Testing
You have the option of submitting the QPL form without having to fill in all of the required fields. This is handy if you want to do any testing. Add this to the end of the URL:
?gwunrequire=1
The URL is then: https://clearroads.org/qpl-submission-form?gwunrequire=1
Links
Qualified Products List: https://clearroads.org/qualified-product-list/
This is the main Qualified Products List page with public facing information. There is also an Admin login. Once logged in, there will be Admin links to the QPL Workflow Status and the QPL Workflow Inbox pages.
Submission Form: https://clearroads.org/qpl-submission-form
QPL Workflow Status: https://clearroads.org/qpl-workflow-status/
This QPL Workflow Status page shows a table of all form submissions and their status with links to their individual form entry detail pages.
You must be logged in to view.
QPL Workflow Inbox: https://clearroads.org/qpl-workflow-inbox/
The QPL Workflow Inbox page displays form submissions that are currently assigned to you specifically.
You must be logged in to view.
QPL Workflow
When a form is submitted, it begins a “workflow”. The workflow consists of multiple steps. Each step is assigned to an admin, who adds information or confirms that the workflow can proceed and completes that step. Completing a step automatically moves the entry to the next step in the workflow.
- Admins can add notes to the entry, upload files e.g. email communication etc.
- At the bottom of the entry is a timeline of Workflow activity for that particular entry.
- Only entry fields that have been designated as editable for that step can be changed.
Completing a step moves the workflow to the next step. Each step has an assignee. When a step is started, an email notification is sent to the assignee. Some steps also include a notification when that step has been completed.
Notes can be added to the entry detail page in the note field.
A step is either “in progress” or “complete”.
You can add a note, or edit fields (that are editable for that step). Hit the “Update” button to save your changes. If “In Progress” is selected when you hit update, the workflow stays in that step.
If you change to “Complete” and hit update, that completes that step and the workflow moves on to the next step.
Steps
Step 1. Initial Review
Assignee: Patti
Description: Starts when a form is submitted. Review, add notes as needed. When ready, change step to “complete”.
Editable Fields: Notes, Admin File Upload
Step 2.
Assignee: Jasmine
Description: Starts when Step 1 is completed. Review, add notes as needed. When ready, change step to “complete”.
Editable Fields: Notes, Admin File Upload
Step 3.
Assignee: Patti
Description: Starts when Step 2 is completed. Communicate with the vendor about the sample request, then, update the workflow by indicating where the samples are going. This will automatically send the vendor and email notification with instructions on where to send the samples and will also notify the location that samples have been requested.
Editable Fields: Notes, Admin File Upload, Which location is the sample being sent to?
Step 4.
Assignee: None
Email Notification: Vendor
Description: This step is an email notification only and does not require assignee input. The vendor receives an email requesting they send product samples in for testing. The location shown in the email is determined by what was assigned in Step 3.
Step 5.
Assignee: Montana/Jon or Nebraska/Jasmine (Depending on what was selected in Step 3)
Description: Step 5 begin immediately after the email notification is sent to the Vendor. The email notification for Step 5 asks the assignee to check the box indicating that the sample has been received and then mark the step complete.
Once the step has been marked complete an email notification is sent to Patti notifying that the sample has been marked received.
Editable Fields: Has the sample been received?, Admin File Upload
Step 6.
Assignee: Montana/Jon or Nebraska/Jasmine (Depending on what was selected in Step 3)
Description: The assignee receives an email notifying them to update the entry by uploading the test results.
Editable Fields: Test Results
Step 7.
Assignee: Patti
Description: The assignee receives an email notification instructing them to update the entry, Final Product Status field.
Once the step is marked complete, the Vendor will receive an email notification with the Final Product Status.
Editable Fields: Admin File Upload, Final Product Status