1. CONFIGURING AND USING CHECKLISTS Jason Baumgartner, Tim Climis, and Nik Spurgetis

2. OVERVIEW Outline for the day… 1 st segment: Presentation of main concepts 2 nd segment: Demonstration in SUNAPSIS 3 rd segment: Planning business process 4 th segment: Building checklist Feel free to ask questions at any time!

3. WHAT CAN CHECKLISTS DO FOR YOU? SUNAPSIS Checklists improve business processes… …by digitizing …by organizing …by automating

4. EXAMPLE BUSINESS PROCESS

5. DIGITIZE Youve already digitized your paper forms using E-Forms... What about the folders, binders, and file cabinets?

6. ORGANIZE Allows office staff to keep track of a populations progress Can allow students/scholars/employees to see their progress

7. AUTOMATE Configurable logic for complex situations Send communications based on progress, informing students of next steps

8. WHAT IS A CHECKLIST? Traditional definition: A list of items that need to be completed Less-traditional definition: A collection of conditions that must be met in order for an action to take place Hyper-Marketing Buzz-Definition: Flowchart 2 Can be linear or nonlinear Inherently scalable

9. CHECKLISTS IN ACTION - I

10. CHECKLISTS IN ACTION - II

11. STAGES Helps you keep track of where students are in a process Again, checklists are scalable. Keep this in mind…

12. TASKS One form of conditional logic This has been done This has not been done This has been done…but needs additional review All of these can determine which stage a student goes to …or they can be solely for information purposes…

13. STAGE E-FORMS Useful for showing progress Offers a shortcut for approval or can indicated that a student doesnt actually need it to move forward E-Forms can cause stage movement too (not just tasks)!

14. WHATS NEXT? Now its time to map out your business process to find out what stages, tasks, and stage E-Forms you need for your checklist!