What this category's data looks like
Continuing education credit recognition materials mainly consist of course filing forms, study certificates, and credit recognition forms. The course filing form records the course name, number of credit hours, and course start date; the study certificate is issued by the teaching provider and includes the learner's name, course, and completion date; the credit recognition form summarizes the recognition results and requires signatures and receipts. The three types of materials come from different sources and have different update rhythms: the filing form is updated as courses are offered, study certificates are supplemented in batches, and the recognition form is summarized by semester. When entering workflow orchestration, the filing form and study certificate serve as sources of basis entries, and the recognition form serves as the basis for verification and destination; fields, dates, and signatures need to be checked for consistency.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branches), outputting branch directions and interaction status records. "Basis entries that can be traced back to the original text" are completed by subsequent nodes continuing execution according to the branch.
| Object | Check | Verification action |
|---|---|---|
| Course filing form | Whether fields, dates, and signatures are complete and consistent with the study certificate | Check the course name, number of credit hours, course start date, and signature item by item, and record discrepancies |
| Study certificate | Whether the name, quantity, and date can match the filing form | Compare the learner's name, course name, and completion date, and mark inconsistent items |
| Credit recognition form | Whether the version is current and whether signatures and receipts are complete | Check the version and signature fields of the recognition form, and confirm whether receipts are attached in full |
| User selection node | Whether each option corresponds to one branch and the status is recorded | Test-run each option one by one, and check the branch direction and interaction status in the run records |
Three common errors
- Phenomenon: The course name and number of credit hours for the same record do not match between the filing form and the study certificate. Cause: The two materials are filled in by different stages, and no field-level comparison and synchronization were performed.
- Phenomenon: The version of the recognition form is not synchronized, and an old version is still used for summarization. Cause: The update rhythms differ, and the recognition form was not regenerated following changes to the filing form and study certificate.
- Phenomenon: The study certificate lacks a signature or receipt, so the recognition form cannot be closed. Cause: The material collection stage did not check the signature field and receipt attachment, and omissions proceeded directly to summarization.
How to verify the setup
Acceptance of this feature: Test-run each option one by one, check the branch direction and interaction status in the run records, confirm that options are consistent with branch connections, and check whether variables and nodeId are correctly referenced in subsequent nodes.
Business test: Ask a basis question spanning materials, see whether the answer provides a traceable source, and check that the number of citations and the tokens of the cited text are recorded separately; quoteMaxToken is the budget for cited content.
- Within the user selection node, check options and branch connections one by one to ensure each option corresponds to one branch.
- After triggering an interaction once, view the node status in the run records and confirm that the selection result variable has been passed to subsequent nodes.