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Banner Fund Establishment Using ImageNow Workflow and Appworx
Diana RivenbarkUniversity of North Carolina Wilmington
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Session Etiquette
• Please turn off all cell phones.
• Please keep side conversations to a minimum.
• If you must leave during the presentation, please do so as quietly as possible.
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Form
Request for Establishment of a Banner Fund form with electronic (Adobe) signatures
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Business Need
• Process change factors– Update form
• Address revenue generating funds– Open ImageNow to campus– Efficiency
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Current Process – User PerspectiveCompletes PDF
Form routes to Acctg email box
Department
Accounting Acctg Specialist moves to
Fund Setupcategory
Acctg Mgr reviews, assigns attributes,
signs
Saves, emails to Acctg email box
Controller reviews & signs
Saves , emails to Acctg email
box.
Acctg Specialist sets up fund in Banner
Emails form to Asst Budget Dir
Moves to Fund in Banner in Budget category
Budget OfficeAsst Budget Dir
reviews/updates
Emails to Budget Dir
Budget Dir signs
Emails to Asst Budget Dir
Asst Budget Dir emails to
student worker
Student worker saves an electronic copy
Emails to Acctg Specialist
Accounting Acctg Specialist makes changes in Banner & links to
ImageNow
Acctg Specialist emails budget authority
Acctg Specialist deletes from
Fund in Banner in Budget category
Moves to Controller Review category
Budget Authority electronically signs Emails to Budget
Authority Emails to Senior Officer
Senior Officer electronically signs
Clicks Submit to General Accounting button
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Current Process - Challenges
• Is this an efficient process?– Emails – Email categories– Tracking– Multiple signatures– Processing delays– Banner data
updates/changes
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New Process – Preliminary Discussion
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New Process - Design
-Dedicated IN email -Form Design in
Adobe Live Cycle– Identify Values
• Drawer• Document Type• Index Values
– Folder– Tab– Fields 3, 4, 5
– Script Editor • Required fields• Submit button
topmostSubform.Page1.Button1::click - (JavaScript, client)if (Tab.rawValue == null){xfa.host.messageBox("You must enter a Fund Title");}elseif (F5.rawValue == null){xfa.host.messageBox("You must enter a Department");}else{var oDoc = event.target;}oDoc.mailDoc({bUI: true,cTo: "[email protected]",cCC: "",cSubject: "DocType: Fund Establish" ,cMsg: " (Drawer): Accounting"+ "\n Fund Title (Tab): " + Tab.rawValue+ "\n Department (F5): " + F5.rawValue+ "\n (DocType): Fund Establish"});
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New Process – Design
Tab
Field 5
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New Process - EmailcTo: "[email protected]",cCC: "",cSubject: "DocType: Fund Establish" ,cMsg: " (Drawer): Accounting"+ "\n Fund Title (Tab): " + Tab.rawValue+ "\n Department (F5): " + F5.rawValue+ "\n (DocType): Fund Establish"
From: “Rivenbark, Diana” [email protected]: Mon Feb 25 13:46:46 EST 2013To: INAcctg<[email protected])CC:Subject: Doc Type: Fund Establish………………………………. (Drawer): Accounting Fund Title (Tab): Build Rivenbark Hall Department (F5): Facilities (Doc Type): Fund Establish [attachment: ACG Request for Est of Banner Fund_Static_distributed (2).pdf – Adobe Acrobat Pro.pdf]
Code on Button
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New Process EmailcTo: "[email protected]",cCC: "",cSubject: "DocType: Fund Establish" ,cMsg: " (Drawer): Accounting"+ "\n Fund Title (Tab): " + Tab.rawValue+ "\n Department (F5): " + F5.rawValue+ "\n (DocType): Fund Establish"
Code on Button
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New Process - ImageNow View
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New Process - Signatures
Do we REALLY need five signatures?
Budget AuthoritySenior Officer
Accounting Manager Controller
Budget Director
Why aren’t we using ImageNow technology to facilitate the process?
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New Process - Attachments
• What exactly are we attaching to the fund establish form?
• Now that we have identified who and what is submitted, how are we going to get the attachments into ImageNow?
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New Process – Attachments
Submit button opens an email
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New Process – Attachments
Problem – Senior Officer clicks the Submit to General Accounting button.
Are we going to ask senior officers to keep track of attachments?
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Attachments - Solutions
• 24% of funds have attachments
• 8% Budget (for budgeted trust funds)– Incorporate budget requirements in form
• 2% Miscellaneous documents– email to Accounting Specialist– Use ImageNow drag & drop functionality
• 14% Scholarship/Endowment– submit to ImageNow– Accounting Manager will delete unsigned document
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New Process – ImageNow Workflow
Work begins!
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ImageNow - Campus View
.
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ImageNow – Campus View
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ImageNow – Finance View & Process
• System emails individuals on workflow queue • In ImageNow, select workflow queue
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ImageNow – Finance View & Process
• Workflow view displays documents in queue
• Open document• Makes changes as needed
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ImageNow – Finance View & Process
• Route document
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Banner & Appworx
• Notifying the department– Fund set up in Banner– Each night, Appworx will send an email with fund details to the
budget authority• Budget Authority info is maintained on FTIFATA (Fund Attributes)
SAMPLES ONLY
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New Functionality – Purge Documents
• Fund inactivated/terminated
– Accounting Specialist routes document to Purge queue
– Retention period determines time in queue
– Documents deleted from system after specified period
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New Process – User Perspective Completes PDF
Form routes to ImageNow Fund Establish queue
Department
AccountingAcctg Mgr reviews, assigns attributes Controller reviews
Routes to ImageNow Budget Approval queue
Budget OfficeAsst Budget Dir reviews
Routes to ImageNow Banner Fund Establish queue
AccountingAcctg Specialist creates fund in Banner;
links to ImageNow
Routes to ImageNow Controller Approval queue
Budget Authority electronically signs Emails to Budget
Authority Clicks Submit to Accounting button
ImageNow Mail Agent
Appworx Sends email to Budget Authority
Routes to ImageNow Fund Establish Completed queue
Senior Officer electronically signs
Clicks Submit to Accounting button
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Improvements & Efficiencies
• Tracking• Fewer emails• Fewer electronic (Adobe) signatures• Documents are in one system• Better use of available technology• E-mail reminders that work is pending• Fewer delays in processing• More complete and comprehensive information on form• Less errors • Document purge functionality
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Future Plans
• Evaluate all forms used in Business Affairs• A true e-forms solution
• Open access to ImageNow drawers for campus users
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Diana RivenbarkUNCW Financial Systems
Contact Information