Training - End to End Application Process

Summary

End-to-end example showing:

An applicant register and submit an application
An administrator assign a reviewer
A reviewer approves the application

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.

Sample Scenario

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 entire process of submitting an application, having that application reviewed by the credentialing program, and then ultimately awarded the credential.

http://training.learningbuilder.com

Step 1: Register as an Applicant

Steps

If you are logged in, log out.
Navigate to the login page and click the "Get Started" button in the sidebar. This begins the registration process.
Enter your (Fido's) account information. (All of the pre-existing accounts in the demo database use "Passw0rd" as their password. Never do that on a real system; it's a terrible password!) Click the orange Submit button when finished.
Once you click Submit, you will see a screen asking for a confirmation code. This will have been emailed to the email address you entered during registration. You can either copy/paste the code from that email, or just click the link within the email.
After finishing the registration process you will land on your "My Account" page. Continue to the next section.

Getting Started

You begin this 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.

(If you can't suspend disbelief this far, then just pretend that you're Amy doing all this work on behalf of Fido.)

Registration

In order for someone to use LearningBuilder, two things must happen:

They need to have an account, which tracks details about them as a person (name, email address, etc)
That account needs to be assigned one or more Roles. Roles are things like "Administrator", "Licensed Practitioner", etc.

People can register by going to the login page and clicking one of the registration buttons.

Typically, the licensing board will have their own public-facing website that contains a link to LearningBuilder, which is how aspiring practitioners find the system in the first place.

Step 2: Tell the system you're a "Doggo"

Steps

The popup may have opened automatically once you landed on the "My Account" page. If it did not, click the orange Become an Office Dog button.
Select Yes, that cats are stupid, to bypass the validation rule. (This may not seem very secure, but as you know cats aren't very smart, and we think it will suffice)
Click the "Continue" button to finish the process and grant the "Doggo" Role to your (Fido's) account.
Upon successful granting of the Role, you will be taken to the list of applications that you're able to start.
Click the "Begin" button to begin the Certified Office Dog application

Roles in LearningBuilder

Now that Fido has registered, the system needs to associate him with a Role in the system.

Roles determine lots of things, including:

Which Applications a user is allowed to start
What parts of the system a user can access

Before Fido can start the "Certified Office Dog" application, he must be assigned the "Doggo" role. (After all, we don't want to allow cats to apply for the Certified Office Dog credential!)

Roles can be started using the orange buttons on the My Account page. They can also be launched automatically following registration, which is what should happen during this training.

Step 3: Fill out the application

The American Society of Office Dogs wants the "Certified Office Dog" credential to mean something, so they've established a couple of hoops you need to jump through before you can officially submit your application. These requirements are displayed visually on the application itself.

Upload vet records

First, upload your veterinary records. Click the "Upload Records" button and then fill in the form that appears. You can upload any sort of file for the purposes of the training exercise.
After submitting the record, the Task Group title will turn green, indicating that you've fulfilled the requirements for that section. Nice job! You can also see that the current status of your upload is that it's being reviewed by someone, but that you yourself don't have anything else that you need to do.

Provide details about the training you've received

In order to submit the application, you must have documented at least 10 hours of obedience training. In addition, at least 5 hours must be "basic" training and at least 5 hours must be "advanced" training.

Various training companies have already registered their training courses in the system, and those course have already been "approved" as providing a specific number of hours at a specific level. So, all you need to do is search for the course that you've already taken and "record" them on your application.

Click the "Add Training" button, which will display a list of approved training courses.
Click the "Select" button next to "Sit And Stay Basics", which is worth 4 hours of training. This will add the course to your application and then open a screen for you to provide more information about the course.

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.