What this category's data looks like
In the enrollment consultation conversion scenario at training institutions, material sources include three types: enrollment brochures, consultation records, and trial class schedules. Enrollment brochures are drafted by the curriculum and marketing roles, with fields including course name, class type, class hours, start date, fee description, and signature field; consultation records are filled in by the consultation role according to communication milestones, with fields including student name, intended course, communication date, and receipt status; trial class schedules are scheduled by the academic affairs role, with fields including trial class time, instructor, classroom, and sign-in signature. The three types of materials update at different rhythms: brochures are adjusted by class term, consultation records are appended with each communication, and trial class schedules are scheduled weekly. When entering the version ledger and change maintenance function, brochures serve as the baseline version source, consultation records serve as the reference verification object, and trial class schedules serve as the date and signature verification object. Together, the three support a unique current version, traceable old versions, and synchronized references.
Configuration and implementation checks
This step 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 by record or catching up on missed runs.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Course name, class type, class hours, start date, fee description, and signature field are unique and traceable in the current version | Verify the brochure version number and signature field, and compare the old version archive path and reference location |
| Consultation record | Student name, intended course, communication date, receipt status, and brochure reference are consistent | Compare consultation records with the course name, quantity, and date in the brochure one by one, and check whether receipts are complete |
| Trial class schedule | Trial class time, instructor, classroom, and sign-in signature do not conflict with the brochure class term | Verify the scheduling date against the brochure start date, and check whether sign-in signatures and receipts are missing |
| Version ledger and change records | Current version is unique, old versions are traceable, and references are synchronized | Change one piece of brochure content, and observe whether the version number and references in consultation records and trial class schedules are updated synchronously |
Three common errors
- Symptom: The same student name is written differently in consultation records and trial class schedules, and the dates do not match. Cause: Materials are maintained separately, and fields are not unified according to the version ledger.
- Symptom: After the brochure is revised, consultation records still reference the old course name and class hours. Cause: The version is not synchronized, and references are not updated with the ledger.
- Symptom: Trial class schedules lack sign-in signatures, and consultation records lack receipts. Cause: No signature and receipt verification points are set in the material circulation process.
How to verify the setup
Acceptance of this function: check the trigger records and execution time to confirm execution on time and only once.
Business test: change one piece of content, and see whether the version number and references are updated synchronously.
- Check whether the fields, dates, and signatures of enrollment brochures, consultation records, and trial class schedules are complete and consistent
- Check whether the current version in the version ledger is unique, whether old versions are traceable, and whether references are synchronized