Download presentation
Presentation is loading. Please wait.
1
The University of Toledo
Hosted by: The University of Toledo October 21, 2019 The Fawcett Center Columbus, Ohio
2
Forms Processing Made Easy
Kathy Diegel
3
Overview Forms Automation at UToledo Finding a Quicker Solution
Demonstration of Dynamic Forms Summary
4
Forms Automation at UToledo
Banner Workflow What made it a good tool Banner integration easy Roles oriented Approvals Worklists What it was missing Built-in forms tool limited Couldn’t initiate a workflow from a form requiring custom built .net forms
5
Finding a Quicker Solution
2016 Ellucian Live Financial Aid / Dynamic Forms session Initiated review of forms processing tools Software Tool Considerations Functionality GUI form builder Prefill forms with Banner data Export data and forms Customer base Cost
6
Proof of Concept NextGen gave us access to a test instance of the tool
What went well Intuitive to use Basic approval workflow with electronic signatures Built in customizable Forms samples from other institutions Extract tool to get data and forms What did not go well Developers did not like it – too restrictive GUI form builder a little clunky (now improved) Decision to Purchase Price point Ease of use / Financial Aid templates Data integration
7
Demonstration Forms Builder Hide and show fields and sections
Participants s Workflow API administrator Process queue Audit trail
8
Summary Forms Statistics NextGen
Production - 38; Development – 8; Requests/Ideas – 15+ NextGen Customer Service - listen to and implement customer suggestions Improvements since our purchase Drag and Drop GUI Conditional Workflow Signature widget API management tool Math calculations Ability to call an API based on form data selected Active User Community
9
NextGen - https://www.ngwebsolutions.com/dynamic-forms
Similar presentations
© 2025 SlidePlayer.com Inc.
All rights reserved.