1 / 19

Welcome to FTU DASHBOARD TRAINING

Welcome to FTU DASHBOARD TRAINING. Administrative Information Services FTU User Resources Point of contact for all things FTU: AIS Help & Support Center 353-4420 ext 311 Instructor Grace Rodriguez. Objectives. Introduce you to the concepts of the FTU process.

lorene
Download Presentation

Welcome to FTU DASHBOARD TRAINING

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Welcome to FTU DASHBOARD TRAINING

  2. Administrative Information Services FTU User Resources Point of contact for all things FTU: AIS Help & Support Center 353-4420 ext 311 Instructor Grace Rodriguez

  3. Objectives • Introduce you to the concepts of the FTU process. • Step through the FTU approval process to demonstrate the FTU Dashboard’s easy-to-use interface.

  4. FTU At a Glance… • FTU was designed to support MSU’s e-workflow initiative by providing a utility that automates the forms approval process for forms available on the web. • FTU allows an initiator to complete a web-basedform and electronically routes it for review and/or approval to a predefined set of approvers and/or reviewers (also known as actors).

  5. Benefits of FTU • Provides one easy-to-use place for approvers/reviewers to act on University-wide forms • Each form does not need to have it’s own “routing engine” written • Routes can be customized for particular units or accounts, without changing form application programs • Enhances quality • Minimize errors, delays, rework, duplicative effort • Ability to monitor, find & address bottlenecks • Reduces operating costs

  6. The Major Parts of FTU-Land

  7. The FTU Dashboard displays a routed eTime form FTU Navigation Bar Form

  8. Who’s involved in the FTU process? • Initiators - submit web forms that create FTU routing slips. • Approvers - have the authority to approve, disapprove, and/or comment on forms. • Reviewers –have the authority to review and/or comment on forms but are not able to approve or disapprove forms. • Actors - are initiators, approvers, reviewers and email recipients.

  9. FTU Simplified Process Overview TODAY’S TOPIC

  10. What do we mean when we say…? (FTU Terms) • Form - The web form being routed. • Routing Slip - An electronic routing slip associated with a specific form. • Route - All of the steps needed to complete approval or review of a form. • Action - A step along the route of a form • Dashboard – The web app used to view and act on routing slips and their actions.

  11. Approvals, Reviews and Email actions… • Approval and Review actions stop and wait for an actor to complete them (or timeout) before moving to the next step on the route. • A Review action is not a “cc” – someone has to act on it! • Email actions are automatic, do not wait for an actor before moving to the next step on the route, and can functionally mimic a “cc”.

  12. Speaking of email… • Emails come to you from FTU for a variety of reasons: • An approval or review action can trigger an email notification to the actors if the form is designed to do so. This email contains a link to the FTU Dashboard. • An email action may send form-specific email to specific actors. • Users may control the frequency of their FTU email by setting their FTU dashboard preferences.

  13. A Word about Comments - • Comments are permanent. • Comments cannot be edited. • Anyone with access to the forms FTU route can view comments. • Be cautious—don’t enter sensitive or confidential data. • Comments are required when disapproving a form.

  14. How can I get to the FTU Dashboard? • Here are three ways to access the Dashboard: • Browse to url: https://ftu.ais.msu.edu • If you receive an email notifying you of the need for you to approve/review a form, click on the FTU Dashboard link in the email. • Some applications using FTU for approvals may provide a link from their website; for example; the eJVE has a link to the FTU Dashboard from the eJVE application.

  15. If you need assistance… • For questions on completing the actual electronic form, please contact the form-owning department • For help using the FTU dashboard, • Use the online Help • Visit http://ais.msu.edu/ftu_documentation.htm • Or call AIS Help & Support Center at 353-4420 ext. 311

  16. Now for an FTU Dashboard Demonstration… Today we will: • View FTU routing slips by logging on to the web to access the FTU Dashboard . • Explore possible actions that can be taken on a routing slip. • Check the status of a routing slip. • Learn how to set preferences to customize your dashboard.

  17. Let’s meet today’s potential actors… INITIATOR MSUNet ID FTUAusten: Jane Austen

  18. APPROVERS MSUNet ID FTULinco: Abraham Lincoln MSUNet ID FTUBrown: Elizabeth Browning MSUNet ID FTUWhitm: Walt Whitman MSUNet ID FTUBeeth: Ludwig Beethoven REVIEWERS MSUNet ID FTUShake: William Shakespeare MSUNet ID FTUCleme: Samuel Clemens

  19. Let’s get started by signing on as initiator FTUAusten to see what awaits Jane Austen in her dashboard…

More Related