Now that our Student and Faculty Forms are Automated, We’re Going to Disney World!

Session Number: 5714
Track: Innovations/New Technology
Session Type: Presentation
Tags: Automate, AWE, Campus Solutions 9.2, eForms, electronic forms, Gideon Taylor, Self Service, self-service, Student Center, Student Self Service, Student Self-Service, Validation, work flow
Primary Presenter: Andrea Lloyd [Senior Business Systems Analyst - University of California, Berkeley]
Co-Presenter: Rahul Shrivastava [Sr. PeopleSoft & Integration Developer - University of California Berkeley]
Time: Mar 05, 2019 (03:45 PM - 04:45 PM)

Session Length (Approved): Regular Length
Session Submission Type: Member Institution
Knowledge level : Intermediate
Target Audience: All
Learning Objective 1: Change management across campus associated with transitioning business processes to eForms, workflow, and automation.
Learning Objective 2: Simple forms can be created within an hour by a functional analyst.
Learning Objective 3: Both technical and functional analysts can turn even the most complex requirements into an eForm. Replacing complicated business processes with validation and full automation.
Prerequisites : System requirements: Campus Solutions version 9.2 and Gideon Taylor eForms version 3.1
Advance preparation: No Advance Preparation Required
Product: PeopleSoft
Other Product Type: Gideon Taylor eForms
Version Presenting: PS 9.2
Level of Customization: Bolt-On
Level of Partner Integration: Institution Alone
Project Phase: Production
Project Go Live: Earlier than 2017
Your Training in this Area: Attended initial Gideon Taylor eForms training for basic knowledge transfer on building forms. Consulting support from Gideon Taylor Consulting and Sierra Cedar consulting when needed.
Element(s) of Engagement: Case studies, Simulations
CPE Approved Session: No

Description:  Prior to UC Berkeley’s transition to Campus Solutions 9.2, most forms processes at UC Berkeley involved a piece (or packet) of paper that was filled out by hand, hand-delivered across campus for approvals, keyed into the existing legacy systems and stuffed into filing cabinets. Fast Forward three years later, over 200,000 electronic forms have been processed for students, staff, and faculty, eliminating dozens of manual forms, hundreds of thousands of pages of paper and reducing processing times from several days to minutes.

Using a PeopleSoft bolt-on, Gideon Taylor eForms and delivered Peoplesoft Approval Framework, Berkeley adopted an aggressive plan to streamline and automate as many forms as possible. Topics covered will include the journey to paperless student and faculty self-service eforms and workflow, demonstrations of some of the forms in production: change of academic program plan, graduate special enrollment requests, and University Extension’s class enrollment form and what went into creating eForms with auto-population, real-time validations, complex business rules, workflow, and automated updates to Campus Solutions.