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Death to Paper!
A Case Study Using the Workflow Module
Bob Kepford
State Center Consortium
     Statecenter.com
Key Modules
• Views
• CCK
• Workflow
• Rules
• Flag
• Automatic Node Titles
Project Needs
• Paperless workflow
• Trackable applications
• Distributed across multiple campuses
• Email Notifications
• N...
Planning

• Content Types
• Views
• Roles
• Workflows
Content Types
• Articulation Agreements
• Occu-track Application
• Colleges
• College Courses
• High Schools
• ROP’s
•   admin                               Roles
•   dataentry

•   FCC Division Dean Applied Technology

•   FCC Division De...
Workflows
Rules/Actions/Triggers


• Legacy Data sucks
• Rules and Triggers rock!
Rules

• Modify the Node title
• Populate CCK Fields
• Move Node to new workflow state
• Send email messages
• Add user to ...
Triggers

• Workflow Triggers
• Email notifications
• Role based emails
• Workflow triggered emails
Actions


• Email messages go here
Questions?
   Twitter: kepford
Drupal.org bobkepford
  bobkepford.com
Death To Paper Drupalcampla09
Death To Paper Drupalcampla09
Death To Paper Drupalcampla09
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Death To Paper Drupalcampla09

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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 Drupalcampla09

  1. 1. Death to Paper! A Case Study Using the Workflow Module
  2. 2. Bob Kepford State Center Consortium Statecenter.com
  3. 3. Key Modules • Views • CCK • Workflow • Rules • Flag • Automatic Node Titles
  4. 4. Project Needs • Paperless workflow • Trackable applications • Distributed across multiple campuses • Email Notifications • Numerous Roles and Permissions • Display all agreements on the web
  5. 5. Planning • Content Types • Views • Roles • Workflows
  6. 6. Content Types • Articulation Agreements • Occu-track Application • Colleges • College Courses • High Schools • ROP’s
  7. 7. • admin Roles • dataentry • FCC Division Dean Applied Technology • FCC Division Dean Business • FCC Division Dean Fine, Performing and Communication Arts • FCC Division Dean Health Sciences • FCC Division Dean Humanities • FCC Division Dean Math, Science and Engineering • FCC Division Dean Social Sciences • FCC Vice President of Instruction • RC Dean Ag, Business, Manufacturing, and Welding • RC Dean Composition, Lit, Reading, and Arts • RC Dean Math, Science, and Physical Ed • RC Vice President of Instruction • Teacher • Vice Chancellor
  8. 8. Workflows
  9. 9. Rules/Actions/Triggers • Legacy Data sucks • Rules and Triggers rock!
  10. 10. Rules • Modify the Node title • Populate CCK Fields • Move Node to new workflow state • Send email messages • Add user to role teacher
  11. 11. Triggers • Workflow Triggers • Email notifications • Role based emails • Workflow triggered emails
  12. 12. Actions • Email messages go here
  13. 13. Questions? Twitter: kepford Drupal.org bobkepford bobkepford.com

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