Slate Spotlight: Workflow Editor

Good.

Astor

hey everybody.

How's it going?

Welcome.

Hello hello.

Line.

Three more seconds here for those of folks to follow in.

You gonna tell them Northern Kentucky what is up?

Hello hello Raymond back happy Thursday.

Happy Thursday.

We're pushing mid June here. Schools almost now. Things are getting weird.

Yeah.

Summertime

Stillwater OK ohhyeah.

awesome.

Love in the Lake Street Dive. Wow I was gonna say something I was going to say we got a little bit of a musical challenge now but see Sarah Dewey just won the prize.

Full disclosure, I'm going to see Lake Street Dive tonight in New Haven at a real life concert. Outdoor but very excited.

Yeah, that's amazing. The good call.

Yeah, alright, so as you can see you all get the privilege of both Mr Ken Higgins and I on Sarah McGinnis today for your slight Spotlight webinar on the workflow editor which.

We're going to be talking a little bit about some of the new things a lot of the old things that are overlapping with the new things and just some other updates that we've had to the reader and and whatnot.

So.

As always, we have our.

Housekeeping slide so let's scratch off some of that first one here, because this is asleep Spotlight webinar. This will be made available to everybody and hopefully there will be no time limit on that because it's a demo feature here that we've created through technicians. As always, close captioning can be enabled by clicking on the CC button in the top right corner of the share window. Full screen viewing can be enabled by clicking the expand button at the top right corner of the share window.

Should you need to re sync audio or video you know to refresh your share screen, the full window and if you have questions you could post them in the chat and will be will be getting those at the end of this webinar.

Yeah, we'll have some time at the end for questions, so feel free to dive into the chat.

Definitely, and like I said, I'm sorry. Megyn associate product manager here at Tech dilutions and I'll be taking you through a little bit of the editor and I have Mr Ken Higgins with me, general manager of student success. Even seen us around a lot recently in these webinars, so we're happy to have you and with that with that let's dive right in.

Didn't.

Yeah, and and we are very close to each other. If you're looking at my video tile you can see Sarah where yeah, we're close so and a little behind the scenes that thing right there that if you guys can see it that is the gigantic. The large ring light that is illuminating Sarah's presence so yeah. And somebody just said hey I can't hear Sarah. Yeah try refreshing your browser. Things are things are looking good on our end so just try to hit the refresh button.

Perfect.

Alright, so workflows and the workflow editor we're going to start off actually with talking about some quick changes that took place to the reader itself once we get through those changes to the reader will dive in and actually do. So some demo ING in the workflow editor you're going to see a little bit of everything, and then we'll kind of give a recap on the bigger changes that happened within the workflow editor. And again we'll take questions so changes to reader.

We wrote this down by section so.

Within the search, the Q and the brows. When you're inside the reader, new things. Searching now utilizes a CJ's query base and we implemented the searcher within there. When we dive into the demo, we can definitely pull that up and actually give you a view of what that means. These can be configured as shared as well. When editing a workflow to make the view available to all users of the workflow, which is also pretty cool, views can also be pinned to allow quick switching back and forth and.

You'll see when we get in there, as long as you have one or more pinned views, there will be a little drop down so you can toggle between any of those views. For somebody who's in there searching or looking to do some reading.

Also be marked as a default for particular bin or a default for the workflow users. Most recently the users most recently used view will be used, but it will fall back if the default is actually set.

And one more thing which will show you once we dive into the demo, is the reader home page which is at first screen that you pull up when you get into the reader for a particular workflow. Now allows users to display report which you can actually create ad hoc when you're setting up the workflow instead of just the reader folder widget or homepage folder.

So more kind of logistic updates to the reader as well. Focusing on the look up area inside of the reader so the look up area is the drop down. For those of you that are unfamiliar, need a refresher. It's the drop down if you were to click on the students record name up in the reader to drop down. The typically has some standard information and fields and information about.

Recent applications or past applications that is now you can now disable that entirely within an individual workflow. The PDF download option can also be disabled on a workflow by workflow basis, so if one workflow you'd like to have the PDF download option available but another one you don't, you can have variants there based on the workflow if it is disabled overall, like get your whole database level, the database level setting will be.

Honored, but note that you can actually go into individual workflows and enable or disable the PDF download option. The review form so the reader review forms table can be disabled for the entire workflow if there is a need for, or if there is not a need for the review forms to be iaccessible. App based workflows can be can turn off the decisions table and the other applications table so you can choose to use a dashboard to display this data in a customized way. If you want to do it.

Instead, so the app based workflows will have, you know, listed out the decisions that were available, and then that's been default than standard up until now you have the option to customize that entirely, and you can add new dashboards to display literally. Basically any other data in the look up pop up there, and I were talking about this and it's like well with configurable like whatever you want to have this look up kind of area. That piece of the real estate in the reader look at.

You can do it so all new workflows start with the default dashboard, but you can now customize it entirely to your scope and your process by workflow and workflows Now support realms and the realm is enforced for both editing an reading within the reader and within the workflow, so some additional kind of.

I, Sarah and I talked a lot about this kind of quality of life, right? These little nuances within the reader that we think are really beneficial for your day today.

Alright, so let's get into it. Let's take a look inside the reader.

Uhm?

There we go into the workflows. Alright, so we go to the database. We're used to seeing in the database over here under reader. Several of these links that as you know, if you've ever set up a reader workflow or your reader bins or whatnot, you have to go in here. And it was kind of, you know, going to the first one. OK, now that you've got your been set up right now, I have to go do my reader review forms in order to have review form show up in the bins. And then I have to set up my tabs in my materials. So on and so forth. And then once you get that all set up.

You know that you have to have rules if you want to have any kind of been automation. So you have to go into the automations and rules editor what we're doing and what we have, what we have done is we've created this awesome workflow editor down here which when clicked on it's going to bring you to an area where you can create a new workflow. Obviously if you starting from scratch, click new workflow, fill out all the information name query base is now person, application data set, whatever it is that you would like to.

Use your query base at a short description. As Ken mentioned, realms are now available for workflow so you can select the realm that you'd like. You do have to have a custom read permission on here still and the home page display which also was mentioned. This is where you actually set that so it can be the reader widget as it is. You can do. You can create a new report right from here or you can use other reports that have been created and select for each workflow. But we're not going to start from scratch today. We actually have some examples already built out and we're just going to kind of run through them to show you how this works.

So when we go in here and I click on the workflow that was created, we are looking at a traditional. If you will admissions application review. However, Ken is going to show some other ways that we can use workflows now and get creative with your doing this for student success or any kind of form response review or alumni review. Anything like that there are going to be a bunch of different ways that this can be utilized so I'm gonna go ahead and open up the application workflow that I have created.

And as I was mentioning earlier, I was showing you how everyones used to having those individual tabs that you would go into in order to do your setup. We've taken all of that and we've put it all in one little spot in your workflow at a nerve for whatever workflow you're working on so you don't have to come in and out and back and forth and everything so it lives alright. Here, the information at the top here is what that first screen was that I showed you when you create a new workflow. Obviously if you'd like to edit, edit any of that, it is possible by clicking on edit over here.

And you'll see the things that come up on. The only thing that's not editable at this point after it's been created as yeah, is the base itself for obvious reasons. But you can come in, yeah?

Sir, can you zoom on your browser?

Absolutely.

What's up?

Maybe do like 150 or something whatever that everybody.

And go on more.

OK.

That looks good. Much better, much better, thanks.

Cool thanks, sorry bout that.

Anyways, so here is. Here's all the information if you need to edit anything. It's right there. A couple other notes on this page right here at the top.

EDIT notes so if you want to take notes on.

Things you've changed or reasons you've changed it or or whatever it is. You have the ability to make those notes, so this is a note when you hit save. That's going to show up right here down at the bottom of this display of all the information for this particular workflow. The other cool thing that we have here now added is snapshot, so this snapshots button here is going to show you snapshots for everything that has changed within this workflow. So if you've made updates to the views that tabs the ordering of the bins, whatever.

All those snapshots are going to live right here and run this long list so you can see the time, the date, what it was that was changed and who changed it.

Comprehensive too. This isn't. It's not a snapshot of just one aspect, or like was the workflow editor updated at all. It gives you pretty granular details for the update or the edit that happened.

Totally, yeah definitely. Which is really neat and we're starting to see a kind of across everywhere now and in in sleep, which is nice. So you all are familiar probably if you set up a workflow before with having your bins and bin setup, so that's the first tab we've given you. It's typically the 1st place to start when you're doing a bin setup.

So we're going to jump in here and take a look at what that looks like now and how to edit and add bins and columns and groupings. So I'm going to slide right over here to this pencil, and that's how we're going to get into the edit bins.

Once we have that open, the first screen you're going to see is we're going to be editing the group ends, so as you can see, I've already added two groupings here. The groupings are the undergraduate and the graduate groupings. If you wanted to add another grouping, obviously click here at another grouping type in the name and it would add a third grouping for you.

If for some reason you want to edit the name right here, if you hover over these little top these little boxes that pop up. If you're hovering over the grouping itself for the for that part of the workflow in the bin structure you can see you can edit the name, or you can.

Edit The bins themselves. There's two ways to do that. You can either click the edit the bins, or you can just double click when you have the four four arrows hovering over it, you can just double click and you'll get into that individual grouping. So now I am just in the undergraduate grouping for the bins.

So now that we're here, couple of couple options you can see over here and something you're going to notice right away, and I think that a lot of people are going to love this is this is all. Now drag and drop so I can drag in a column, put it wherever I want.

Or you can double click it and open it and name it something new so you know, let's say we want to.

Post decision column, great hit save. It is automatically going to end it. Add it to the end of the columns that you have already created. But again drag and drop. You can kind of put it anywhere you want at that point.

OK.

Once you have your column set, next thing on the list is to get your been set up. So again, the easiest way to do this is either to drag and drop, or you'd like it, or you can double click. It will pop open. In this scenario, if you were to just double click and it pops open, you type that you know post decision. So let's say scholarship letter or something. Whatever it is that you want to put in, this person should post decision then.

You name it this preset preset here is going to be the preset views, which will actually get into in a few in a little bit, but basically once you have views set up for your workflow, they will show here and you'll be able to select each view that you would want to show within this bin.

OK.

Here's where the very cool setup and the new part of this outer comes in. If you if any of you recall when you go to set up a bin, you ended up getting this nice long list of lots of options and it was just all the way down the list and you know sometimes that can be a little overwhelming to look at. So what we've done is we've actually break, and we've broken it down into the individual areas of what it is that you're setting so you have your general very simple, pretty much as your name, your active status, etc.

The next tab here is actually going to help you set up the read settings, so you have nothing's changed here. It's it's everything that you've seen before. We're not. We're not introducing anything new here, but you can see you have the blind read the blind video, anonymous read, and so on and so forth.

Yep.

Next, tab over without having to leave or scroll or try to fit. Find. Find what you're looking for is the next bin EQ settings. So again same thing you would find in the current way of doing things or potentially the old way. Actually you got your custom read permissions, your move anywhere, permissions, etc etc. Here's where you set up your next pin inserts and what not your default bins and so forth.

And the last tab here your configuration so the same thing. We still have tooltips, so you can type in here for your tooltips and all of your export values.

So that's so when I hit save here, you're going to notice that because I double clicked on the bin, it dropped it over here. Not a problem. I don't want to underweight awaiting review. I can just click drag it right over to the column that I'd like it to sit in.

Something else to note when you're hovering over your bins, you're going to see a few options here for either copying the bin.

Going in and editing the bin or deleting the bin automatically right from here. So some nice little quick and easy features, not just move him around and drop him, but to also do some editing copying so this is removed. The whole idea of bin order, which I think a lot of folks are going to be excited about. You don't have to worry about leaving room for bins and all of that. It's drag and drop an it just reorganize it for you.

And really reiterating service point about, we keep saying the old way, but the traditional way you had to create.

The workflow group, then column, then bin, then order right? This kind of is another way to do the. The core functionality remains the same, but it's not that stacked kind of list of settings that you do have to do by Ben, by, column, by group, right, which which sometimes it could take. You know what this is doing is really saving you a couple seconds right as opposed to going back and forth and bouncing around to each of those links.

Back and forth between events.

Definitely. Yeah again, one of those quality of life things that we just keep keep talking about here. Another quality of life thing that is super exciting. You'll see everywhere you go now within the workflow editor is you're going to see bread crumbs. Bread crumbs are always great to follow back. You know if I were to click edit groupings it would bring me back a step so that I would see the undergraduate and graduate page again.

Or I can go all the way back to this application review, which is actually the name of my workflow to bring me back to that first page where you got to see the different tabs with the been set up underneath.

But the other cool thing that we decided would make your lives easier. Everyone's lives easier is the ability just to say, OK, you've been doing this for however long you know how to do workflows. You don't need to go all the way back to the beginning to keep going, so we've given this little drop down arrow here next to edit bins. That's going to tell you that shows you the next tabs and setup options that you have. So after been set up, we can go right into the bending Q automations right from here without having to follow those bread crumbs back.

Right and traditionally my knee jerk reaction to this before this dropdown existed is I would go backwards in my breadcrumb trail, right? It's oh now the time I need to think about the next step they have to do. I guess I better go back to application review in the Breadcrumb trail to go to the next step. This actually allows you within wherever you are. You don't have to.

Go backwards through the breadcrumb trail to get then click somewhere else. You can just move right along into the next tab, 'cause now it's a tab structure.

Right, and so let's go right right to it.

So we're going in and we're going to start setting up the bin and cue automations, typically in the past. As you know, you would go into the rules editor and you would set it up from there. However, we've now we've now made it so you can come right into this and see what rules have been set up, what groupings are set up in an you can go in and manipulate, change, edit, and create new rules right from here. So I'm going to go in. You can see I have rules created for both my graduate and undergraduate bins and review, but I'm going to undergrad and since I have a couple more here, you can see the count of how many rules are actually created.

Under this group, I'm going to go ahead and click on that.

This first page is going to give you kind of just an overview of all of the rules that are created for this for the application undergrad bends.

As you will all do and not leave them in preview, these will say active when they are active and ready to go. But these are my rules and you could do a couple things from here so you can create a new rule from scratch and so if I were to do that I would hit new rule.

I would name it. I'm just going to make new rule just for the sake of it. You know it's going to be on the application base just before it's going to be a type of been. You could add a folder exclusivity group. You do have to put in a priority. Still for the exclusivity group. And then.

The ice cream and then put it in preview. Hit save. Now what you're going to see is this actually is showing you that were in the rules editor to make to make these changes. However, if you take a look up here, you're going to see that you still have your bread crumbs and you actually can still get back to your workflow editor and the things you were doing prior right from the screen. So again, super quick, super cool, go ahead.

Yeah.

Yeah, there are questions coming up exactly what you said you're not leaving this this workflow editor space. It's kind of, it's just a conduit through which these rules are being created. You're not, you don't. Again, this kind of quality of life. You don't have to leave. You don't have to bounce over to rules editor. It's kind of doing it here, but keeping you in this same breadcrumb ish trail to not have to then return back to somewhere else. So Justin had asked a couple of people ask questions, but yeah.

You are, but you aren't. You're not believing the workflow editor space, but you still have all the functionality of creating the rules. And yeah, I mean when this rule is created, it's also living in the rules editor like it exists.

Yep, Yep, and you know one of the cool things is if you're in this and you have you know all of these rules are in one exclusivity group, you can actually come in here. In one workflow. I mean in one rule and then actually see the other.

Rules that are in the same exclusivity group by going the preview back and forth, which is really nice.

So from here you know you're building the rules just like you would be for Deferrable joins are available. I'm sure most of you have built a rule in your lifetime, so I'm not going to get into too much detail about that. However, I am going to go back to the automation summary page when you go back into this undergraduate bins overview here and show you that if you go to the second tab at the top here, here's where you can actually view your logic for the rules that you created.

Right here real quick and it's really nice feature so you can see with this applicant you know they don't fit any of those rules. So we get down to the bottom and they would be actually moving into the first reading for transfers. So really neat. You can obviously check a couple different records just to make sure that your rules are set up and running right and then continue on.

Just to note, so once you're in this you can edit by obviously clicking the little pencil or double clicking on the rule itself, and that will bring you into the rules editor to make all of your editing.

Alright, I think that's it for the rules, so now I know that I don't need to go back to the summer automation summary. I don't need to go back to the beginning, I'm just going to come here because I know the next thing I want to do is create the tabs.

Again, for those of you set up a reader, reader bins and our workflow, you know that you have to go and you have to set up your reader tab groups and your tab materials, and those do link together, but they did leave live in two separate places.

We are. We did make this a lot easier and I think it's clean and it's fun looking so you see over here on the right hand side you have your four options for the type of tab and materials that will live on that tab or type of tabs. You can create new materials. You have a link if portfolio and you have video. Again drag and drop or double click however you feel fit, but you'll see the drag and drop of the double click pretty much anywhere that you go now within the workflow editor.

So I'm going to go ahead. I'll show you first. Actually from here. I've obviously already created a bunch of tabs that will show up inside the reader when I go into a student's application, but if over here on the right you take a quick look, you'll see a couple different icons you're familiar with the delete or familiar with the edit the copy icon. This is the new icon that you're going to see, so once you create an drag over the type of tab that you want, you're going to actually have to associate the materials to. It still makes sense.

So I'm going to go ahead and I'm going to click on this little toggle thing here. I guess it's a sheets of paper laying on top of each other and go ahead and click on that and it's going to bring me to the screen where now I'm going to be able to configure the type of tab this is going to be. So I had said resume. You literally can put any kind of stream on a tab. You can put multiple things on a reader tab still so you can have a resume. If I decided I wanted to resume. But I also maybe wanted to pull in an old reader. Former current reader.

Or or something from their timeline, you can click into each one of these. There are a few things to configure once you get in here and you can add those to each of the tabs.

It's kind of similar to. It is similar to the way it was with, you know, like the decision letters, you still have that rank the reverse rank. The decision code selector. All of those things are still available for you. For the materials that are going to live on the tabs themselves.

Yeah, ton of comments and a great kind of just to echo the point that I think what's there is articulating and visualizing here is that right? Almost none of this is like new functionality. You know you should if you use the reader, you structured workflow before none of this functionality is now.

It's really kind of a compartmentalizing. All of those steps right when Sarah first jumped into the database tool, you have those five or six links. It is right that exist under the reader. You know where it's been? Zan, materials, an groups and tabs, and so on so forth. It's kind of stacked those horizontally into this tab structure so that it's just this kind of much, I think, easier kind of user experience, which some of you guys are commenting on, right? The you don't have to bounce from link.

To link and then back out of the data into the database to go somewhere else.

Exactly, yeah exactly.

Another you know anywhere you see edit or you see this dropdown know that the dropdown usually means that there's other options other than edit. So here you can see that you can edit the tab or you can copy the tab. In some places there might be a few other options, but for this particular when you're on, when you're doing the reader streams that those are your options here.

Let me go back. I do want to. I'm gonna jump back here real quick. So the other thing again on this screen you can go in here and you can look at a summary. So here's where you can actually again preview a record and see what will show in the reader. As far as a tab in the materials they have on each tab. So I just put in the test record that we have right now. I'm leaving it as technology service desk, which is how I'm signed in right now. But you can actually do this by.

Individual user or role. So pretty cool. You can see what they can see based on what the student has submitted or what they have permissions to see. So this person. The dark checkmarks means those are the things that would show up in the reader for them. 'cause that's what they have so that.

OK.

Moving on, I think that pretty much covers that. Oh, and sorry if you do, let's let's rewind. I didn't actually show you the coolest part for me, which is the color coordinating which is found here when you're adding an A new tab or editing a new tab. So again you have a name to put a memo in there. You do have the option you know you put in the custom read permission. You can edit color very, very pretty colors at the whole palette here to select from.

And then a new material highlighting. So that's all found here. If you wanted to directly either two ways to get to the materials that you're adding. I showed you the 1st way, which is a little icons that if you hover over the tab itself, or if you double click on this and come here, you'll see the same exact icon. You can click on it and go right into the same same page that I was on when I was adding the type of streams that can go on that tab.

OK, let's go to our next tab, which is forms so.

Of again forms or something. Everyone's used to. You're going to put a reader review form on some of your bins all over bins. However, everybody everybody has them set up differently, but I'm going to Scroll down a little bit here 'cause most of my review forms are set up on my undergraduate bins, so you'll see here that you can add a form.

Double click add a form. So when you first get in here you're going to see that it says show bins, so this is exactly this is where you're going to be able to select which bins you want this reader review form to show in. OK, so I if you look over I have set up so that these are showing in.

Oh, it's not actually show they're right here, so here are the bins that I linked. This particular reader review form 2, and So what that means is you have the reader review form. It shows up in all these different bins great. However, after you do your configuration, if you decide that maybe you want to edit that reader review form or whatever, you can actually unlink.

The.

The other groups that you have the reader review form link 2, so you'll see here it says linked with bins you can actually click unlink from group and so that particular reader review that read review form is now unlinked from those other groups. Or you can do it where you unlink a man. Then you can actually just select. Maybe you want it with one other one at that point.

OK, you do have to do you know it's required? Yes or no. You select the reader review form just like you would regularly. It's lives right there and then. You can also add filters as you can probably know.

Again, hovering over, you're going to find, copy, edit and delete.

And at the top here again, you'll have another way to review so you can preview what's going to show up for a person in in their bins. So you'll see here that.

That that this person that I put in for a test record also will be able to have these reader review forms in the bins that they will show up in.

Uhm?

OK, so moving on to news, which is what kind of God?

I was just saying rock and roll in.

Yeah, I can run so we tease out a little bit that you can now edit and share views and push them out and pin them and whatnot to your other your readers. Or you know whoever it is that's out there in your workflows you can be. I don't counselors or registrars. Whoever it is that's using your workflows. So I have created a few views here already so you can get pretty granular with these.

And you can add as many exports as you want, so I'm going to go in and I'm going to edit this particular one just so you can see what this looks like from an edit viewpoint. So name your status if it's a pin view, check here if you want it to be your default view. You can also check there you can add your exports. You can add filters, you can sort it in any sent anyway that you'd like.

I mean, it's it's pretty. It's pretty awesome and it's found within the reader in a few places, and I'll show you that in just a few moments this one I got a little granular as far as who I wanted to show, so I have students in biology chemistry. It's basically science folks.

I think that's it. For views you can obviously add views. You can copy the default and add to it as you go.

Or you can just create new ones that you can share out.

And last but not least, can touched upon this a little bit, but this is the look up settings tab and area. So we talked a little bit about all those new settings that you can enable or disable within the look up and reader if you if we go over here to edit and open this up. This was that little screenshot that we had for you so you can toggle at enabling Luca or disabling. Look up for all bins that basically that give you lose all the other options because basically what you're saying is.

That doesn't exist at four for the workflow, so they can't even they won't be able to see anything, so there's no point in toggling the other options on or off, but if this is on you can toggle on the PDF, download the review forms if they show the decisions. If they show another applications if the student has had other applications, and again, I'll show you that in just a moment.

But also on this page you're going to see here that you can actually fully customize the dashboard and the information that shows within that reader. Look up that little popup that comes in the upper left hand corner within the reader. So I'm going to go ahead and open this to edit.

His edit data dashboard screen pops up and you can see that you have free reign to edit the basically anything. You can configure the liquid markup. You can make it whatever you want by coming here and adding your merge fields.

Yep.

Right come back here. I've taken out things like gender. You may not want somebody's date of birth. You may not want to show their citizen status. You may want to show some other items. Who knows, maybe they maybe want to show the scholarship there up for or sport interest or something like that, or extracurriculars that you'd like to display for the reader.

Or even something.

OK.

No, no, no. Just kind of going through the comments and questions. Really good stuff, just either amplifying them or or a couple of work will answer a lot of these at the end. At the tail end here. But yeah, you have nuanced kind of views that you want to display here.

Yep.

It.

This is this is absolutely where these conversations and questions have come up where I said we don't want to include any biographical details, you know, for certain workflows 'cause it's not necessary for the readers from a security perspective, right?

Or we have multiple department since late and I'm I'm kind of bleeding into kind of student success. You can use cases or advancement where there's there are other departments besides admissions. I'm not saying that's not the case for admissions, service department, or faculty review, so on so forth. It's just significantly more in that student success World where there might be many department's that are looking at the same case inside of the reader or workflow. So this type of customization and displaying exactly the information that you need.

In the look up is really really helpful.

Absolutely, and we do. Still, you know, just like anywhere you would see this kind of configuration or setup. You also can go into the source for a lot of people it's a lot easier to do your liquid markup and whatever you're popping in here within the source itself, so it's still available. And again, any merge fields that you do add here change, change the name to something computer friendly and they will show up over here and you can click and pop them in wherever you feel necessary.

Uhm?

Already.

Back to the drop down.

Yeah, I that's it. As far as setup, let's go back here again and just review. So we've we've made our way through all of the tabs at the top here. Like I said, this was kind of, you know, typical traditional admissions review focused workflow. So I think at this point.

Sure, absolutely.

Do you want to dive into the see what it looks like as of?

Yes.

Product right, you know well what does the reader look like now?

Thank you, yes, so I'm just going to pop into the reader itself, so we get that first landing page.

So here's a couple of changes we've made. As you can see, these are legacy or, or, you know the current slash old way that we have things set up. These are the default. The reader default workflows. Here are some workflows that were created in the in the workflow set up as it currently stands or currently did Stan and this one right. Here is the one that I was just in working in. You can see that this is actually the name of the workflow at the top here, which is going to be really nice once you start changing these all around. You'll be able to see the names right there at the top. They're not going to just say workflow.

And this right here is a short description that I had typed in so you can get pretty granular with that. So if you have ones that are similarly named, you can then make some more clarification. As far as what it is and you can type in a short description if it's short, if it's longer than what fits there, there's always the hover option and it will show you the full description that that you've typed in. You also see you know that this is has a queue settings with the notification that you have one in your queue, just like it is now. So I'm going to just pop in.

To the one we've created, I do have the reader widget for my homepage, but this is where I was talking about. This can be customizable. You can create ad hoc.

Reports to put here or whatever it is you feel fit.

When I go down, go over to the browse, you'll see that I have my science view as my default view, so I came in here. I have the science view. It's pulling those students in. I can toggle between them if I'd like. I can put in the default my view science view, but I can also go in here and use customized views to basically look at anything I want. I can change the exports, I can change the filters you know, kind of anything you want to do.

And it will change as you go, so I'm going to go into. I only have one student in here, but I'm going to go in here again. You're going to see over here. I still have that pin view showing right here. I still have the ability to go in and customize that further if I wanted to while I'm working in here, it's showing me that I'm in this awaiting submission awaiting review bin and this is the student that I have that's pulling into this list because it's the only student that I had to pull.

It's can you go to your Q real quick, constructive and does this Q does the view kind of configuration or customization? Is there parity in the queue as well?

Yeah.

Yes, you can see here. Right now this is the. This is the end is the default that I have set up, but again you can come in here and customize it as you feel fit. Or you can use a drop down and toggle between any of the shared views.

Alright cool, thank you. Thank you, thank you.

Yeah, yeah.

Anything else, yeah, it looks the same here. Recent you're going to see shared views, customized views, shares the same classify and so on and so forth. I'm going to pop into this test real quick just to make sure we reiterate what we were talking about with the pop up.

Over here, so this is the look up pop up that comes down and this is where we were talking about you being able to add the contact information. You know either get rid of it or add to it. Biological biographical details rather an to it or not.

And this person doesn't have any of the other settings, but down here would be where you can see the other applications, the decisions and the other review forms. We do have it set up still so that you can do it. Download PDF. You can actually look up the record, but you also can toggle all of that off.

Hi.

Over here.

Brians asking where does the reader dashboard appear? So if you have a reader dashboard it would still appear right where Sarah is as a as a as a tab, so you'd still structure that in the same way that you did in the past.

Yep.

Yeah yeah cool great great.

Cool.

Alright.

So I think that's that's kind of the giving you the overview of the setup and what's changed. As far as how the editing feature of it works. So can you want to take over and give a quick little overview of what you have going on for?

Yeah yeah thanks Sir. That Sarah literally covered all of the nuts and bolts of it and all of the details in the bulk of of everything. I am not going to show your explain to you anything that Sarah didn't. I'm going to show you just a quick varying use case. Oftentimes we are very focused on the reader or workflows as they relate to the processes of admissions which is absolutely appropriate, right?

However, you know our folks are getting more interested in from the advancement world and from the student success world.

So this is just another example of maybe as a.

A structure of been structure or workflow structure that may be interesting to student success folks. It may, as opposed to be. You know, some type of review of an application or something being admitted, or somebody you know applying to a particular program and then being admitted. It may be another type of process, and it might not be application scoped. It might be a person scoped and you might rely on maybe a form. OK, something like a declaration of major.

Form as opposed to something like an application. Oh, and I welcome it 'cause it was.

Waiting too long there, you might be more interested in something like a declaration of major or a change of address or something that is much less, quote unquote, application focused, and much more kind of its scope to the person. And you're collecting information from from a form. So again, all of the same type of things that Sarah was displaying and explaining in great detail. However, questions have come up quite a bit about once I'm.

In the reader, or, let's say we've got a varying level of department's or a mix of staff members or a mix of offices that are all kind of using slate to for various approval processes. Change of Major is a good example, but maybe depending on the bin that the student sits in the view. And what does what information is displayed is something that comes up right. We don't want to.

The advisor maybe, or we want the advisor to see a lot more information than maybe the Dean or the department or the pre review right? So these pre these columns that I have structured may span across multiple offices or departments on campus as opposed to the some of most of the traditional admissions processes where it's maybe all internal to admissions. So you might want some specificity as it relates to your advisor specific view where you're giving them.

A little bit more detailed information about the person that is associated with this form or this request or whatever it is and you want to display that in the view so that they get this really quick understanding. Kind of a snapshot of what the student looks like before they go in and do the review of the process or whatever. It is right, and the same thing that Sarah was showing. You know this these.

Change of major reviews. I didn't put any notes in, but you note the difference between. Again, we're kind of seeing old and new right is all of the workflows as they existed prior. They're all kind of tagged or labeled as workflow, and then the kind of title is in the lighter Gray area now. The title of the workflow or the processes in the darker Gray area and you can add some notes or a short description. I didn't, but you know this is a person scope workflow, so it's just displaying that.

It's just defaulting to say.

A person scope, so the only reason I wanted to show it again so you know Sarah did the bulk of the detailed explanation. I just need to show to kind of prove a point that you know the use cases can be varied. For this it doesn't always have to be. Let's say apps Copton application focused right? You can still take full advantage of the workflow and obviously now the Nice kind of flexibility of the workflow editor, drag and drop and so on and so forth for other processes that may exist in slate.

And that's all I got. Now that's my very brief. My shameless plug for student success. So yeah, so do you want?

We're here.

Derek, you all stop sharing and you look.

I'll take back over.

More.

Alright.

So a few things, just to wrap up and we are going to try to wrap up shortly. Hopefully we maybe can get to a question or two, but we know that there's a two o'clock presentation as well today. We wouldn't want anyone to be late to it, and we want to give you a few minutes to maybe take a break. So we're going to get through the last few slides here and then maybe take a few questions and then we'll let you go for the next one. OK, so kind of just reiterating, making sure we hit these points. These are the updates that we've made to the workflow.

Setup so review forms. Review forms configurations are by bin, but you're able to link the configurations across multiple pins. You can also unlink and relink when necessary, and which allows you to specifically order the forms within each bin while keeping all other settings the same. Very cool.

I'm new standard workflow configuration permission, so if you want to provide access to the workflow editor by user, there is a workflow configuration permission that has been added to the database.

Very cool.

Video rating query based. So the CJ workflows generate a custom workflow bhingri base that can be used to query records that are currently within that workflow. The square base is used for views, dashboards etc allowing for easy join to both the records information and the records. Current been again very cool CJ's all up in there.

Rules, sorry, I'm typing and reading at the same time, trying to catch all bin and cue automations associated with the workflow will be displayed within the workflow editor. Edits go out to the rules editor so you're in the workflow editor, but your edits go out to the rules editor. Your rules live in the rules editor, but your bread crumbs keep you in the same space. In the context of all edits within the workflow editor as described when viewing an exclusivity group that includes other rules that do not affect the current workflow.

Those rules will be displayed still, so on the summary edit page where you can reorder them, so on and so forth, since they still affect the running of the workflow specific rules, so you'll be able to see the other rules that are a part of that exclusivity group.

Yep, Yep. Which we showed there. Alright so we have a little bit of time for some questions.

Alright, yeah, so I have been firing through a bunch what why don't we? The most common one, and I think that the one that should we should address first and it is come up is you know so this everybody's like Oh my God this is so awesome and so forth.

What's the transition going to be like, right?

Uhm?

Al Serra, you comment and then I will.

OK, so right now this is going to live in parity with what is currently the reader bin and workflow setup. So it will be side by side. However anything that's been built in the old way needs to continue to be edited and built. You know if you're adding to it in the old way so anything new, any new workflows going forward.

Obviously can be done in the new workflow editor eventually. There's no time on this. You know we're hoping that we everyone can transition to the new way and the new workflow editor just because it's going to make everyone's lives easier. And I know the next question is going to be, can we do this seamlessly? Is there going to be a transfer tool or something like that? And at the moment, no, they will be. They will need to be rebuilt because there are so many differences as far as how things look in the background.

From a development standpoint, so if you have a bunch out there already and you want to change over, you will have to use the new workflows workflow editor.

So so these these processes will call them old and new right? These? These set up structures. There will be old and new. They will live together.

Yep.

Correct?

At the same time, ones that exist as you built them, the quote unquote old way, will continue to exist. If you would like to either transition your quote unquote old workflow process into the new one that will require a rebuild via the workflow editor. And if you're creating new new that didn't exist in the old format, you would still be using the workflow editor.

Go right, yeah, right. The workflow editor. That's that's going to be the ticket right there. Anything new. That's where you want to start for sure.

Correct?

Alright, so so I think that was the the the biggest kind of most appropriate question to get off. And now I'm reading do to do with these new future display different recognition. There is a good one.

Do we do we need to or can we disable the rules that already exist? So talk about rules as they relate to quote, unquote, old way in new way.

Sure, yeah. So I think yes you will want to absolutely have them either in different groupings or or exclusively groups if you're going to keep them at the same going the same time. But what I have found when I've been playing around with this is it's going to get muddy and metal up the water, so if you do end up creating your bin structure and.

Workflows in the new workflow editor just probably in activating or getting rid of the new rules will be the way to go.

If.

Sorry.

Yep.

Yep, yeah, that's what I was doing when I was testing stuff out to somebody. I handful of questions about. Yeah, Andrew said. You mean, the older? Yes, the old groups? Yeah, step by some people are saying documentation step-by-step guide documentation on new way. You know this workflow editor and almost everything that we just talked about will be articulated out in forthcoming documentation.

Yep, Yep, being worked on now, definitely.

No.

Correct, this recording will also be available.

As a lot of these others were.

As a part of the documentation.

Yep.

Perfect.

ODU to do a couple more.

Yeah.

Oh, I'm sorry if you click download PDF Sarah, I'm not. I don't know the answer. If you click download PDF right so it only PDF is still available? Does the data like data birth like stuff that would have shown up in a PDF that you were hiding? Maybe from the look up?

Does that show?

That's true too.

Yes, my understanding it yes it will. Because what you're downloading as far as the PDF is the information coming off. Well, if it depends if the information is on the application or not, right is that's where that's where that's coming from. So I think whatever you have as far as your application information, but otherwise.

That part of the dashboard I don't believe would would be if you toggle it off or taking it out. That would be brought into the into the PDF. It's just whatever is living on the application from my understanding.

Sure, yeah yeah agreed. Michelle just probably came up a couple of times before. Do customize views. So did the views persist by user?

So no, and the users can go in and and ad hoc customize them, but they are shared views across all users within the workflow or the bin.

Yep.

Perfect.

Yes.

OK, right, and Michelle just made a point to. Yeah, we hide pay all pages from our application in the downloaded PDF, right?

Yep, perfect.

Doo Doo Doo Doo. Trying to rip through cousin a wheel and I got a couple more minutes. Does the query based include been history as well or just current bin?

Soda been hit.

Vin History is in there as well.

Correct?

Yeah.

OK cool do do do. We are running up against the hour. There is another session coming up right after this one. This is we've had a couple of back to back oh 1:00 o'clock Eastern 2:00 o'clock. So the next one coming up is a dive deeper session where way better marketing alley and rich from way better marketing. We're going to be talking a lot about ping and how to use pink. So if you want to hop out for restroom break or get some water or coffee.

Yeah.

And then tune back in via the link provided for that late stage presentation. That would be fantastic. Thank you guys for your time. Thank you Sarah for the deep dive.

Thanks again.

Thanks.

Sorry.

Appreciate the appreciate the time. We hope you guys continue it to enjoy the festival. Have fun Sarah tonight at the concert. You know you need to get back out and into a live concert and we hope you guys all have a wonderful day and a wonderful rest of the weekend. Enjoy the rest of stage. We look forward to seeing you too in Nashville next year. Thanks guys. Have a good night.

Bye bye.

Theater.

You got.