Forms and User Interaction for Professional Qualification Exam Applications: Trace Exceptions and Review Results

Professional Exams: review forms for exception review. Compare the source records, required inputs and downstream results before handing the task over.

What this category's data looks like

For professional and technical personnel qualification examination registration review, the materials mainly consist of the registration form, education certificate, and work experience certificate. They come from submissions by the applicant and issuance by the employer's HR department, and are updated on a rolling basis by batch. The fields include name, ID number, education level, graduation date, work start and end dates, position title, signature, and receipt. When entering exception tracing and manual review, the registration form serves as the primary record, providing the declaration basis and commitment signature; the education certificate serves as the comparison baseline for the education field, providing the institution, major, and graduation date; the work experience certificate serves as the comparison baseline for the years-of-experience field, providing the start and end dates and the employer's seal. The three types of materials are entered item by item in the form and interaction steps, forming traceable field values for subsequent nodes or manual comparison of whether names, quantities, and dates are consistent, and for identifying situations such as unsynchronized versions, missing signatures, or missing receipts.

Configuration and implementation checks

This step is executed by the form input node (interaction node) in the workflow, and outputs the field values filled in by the user (passed to subsequent nodes after submission). The exception list and review conclusions are completed by subsequent nodes or manually.

ObjectCheckVerification action
Registration formFields, dates, and signature: whether name, ID number, education level, work start and end dates, and commitment signature are completeCheck field names and required markers item by item, compare the signature and receipt, and record missing items
Education certificateFields, dates, and signature: whether the institution, major, and graduation date are consistent with those filled in on the registration formUse the education certificate as the baseline to compare the education field on the registration form; if the dates do not match, record it as an exception
Work experience certificateFields, dates, and signature: whether the employer, position, start and end dates, and seal are consistent with the registration formCheck the start and end dates and employer name; if the signature or receipt is missing, list it for review

Three common errors

  • Phenomenon: The graduation date for the same record does not match between the registration form and the education certificate. Cause: The two materials were filled in separately, no cross-comparison was performed, and the date fields were not synchronized.
  • Phenomenon: The work experience certificate lacks a signature or receipt, so the review cannot confirm it. Cause: The signature and receipt were not set as required during material collection, and submission could still continue afterward.
  • Phenomenon: The name on the registration form is inconsistent with the name on the education certificate and work experience certificate. Cause: Versions were not synchronized, old-version materials were mixed in, and unified checking by batch was not performed.

How to verify the setup

Acceptance for this feature: fill it out once and submit, check the field values obtained by subsequent nodes, and confirm that the field values of formInputResult and selectResult can be passed to subsequent nodes.

Business test: create an exception record and see whether it can be traced back to the source material.

  • In the node configuration, check the field names one by one and map them one-to-one to the material fields of the registration form, education certificate, and work experience certificate.
  • Check the required settings one by one, and reference the formInputResult and selectResult field values in subsequent nodes for a trial run to confirm that the values are obtained.