local:onboarding:userguide

Onboarding (Local registration management): User guide

A wizard for recording and processing registration requests with a complete process:

Pre-registration on the operator platform via the wizard, collection of information
TRIGGERS Sending of an email asking the training requester to confirm their email address
If the requester follows the link in their email that confirms their email
TRIGGERS OK MESSAGE on operator platform
TRIGGERS sending of an email to the training requester stating the code and details of their training
ALSO TRIGGERS an email to the requester's validation authority with the registration form PDF attached, with a copy identical to the operator

Backoffice
6. Operator platform: validation button for the requester's validation authority when the form is signed
7. Email sent to requester: warning, the registration is not yet validated
8. Operator platform: operator validation button
9. Email sent to requester with id and password for final registration
10. Operator platform: requester validation button

Step-by-step training request interface and collection of the training requester's data.
Data processing backoffice
Institutional validation PDF
View of the generated emails

First step: Based on the course session element, first step: choice of the training session and check whether the requester already has a Moodle account

Next step: Identification of the funding mode by the requester, either by their organisation or by their own means

Next step: Identification of the requester's reference organisation, otherwise routing to an information form about their organisation and recording of the latter in the backoffice organisations with the “unreferenced” status.

Next step: Information about the requester, partly pre-filled if the request is made while logged in because the user is already known.

Next step: Dietary constraints, if yes fills a field of the registration request PDF to specify

Next step: Disability, if checked fills a field of the registration request PDF to specify, and if followed by the mailto link to the email address designated in the local plugin settings.

Last step: Acceptance of the T&Cs and validation of the registration request form. The request is sent by email to the training requester, to the requester's organisation, and on the Moodle side where the onboarding plugin is installed to the person designated with the “Local registrations manager” role at system level.

Local registration manager(s): Manages the local registration data and receives the notifications: This is the person who receives the training requests.
Local registration tester(s): Receives the redirected notifications for test purposes, during the onboarding integration period

At the top of the form, two links

Registration backoffice: here are the different processing screen choices on arrival at the interface

These choices will be offered in the onboarding wizard:

Institution type: To collect the requester's reference institution type: Town hall, Municipality, Apprenticeship centre, department, in short the institutions of their choice. Add, Delete, Modify possible
Candidate status: To collect the typology of candidates: Mayor, municipality president, Apprentice, Employee, in short the types of their choice.
Funding method: To collect the candidate's funding method: Personal funding, Training centre, Funding by the requester's reference institution, etc. Add, Delete, Modify possible.
Institution: To collect an institution the requester belongs to that is not already in the list of choices offered at onboarding time, and to show which ones are already under agreement with the operator or not.

Example