What this category's data looks like
Enrollment consultation conversion materials for training institutions mainly consist of enrollment brochures, consultation records, and trial class schedules. Enrollment brochures come from the curriculum and marketing departments and are updated by semester or class session; their fields include course name, class type, class hours, start date, fee description, and signature/seal. Consultation records come from the consultation role and are updated per communication; their fields include student name, intended course, communication date, consultation conclusion, and receipt. Trial class schedules come from the academic affairs role and are updated weekly; their fields include trial class time, instructor, classroom, check-in, and confirmation signature. When these three types of materials enter workflow orchestration, the enrollment brochure serves as the reference draft for options and branches, the consultation record serves as the supporting material for interaction status and selection results, and the trial class schedule serves as the scheduling basis for continued execution of subsequent nodes. Field characteristics center on names, quantities, dates, and signature receipts; versions roll forward with class sessions and weeks, and each item must be aligned one by one on the same handover form.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branching), outputting branch directions and interaction status records. The "handover-ready deployment status and operation records" are completed by subsequent nodes continuing execution according to the branches. When the user selection node is triggered, the conversation enters an interaction state and records the workflow status; 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 type, class hours, start date, and signature/seal are consistent item by item with the consultation record | Check the options and branch connections one by one in the node, reference variables and nodeId, and compare against the signature/seal page of the brochure |
| Consultation record | Whether the student name, intended course, communication date, consultation conclusion, and receipt are aligned with the trial class schedule | Trigger a user selection node once, view the node status and nodeId in the run record, and then verify the receipt signature |
| Trial class schedule | Whether the trial class time, instructor, classroom, check-in, and confirmation signature are the same version as the brochure's class session | Reference the selection result variables in a subsequent node and run a trial once, then verify the schedule and check-in record |
| Deployment status and operation records | Whether the version, connection, and task record are consistent, and which record is missing | Check item by item once according to the handover form, and inspect whether the branch direction, interaction status, and task record are complete |
Three common errors
- Symptom: The course name, class hours quantity, or start date for the same student does not match across two materials. Cause: The brochure and consultation record are updated separately and are not synchronized under the same version number.
- Symptom: The trial class schedule has been rescheduled, but the handover form still shows the old date and the signature field is blank. Cause: The version was not synchronized and the signature or receipt is missing, so subsequent nodes continue execution along the old branch.
- Symptom: After selecting an option, the default branch is still followed, and the process stops after the interaction is completed. Cause: The options and branch connections were not checked one by one, and the selection result variable was not passed to subsequent nodes.
How to verify the setup
Acceptance for this feature: run a trial for each option one by one, check the branch direction and interaction status in the run record, confirm that each option corresponds to one branch, and check that variables and nodeId are correctly referenced in subsequent nodes.
Business test: check item by item once according to the handover form, see which record is missing, and confirm that the names, quantities, dates, and signature receipts of the enrollment brochure, consultation record, and trial class schedule are consistent.
- Check the options and branch connections one by one in the node, trigger a user selection once, and view the node status and branch direction in the run record.
- Reference the selection result variable in a subsequent node and run a trial once, then check according to the handover form whether the version, connection, and task record are consistent.