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Improved Self-Service Solution

Improved Self-Service Solution. FAMIS Team. Current Self-Service. Screenshots of current process. 5. 4. 3. 1. 2. Current Self-Service. Screenshots of current process. 7. 6. Current Self-Service. Screenshots of current process. 10. 8. 9. Current Self-Service.

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Improved Self-Service Solution

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  1. Improved Self-Service Solution FAMIS Team

  2. Current Self-Service • Screenshots of current process 5 4 3 1 2

  3. Current Self-Service • Screenshots of current process 7 6

  4. Current Self-Service • Screenshots of current process 10 8 9

  5. Current Self-Service • Screenshots of current process 12 11

  6. Current Self-Service • Screenshots of current process 14 13 14 steps to complete a single work order request!!

  7. Current Self-Service • What if using the customized request form Problems • More screens to select COA, and account segments=>bothering • Missing UC issues Solutions • Default values • List of values for account segments • Suggested values • Validation

  8. How does the SS System work? • 7 URLs, each may be used for more than once loc.createLoc_2 loc.process_info Every step in site, building, floor, room selection wq.goto_create_sr rfs.Put_Req Every step in requestor information, service selection rfs.select_service_c rfs.select_service_s rfs_process_select_service All 14 staging steps submit information to the URLs above

  9. How does the current SS System work? • Workflow View wq.goto_create_sr loc.process_info rfs.Put_Req loc.createLoc_2 rfs.select_service_c rfs.select_service_s rfs_process_select_service 7-14 6 0 1-5

  10. How does the current SS System work? • Workflow View wq.goto_create_sr loc.process_info rfs.Put_Req loc.createLoc_2 rfs.select_service_c rfs.select_service_s Can be improved by making short-cuts, auto-submit, etc. rfs_process_select_service 7-14 6 0 1-5

  11. Main Challenge: “Cookie” mechanism • FAMIS_LOC_COOKIES • FAMIS_WQ_STORE • FAMIS_COOKIES Final cookie It takes 3 steps to get a final cookie

  12. Cookie mechanism • How to get a cookie? • Can not read from the HTML due to the cross-domain issue • Able to query FAMIS_LOC_COOKIES for the most recent location cookie corresponding to the logged-in user • Then query FAMIS_WQ_STORE for the corresponding wq-store cookie • Then query FAMIS_COOKIES for the corresponding final cookie given the location cookie and the wq-store cookie

  13. Is it even possible to implement? • Invented mechanism • Pushes transition between steps on FAMIS side instead of having users do it • Feeds required data fields by FAMIS to FAMIS in an automatic and time cost effective manner UCONN FAMIS fac_self_service_step_0.php Auto submit info to FAMIS Auto submit loc.createLoc_2 fac_ss_loc_createLoc_2.php fac_self_service_step_1.php

  14. UCONN FAMIS fac_self_service_step_1.php Auto submit info to FAMIS Auto submit loc.process_info fac_ss_loc_process_info.php fac_self_service_step_2.php Auto submit info to FAMIS Auto submit wq.goto_create_sr fac_ss_wq_goto_create_sr.php fac_self_service_step_3.php Auto submit info to FAMIS Auto submit rfs_Put_Req fac_ss_rfs_Put_Req.php fac_self_service_step_4.php

  15. UCONN FAMIS fac_self_service_step_4.php Select book/chapter/section Submit fac_self_service_step_5.php Auto submit info to FAMIS Auto submit rfs.select_service_c rfs_select_service_c.php fac_self_service_step_6.php Auto submit info to FAMIS Auto submit rfs_select_service_s rfs_select_service_s.php fac_self_service_step_7.php Auto submit info to FAMIS Auto submit rfs_process_select_service rfs_process_select_service.php Submit info to FAMIS rfs_Put_Req fac_self_service_step_last.php Select site/building/floor/room

  16. Example closer look Call an other UCONN side page to submit required information to FAMIS Auto submit to the next step on UCONN side

  17. Block View UCONN Side Accruent Side Current Self Service module loc.createLoc_2 loc.process_info wq.goto_create_sr Current users rfs.Put_Req rfs.select_service_c rfs.select_service_s rfs_process_select_service Added Functionalities (newly written code) support FAMIS users to automate processes using support information by querying/reading FAMIS database

  18. Block View Accruent Side UCONN Side Current Self Service module loc.createLoc_2 loc.process_info wq.goto_create_sr Current users Added Functionalities rfs.Put_Req rfs.select_service_c rfs.select_service_s to automate procesess rfs_process_select_service Improved Self Service module Note: We have no write access to FAMIS database. Processes are automated by using supporting information read from the database and simulating user submit actions with all FAMIS-required information

  19. New GUI • Select all books, chapters, and sections in 1 page • Auto Submit after selecting all the options • Tested on IE10 The customized WO request format is not included yet

  20. New GUI • Select site, building, floor and room • Fill in the details Selection of sites, buildings, floors and room can be faster using JQuery Design can be better using CSS Can even combine the previous step to 1 page

  21. New GUI • After clicking Finish, the details are submitted to FAMIS and a confirmation is returned from the system Can replace this by a customized page Can even by pass this step

  22. Test SS Users • 3 users added for testing

  23. Mobile solution • Simple demo available at • http://famis.test.uconn.edu/direct/ios_wrap.php • Playable • Using Sencha Touch framework • Tested on Chrome • Not a working solution yet • Can make it work on iPhones/iPads

  24. What to do next? • Tests • Some tests will need to be done in Test • Creation of Test Service Requests • Creation of Test Work Order Requests • Work Order Assignments, and Printing • Billing • Browser tests for different browsers, fixes provided if necessary

  25. Risk analysis • Legal risk • If questioned by the vendor: • The newly added module does not write but submit to FAMIS database system • It reads necessary information from FAMIS database system to feed FAMIS Self-Service in each step • It supports the transition between steps instead of having users do it • Can combine, customize steps • Make it faster to complete a SS request • Operational risk • Span on 2 locations: added risk from outage events in Storrs web servers, networks, etc. • More opinion?

  26. Estimate of time for completion • An improved version of Self Service in Test environment, including the customized “Create your own requests” • 70-105 hours (a lot of testing) • A mobile version in Test environment (using Sencha Touch) • 70-105 hours • Design work • 16 hours (approved, professional design support from another team) • Total • 156-226 hours for completion in Test

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