Yale Digital Conference 2019 Jill Bassett Dynamic Forms
Yale Digital Conference 2019 Jill Bassett Dynamic Forms ITS
Going paperless on Yale Campus Jill Bassett Senior Technical Analyst – Yale ITS
Jill Bassett – Dynamic Forms Business Analyst 2017 – Joined Yale as a consultant 2018 – Joined Student and Academic Support Systems (FTE) • Took over managing Dynamic Forms technology • Developed a structured support process • Improving the support we provide
What is Dynamic Forms? Vendor: License: Base fee which allows UNLIMITED users
Dynamic Forms ITS Team 2 Business Analysts – build & support 1 Developer – Banner Application Programming Interfaces (API) Options: Ø Build your own Paperless Form Ø ITS builds your Paperless Form
Strengthening Our Network Ø Benefits of a Paperless Form Ø Examples Ø What it takes to create a Paperless Form
Strengthening Our Network Empower the functional owner to initialize a change that will automate a business process that was once manual and labor intensive. Connect Yale campus by allowing students, parents, advisors, deans, professors and faculty to access, approve and submit forms online.
Paper to Paperless… Paper forms: - Pick up or print form - Manually fill out - Find approvers on campus for signatures - Go to office to hand in - Security
Paper to Paperless… Paperless Forms: - Access online - Prefill fields - Automatically notifies approvers - Updates Banner - Security
Paperless Advantages Automating a process that was once manual and labor intensive. - $0 – NO COST - No more paper - Easier to store (up to 8 years) - Improves workflow - Reduces support effort/time
Graduate School – 7 th Year Extended Registration Form https: //nextgensso. com/sp/start. SSO. ping? Partner. Idp. Id=https: //auth. yale. edu/idp/shibboleth&Target. Resource=https: //dynamicforms. ngwebsolutions. com/Show. Form. aspx? Requested. Dynamic. Form. Template=01 f 70 a 13 -75 a 4 -4 c 39 -93
Graduate School – 7 th Year Extended Registration Form https: //nextgensso. com/sp/start. SSO. ping? Partner. Idp. Id=https: //auth. yale. edu/idp/shibboleth&Target. Resource=https: //dynamicforms. ngwebsolutions. com/Show. Form. aspx? Requested. Dynamic. Form. Template=01 f 70 a 13 -75 a 4 -4 c 39 -93
Dynamic Forms features used: - Prefill fields - Confirmation & notification emails - File upload - Custom email APIs - E-signature - Update Banner - Multiple participants - Error log - Conditional workflow - App. Xtender integration
Sophomore-Year College Advising Form Student initialized form Automatic routing to adviser Adviser approves/declines Phase II enhancements – trigger update in Banner
Creating a Paperless Form Requirements/Design Phase *Build Phase *Testing Phase Implementation Phase + Admin Support
Creating your own Paperless Form Benefits: - No Technical Skills required - Set your own timelines/deadlines - Dynamic Forms BA support - Build at your pace - Leverage existing form templates - Creative control
Easy to Use • • Tables Text & HTML Image File Upload • • Signature Existing Item • • • Short Answer (250 CHAR) Long Answer (10, 000 CHAR) Date Picker (Calendar) Choice List (Dropdown) Check Box Radio Buttons Highly Configurable: - Form Items - API Service Call
Support as you Build - Customized Training sessions - Dynamic Forms Help & Manuals - User Group Community - Designers Sandbox - Designer Share. Point site - Dynamic Forms Support website – August 2019
Going paperless on Yale Campus 16 Offices across Yale Campus currently use Dynamic Forms “This will save time for both deans and students!” – Residential College Dean “I love how clear and easy this form is to complete. ” – Residential College Dean “I like that the form is dynamic; I feel like I know exactly what I need to do. ” - Student
Interested in Dynamic Forms? Dynamic. Forms. ITS@yale. edu
Thank You - - - Questions? Lets work towards Strengthening Our Network Together
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