Indico online workshop workflow

This describes the workflow in Indico online workshops

Basic types

Registration types = {Learner, team leader, Livestream only}

Flow

  • People may register in any of the types.

  • When people get accepted to Type={Learner,team leader}, they are confirmed using the Indico moderation “approve registrations” feature. (These people then become State=Completed)

  • After soft deadline, accept the number of learners you think you can handle (see above).

    • Non-accepted people are moved to Type=Livestream but this is mainly to help them, people can still register.

  • A new field “I confirm I can attend via Zoom” is made visible. Everyone in State=Completed is expected to log in and click this box.

    • Other non-accepted people

  • Those who do not make Confirm=Yes are moved to Type=Livestream.

    • Note: any saving of the form, even by staff, will set Confirm=No. So Confirm=No does not mean that they declined, it could also be staff who saved the form.

  • If there are remaining free spots, they are given to those who are Type=Livestream Confirm=Yes.

  • Everyone else is set to Type=Livestream

  • The event registration form is edited, so that the number of Type=Learner spots is set to the actual number registered. Then, no one else can register as a learner.

    • This could be done a bit earlier in the process, but it prevents even organizers from moving people between categories. Thus, it’s slightly more convenient to leave it free than have to adjust the registration form every time you need to switch someone to learner (for example, registering on a team)

Email filters

During registration

  • People who want to in Zoom, State!=Withdrawn Type={Learner,Exercise Leader}

After confirmation

  • People in Zoom, State!=Withdrawn Type={Learner,team leader}

  • PEople in livestream, State!=Withdrawn Type=Livestream