Hacks with the Form Module bit.ly/nercomp_slate17

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Presentation transcript:

Hacks with the Form Module bit.ly/nercomp_slate17

3 Forms to Improve Internal Processing Form for Managing Skype Interviews Displaying Dynamic Information on the Applicant Status Page Form for Processing Travel Reimbursements

Form to Manage Interviews Skype form allows me to list all applicants assigned to one interviewer It emails all those applicants with specific information for their interview Student email goes out when form is submitted The same form sends out sign-up confirmation to interviewers Faculty email goes out upon update

Email Sent to Students

Email Sent to Faculty

Displaying Dynamic Information with a Form and One Checklist Item

Administrative View of Transcript Page Applicant transcript page does not show everything.

Processing Travel Reimbursement for Open House Attendees Harvard internal processing requires a specific form and supporting documentation Challenge: standardize how attendees completed the form and conformed to Harvard processing requirements Solution: Slate form that maps fields onto custom PDF

Slate Form for Collecting Information

Harvard Reimbursement Form

The Set-Up Create fields for custom tab and reimbursement form Offering reimbursement triggers rule to place form on checklist

The Set-Up (cont.) Create Material Groups for batch downloading and reviewing in Reader

The Set-Up (cont.) Provide comprehensive instructions and examples for correctly completing reimbursement form

Santiago Gomez Admissions Coordinator sgomez@gsd. harvard. edu bit Santiago Gomez Admissions Coordinator sgomez@gsd.harvard.edu bit.ly/nercomp_slate17