Workflow and Checklist Steps
Start
This step is required as the first step to identify where a workflow begins.
Prerequisites: None
Possible Step Results: Start
Info
Simple display of a message requiring the user to click “OK” or “Continue” to acknowledge and progress. The message can be custom designed by the organization. For example, a student who does not meet a minimum requirement can be informed of the opportunity to appeal, or all applicants for a position can be informed at the end of the application process when and how they should expect to hear the results of the selection process.
Prerequisites: Define a Form using HTML Content element type (having no input fields)
Possible Step Results: Done
Student Eligibility Check
Checks academic and conduct eligibility for the user against a defined standard (such as a minimum GPA requirement for a specific position) and against the requirements defined in TAMU Student Rule 41.2 if the workflow is in relation to a position tagged as a Student Officer position. This step does not disclose any details from student records. It cannot be used in a workflow to disclose a person’s eligibility to someone other than that person. It can be used to inform that person if they meet the minimum requirements for the process they are pursuing such as membership or to disallow continuing if the standard is not met.
Prerequisites: Specify the requirements for a Position including whether or not the position is a Student Officer as defined by Student Rule 41.2.
Possible Step Results: Not a student, Ineligible student, Eligible Student
Form
Display custom form and validate and accept results.
Prerequisites: Define a Form to be completed
Possible Step Results: Not Started, Incomplete (allowing a user to save responses and edit/complete the responses before completing submission at a later time), Complete
Agreement
Presents a custom agreement for acceptance by electronic signature. Currently there is no special handling for users identifiable as underage that should have a parent or legal guardian sign on their behalf.
Prerequisites: CAS Login (to identify the signer)
Possible Step Results: Not signed, Signed
Attachment
Upload a document.
Prerequisites: Define a Form using File Upload element type
Possible Step Results: Success
CAS Login
Authenticate the user using Texas A&M’s Central Authentication Service (CAS) which requires the user to have a NetID account.
Prerequisites: None
Possible Step Results: Success
Checklist
A non-sequential set of tasks that can be completed in any order before progressing beyond the checklist. Each task in the list is a separate workflow that must be finished in order to complete the checklist task.
Prerequisites: Define a Checklist with a set of Tasks
Possible Step Results: Incomplete, Complete
Endorsement
Create and administer an Endorsement Form.
Prerequisites: Define an Endorsement
Possible Step Results: Incomplete, Complete
Membership Create
Create a new membership record.
Prerequisites: CAS Login (to identify the potential member)
Possible Step Results: Success
Membership Status: Submit
Submit completed membership application.
Prerequisites: Membership Create
Possible Step Results: Success
Membership Status: Cancel
Cancel a pending membership application.
Prerequisites: Membership Create
Possible Step Results: Success
Signup
Select an available timeslot such as for an interview.
Prerequisites: Define a Signup with available Timeslots
Possible Step Results: Success