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ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017

ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017. Today’s Objectives. Understand what’s changing Watch the demo Understand where to find resources Questions & Answers. How did we get here?. Paper 4 pages 41 fields to complete 6 approval signatures

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ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017

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  1. ABC Open ForumUniversity Campus Programs (UCP)DocuSign Forms LaunchMay 12, 2017

  2. Today’s Objectives • Understand what’s changing • Watch the demo • Understand where to find resources • Questions & Answers

  3. How did we get here? • Paper • 4 pages • 41 fields to complete • 6 approval signatures • No transparency • 2-4 weeks to process

  4. Project Goals • Online • Reduce signatures • Transparency • Understand what our customers need • Reduce information required • Faster • Simple • No paper

  5. New and Improved! • All online • 1 page • 10 questions • 5 digital signatures • Transparency in entire process • Just days to process

  6. How to access? UCP Website for Forms and Tutorials: afd.calpoly.edu/university_campus_programs

  7. “Power Form” • Allows requestor to identify roles involved in approval process • Requestor’s identity is captured on form • No authentication needed to submit

  8. Workflow • Requestor – completes, attaches donor intent • Fund Director – reviews, signs • Optional: Department Reviewer – reviews, initials • UCP – reviews, assigns fund number • Dean/Assoc. Dean/VP –reviews, signs • Fiscal Services Mgmt. – reviews, signs • University Development – reviews, signs • AFD Vice-President’s Office – reviews, signs • Complete – routed to UCP for processing

  9. Demo • UCP Fund Spending Agreement https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=d474d181-5d2d-4289-a24c-6b4e0804b6ef • UCP Fund Signature Authorization Update https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=a7d606d5-8a8e-461f-8547-ca5741e35257

  10. Questions?

  11. University Campus Programs Netherly Martinek ucp@calpoly.edu x5164

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