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Some "internal" steps are not documented here.
| Step | Description | Core Step Executes If | Plugins Run If Core Doesn't? (Optional) | Petition Status Following Step | Since |
|---|---|---|---|---|---|
| start | Initial step of an enrollment flow. The Petition artifact is created following successful completion (including any Plugins) of this step. | Introduction Text is defined | Yes | Created | v0.9.4 |
| selectEnrollee | Select an existing identity (CO Person or Org Identity) for this enrollment. | Identity Matching is set to Self or Select | No | Created | v0.9.4 |
| selectOrgIdentity | Select an Org Identity via an Org Identity Source for this enrollment. | One or more Enrollment Sources is attached in Search mode, and the petitioner is an admin | No | Created |
| v2. |
| 0.0 | |||||
| petitionerAttributes | Collect attributes from the Petitioner. | Any Enrollment Attributes are defined | Yes | Created* | v0.9.4 |
| sendConfirmation | Send an email to confirm deliverability of Enrollee email address. | Require Confirmation of Email is set | No | Pending Confirmation | v0.9.4 |
| processConfirmation | Process the response to the email sent in the sendConfirmation step. | Require Confirmation of Email is set | No | Confirmed or Declined | v0.9.4 |
| collectIdentifier | The identifier used by the enrollee to authenticate (eg: Automatic linking for existing identifiers is handled in this step. | Require Confirmation of Email and Require Authentication are set | No | Confirmed | v0.9.4 |
| sendApproverNotification | Notify the approvers configured for the Enrollment Flow that the Petition is read for review and approval. | Require Approval For Enrollment is set | No | Pending Approval | v0.9.4 |
| approve | Process Petition approval. | Require Approval For Enrollment is set | No | Approved | v0.9.4 |
| deny | Process Petition denial. | Require Approval For Enrollment is set | No | Denied | v0.9.4 |
| sendApprovalNotification | Notify the enrollee that their Petition has been approved. | Require Approval For Enrollment is set | No | Approved | v0.9.4 |
| finalize | If the Petition is not denied, assign identifiers and set person status to Active. | No | Finalized or Denied | v0.9.4 | |
| provision | If the Petition is finalized, provision services. | No | Finalized | v1.0.1 |
* New Person/Role status set to Pending
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