[CoEN & Future Work] -- Workflows

[njirwin]

Workflows Guide for Innovation Day

High-Level List of Workflows for Innovation Day, May 3rd

1. [Admin Portal] - Create An Event
2. [Non-Portal & Customer Portal] - Customer Registration, Participant Event Registration
3. [Admin Portal] - Generate Documents
4. [Admin & Teacher Portal] - Add/Upload A Teacher
5. [Customer Portal] - Contact Us Form

Workflow 1 - Create An Event

• Admin logs into the admin portal
• Upon successful login, the admin is presented with the admin portal dashboard
• Admin navigates to the create an event component
• Admin fills out event details and then clicks next (step 1)
• Admin fills out student details for the event and then clicks next (step 2)
• Admin fills out teacher details for the event and then clicks next (step 3)
• Once teacher details are successfully filled out, the event is created in the database, and the admin is prompted that event creation was "successful"
• Below the prompt screen is a button that allows the administrator to navigate to the schedule/publish an event component
• Once the admin navigates to the schedule/publish an event component the newly created event will be listed and selectable
• If the admin selects the event and clicks "publish event" the event will be propagated to the customer and teacher portals where customers can register for the event and teachers can be made aware of the events existence
• The propagated event will be viewable from the admin portal via the Events component and from the customer portal via the Register for an Event component (and My Enrollments component, if a student registers successfully)

Workflow 2 - Customer Registration, Participant Event Registration

• A new customer navigates to ARIA's landing page
• The new customer clicks "create an account"
• The customer is presented with a registration form
• Once the customer completes the registration for and clicks "create account" they are redirected to the landing page
• The newly registered customer logs in with their new account on the landing pages login form
• Upon successful login, the customer is presented with the customer portal dashboard
• The customer navigates to the my participants component
• The customer adds a new participant by filling out the forms input fields, selecting a teacher from the a drop-down list, and clicking the "add a new participant" button
• Upon successful addition, the newly added participant is displayed in the component's table
• The customer navigates to the register for an event component
• The customer selects the newly added participant (step 1)
• The customer then selects a published event from the list (step 2)
• The customer selects command performance options, if applicable (step 3)
• The customer is presented with a review page to review their order prior to payment (step 4)
• The customer is presented with PayPal's BrainTree drop-in UI which handles payment processing (step 5)
• If the customers payment was successful, the customer is presented with order details and the ability to view their new registration in the active registrations component (step 6)

Workflow 3 - Generate Documents

• Admin logs into the admin portal
• Upon successful login, the admin is presented with the admin portal dashboard
• Admin navigates to the generate documents component
• Admin selects the documents to generate via checkboxes (step 1)
• Admin clicks the next button and documents are generated
• Using data from the return JSON object, the admin is presented with a status update regarding which documents were created successfully, which documents were not requested, and which documents failed (if any), (step 2 -- top two-thirds of page)
• Below the status update, documents are able to be downloaded or printed. (step 2 - bottom one-third of page)

Workflow 4 - Add/Upload A Teacher

• Teacher navigates to ARIA’s landing page
• Teacher registers for an account
• Teacher is prompted that their registration request has been received and will be reviewed by an administrator
• Admin logs into the admin portal
• Upon successful login, the admin is presented with the admin portal dashboard
• Admin navigates to the add a teacher component
• The admin reviews pending teacher requests and approves or disapproves them
• Newly added/approved teachers can login using the landing page
• Existing events (created/published by admins) will be viewable by the newly added teacher
• Customers can also select the newly added teacher from a drop-down list when adding a new participant in the customer portal

Workflow 5 - Contact Us

• An existing customer or newly registered customer logs in from the landing page
• The customer selects the contact us component
• The customer is presented with a contact us form
• The customer fills out a message in a textarea message body
• The customer clicks the send button
• The response is recorded in the database and the customer is prompted with a message alerting them that their message was successfully recorded and will be reviewed

[njirwin]

@invainn

For Workflow 4

Accounts Database Table

ID	Email	Password	First Name	Last Name	Verified
...	...	...	...	...	True
...	...	...	...	...	False
...	...	...	...	...	False

• Add a new field to the accounts table that automatically sets verified to "True" for customers and "False" for teachers so that teachers are verified by an admin before having access to their portal.
• Add new radio button to the registration page that asks "Are you a customer or teacher" with the default selection being a customer.
• Have teachers register via the non-portal registration page.
• If the registration is successful, prompt the teacher with a message saying it will be reviewed by an admin for approval.
• Have admins verify teachers whose verification status is "False" by viewing pending registrations in the Add a Teacher component via a list.
• Allow registered teachers to log into their portal.

[njirwin]

@invainn

For Workflow 1

Tasks Table

ID	Task Name	Teacher First Name	Teacher Last Name
...	Proctor	...	...
...	Door Monitor	...	...
...	Food Preparer	...	...
...	Cleanup Helper	...	...

Sessions Table

ID	Session Number	Name of Room	Class Type	Time of Session	Day of Session
...	1	(Recital Hall)	Master Class	9:00 am	Friday
...	2	Little Mozart's Studio	Traditional	9:00 am	Friday
...	1	...	...	9:30 am	Saturday

• Session Number is based on the order of the sessions at that time slot, on that day.

Create An Event Component Variables

• eventName
• eventStartDate
• eventEndDate
• festivalChairEmail
• streetAddress
• city
• state
• zipCode
• commandPerformance
• multipleLevels
• eventScoring
• studentRegistrationDeadline
• teacherSongSelectionDeadline

After Capturing Event Variable Data

1. After clicking "Next" on the Teacher Registrations Step (Step 3)
   • Prompt admin if the event was created successfully with message "Event Created Successfully"
   • Below the prompt, have a button that says "Schedule the Event" which navigates to the "Schedule An Event" component
2. When on the "Schedule An Event" component, have the admin select an event for review.
   • Once selected, have the admin click "Next" and then on step 2 show the event details
   • If the administrator accepts the event criteria provide a button to "Publish Event"
   • Otherwise, allow the admin to "Go Back" or "Delete Event"
3. If published, the event will show on the customer portal in the following components:
   • [Customer Portal] -- Register for an Event
   • [Customer Portal] -- My Enrollments (ONLY IF THE STUDENT REGISTERS FOR THE EVENT)

[njirwin]

@invainn

For Workflow 2

I'll focus on the data required after a new customer successfully registers and logs in since those two criteria are already built.

The requirements for this workflow will be broken down by component in the customer portal and subsequently the teacher portal (for song selection and completing the registration).

Students Database Table

ID	First Name	Last Name	Customer ID	Teacher ID	Teacher First Name	Teacher Last Name
...	...	...	...	...	...	...
...	...	...	...	...	...	...
...	...	...	...	...	...	...

[Customer Portal] My Participants Component Variables

• studentFirstName
• studentLastName
• studentsTeacher (Select From Drop Down List of Existing Teachers)
• All other criteria not mentioned above (such as middle initial, suffix, and age can be removed).
• Once added, the new student should appear in the Participants Table

[Customer Portal] Register for an Event Component Variables

• Step 1: Select Participant
  • studentFirstName
  • studentLastName
  • studentTeacher
  • levelSelection
• Step 2: Select Event
  • eventName
  • eventStartDateAndTime
  • eventEndDateAndTime
  • registrationDeadline
  • facilitatorEmail
• Step 3: Command Performance Options
  • If not applicable, skip
  • If applicable, show the available session(s)
• Step 4:
  • eventName
  • studentName
  • totalCost
    • For the demo let the total cost be $5.00 x Level x 0.25 since we don't have the formula yet
• Step 5:
  • N/A
• Step 6:
  • eventName
  • studentName
  • amountPaid
  • A Button That Says "Show My New Enrollment" which redirects to Active Registrations

[Customer Portal] Active Registrations

• studentFirstName
• studentLastName
• studentsTeacher
• eventName
• performanceDateAndTime

[njirwin]

@invainn

For Workflow 3

Since most of the data requirements are related to the JSON object I'll focus on that, however, I will mention that only the 'announcing sheet' should be able to be selected and generated.

There is an announcing_sheet_test.json object that displays the JSON structure for processing announcing sheets.

[Admin Portal] Document Generator

JSON Object Variables

• adjudicationForm // True or False boolean value
• eventName
• documentTitle // 'Announcing Sheet' in this case
• dayOfSession // 'Friday', 'Saturday' or 'Sunday'
• timeOfSession // example: '9:00 am'
• sessionNumber // '1', '2', ... , 'n'
• nameOfRoom // example: '(Recital Hall)'
• classType // example: 'Master Class'
• levelsOfStudents // example: '5'
• firstJudgeName // There should be at least one judge
• secondJudgeName // There does not have to be a 2nd judge
• thirdJudgeName // There does not have to be a 3rd judge
• proctorName // There should be a proctor (assign teacher to this duty)
• doorMonitorName // There should be a door monitor (assign teacher to this duty)
• performanceOrder // Should just be a string that says 'Performance Order'
  1. firstStudent
     • studentFullName // 'First Name + Last Name'
     • individualLevel // example: '5'
     • firstSongName // example: 'Sea Piece'
     • firstSongComposer // example: 'MacDowell'
     • secondSongName
     • secondSongComposer
  2. secondStudent
     • studentFullName
     • individualLevel
     • firstSongName
     • firstSongComposer
     • secondSongName
     • secondSongComposer
  3. thirdStudent
     • studentFullName
     • individualLevel
     • firstSongName
     • firstSongComposer
     • secondSongName
     • secondSongComposer
  4. fourthStudent
     • studentFullName
     • individualLevel
     • firstSongName
     • firstSongComposer
     • secondSongName
     • secondSongComposer
  5. fifthStudent
     • studentFullName
     • individualLevel
     • firstSongName
     • firstSongComposer
     • secondSongName
     • secondSongComposer

Response Data

The document generator will return string-data that explains which documents were not requested, which were created successfully, and which failed to process.

I don't know if you'll use this but it exists...

JSON Structure for Announcing Sheet

    "documents": {
        "adjudicationForm": false,
        "announcingSheet": true,
        "certificates": false,
        "masterJudgeRepertoire": false,
        "masterJudgeSchedule": false,
        "resultsSheet": false,
        "roomSchedules": false,
        "sessionAssignments": false,
        "sessionLabels": false,
        "teacherMaster": false
    },
    "adjudicationForm": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "announcingSheet": {
        "eventName": "2019 Upper Festival",
        "documentTitle": "Announcing Sheet",
        "sessions": {
            "friday": [{
                "day": "Friday",
                "time": "9:00 am",
                "sessionNumber": "1",
                "nameOfRoom": "(Recital Hall)",
                "classType": "Master Class",
                "levels": "5",
                "judges": [{
                    "firstJudge": "Dr. Stephen Pierce, Univ. of Southern California",
                    "secondJudge": "",
                    "thirdJudge": ""
                }],
                "proctorName": "Sonnet Johnson",
                "doorMonitorName": "Catherine Lin",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Bob White",
                        "individualLevel": "5",
                        "firstSongName:": "Sea Piece",
                        "firstSongComposer": "MacDowell",
                        "secondSongName": "Sonatina for Piano, 1st movement - Bagpipers",
                        "secondSongComposer": "Bartok"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Jack Liu",
                        "individualLevel": "5",
                        "firstSongName:": "Minuet G minor (without Trio)",
                        "firstSongComposer": "Stozel",
                        "secondSongName": "Faded Dreams",
                        "secondSongComposer": "Mier"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "Alice Peng",
                        "individualLevel": "5",
                        "firstSongName:": "Four Landlers, G Major",
                        "firstSongComposer": "Schubert",
                        "secondSongName": "Winter Splendor",
                        "secondSongComposer": "Mier"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "",
                        "individualLevel": "",
                        "firstSongName:": "",
                        "firstSongComposer": "",
                        "secondSongName": "",
                        "secondSongComposer": ""
                    }],
                    "fifthStudent": [{
                        "studentFullName": "",
                        "individualLevel": "",
                        "firstSongName:": "",
                        "firstSongComposer": "",
                        "secondSongName": "",
                        "secondSongComposer": ""
                    }]
                }]
            },
            {
                "day": "Friday",
                "time": "10:00 am",
                "sessionNumber": "2",
                "nameOfRoom": "(Little Mozart's Studio)",
                "classType": "Traditional",
                "levels": "5, 6",
                "judges": [{
                    "firstJudge": "Dr. Adela Park, UNR",
                    "secondJudge": "Katy Sargent, Bountiful, Utah",
                    "thirdJudge": ""
                }],
                "proctorName": "Youseon Kim",
                "doorMonitorName": "Christine Barden",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Bob Hopkins",
                        "individualLevel": "5",
                        "firstSongName:": "Solfeggietto",
                        "firstSongComposer": "Bach, C.P.E.",
                        "secondSongName": "Evening in the Country",
                        "secondSongComposer": "Bartok"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Frank Reyher",
                        "individualLevel": "5",
                        "firstSongName:": "Sonatina A minor",
                        "firstSongComposer": "Benda",
                        "secondSongName": "Phantom Rider",
                        "secondSongComposer": "Gillock"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "Alice Lee",
                        "individualLevel": "6",
                        "firstSongName:": "Fantasia D minor",
                        "firstSongComposer": "Telemann",
                        "secondSongName": "Polonaise, G minor, 1817",
                        "secondSongComposer": "Chopin"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "Grace Soto",
                        "individualLevel": "6",
                        "firstSongName:": "Mazurka, A minor",
                        "firstSongComposer": "Chopin",
                        "secondSongName": "Jubilato",
                        "secondSongComposer": "Alexander"
                    }],
                    "fifthStudent": [{
                        "studentFullName": "Edward Hwang",
                        "individualLevel": "6",
                        "firstSongName:": "Remembrance",
                        "firstSongComposer": "Schumann",
                        "secondSongName": "Quiet Nights",
                        "secondSongComposer": "Rocherolle"
                    }]
                }]
            }],
            "saturday": [{
                "day": "Saturday",
                "time": "11:00 am",
                "sessionNumber": "1",
                "nameOfRoom": "(Recital Hall)",
                "classType": "Master Class",
                "levels": "7, 8",
                "judges": [{
                    "firstJudge": "Dr. Stephen Pierce, Univ. of Southern California",
                    "secondJudge": "",
                    "thirdJudge": ""
                }],
                "proctorName": "Sonnet Johnson",
                "doorMonitorName": "Carol Taylor",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Alice Venzon",
                        "individualLevel": "7",
                        "firstSongName:": "Waltz A-flat Major",
                        "firstSongComposer": "Chopin",
                        "secondSongName": "Cantico Iberico",
                        "secondSongComposer": "Rocherolle"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Grace Spadone",
                        "individualLevel": "7",
                        "firstSongName:": "Allegro agitato in C minor",
                        "firstSongComposer": "Burgmuller",
                        "secondSongName": "Joc cu Bata",
                        "secondSongComposer": "Bartok"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "Anne C. Jones",
                        "individualLevel": "8",
                        "firstSongName:": "Waltz B minor",
                        "firstSongComposer": "Chopin",
                        "secondSongName": "Zambra",
                        "secondSongComposer": "Turina"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "",
                        "individualLevel": "",
                        "firstSongName:": "",
                        "firstSongComposer": "",
                        "secondSongName": "",
                        "secondSongComposer": ""
                    }],
                    "fifthStudent": [{
                        "studentFullName": "",
                        "individualLevel": "",
                        "firstSongName:": "",
                        "firstSongComposer": "",
                        "secondSongName": "",
                        "secondSongComposer": ""
                    }]
                }]
            },
            {
                "day": "Saturday",
                "time": "11:00 am",
                "sessionNumber": "2",
                "nameOfRoom": "(Little Mozart's Studio)",
                "classType": "Traditional",
                "levels": "6, 7",
                "judges": [{
                    "firstJudge": "Dr. Adela Park, UNR",
                    "secondJudge": "Katy Sargent, Bountiful, Utah",
                    "thirdJudge": ""
                }],
                "proctorName": "Catherine Lin",
                "doorMonitorName": "Amy Jahn",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Bob Desai",
                        "individualLevel": "6",
                        "firstSongName:": "Polonaise, B-flat 1817",
                        "firstSongComposer": "Chopin",
                        "secondSongName": "Zigzag",
                        "secondSongComposer": "Alexander"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Frank Wang",
                        "individualLevel": "6",
                        "firstSongName:": "Alla Tarantelle",
                        "firstSongComposer": "MacDowell",
                        "secondSongName": "Sonatina, C Major 1st-Allegro con spirito",
                        "secondSongComposer": "Kuhlau"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "Alice Tenneti",
                        "individualLevel": "7",
                        "firstSongName:": "Sonata, G Major 1st-Allegro ma non Troppo",
                        "firstSongComposer": "Beethoven",
                        "secondSongName": "Prelude, B minor",
                        "secondSongComposer": "Chopin"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "John Kim",
                        "individualLevel": "7",
                        "firstSongName:": "Waltz A-flat Major",
                        "firstSongComposer": "Chopin",
                        "secondSongName": "Invention No. 1, C Major",
                        "secondSongComposer": "Bach, J.S."
                    }],
                    "fifthStudent": [{
                        "studentFullName": "Alan Miercort",
                        "individualLevel": "7",
                        "firstSongName:": "Invention No. 1, C Major",
                        "firstSongComposer": "Bach, J.S.",
                        "secondSongName": "Tarantella Bravura",
                        "secondSongComposer": "Barden"
                    }]
                }]
            }],
            "sunday": [{
                "day": "Sunday",
                "time": "2:30 pm",
                "sessionNumber": "2",
                "nameOfRoom": "(Little Mozart's Studio)",
                "classType": "Traditional",
                "levels": "5, 6, 7",
                "judges": [{
                    "firstJudge": "Dr. Jim Winn, UNR",
                    "secondJudge": "Katy Sargent, Bountiful, Utah",
                    "thirdJudge": ""
                }],
                "proctorName": "Lacey Cope",
                "doorMonitorName": "Rong Lucchesi",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Alice Hur",
                        "individualLevel": "5",
                        "firstSongName:": "Solfeggietto",
                        "firstSongComposer": "Bach, C.P.E.",
                        "secondSongName": "The Horseman",
                        "secondSongComposer": "Schumann"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Bob Kaya Evenson",
                        "individualLevel": "5",
                        "firstSongName:": "Invention",
                        "firstSongComposer": "Kirnberger",
                        "secondSongName": "Fantasy Dance",
                        "secondSongComposer": "Schumann"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "John Park",
                        "individualLevel": "6",
                        "firstSongName:": "Smoldering Blues",
                        "firstSongComposer": "Alexander",
                        "secondSongName": "Sonatina D Major 1st-Allegro con Spirito",
                        "secondSongComposer": "Clementi"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "Alan Hopkins",
                        "individualLevel": "7",
                        "firstSongName:": "Invention No. 1, C Major",
                        "firstSongComposer": "Bach, J.S.",
                        "secondSongName": "Song of the Lark  (March)",
                        "secondSongComposer": "Tchaikowsky"
                    }],
                    "fifthStudent": [{
                        "studentFullName": "",
                        "individualLevel": "",
                        "firstSongName:": "",
                        "firstSongComposer": "",
                        "secondSongName": "",
                        "secondSongComposer": ""
                    }]
                }]
            },
            {
                "day": "Sunday",
                "time": "4:00 pm",
                "sessionNumber": "1",
                "nameOfRoom": "(Recital Hall)",
                "classType": "Master Class",
                "levels": "5, 7, 8, 9",
                "judges": [{
                    "firstJudge": "Dr. Stephen Pierce, Univ. of Southern California",
                    "secondJudge": "Dr. Jim Winn, UNR",
                    "thirdJudge": "Katy Sargent, Bountiful, Utah"
                }],
                "proctorName": "Cindy Harris",
                "doorMonitorName": "Olga Barry",
                "performanceOrder": "Performance Order",
                "students": [{
                    "firstStudent": [{
                        "studentFullName": "Grace Yuan",
                        "individualLevel": "5",
                        "firstSongName:": "Sonatina, C Major 3rd-Finale:Allegro",
                        "firstSongComposer": "Haydn",
                        "secondSongName": "Hummingbird",
                        "secondSongComposer": "Gillock"
                    }],
                    "secondStudent": [{
                        "studentFullName": "Edward Oranges",
                        "individualLevel": "7",
                        "firstSongName:": "Nocturne C Major",
                        "firstSongComposer": "Grieg",
                        "secondSongName": "Joc cu Bata",
                        "secondSongComposer": "Bartok"
                    }],
                    "thirdStudent": [{
                        "studentFullName": "Alan Oranges",
                        "individualLevel": "8",
                        "firstSongName:": "Divertimento",
                        "firstSongComposer": "Wagenseil",
                        "secondSongName": "Toccata",
                        "secondSongComposer": "Tauriello"
                    }],
                    "fourthStudent": [{
                        "studentFullName": "Alice Tucker",
                        "individualLevel": "9",
                        "firstSongName:": "Prelude",
                        "firstSongComposer": "Grieg",
                        "secondSongName": "Maple Leaf Rag",
                        "secondSongComposer": "Joplin"
                    }],
                    "fifthStudent": [{
                        "studentFullName": "Bill Pitani",
                        "individualLevel": "9",
                        "firstSongName:": "Sonata, A Major Rondo alla Turca: Allegretto",
                        "firstSongComposer": "Mozart, W.A.",
                        "secondSongName": "Arabesque I, E Major",
                        "secondSongComposer": "Debussy"
                    }]
                }]
            }]
        }
    },
    "certificates": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "masterJudgeRepertoire": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "masterJudgeSchedule": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "resultsSheet": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "roomSchedules": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "sessionAssignments": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "sessionLabels": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    },
    "teacherMaster": {
        "eventName": "",
        "documentTitle": "",
        "sessions": {
            "friday": [{}],
            "saturday": [{}],
            "sunday": [{}]
        }
    }
}