What this category's data looks like
This category's data looks like this Training institution enrollment consultation conversion involves three types of materials: enrollment brochures, consultation records, and trial class schedules. Enrollment brochures come from marketing and academic research, are updated by class term, and their fields include course name, class hours, fee basis, start date, and signature/seal position; consultation records come from the consultation role, are generated item by item per call, and their fields include student name, intention level, communication date, and receipt signature; trial class schedules come from academic affairs, are scheduled weekly, and their fields include trial class time, instructor, classroom, and confirmation signature. When the three types of materials enter the workflow, their roles differ: enrollment brochures serve as the version source, consultation records serve as the change trigger source, and trial class schedules serve as the reference synchronization object. The update rhythm is that class term changes trigger brochure revisions, consultation follow-ups trigger record appends, and schedule adjustments trigger schedule rescheduling; all three need to share the same version ledger.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branching), outputting branch directions and interaction state records. The version ledger and change records are completed by subsequent nodes continuing execution according to the branches. When a node is triggered, the conversation enters an interaction state and records the workflow state; after the user completes the selection, execution continues along the branch corresponding to the selected option.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Whether the course name, class hours, fee basis, start date, and signature/seal position uniquely correspond to the current version | Check the options and branch connections one by one within the node; after triggering once, view the node status in the run record, confirm that the brochure version number is synchronized with the reference, and record nodeId and variables |
| Consultation record | Whether the student name, intention level, communication date, and receipt signature are consistent with the brochure and trial class schedule | Reference the selection result variable in a subsequent node and run a trial once; check whether the name, quantity, and date in the consultation record match the other two materials, and inspect the variables passing |
| Trial class schedule | Whether the trial class time, instructor, classroom, and confirmation signature are synchronously updated with the brochure revision | After checking the options and branch connections, check whether the brochure version referenced by the trial schedule is synchronized with the change; mark entries missing a signature or receipt separately, and record nodeId |
| Version ledger and change records | Whether the three conditions are simultaneously satisfied: the current version is unique, old versions are traceable, and references are synchronized | After changing one piece of content, run a trial; check whether the version number and references are synchronously updated, and record the branch direction and interaction state |
Three common errors
- Symptom: The course name and class hour quantity of the same consultation record do not match between the brochure and the trial class schedule. Cause: The three materials are maintained separately, versions are not synchronized, and there is no unified ledger.
- Symptom: The brochure has already been revised, but the trial class schedule still references the old version's date, and the old version cannot be traced. Cause: The change did not trigger reference synchronization, and the old version left no trace.
- Symptom: Consultation records and trial class schedules are missing signatures or receipts, and the enrollment conversion step cannot be confirmed. Cause: No confirmation position was set for material circulation, and the interaction state was not recorded.
How to verify the setup
Acceptance for this feature: run a trial for each option, check the branch direction and interaction state in the run record, confirm that options and branches correspond one to one, that the selection result variable has been passed to subsequent nodes, and verify the nodeId and variables records.
Business test: change one piece of content, see whether the version number and references are synchronously updated, and check whether the fields, dates, and signatures of the enrollment brochure, consultation record, and trial class schedule are consistent.
- Within the node, check the options and branch connections one by one; after triggering once, view the node status in the run record, confirm that the interaction state is recorded, and record
nodeId. - Reference the selection result variable in a subsequent node and run a trial once; check whether the version number and references are synchronously updated, mark entries missing a signature or receipt separately, and inspect the
variablespassing.