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.

1. Bob Kepford
State Center Consor+um
Statecenter.com
Thursday, March 18, 2010

2. Death to Paper!
A Case Study Using the Workflow Module
Thursday, March 18, 2010

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

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. Thursday, March 18, 2010

6. Am I Crazy?
See next slide for answer
Thursday, March 18, 2010

7. Thursday, March 18, 2010

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. 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. Thursday, March 18, 2010

11. Key Modules
• Views and CCK
• Workflow
• Rules
• Content Profile
• Flag
• Automa+c Node Titles
Thursday, March 18, 2010

12. Thursday, March 18, 2010

13. Thursday, March 18, 2010

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. Triggers
• Workflow Triggers
• Email no+fica+ons
• Role based emails
• Workflow triggered emails
Thursday, March 18, 2010

16. Problems/Lessons Learned
Thursday, March 18, 2010

17. Too Many Roles!
Thursday, March 18, 2010

18. There Must Be a BeGer Way
Organic Groups?
Spaces?
Context?
Features?
Thursday, March 18, 2010

19. Workflow or Rules?
Workflow does what it does well
Rules will do almost anything
Thursday, March 18, 2010

20. Ques5ons?
TwiVer: kepford
Drupal.org bobkepford
bobkepford.com
Thursday, March 18, 2010