Bob
Kepford
                           State
Center
Consor+um
                               Statecenter.com




Thursday,...
Death
to
Paper!
                           A
Case
Study
Using
the
Workflow
Module





Thursday, March 18, 2010
What
is
Ar5cula5on?
                      A
High
School
Course
that
is
honored
as
if
it
were
a

                          ...
Project
Needs
                    • Paperless
workflow
                    • Trackable
applica+ons
                    • Di...
Thursday, March 18, 2010
Am
I
Crazy?

                           See
next
slide
for
answer



Thursday, March 18, 2010
Thursday, March 18, 2010
Planning

                    • A
LOT
of
Mind
Mapping
and
Mee+ngs
                    • Content
Types
‐
What
are
we
storin...
Content
Types
           •       Ar+cula+on
Agreements            •   Contact
Info
‐
User
Profiles
Administrators

        ...
Thursday, March 18, 2010
Key
Modules
                    • Views
and
CCK
                    • Workflow
                    • Rules
                ...
Thursday, March 18, 2010
Thursday, March 18, 2010
Rules

                    • Modify
the
Node
+tle
                    • Populate
CCK
Fields
                    • Move
Nod...
Triggers

                    • Workflow
Triggers
                    • Email
no+fica+ons
                    • Role
based
e...
Problems/Lessons
Learned




Thursday, March 18, 2010
Too
Many
Roles!




Thursday, March 18, 2010
There
Must
Be
a
BeGer
Way

                                Organic
Groups?
                                    Spaces?
   ...
Workflow
or
Rules?


                  Workflow
does
what
it
does
well

                           Rules
will
do
almost
anyt...
Ques5ons?
                              TwiVer:
kepford
                           Drupal.org
bobkepford
                 ...
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Death To Paper Drupal Fresno

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See how we replaced a unreliable paper-based approval system within our Community College District. We needed to create an online database for Articulation Agreements between the Colleges in our School District and the High Schools in our area. The goal was to migrate a paper-based review and approval system to an online system using Drupal. Workflow module was the key to this.

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Death To Paper Drupal Fresno

  1. 1. Bob
Kepford State
Center
Consor+um Statecenter.com Thursday, March 18, 2010
  2. 2. Death
to
Paper! A
Case
Study
Using
the
Workflow
Module
 Thursday, March 18, 2010
  3. 3. What
is
Ar5cula5on? A
High
School
Course
that
is
honored
as
if
it
were
a
 College
Course. Thursday, March 18, 2010
  4. 4. Project
Needs • Paperless
workflow • Trackable
applica+ons • Distributed
across
mul+ple
campuses • Email
No+fica+ons • Numerous
Roles
and
Permissions • Display
all
agreements
on
the
web Thursday, March 18, 2010
  5. 5. Thursday, March 18, 2010
  6. 6. Am
I
Crazy? See
next
slide
for
answer Thursday, March 18, 2010
  7. 7. Thursday, March 18, 2010
  8. 8. Planning • A
LOT
of
Mind
Mapping
and
Mee+ngs • Content
Types
‐
What
are
we
storing? • Views
‐
How
does
it
need
to
be
shown? • Roles
‐
Who
needs
to
see
it? • Workflows
‐
How
to
we
vet
this? Thursday, March 18, 2010
  9. 9. Content
Types • Ar+cula+on
Agreements • Contact
Info
‐
User
Profiles
Administrators • Occu‐track
Applica+on • User
Profile
‐
User
Profiles
Teachers • Resume/Transcripts • Uni‐track • Demographic
Informa+on • Page • Colleges • ROP • College
Courses • High
Schools • District Thursday, March 18, 2010
  10. 10. Thursday, March 18, 2010
  11. 11. Key
Modules • Views
and
CCK • Workflow • Rules • Content
Profile • Flag • Automa+c
Node
Titles Thursday, March 18, 2010
  12. 12. Thursday, March 18, 2010
  13. 13. Thursday, March 18, 2010
  14. 14. Rules • Modify
the
Node
+tle • Populate
CCK
Fields • Move
Node
to
new
workflow
state • Send
email
messages • Add
user
to
role
teacher Thursday, March 18, 2010
  15. 15. Triggers • Workflow
Triggers • Email
no+fica+ons • Role
based
emails • Workflow
triggered
emails Thursday, March 18, 2010
  16. 16. Problems/Lessons
Learned Thursday, March 18, 2010
  17. 17. Too
Many
Roles! Thursday, March 18, 2010
  18. 18. There
Must
Be
a
BeGer
Way Organic
Groups? Spaces? Context? Features? Thursday, March 18, 2010
  19. 19. Workflow
or
Rules? Workflow
does
what
it
does
well Rules
will
do
almost
anything Thursday, March 18, 2010
  20. 20. Ques5ons? TwiVer:
kepford Drupal.org
bobkepford bobkepford.com Thursday, March 18, 2010

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