1. Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035

2. Agenda System and Features Tour 20 minutes Live Demo 15 minutes Q&A 15 minutes Introduction and Design Goals of iNtelforms 10 minutes

3. Introduction Yaheya Quazi Director of Administrative Computing & Systems (ACS) http://acs.ucmerced.edu yquazi@ucmerced.edu @Yaheya

4. What is iNtelforms Data Collection ePayeWorkflow No Programming Needed!

5. Design Goals FlexibleIntegratedIntuitiveExtensible

6. iNtelforms features iNtelforms Data WYSIWIG Web form designer Compatible with all major browsers and Operating Systems including Mac OS ePay Seamless integration with campus payment gateway framework eWorkFlow Easy Editor Flexible routing Attachments

7. iNtelforms under the hood iNtelforms Servers Windows 2008 R2 Microsoft SQL Server 2008 R2 (Standard) Framework/Languages Microsoft Dot Net Framework 4.5 C# Architecture Service Oriented Architecture Traditional Web Services WCF (Windows Communication Foundation)

8. iNtelforms Form Editor Common fields can be simply dragged into the form. Further properties can be updated to make the form fields function to fit specific need UCM Specific fields are “container” of business functions that can also be dragged into the form.

9. iNtelforms Work Flow A form can have optional work flow enabled When enabled, the approving function can be forwarded to another personnel User defines the number of days after which work flow action expires System notifies periodically for actions on Work Flow One or more approvers can be added One or more Advisee can be added Advisee is notified on selected event Initial instruction of the action is provided

10. iNtelforms Notifications Sample Work Flow Notifications Each email contains an unique number for future validations

11. iNtelforms Security iNtelforms allows various ways to set permission of its forms When set only one submission is allowed per user. Useful for surveys. Permission may be set by Affiliation or User When user is selected, one or more users can be either allowed or denied to access the form

12. iNtelforms Submission Control iNtelforms allows various ways to set limits of the form submissions Total number of submission allowed can be set

13. iNtelforms Submission Control User can customize submission per affiliation

14. iNtelforms My Inbox Each of these tabs that are in status of the labeled in the tabs My Inbox is the container for all work flow items a user is authorized to have access

15. iNtelforms My Submission My Submission keep records of all submission including workflow submissions Submission details are available to download in PDF

16. Demo Optionally donate money to the event Approve/Reject registration using Workflow Register using recharge FAU (Full Accounting Unit). Includes FAU validation Pre-fill partial form based on campus Identity Management Data Registration Form, open to authenticated Faculty and Staff users only

17. Discussion Visit us at : http://intelforms.ucmerced.eduhttp://intelforms.ucmerced.edu Contact us at : yquazi@ucmerced.eduyquazi@ucmerced.edu