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Using the Aspen Workflow Design Tool TEC03

Using the Aspen Workflow Design Tool TEC03 . Stephen Rando. Agenda. Objective What is a workflow? Defining workflow and phases Creating forms Defining participants Compliance Questions and feedback. Agenda. Objective What is a workflow? Defining workflow and phases

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Using the Aspen Workflow Design Tool TEC03

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  1. Using the Aspen Workflow Design ToolTEC03 Stephen Rando

  2. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  3. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  4. Class Objective • Create a workflow that will accomplish the following: • Allow Math teachers to recommend Math Level (Accelerated, Standard, Progressing) for students in their classes. • Allow defined Approver to review and update this level. • Once approved, update student field with this information.

  5. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  6. What is a workflow? • Offers a way to define and manage a process. • Represented by a series of steps or phases. • Phases are connected by outcomes. • Information can be captured on each step. • Participants can be defined for each step.

  7. Examples • Special Education • Initial referral • Re-evaluations • IEP amendments • Conduct Referral • Professional Development • Activity request • Family Portal • Contact verification • Pando • Service requests (coming at the conference!)

  8. Benefits • Process Management • Things must happen in order. • Responsibilities are enforced. • Status Tracking • Easily determine current step in the process. • Identify inefficiencies. • Compliance Tracking • Date Rules can be enforced and checked.

  9. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  10. Submitrequest Phase Department approval Purchase order Business office approval Purchase order Structure Example: Activity Request Workflow Components Outcome Standard Outcome End of Workflow

  11. Submitrequest Department approval Purchase order Business office approval Purchase order Captured Data Example: Activity Request Request Form P.O. Form P.O. Form

  12. Submitrequest Department approval Purchase order Business office approval Purchase order Participation Example: Activity Request Staff Dept. Heads Biz. Managers

  13. Step 1: Create your workflow • Selection Query: • Enrollment Status Equals [Preference] Active Code • And Student Schedules> Primary Staff Equals [Session] Staff OID • And Student Schedules> Schedule Equals [Session] Active Schedule OID

  14. Step 2: Create your workflow phases

  15. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  16. Step 3: Create your forms SAVE

  17. Step 4: Define your Form Dictionary SAVE

  18. Step 4: Define your Form Dictionary SAVE

  19. Step 5: Design your Form

  20. Step 5: Define your Post Mapping <?xml version="1.0" encoding="UTF-8"?> <form-post-mapping> <mapping target-id=" stdFieldB001" source-alias=“mth-lvl" populate="true" post="true" /> <mapping target-id=" stdFieldD001" source-alias=“mth-lvl-notes" populate="true" post="true" /> </form-post-mapping>

  21. Step 6: Design your workflow • Attach Approve Math Level to Submit Math Level • Click Complete outcome. Change name to Submit. • Attach Math Level – (your initials) form to outcome. • Click on Focus to focus on the Approve Math Level phase. • Click Complete outcome. Change name to Approve. • Attach Math Level – (your initials) form to outcome. Check the Post box (set ID to Approve). Complete

  22. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  23. Step 7: Define Participants

  24. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  25. Step 8: Define Compliance

  26. Step 9: Test Your Workflow Teacher Login: teacher PW: x2 “Approver” Login: guidance PW: x2

  27. Agenda • Objective • What is a workflow? • Defining workflow and phases • Creating forms • Defining participants • Compliance • Questions and feedback

  28. Thank you. srando@x2dev.com

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