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Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035
17

Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Jan 02, 2016

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Page 1: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Data Collection, Payment Collection, Automation &

Electronic Workflow Made EZ!

Session : ME035

Page 2: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Agenda

System and Features Tour

20 minutes

Live Demo

15 minutes

Q&A

15 minutes

Introduction and Design Goals of iNtelforms

10 minutes

Page 3: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Introduction

Yaheya QuaziDirector of

Administrative Computing & Systems (ACS)http://[email protected]

@Yaheya

Page 4: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

What is iNtelforms

Data Collectio

nePay

eWorkflow

No Programming Needed!

Page 5: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Design Goals

Flexible Integrated

Intuitive Extensible

Page 6: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms features

iNtelforms

Data

WYSIWIG Web form designer

Compatible with all major browsers and Operating Systems including Mac OS

ePay

Seamless integration with campus payment gateway framework

eWorkFlow

Easy Editor

Flexible routing

Attachments

Page 7: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms under the hood

iNtelforms Servers Windows 2008 R2Microsoft SQL Server 2008 R2 (Standard)

Framework/Languages Microsoft Dot Net Framework 4.5C#

Architecture Service Oriented ArchitectureTraditional Web ServicesWCF (Windows Communication Foundation)

Page 8: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Form Editor

Common fields can be simply dragged into the form.

Further properties can be updated to make the form fields function to fit

specific need

UCM Specific fields are “container” of business functions that can also be

dragged into the form.

Page 9: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Work Flow

A form can have optional work flow enabled

When enabled, the approving function can be forwarded to another

personnel

User defines the number of days after which work flow action expires

System notifies periodically for actions on Work Flow

One or more approvers can be added

One or more Advisee can be added

Advisee is notified on selected event

Initial instruction of the action is provided

Page 10: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Notifications

Sample Work Flow Notifications

Each email contains an unique number for future validations

Page 11: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Security

iNtelforms allows various ways to set permission of its forms

When set only one submission is allowed per user. Useful for surveys.

Permission may be set by Affiliation or User

When user is selected, one or more users can be either allowed or denied

to access the form

Page 12: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Submission Control

iNtelforms allows various ways to set limits of the form submissions

Total number of submission allowed can be set

Page 13: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms Submission Control

User can customize submission per affiliation

Page 14: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms My Inbox

Each of these tabs that are in status of the labeled in the tabs

My Inbox is the container for all work flow items a user is authorized to have access

Page 15: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

iNtelforms My Submission

My Submission keep records of all submission including workflow

submissions

Submission details are available to download in PDF

Page 16: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Demo

Page 17: Data Collection, Payment Collection, Automation & Electronic Workflow Made EZ! Session : ME035.

Discussion

Visit us at : http://intelforms.ucmerced.edu

Contact us at : [email protected]