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Yale Digital Conference 2019
Jill Bassett Dynamic Forms ITS
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Going paperless on Yale Campus
Jill Bassett Senior Technical Analyst – Yale ITS
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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
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What is Dynamic Forms? Vendor:
License: Base fee which allows UNLIMITED users
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Dynamic Forms ITS Team 2 Business Analysts – build & support
1 Developer – Banner Application Programming Interfaces (API) Options: Build your own Paperless Form ITS builds your Paperless Form
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Strengthening Our Network
Benefits of a Paperless Form Examples What it takes to create a Paperless Form
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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.
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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
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Paper to Paperless… Paperless Forms: Access online Prefill fields
Automatically notifies approvers Updates Banner Security
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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
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Graduate School – 7th Year Extended Registration Form
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Graduate School – 7th Year Extended Registration Form
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Dynamic Forms features used:
Prefill fields File upload E-signature Multiple participants Conditional workflow Confirmation & notification s Custom APIs Update Banner Error log AppXtender integration
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Sophomore-Year College Advising Form
Student initialized form Automatic routing to adviser Adviser approves/declines Phase II enhancements – trigger update in Banner
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Creating a Paperless Form
Requirements/Design Phase *Build Phase *Testing Phase Implementation Phase + Admin Support
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Creating your own Paperless Form
Benefits: No Technical Skills required Set your own timelines/deadlines Build at your pace Creative control Dynamic Forms BA support Leverage existing form templates
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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
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Support as you Build Customized Training sessions
Dynamic Forms Help & Manuals User Group Community Designers Sandbox Designer SharePoint site Dynamic Forms Support website – August 2019
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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
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Interested in Dynamic Forms?
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Thank You - - - Questions?
Lets work towards Strengthening Our Network Together
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