Any complex organization will feature many processes of branched decision making. Substitute requests, vacation leaves, textbook assignments, payroll changes, are all common examples of process we face in education. As much as possible, we’d like to automate these processes in order to create efficiencies and simplicity.
Also, we’re nerds and like to tinker. Any solution we use has to be open-source.
This session will feature a framework for creating workflow solutions using open source applications. Note that while these applications are open, they do cost a bit of money.
A web server running WordPress. WordPress is the kitchen sink of the web running many a website. This session doesn’t cover how to setup and run a WordPress site, but there are thousand of tutorials that detail how a school can implement WordPress as a content management system. If you’d like to tinker with a simple WordPress install, I recommend Digital Ocean or Cloudways.
As a quick primer, WordPress consists of the following:
For this demonstration, we’re using two critical plugins:
While not critical to this session, I always recommend a WordPress install have a few additional plugins.
In this scenario I’m going to create a leave request WorkFlow. The objective:
Forms and form approvals can all be done via the website. However, we’ve configured approvals and rejections to be activated via a person’s email.
For example, if a principal needs to approve a leave, they don’t necessarily need to login to a website to approve. They may click “approve” in the email.
All entries and data can be exported as a CSV or accessed via the backend of WordPress.
GravityFlow has a number of screencasts on how you can create various workflows. Additional resources are as follows: