Page Comparison

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Create material type to export application, forms, letter, and notes into a single PDF for archiving.

2/28/2024 - Met w/Olivia and decided the following:

Need custom app-scoped field for accommodations request status.

• Submitted

• Awaiting Documentation

• Under Review

• Approved/Pending Program Notification

• Approved/Active

• Approved/Graduated

• Declined

Other notes/decisions

• Need one query or students who need a decision & letter and one query for students pending notification to the program.

• Workflow

  • Can remove hold bin

  • Not sure we need “decided” bin?

  • Screening form to add entity rows (eep)

  • General review form with just comments box

  • Still need to make workflow rules

• Form communications

  • Confirmation page

  • Email sent upon submission

  • Snippet for Olivia signature/contact info?

• Simple portal with one view saying “thanks for submitting, if you have questions talk to Olivia” and then displaying the decision letter when decided.

• Future questions for Olivia:

  • Approve “thanks for submitting” email

  • Approve portal content

  • Approve auto-email about accommodation decison in portal

  • Approve form content/language

Outcome:

1. Build application-creation form in prod

   1. Update hidden round field

   2. Update properties to require login (turned off for testing)

2. Create system fields in prod

3. Create entity in prod

4. Create workflow in prod

5. Add material types in prod

6. Create custom permission? Realm?

Misc./Uncategorized

•  Create custom request status field w/prompts
•  Create decision notification email
•  Query for students needing letter
•  Query for students needing contact for course director/program
•  Create activities?
•  Create custom dashboard for application view in back-end?

Application Form

Slate internal link: https://tusmgp.admissions.tufts.edu/manage/form/form?id=641109ba-b2b2-47bf-8ad3-b53fbaa0c7b9

Link for students (requires app login): https://tusmgp.admissions.tufts.edu/register/?id=641109ba-b2b2-47bf-8ad3-b53fbaa0c7b9

•  Update confirmation page
•  Create confirmation email

Test record:

Aulus Vitellius Caesar

ubpnkmhvjopqrtfvxc@bbitj.com

09/26/1984

hy01P#PNZ6!7

601376111

2/28 Ran test of first applicant:

No issues found with the form logic.

Successfully attached a PDF.

Rules preview:

• Person: No change.

• App/Accommodation Request:

  • App Status to Awaiting Decision

  • Population added to Permission: Accommodation App

•  Update confirmation page and confirmation email.
•  Did not create application; found that I hadn’t set the round in the hidden field. Fixed and retested and it worked.
•  Is adding the transcripts to the checkilst; can we fix that? (Olivia said she doesn’t mind much)

Permissions/Security

1. Create new custom permission for “Permission: Accommodation App”

2. Create rule to add custom permission to records that have an app in that round.

3. User Permissions updates:

   1. Create Realm = Accommodation App

   2. Create custom permission for general/other use:

      1. Custom Permission = Accommodation App

         1. Workflow

         2. Fields for the entity

         3. Custom app fields

         4. Materials

   3. Create Role = PP-A ACC: OGSS Accommodation Reviewer

This is going to require cleaning up the admin permissions for everyone so not everyone sees these custom permissions? (Unless can make exclusive?)

Workflow

•  Create

...

• workflow

...

Create screening form

...

Create final decision form

•  Create bins
•  Remove Hold bin
•  Decide if final review bin is needed
•  Configure review forms
•  Create screening form
•  Create review form
•  Create decision form?
•  Create materials view
•  Create dashboard
•  Application form
•  Documentation
•  Review forms
•  Create default view
•  Create custom views (if needed)
•  Create workflow rules

Entity

•  Create entity

Accommodation App

• Request (prompt list of common requests + other)

• Request - Other (open text)

• Status (prompt)

• Duration (prompt)

• Expiration Date (open text)

•  Create custom tab
•  Create widget

Portal

•  Create portal
•  View for submitted
•  View for decided
•  Both should have application selector