Details
Dates
Thu 3/19/20
-
Mon 8/7/23
Acct/Dept
Controller Operations
Service
OnBase / New OnBase Workflow Request
Type
IT-General / Workflow (Re-engineering, streamlining)
Health
None - No health has been set
Created
Mon 2/13/23 10:51 AM
Modified
Mon 8/7/23 8:17 AM
Closed
Mon 8/7/23 8:17 AM
Point of ContactThis can either be the project manager or the person who knows the most about the project. Note that the project manager is assigned after the project is created.
What is the desired completion date?Please note that projects will be completed based on resource availability and prioritization.
05/31/2023
Any additional information about this request that you would like to include?Who does this project help? What happens if this project is not completed?
N/a
Description
We would like to convert our PDF Student Award Form into an OnBase form and workflow. The form can be entered in 2 ways - 1. through our website 2. through a link on the Grad Fellowship Contract workflow. Once completed, the form would be routed to Financial Aid and then end in Bursar.
tdx ticket 12893556
Could add a link to the Grad Contract form, once complete. Takes out the tuition and fees need for some of fellowships. This particular award allows them to pay feeds. Can add a new award to a student through a certain index that allows them to pay their fees. Can continue path with grad contract, then complete this request. Afterwards, we will update the grad contract with the link to the newly created form (from this request).
Tue 3/24/2020 9:06 AM
Discussions with the Bursar's Office (Jenny Phou), Financial Aid (Jill Robertson, Anne Rusk, and Sham Tzegai) and an Academic Dept. Representative (Dorothy Cheng) took place in mid-April (Apr. 13th & 15th) to determine overall business needs and possible alignment with the Graduate Contracts Project (Project ID: 399196). After further exploration, we have determined that the request to transform the Student Award Form into an OnBase form/workflow will exclude the Graduate Fellowship Contract (for Living Expenses) and is therefore not high priority at this time. Therefore, we are temporarily placing this request on hold until a timeline is determined.
Notified: Jennifer Phou <jphou@mines.edu>
Thu 5/28/2020 8:05 AM