What this category's data looks like
In enrollment consultation conversion at training institutions, externally shareable materials include enrollment brochures, consultation records, and trial class schedules. Enrollment brochures come from academic affairs and marketing, and are updated with class-term and policy adjustments; consultation records are registered one by one by consultants, involving student names, intended courses, communication dates, and signatures; trial class schedules are arranged by academic administration, including course names, time slots, quotas, and receipts. When these three types of materials enter the sharing and embedding feature, their roles differ: enrollment brochures serve as the external display entry point, consultation records serve as process materials under restricted identity, and trial class schedules serve as shareable schedule credentials. Field characteristics are concentrated in four categories: names, quantities, dates, and signatures. The same record often has mismatched names, quantities, and dates across two materials, versions are not synchronized, and signatures or receipts are missing. External entry points and authorization scopes need to distinguish visible ranges by visitor identity, and unauthorized content must not be visible.
Configuration and implementation checks
This step is executed by the sharing link in the publishing channel (the publishing service performs authentication), outputting the sharing link, display parameters, and authentication results. The externally available entry point and authorization scope are then completed by external visitors seeing the corresponding content according to their identity. The sharing link can be configured with an expiration time, per-minute access limit, point limit, identity verification, and display items for quoted snippets, quoted full text, and source original text.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Names, quantities, dates, and signatures must be consistent with the consultation records | Check item by item the course names, class-term quantities, start dates, and signature fields in the brochure, and compare them with the same record in the consultation records |
| Consultation record | If the names, quantities, and dates of the same record do not match across the two materials, it is deemed inconsistent | Take one consultation record, check its course name, intended quantity, communication date, and signature receipt, then compare it with the brochure and trial class schedule |
| Trial class schedule | Versions must be synchronized; if signatures or receipts are missing, it must not be shared externally | Check the trial class name, time slot, quota, and receipt signature, and confirm synchronization with the brochure version |
| Sharing link | Expiration time, per-minute access limit, identity verification, and quote display items are set as needed | In the link configuration, check the time limit and values corresponding to shareId, and test once each with an over-limit request and an unauthenticated session |
Three common errors
- Symptom: the link cannot be opened after a period of time. Cause: the expiration time was set with a time limit according to usage needs, but that time limit was not checked in the link configuration.
- Symptom: the quoted full text can be seen without logging in. Cause: the switch states of the quote display items were not checked item by item, and identity verification was not tested once with an unauthenticated session.
- Symptom: the names, quantities, and dates of the same record do not match across the two materials. Cause: versions were not synchronized, signatures or receipts were missing, and item-by-item comparison was not performed before publishing.
How to verify the setup
Acceptance of this feature: access once each with an unauthenticated session and an over-limit request, check the allow/deny result and quote display, and check the expiration time, per-minute access limit, and identity verification callback corresponding to shareId.
Business test: access once with a restricted identity and see whether the visible range matches the setting.
- In the link configuration, check item by item the expiration time, per-minute access limit, point limit, and identity verification callback address.
- Check item by item the switch states for quoted snippets, quoted full text, and source original text download, and record the number of quotes and the tokens of the quoted text.