Registrar - Electronic Add/Drop forms and Workflow Process

In Process [In Process]

91% complete, updated on Fri 5/10/24 12:33 PM by Darin Wilt

Sam is prepping forms for Testing tomorrow (Thursday).  

 

Ready for tomorrow testing 

Email queues 

Term Changes should be ready for testing 

 

Friday- 

Alternate professor Logic if is not already working.  

Last of Form design changes, 

Everything should be completed by  Next week. Only fixes should be what is found in testing.   
 
Only cosmetic items (contrast to read the different boxes etc) will be completed next week. 


Testing is scheduled for 0900 on Thursday email and workflow portion Rich and Danielle are conducting testing.  

Michell asks the team to keep on the radar the Training and comm aspects of the project—e.g., How-to videos for training, updating websites, (comm plans)-- to announce the forms readiness/usability to the Campus at large and educate the different groups.  

 
Azucena has other people that can help with testing for the different roles.  

Remaining Actions: 

Create a "Completed Queue" and a "Not Processed Queue" 

Once REGS makes a decision, the document will move to the "Completed Queue" unless they select that the student needs to take action, the the document remains where it is. 

Forms in the REGS review queue should sit there for 10 days if the student has any issues to address.  IF after 10 days of no activity, the record should be placed in a "Not Processed" queue and a copy sent to Perceptive Content with a stamp that says "Not Processed" (perhaps a custom field too?) 

Once forms are finalized (sent to completed or not processed) send a copy of the form to Perceptive Content - take note of special processing in the action above regarding not processed stamp in Perceptive Content  

We also found that even if REGS states the form could not be processed, it send a completion email to the student - this should be no processed email instead 

REGS response "Note to Student" field is expecting a nine character field and not standard text (completed) 

Change coloring on read only fields to be more of a contrast 

Change submit button to not be white (must be high contrast for accessibility 

Add the four new email templates to the appropriate queues 

emails to be sent from registrar@csuchico.edu 

Create video training 

Create knowledgebase article 

Schedule show and tell (Reg has communication plan)