and click the orange Begin button.

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2. The application loads in an initial state. You can see a number of unmet requirements; you cannot submit this application for eligibility until those requirements are met.

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Step 3: Fill out the application

You can’t take the Office Dog exam unless you’re current on your shots and have taken some approved training courses. The first step in completing the application is to upload that information into the system.

1. Click the “+” icon in the Vaccination Records section and then fill out the form. (You can upload any random text file as the Vet Records, but feel free to “get into character” and upload real documents from your actual vet if you’re into method acting…)

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2. The screen will update, and the bar next to the “Vaccination Records” header will turn green. This means that you have completed all of the requirements in that section. Nice work!
   
   Next, click the “+” icon in the “Training” section to enter the training classes you’ve taken.

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3. Multiple approved training courses exist, and in order to take the exam you must have already completed 5 hours of basic training and 5 hours of advanced training. Start by selecting “A to Z Basic Training”.

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4. Fill out details about the course. (Feel free to make this up; I’m assuming you haven’t actually taken a fictional dog obedience course at this point in your life)

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5. Repeat steps 3 and 4, this time selecting “Advanced Walking” as the course. When you are finished, you should have met all of the submission requirements, which means you are ready to submit your application for eligibility to take the exam.

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Step 4: Begin the submission process

In many cases, “submitting the application” is a process rather than a single click. This process can take many forms, but it’s common to include a payment step and an attestation of some kind.

1. Click the “Submit” button in the upper right corner of the application

2. Complete the attestation

3. Do not click “Pay Fees”. Just click “Submit” instead. (It simplifies training when we don’t have to continually process refunds…)

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Step 5: Wait for your application to be reviewed

That’s it for this part of training! At this point your application has been submitted and is pending review.

Continue to the next phase of training to see what the review process looks like.

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