LearningBuilder can be used for exam scheduling using the Activity Offerings feature. This feature handles the coordination and orchestration between four parties:
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(For more details, see the Activity Offerings page)
There are multiple ways to create new Offerings, although they cannot all be configured simultaneously because they require the 1st step of the Create Offering Workflow to be owned by different Roles.
Use Case | Use Case | Configuration Notes |
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Exam Sites manually create Offerings |
If the user is allowed to create Offerings, but doesn't have permission to act on the first step of the Create Offering Workflow, then the Offering will be created but the Workflow Popup will not appear. |
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Exam Sites are notified via email of new Exam Activities & follow a link to "opt-in" |
If the user is allowed to create Offerings, but doesn't have permission to act on the first step of the Create Offering Workflow, then the Offering will be created but the Workflow Popup will not appear. |
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Exam Admin creates Offerings; Exam Sites provide all the details |
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Exam Admin completes Create Offering Workflow on behalf of the Exam Site | (Offering is create same as above, in which the Exam Admin creates it but does not launch the Workflow Popup)
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Exam Administrator creates Offerings directly |
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An "Exam Offering" indicates that a specific Site will be holding an exam at a specific date/time/location, and the location has a specific number of people that it can accommodate. Candidates are assigned to those offerings through the Seat Assignment attribute.
There are multiple ways in which the Seat Assignment attributes can be managed:
Use Case | Configuration Notes |
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Candidate does scheduling as part of the Complete Learning Plan Workflow Candidates add Activities to their application as normal. The Seat Assignment is part of the application data. |
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Candidate does scheduling as part of a Complete Activity Workflow If Activities represent Exams, then the Seat Assignment would be added to an Activity Instance and the scheduling would occur as part of that workflow. | Same as above, except that the Activity Filter is added to a Create Activity Workflow, rather than the Configure Learning Plan. |
There are different models through which the Seat Assignments are requested and approved.
Use Case | Configuration Notes |
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Candidate chooses a specific Offering which is automatically confirmed Candidates are shown a list of Exam Sites offering the exam and the dates/times/locations associated with those Offerings. Candidates choose an Offering from the list, and the seat assignment is automatically marked as "confirmed". No back-end review is necessary. |
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Candidate chooses a specific Offering. Administrators manually approve the request. Candidates are shown a list of Exam Sites offering the exam and the dates/times/locations associated with those Offerings. Candidates choose an Offering from the list, and the seat assignment is automatically marked as "pending". Exam Administrator reviews the data and either manually approves the seat assignments one-by-one (by accessing the Workflow Popup with a Role capable of modifying the Seat Assignment status) or by using the bulk approval features on the Manage Offerings page. |
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Candidates indicate their preferences and are assigned specific seats based on custom business rules Candidates do not choose a specific Offering. Instead, they indicate a set of preferences using custom attributes. After all of the Candidates have registered, the requests are examined and sorted by a custom algorithm that creates the Seat Assignment data and assigns all Candidates to an Offering in a "pending" status. Exam Administrator reviews the assignments. If needed, they make changes to the data and re-run the allocation algorithm. Once satisfied, the Exam Administrator uses the bulk confirmation features on the Manage Offerings page to mark all Seat Assignments as "confirmed". |
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(For more information on these pages, see Offerings → "Managing Offerings")
Page | Purpose |
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Admin → Activity List → Manage Offerings |
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Admin → Members → Member Offerings |
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Provider → Activity List → Manage Offerings |
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Provider → Activity List → All Offerings |
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Provider → Activity List → My Offerings |
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My Account → My Offerings |
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TODO
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