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Explore Current and New Workflows for Scholar Services

Explore Current and New Workflows for Scholar Services. 2013 User’s Conference Jason Baumgartner, IU Ned Hummel, IUPUI. Overview. Current Use E-Form Groups J-1, H-1B, O-1, TN and PR E-Form Based Keystone E-Form Scholar completed E-Forms as a limited user Alert Driven

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Explore Current and New Workflows for Scholar Services

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  1. Explore Current and New Workflows for Scholar Services 2013 User’s Conference Jason Baumgartner, IU Ned Hummel, IUPUI

  2. Overview • Current Use • E-Form Groups J-1, H-1B, O-1, TN and PR • E-Form Based • Keystone E-Form • Scholar completed E-Forms as a limited user • Alert Driven • E-Form based alerts • Manual Monitoring of Processes • Indiana University as a Case Study

  3. E-Form Group Based

  4. Scholar completed E-Forms as a limited user

  5. Keystone E-Form Keystone E-Forms are nowdecoupled from alerts

  6. Alert Based Tracking

  7. Overview • Future Use • Checklist Based • Task & Stage Driven • Context in Overall Process • Automated Contextual Communications • Continued use of E-Form Groups • Current Work • Indiana University as a Case Study

  8. IUPUI J-1Initial/Transfer Application Process • How many of you attended Checklist Training? • Show Draft IUPUI Flowchart

  9. Checklist Based New entries appear whenever the Case Tracker is refreshed

  10. Checklist Based

  11. View and ApproveE-Forms and Tasks

  12. Email Directly from Checklist

  13. Filter on Anything

  14. Tasks can be Stage Specific

  15. Viewable on Client Record

  16. Automated Contextual Communications

  17. Automated Contextual Communications

  18. Continued Use of E-Form Groups Any E-Form Submitted from E-Form group Puts Scholar on Checklist

  19. Current Work • We will start to share checklists within shareable part of community as IU goes live over the next several months • Additional Scholar Specific development is underway • Transparency of process for scholar and department • Review of Data Feed and Existing Alerts • New Checklist Extensions • New Services and Integration Capabilities

  20. Questions? Suggestions?

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