Manage student workflows

Your Aspen system administrator creates workflows to coordinate multi-step processes involving one or more users from start to finish. For example, your system administrator might create conduct workflows, special education workflows, and professional development workflows. For each workflow a method of coordinating multi-step processes involving one or more users, a checklist walks users through the process, step-by-step.

After you, or another user, initiates a workflow for a student, use the checklist already created for that workflow to follow the process.

Following is an example of a conduct workflow:

Step 1   Alert the vice principal of a conduct incident.

Step 2   Vice principal enters the action information.

Step 3   Guidance counselor sends letter home to the contact an adult you can contact regarding a student's academic or personal information.

Step 4   Contact verifies receipt of letter.

Step 5   Guidance counselor verifies action has been completed.

To manage student workflows:

1. Log on to the District or School view.
2. Click the Student tab.
3. Search for and select a student. Click the Transactions side-tab.
4. Click the Transactions side-tab, then Workflows. Any current workflows for the student appear.
5. Do one of the following:
• To complete a task, on the checklist of an existing workflow for the student, select the workflow, and click Checklist on the side-tab.
• To initiate a new workflow, on the Options menu, click Initiate. The Initiate Workflow wizard a sequence of dialog boxes which walk a user through a potentially complex task, such as the Build Study Locations wizard appears. Follow the steps of the wizard. After you click Finish for Step 3 of the wizard, the system creates the workflow and the checklist becomes available.

See Initiate a New Workflow/Task.