Status Flags

Status flags (or options) exist across the following Schoolworks Objects

• Account

• Enrolment

• Booking

• Placement

• Visa

• Holiday

All Status Options are configurable in the Status object and are organised (separated) by Record Type.

(For more information on record types please see here: https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/create-record-types)

Each Status option has a Name (e.g. Cancelled) and a Boolean ‘tickbox’ which is used in the actual logic processing in Schoolworks.

This approach allows for a spelling or name change, without affecting the underlying control logic.

It also allows for multiple status names (with slightly different meanings) to correspond to the same logic processing in Schoolworks.

Example

‘Cancelled’ is a Status on the Enrolment object and has the Status Cancelled boolean tickbox ticked.

It would be very easy to add the following new status values:

Cancelled - No Show
Cancelled - Illness
Cancelled - No Reason

And if all of these have the ‘Status Cancelled’ tickbox ticked, then from a systems and reporting perspective, they will all operate in the same way.

NOTE: If additional Status records are added, they also need to be added to the relevant Object picklist, taking into account the record type used.

Status Cancelled

Status Cancelled is a special status option which is used across nearly all Schoolworks objects, and in effect ‘switches off’ that record.

Reports which are based on a particular object e.g. Bookings, will have a filter value of Status Cancelled = FALSE to ensure that for most reporting use cases, records with this status are not displayed.

Schoolworks also operates special display screen logic for Status Cancelled for example:

• Booking Screen

  • A booking, once cancelled cannot be un-cancelled

  • This is because finance attached to a booking has already been reversed

  • This approach also simplifies the understanding of cancelled Booking as a process

• Enrolment Screen

  • An enrolment, once cancelled cannot be un-cancelled

  • This is because finance attached to a booking has already been reversed

  • This approach also simplifies the understanding of a cancelled Enrolment as a process

Status Provisional

If a Booking Status option has Status Provisional ticked then the Booking screen will display an expiry date and

Status Update Mapping

There are additional control flags on the Status record that can automate the downstream status of a Booking record.

For example, a change of Enrolment Status to a particular Status can automatically change the status of related Booking records, based on Record Type.

Open

Update Mapping Example

If we were to set the Enrolment to Course Status field to ‘Complete’ then when the Enrolment Status for an Agency Booking is changed to Complete, all Course Bookings will have their Status changed to Complete as well.