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May 17, 2005. E-sign Web Forms replace Paper Forms. Presented by: Bob Schneider Western Washington University. Introduction. A Web Form application that supports the move of almost any paper forms to electronic Web forms Eliminates most Paper Forms Provides Simple Workflow
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May 17, 2005 E-sign Web Forms replace Paper Forms Presented by: Bob Schneider Western Washington University
Introduction • A Web Form application that supports the move of almost any paper forms to electronic Web forms • Eliminates most Paper Forms • Provides Simple Workflow • Easy to support and add forms • Available today • ~53,000 Electronic Forms • May, 04 – April, 05
Western Washington University • Pacific Northwest, NW Washington, next to Bellingham Bay & San Juan Islands, 20 miles from B.C. • Public Inst. w/ 12,000 FTE • Banner since 1990
Agenda • Why move paper forms to the Web? • Project Constraints • Types of Forms • Features • Tools • Benefits • Technical Aspects • Future
Why Move Paper Forms to Web? • Eliminate Typewriter (Student Employee) • Fast and Efficient • More readable • What’s the latest version? • Who has the form?
WWU Project Requirements • Web Form Data Entry • Flexible routing • Electronic Signature
WWU Project Constraints • Simple to use • Need develop & maintain hundreds of forms • Primarily supported by Help Desk • Simple technical implementation • Not a replacement for Banner Forms
Types of Forms • Signature (attachments) • Fill-in on-line, print, sign, mail • Fast Form • Fill-in on-line, E-mail, E-sign Optional • E-sign Form • Fill-in on-line, E-sign, E-mail routing • Most forms are E-sign • Last 12 mo – 99% of created Forms
Some Current E-Sign Forms • Personnel Action Form • Departmental Leave Request • Office Address Change - employee • Facilities Maintenance Request • Biology Override Request • Grade Change • Banner Account Request • Recr Center Liability Waiver • About 140 Forms in production
Features • Web entry • Real-time • Latest version always available • Flexible email routing • Forms never lost • Can determine location with a click • Audit trail • Can set required fields • Print a paper copy
Tools • Blank form locator • Web Form Finder • Search for forms • Individual & group security • Inbox • After 5 days auto reminder via E-mail • Statistics • Extracts
Benefits • Save paper • Save time • Speeds up routing • Protect documents • Distribute correct versions of docs
Roles of Form Processors Same as for Paper Forms: Submitter: (Danny Chan) completes form, submits w/ sign, -> Approver Approver: (Bob Schneider) approves w/sign, -> appr/proc Approver(s): (none), “” -> Final Processor Final Processor (Deanna Blackman) completes/”Locks”
Submitter • Find the Form • Completes Form • Signs Form and Submits • Application: • Submitter Receives Pop-up Confirmation Notice • Submitter Receives E-mail w/ pointer to Form • Auto Sends approver E-mail for Approval
Approver • Clicks on E-mail message and Form • Changes data on the form • Approves With Digital Signature • Sends to next approver • Or Final Processor
Approver clicks to display form & enter / change data if needed
Second half of form – Approver authenticates & sends to Processor
Final Processor • Does their work • Locks Form • Auto send Submitter confirmation Done
Final processor – receives E-mail link, completes work & clicks LOCK
Original Submitter • Receives email • Views form to see status
Supporting Tools • Form Status • Reminder • Forms Finder • Inbox • Statistics
Form Status • Click on Link in saved E-mail • Form with current status & all signatures • Changes made by each signer
Forms Security • Banner self-service authentication (ID / PIN) • Signature in database – can not be modified on form – audit trail • SSL • Submitter, approver or final processor sees only their forms • Security group access
Technical • Simple to develop and maintain • Ability to create a new form in 1 day or less • Single statement to include: • Digital signature, Electronic routing • Database storage • <…#include=‘esign.inc’…> • Single code base • Standard JavaScript and ASP • Central archive of all forms • Installation
Implementation Issues • Culture change – find a champion • Acceptance by Form Owner • Re-design of Form • Routing instructions • Printing • Attachments • Not to Load data into admin systems • Develop a Data Entry Form w/edits
Future Enhancements • Validation of E-mail address • Inbox performance improvement • Form Finder performance improvement • Save button • Disapprove button • File attachments
Summary • Electronic forms with digital signature, routing, audit trail • Easy to implement and use • Quick institutional benefits • Fast, secure, reliable • Popular with users • >130,000 Forms since June, 2001
Thank You! --- Questions? Bob Schneider Bob.Schneider@wwu.edu ------------- WWU Web Forms Home page & PowerPoint https://west.wwu.edu/admcs/forms/default.aspx To get the source code go to: http:\\www.setaSource.org under Code Repository.