Rock ships with a several workflows to help you get started. Hopefully you'll be able to use them in your organization but, if not, they'll act as patterns when you start to write your own. We cover the details of some of these workflows below.

Unattended Check-in

You’ll notice the check-in workflow on the Workflow Configuration screen. This is the workflow that runs Rock's check-in system. Unless you know exactly what you’re doing, we recommend that you do not alter this workflow.

Person Data Error

The Person Data Error workflow is an example of a workflow that launches from the action menu on the Person Details screen. It allows your organization's staff to note any issues with the data that they might not know how to fix. This is a great pattern to use when you go to create your own person profile actions.

Photo Request

This is another example of a workflow that launches from the action menu on the Person Profile page. After ensuring the person hasn't opted out, this workflow type will present a form to the person who launched it, where a custom message can be provided. The custom message, and a link to upload a photo, will be emailed to the person. The email also contains opt-out and unsubscribe options for the person.

Request Assessment

This workflow also launches from the action menu on the Person Profile page. The purpose of this workflow type is to send an email to a person to request that they take one or more of Rock's assessments. The person who initiates the workflow is asked which assessments should be requested and has the option of providing a custom message that will be included in the email.

External Inquiry

This workflow is used on the Contact Us page of the external website. It's meant to help direct your guest's questions to the correct staff. It also helps to provide accountability that your guest's questions will be answered in a prompt timeframe.

Facilities Request / IT Support

These two workflows act as a request ticketing system for your facilities and information technology teams. Using them allows your staff to report issues or request new services.

Profile Change Request

A workflow of this type will be launched from the My Account page on the external site when a person clicks the Request Additional Changes button. The person will type their request and submit it, at which point the workflow will alert an assigned staff member or volunteer via email. The staff member or volunteer can then provide a resolution for the item, which will be emailed to the initial requester to notify them that the change has been made.