End User Lifecycle

Summary

This section describes the high level flow of a person through the system.

English Language Task	LearningBuilder Translation	System Concepts Used
I register in the system so that I can obtain a credential. During registration, provide contact information and verify my e-mail address so that I can log into the system and so that the system can send notifications to me.	Use the Registration module to configure the Registration experience. The Registration experience governs the fields required during the Registration process.	Custom Registration (to manage Registration fields) Notifications Engine to manage the contents of the registration confirmation notification. Social Security Number duplicate check, if that feature is used to prevent duplicates.
I choose the credential I am applying for and provide the information the organization wants me to complete related to that credential. This is not evaluative information yet. Instead, it represents "demographic" information about me that may be helpful to the organization to understand its population. When I finish entering my information, the system will update my Status to reflect that I am applying for the credential (often "Applicant").	Configure a Grant Role workflow for the Role the person needs to have to pursue a credential. Each Role possess intrinsic and extrinsic attributes related to the credential. Intrinsic attributes include a status, the date I started the process, and an expiration date. Extrinsic attributes represent those that the organization wishes to collect for demographic purposes, such as the practitioner's practice setting or related credentials. In single credential models, there is likely to be one Role called a "Practitioner" that represents the Role for people who want to maintain the credential. For organizations that support multiple credentials, there will be a general "Practitioner" Role to capture demographic data and a separate Role specific to the credential. When I am finished with this process, the Role will be "Granted" to the person completing the Workflow.	Roles Grant Role Workflow Workflows Extrinsic Attributes
Once the system gives me the right status, I will be able to start an Application. The Application collects all the information I need to provide to demonstrate I qualify for the credential.	The Practitioner starts a Learning Plan Instance based on the Learning Plan Definition for the credential path.	Learning Plans Learning Plan Instance
Within the Application, I provide information according to logical and visual groupings. There will be one or more sections that organize the different kinds of information required of the Application. In some cases, I will see buttons that open forms for me to fill out. For example, if I need to provide my college degree, there is likely to be a button called "Provide College Degree" that opens a form to collect relevant information about my degree. In other cases, I will see buttons that give me choices about the kinds of information I am supposed to provide. For example, I may be required to enter my degree from a prescribed list of schools. I might see a button called "Select School" that presents a list of acceptable options. When I choose my option, the system would then present a form to collect details about my degree.	Each Application is organized as a collection of Task Groups to provide visual and logical groupings. Each Task is defined as an Activity in the system. Each Activity has its own Workflow that defines the attributes associated with the Activity and the data entry sequence. Some Task Groups have pre-added Activities that must be completed. Other Task Groups have a mechanism for the Applicant or someone else to add an Activity from a group of available Activities.
As I complete my Application, the system keeps track of what I have entered and whether the Application is ready to be submitted. The Application will not let me submit unless I meet all of its rules. The rules I might need to meet have a few patterns: a specific thing, like a current license or academic degree a certain number of things, such as "three references" a number of units, such as 2000 hours of work history As I fill out my Application, I see my progress rendered with several visual conventions, like thermometers, colors, or icons that show what I have completed and what I have left to do. When I have completed all the requirements of the Application, it will show me that I can submit the Application.
When I am able to start the submission process, there are still a few steps to take. For example: I may need to attest that information I provided is truthful I may need to make a payment As I progress through the Submission process, the system shows me the steps I need to take and how to complete them. When I have done everything the Application asks me to do, I will be able to Submit my Application.
After I Submit my Application, I will most likely receive an e-mail notification confirming my submission. That e-mail will have instructions letting me know how long to expect to hear back from the organization.
There will be some period during which I will wait to hear back from the organization about the status of my Application. If I haven't provided everything the organization was looking for, I may receive a request for clarification. The system will give me specific instructions about what changes I need to make. I may need to provide additional information or perhaps upload additional documentation.
At some point in the process, I will receive a notification that my Application has been accepted and I am ready for the next step in my credentialing process. In the most common cases, this will mean that I am eligible to take the high stakes certification exam. Often, the system will at this point change your Status from Applicant to Candidate. At this point, the system will provide me information about registering at an associated Test Administrator. These are usually outsourced to a company that specializes in managing high stakes tests. The gives me a link that directs me to the Test Administrator's registration system. When I arrive at that site, LearningBuilder will already have sent a message that I am authorized to take a test. The Test Administration portal will allow me to choose a test centers for an available date.
Once I take the test, the Test Administration system will send my results back to LearningBuilder. When LearningBuilder learns of your status, the system will move you to the next stage in the process. This may mean that you are now ready to receive your credential or it may mean that you are now eligible for a new qualification exam. If you fail the test, LearningBuilder will let you know when you are eligible to take the test again. That might be immediately or it might be after a waiting period. LearningBuilder will know if you have taken the exam more times than the program allows and prevent you from taking it too many times.
If you have completed all requirements, the system will close out your Application and update your Status to something like "Certified" or "Active." It will update several aspects of your record, such as the date you were certified and your expiration date. You will keep that status until your certification expires, you are disciplined by the organization, or you voluntarily surrender your credential.