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Introduces the “Offerings” "Activity Offerings" module and how it can be used to manage “self-proctored exams”, which are examinations that the credentialing program delivers itself rather than partnering with a partner like PSI or Prometric.

Curriculum index: Training Curriculum

Last updated: for 11.0.12

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These are not tasks that can be easily assessed by computer based testing in a secure indoor environment, so the ASOD cannot partner with organizations such as PSI or Prometric to perform these assessments. Human candidates need to be evaluated in human spaces, and doggos need to be evaluated in doggo spaces.

Therefore, the ASOD has decided to “self-proctor” their exams. They will hold “obedience evaluations” on a set schedule, and would-be Office Dogs will sign up for a specific examination as part of their credential application process.

Business rules for this scenario

  1. The ASOD will publish specific dates, times, and locations of their examinations.

  2. Obedience examinations will be delivered by a Proctor working for the ASOD. At the end of each examination, the proctor will submit an attendance report.

  3. To submit the Certified Office Dog application, applicants must register for, complete, and pass an obedience examination.

Definition of terms

Term

Definition

Exam Window

The ASOD will offer a series of examinations every quarter. They refer to this as the “window”, e.g. “take your exam within the Spring window”.

Exam Sitting

This refers to a specific examination date within a window. For instance, the ASOD might offer sittings on the 1st Saturday of the month.

Imagine, if you will, that all sittings within the same window will evaluate doggos in the same way, but that the evaluation criteria might evolve between windows.

Exam Activity

Each exam window will be represented by a unique Activity Definition in LearningBuilder. See below for more details.

Exam Offering

Each exam sitting will be represented by an Activity Offering in LearningBuilder. See below for more deatils.

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1

Create a new Role

As an Admin, go to Admin → Roles and create a new “Obedience Exam Provider” Role.
(warning) 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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2

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.

3

Assign the necessary Offering permissions

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

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4

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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Step 2: Create an Activity representing the exam window

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1

Create a new Create Offering Workflow

Yes, 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.

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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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Info

Go ahead and create a “Complete Successfully” Action for now. We will edit this definition later to add the Proctor step.

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

2

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: (warning) 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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3

Create a new Create Activity Workflow

Yes, 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.

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

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

4

Create the new Exam Activity

Log 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.

  • 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.

Step 3: Create Offerings (exam sittings)

We now have an Activity Definition representing an exam window. The next step is to create one or more Offerings that represent the specific dates and times that the examinations will be held.

1

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.

2

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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Info

A note about “Capacity”

By definition, an Offering is an instance of a specific Activity, offered at a specific date and time, and with a specific “seating” capacity. This capacity can represent the number of seats in a classroom, the number of applicants allowed in an exam, etc.

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

The Seat Assignment Attribute is designed for that purpose. It will display a list of available Offerings and allow the applicant to choose a specific one.

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

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1

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

2

Create a new Create Activity Workflow

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

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3

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.

Info

The Activity Filter Attribute is used in conjunction applicant will ultimately interact with a Seat Assignment Attribute to choose a specific exam sitting (Offering) to attend. The filter controls which Offerings can be selected for that specific Seat Assignment.

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The Seat Assignment therefore needs to know which Offerings to offer as options.

The Activity Filter provides that information to the Seat Assignment. It defines a set of criteria that are used to filter the list of Offerings, for instance so that different Learning Plans can be associated with different exam windows.

For more information, refer to the product docs at Activity Filter Attribute

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There isn’t much to configure on the Activity Filter itself. All of the relevant data is provided when an Activity Definition is created.

4

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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5

Add a “Seat Assignment” to the Complete Activity Workflow

note

This part of the instructions is lacking some detail. For now I’ve focused on the most significant pieces. You may have to fill in some gaps on your own.

Info

Seat Assignment “Search Experience”

The Seat Assignment supports two different user experiences.

The simplest is “Cascading Drop Downs”, in which the applicant selects an Offering from a set of dropdown menus. This is designed for relatively small number of available options.

The “Search Popup” option is designed for cases with a large number of available options. It is more complex to set up, however, because it relies on /wiki/spaces/DOCS/pages/1024000004.

This training will use the Cascading Drop Down option to keep things simple.

6

Create a new “Take Obedience Exam” Activity

note

This

part

is an example of the

instructions is lacking some detail. For now I’ve focused on the most significant pieces. You may have to fill in some gaps on your own

Activity pattern in which there is only one Activity Definition in an Activity Type. Refer back to the 201 training on Activity patterns for more details.

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:

  • Restrict by Activity Type:

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7

  • Choose the Activity Type representing the exam itself, e.g. the one you created in Step 2 of this document

  • Restrict by Activity Date: For now, do not filter by date

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Step 5: Modify the Office Dog application to require an

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Note

This part of the instructions is lacking some detail. For now I’ve focused on the most significant pieces. You may have to fill in some gaps on your own.

  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!

Note

This part of the instructions is lacking some detail. For now I’ve focused on the most significant pieces. You may have to fill in some gaps on your own.

...

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)

...

examination

We’ve now set up an Activity that represents taking an exam and configured a Seat Assignment Attribute on it.

The next step is to modify a Learning Plan to actually use this new Activity. This is where everything finally comes together in a UI!

1

Add a new Task Group to hold the exam Activities

Go to Admin → Credentials → Certified Office Dog → Certified Office Dog Application and create a new Task Group for the examination.

  • Title: “Obedience Exam”

  • Allow Practitioners to add Activities: No

  • Allow Others to add Activities: Yes

  • Completion Requirements: Complete Any 1 Activity

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Add a pre-added exam task

Add a pre-added Activity to the Learning Plan representing the exam sitting.

Info

If you’re following along exactly as stated above, then you would add the “Take Obedience Exam” Activity here.

This is NOT the Exam Activity; it’s the Activity that contains the Seat Assignment that will refer to the Exam Activity.

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Step 6: Try it out!

We’re now ready to see the fruits of all of your labor pay off!

1

Start a new Office Dog application

Log in as a user that does not have an in-progress Office Dog application and then start a new Office Dog application. You should see a placeholder for the exam sitting.

Info

From the login page, choose “New Doggo” for a pre-staged account that is eligible to start an Office Dog application, but doesn’t have one started yet.

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Note

If you log in as a user that already has an in-progress Office Dog application, it won’t have the Obedience Exam Task Group!

Adding and removing Task Group definitions does not affect existing Learning Plan Instances, so the new Group you added won’t exist for any of the pre-existing LPIs.

For this reason, you’ll probably want to discard your configuration changes when you’re done with this training module or else they may cause issues with some of the pre-staged data for other modules.

2

Schedule an exam sitting

Click the “Schedule Exam” button to launch the Complete Activity Workflow for the “Take Obedience Exam” Activity.

This Workflow contains the Seat Assignment attribute, which looks like this:

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Make a selection and submit the Workflow popup.

3

View the Offering as the ASOD

Log back in as the ASOD provider account (asod@example.com) and go to Provider → Activity Offerings.

Here you will see a list of all Offerings linked to the ASOD account, as well as a summary of their capacity. You should see at least 1 confirmed seat based on the selection you just made as an applicant.

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Click on the “eyeball” icon and you’ll see a list of all attendees for a specific Offering.

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Step 7: Allow proctors to report exam results

Note

This section is still in development, so it’s lacking some details. The big picture pieces are listed below.

  1. Allow Proctors to report results

  2. Add a Step to the Create Offering Workflow so that Proctors can submit some final summary data before closing out the Offering