What this category's data looks like
This category involves three types of materials: psychological screening plans, interview records, and referral forms. A plan contains screening dimensions, scale names, dates, and signature fields; an interview record contains the student's pseudonym, interview time, and interviewer signature; a referral form contains the referral reason, receiving party, and receipt signature. When these three types of materials enter scheduled tasks and automation features, their roles differ: the plan serves as the baseline version, interview records serve as process evidence, and referral forms serve as external handover credentials. The update cadence changes with semesters, retests, and the return of referral receipts, and the field characteristics are concentrated in names, quantities, dates, and signatures. If the name, quantity, or date of the same record does not match across two materials, the version is not synchronized, or a signature or receipt is missing, the ledger will become inaccurate.
Configuration and implementation checks
This part is executed by trigger configuration and tool nodes (scheduling capability is not in the tool introduction), outputting trigger records and execution results. The "version ledger and change records" are completed by business processing executing according to the records or catching up with supplementary runs. Whether a tool call is executed is decided by the model according to the tool introduction; when the model does not need to summarize again, a tool call termination node can be attached at the end of the tool to end this call.
| Object | Check | Verification action |
|---|---|---|
| Psychological screening plan | Whether the fields, dates, and signatures are consistent with the current version | Check the plan version number and signature fields, and look at the trigger records and execution time |
| Interview record | Whether the name, quantity, and date of the same record match across the two materials | Compare the interview record with the plan references, and look at the process connections and trigger records |
| Referral form | Whether the receipt signatures are complete and whether the referral reason is synchronized | Check the referral form receipt and knowledge base references, and see which step the termination node is attached to |
| Version ledger and change records | The current version is unique, old versions are traceable, and references are synchronized | After changing one piece of content, see whether the version number and references are updated in sync |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the screening plan and the interview record. Cause: The two places are maintained separately and are not aligned by the same version number.
- Symptom: The referral form has been updated, but the knowledge base or external documents still reference the old version. Cause: The version is not synchronized; the old version is traceable, but the references have not been redirected.
- Symptom: The interview record or referral form is missing a signature or receipt. Cause: The scheduled task only records the trigger, and business processing has not supplemented the signature confirmation according to the record.
How to verify the setup
Acceptance for this feature: look at the trigger records and execution time to confirm that execution occurs on time and only once; check that the tool introduction fields clearly state when it should execute, and that the termination node is attached at the end where no summary is needed.
Business test: change one piece of content and see whether the version number and references are updated in sync
- Check the process connections and trigger records to confirm that the trigger has been connected to the corresponding tool node and that the same task has not been executed repeatedly.
- Check the tool introduction fields and the position of the termination node to confirm that when no summary is needed it is attached at the end of the tool, and check whether the version ledger references are synchronized.