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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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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 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 applicant will ultimately interact with a Seat Assignment Attribute to choose a specific exam sitting (Offering) to attend.

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

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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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

This is an example of the 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: 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 examination

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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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2

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!

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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