I'm looking for a basic Training or Course Registration workflow, does anyone have an example I can start with?
I would start by creating the list(s) that will store the content needed by the workflow such as a list of classes with dates and available seats. Then in another list which I would call something like bookings create columns to stored the booking information such as the persons name and class they would like to attend.
When all of this is in place then you are in a good position to build the workflow in the bookings list.
It would query the supporting lists to check for availability each time a booking request is made (a new item is added to the booking list) the workflow could also reduce the number of available spaces in the class by one.
In short about half of the build work is really the lists and the workflow will just connect things together.
Thanks for the response, I was thinking along the same lines, so I’ll press on with my original thought process –
There is a lot of potential with this scenario.
You could also put together email confirmations to send to the person making the booking and reminders closer to the date to encourage them to turn up on the day.
You could build some of the business logic into the form as well so that the workflow does not have to be so complex.
Yep, precisely what I had in mind…..in addition, creating a pre-work library where candidates can file there prework, sending out joining instructions (with agenda and course work documentation), then following up with post course appraisal, course “smiley sheet”
That is my plan anyway, put I’m struggling to plan it out on paper – hence my request for a basic structure to build off!
Somewhere in there you should have 'number of attendees' column. You don't want to overbook your training. At the same time you don't want to only have like one person signed up. You may have to cancel the class based on that number. And a notification may have to go out to those who signed up and instructors.
A great tip, thanks – I’ll keep that in mind
I think if you are struggling with paper maybe build a small trial workflow and test it.
That's often how I prefer to build my Nintex Workflows with a few basic ideas and testing and from there add to the build.
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