1、If It Aint Broke,You Can Still Fix It!Utilizing the Workflow Editor to Enhance Existing ProcessesJackie HallBard Academy Bard College at Simons RockRyan SimpsonCarnegie,powered by UnderscoreRocco PorcellioCarnegie,powered by UnderscoreJustin PierceCarnegie,powered by UnderscoreUtilizing the Workflow

2、 Editor to Enhance Existing ProcessesIf it Aint Broke,You Can Still Fix it M A Y|2 0 2 3Agenda1 Introductions2 Overview 3 Case Study:Bard College at Simons Rock4 Workflow:Beyond Application Review5 Questions PRESENTERS+Associate Director of Admission Operations,Bard Academy and Bard College at Simon

3、s Rock+Slate user since 2018,Simons Rock since Dec.2021+The Resilient,Eclectic IdeatorJackie Hall+Slate Enrollment Implementation Strategist+Slate user since 2017,Carnegie since Nov.2021+The Considerate and Clever MagicianRyan Simpson PRESENTERS+Senior Slate Student Success Implementation Strategist

4、+Slate user since 2017,Carnegie since Feb.2022+The Intelligent and Conceptual SearcherRocco Porcellio+Slate Enrollment Implementation Strategist+Slate user since 2015,Carnegie since May 2022+The Confident and Energetic MagicianJustin Pierce Module/tool designed for reading applications and other pro

5、cesses Reader(Legacy):Pre-existing,legacy tool discouraged in favor of workflowsReaderAll-in-one environment for creating and managing Reader workflowsWorkflowWhy transition to Workflows?Efficiency/Consistency All-in-one environment with drag-and-drop functionality Easier to build;easier to maintain

6、Transparency/Auditing Easier to troubleshoot issuesApproachability Easier staff training with clear processesEnhancements Displaying information:Data containers,advanced portals Updating information:embedded record displays,interactive forms as tabs,pop-up formsWorkflow Transition TipsWorkflows can

7、exist concurrently with your Legacy Reader build Custom Permissions can be used to hide the workflow from users Build on your own time,dont rush and recreate processes that need improvementHave a plan for the change over Wait for a low volume activity day(or evening)Inactivate the Legacy Reader via

8、the Query Base Apply custom permission for Workflow If you used a special permission to hide the workflow,change this to the permission you will give to your usersUse lots of queries Make sure that files are in the corresponding bins Refresh files for Reader Assignment Use Audit queries to confirm t

9、hat assignments and bins are correctIf you do it right,the transition will be seamless.Who is Bard at Simons Rock?+Bard College at Simons Rock+Bard Academy+Bard Queer Leadership Project(Launched Fall 2023)Case Study:Bard Collegeat Simons Rock3Why the transition to Workflows at Simons Rock?Simons Roc

10、k application review process was built using the legacy Reader functionality.Our challenges were:New team structure Minimal or lost documentation which made troubleshooting difficult Launch of the Bard Queer Leadership ProjectOur Goals for the New Workflow Improve the ability to use Reader effective

11、ly Move towards best practices Integrate the Bard Queer Leadership ProjectReader doesnt need to break to transition to Workflows!Simons Rock Case Study LearningsKeep it Simple Return on Investment Workflow lead to straightforward troubleshootingEmpowerment Determination of stakeholders and change ma

12、kers Provided opportunities for reflectionCommit to a Change Over Date Delays lead to confusion by users(admissions staff,faculty,etc.)Off-hours transition with proper preparationSimons Rock Case Study LearningsThe Changes Implemented Combined workflows for the early College,Academy,Bard Queer Leade

13、rship Project and Matriculators Simplified Workflow Bins A Reader Dashboard that summarizes applicant information Updated Reader FormsOLD READER StructureNew Workflow StructureEnhancements:Taking workflows furtherSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrData Containers Transcript metadata

14、-Clearly parse transcriptsPortal Displays SIS passthrough-See SIS screens right in Slate Aggregate data-Shape your classViews Sorts-Prioritize your work Filters-Hide or show specific groups by defaultEnhancement:Displaying Data in WorkflowsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrDONEC LA

15、OREETBuilding a Data ContainerOutput of a Data ContainerSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrDONEC LAOREETData ContainerSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrTranscript Metadata ViewShared ViewsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usr4SUMMARY OF NEXT SLIDESCO

16、NTENTS+Transcript Processing+School Data Updates+Record Access Within Reader+Secondary Forms in Reader+Query String Parameters+Liquid Markup+Portals+CSS,HTMLWorkflow:Beyond Application ReviewSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrBeyond Admissions Review:Updating Data in ReaderTranscrip

17、t Processing&School Updates Review Form Merge Fields&DictionariesQuery String ParametersRecord Access within Reader Tab Reader PortalCSS,HTML,JQueryGPA Recalculation Reader PortalQuery StringsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrBeyond Admissions Review:Updating Data in ReaderTranscri

18、pt Processing&School Updates-Pop-up FormsReview Form Merge Fields&DictionariesQuery String ParametersRecord Access within Reader Tab-Embedded Record DisplayReader PortalCSS,HTML,JQueryGPA Recalculation-Interactive Form TabReader PortalQuery StringsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usr

19、Transcript Processing&School UpdatesSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrBeyond Admissions Review:Updating Data in ReaderTranscript Processing&School Updates-Pop-up FormsReview Form Merge Fields&DictionariesQuery String ParametersRecord Access within Reader Tab-Embedded Record Display

20、Reader PortalCSS,HTML,JQueryGPA Recalculation-Interactive Form TabReader PortalQuery StringsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrRecord Access Within ReaderSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrBeyond Admissions Review:Updating Data in ReaderTranscript Processing&School

21、Updates-Pop-up FormsReview Form Merge Fields&DictionariesQuery String ParametersRecord Access within Reader Tab-Embedded Record DisplayReader PortalCSS,HTML,JQueryGPA Recalculation-Interactive Form TabReader PortalQuery StringsSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrInteractive Form With

22、in Reader TabSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usrResourcesQuery String Parametershttps:/ Review Formshttps:/ Editorhttps:/ in Readerhttps:/ Criteria for System Objectshttps:/ You!Jackie Halljhallsimons-rock.eduRyan SJustin PRocco PSuitcase ID:84ce3ebd-e853-4d49-9945-d5a36956365d:usr#SlateSummit