Automated Workflow - Extended Application


This article contains a description and walkthrough of the Automated Workflow - Extended Application Process. A summary of the workflow is provided along with a video to aid you in setting up with workflow in your SMS. This workflow is designed to used in conjunction with  Session 5  of the Onboarding Education Series. If you are unsure if this is the correct workflow for you, please see the  ReadySMS Automated Workflows  article.


 Extended Application  



In the Extended Application Process , the student will select a course from the Training Provider’s website and apply for it through a link to a  short   application form.

The student will complete all the mandatory fields and can pay for the course in part or in full, via a payment gateway. 

Upon submission of the form, their details will pass through to the student management system. 

The following will then take place:

  • A student record will be created for the individual

  • Their record will be populated with all relevant details from the online Course Form

  • The Kanban screen will display the application

  • The Administrator can be notified

If required, a second form can be sent to request additional information from the student. 

A Full AVETMISS form will be sent to the student to capture all extended information required for reporting post-enrolment processing  

 This process is recommended when a pathway is required for a streamlined signup experience that minimises any potential abandonment associated with longer forms. 


The following video walks through the process of setting this process up in your system. This video is to be used in conjunction with the information presented in Session 5.

PowerPoint Download - Extended Application

Additional Information 

Gemma is the author of this solution article.

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