Transcript Configuring and Using Checklists

CONFIGURING AND
USING CHECKLISTS
Jason Baumgartner, Tim Climis, and Nik Spurgetis
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Outline for the day…
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1st segment: Presentation of main concepts
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2nd segment: Demonstration in SUNAPSIS
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3rd segment: Planning business process
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4th segment: Building checklist
Feel free to ask questions at any time!
OVERVIEW
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SUNAPSIS Checklists improve business processes…
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…by digitizing
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…by organizing
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…by automating
WHAT CAN CHECKLISTS DO FOR YOU?
EXAMPLE BUSINESS PROCESS
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You’ve already digitized your paper forms using E-Forms...
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What about the folders, binders, and file cabinets?
DIGITIZE
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Allows office staff to keep track of a population’s progress
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Can allow students/scholars/employees to see their progress
ORGANIZE
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Configurable logic for complex situations
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Send communications based on progress,
informing students of next steps
AUTOMATE
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Traditional definition: “A list of items that need to be completed”
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Less-traditional definition: “A collection of conditions that must be
met in order for an action to take place”
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Hyper-Marketing Buzz-Definition: “Flowchart2”
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Can be linear or nonlinear
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Inherently scalable
WHAT IS A CHECKLIST?
CHECKLISTS IN ACTION - I
CHECKLISTS IN ACTION - II
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Helps you keep track of where students are in a process
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Again, checklists are scalable. Keep this in mind…
STAGES
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One form of conditional logic
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“This has been done”
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“This has not been done”
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“This has been done…but needs additional review”
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All of these can determine which stage a student goes to
…or they can be solely for information purposes…
TASKS
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Useful for showing progress
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Offers a shortcut for approval or can indicated that
a student doesn’t actually need it to move forward
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E-Forms can cause stage movement too (not just tasks)!
STAGE E-FORMS
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Now it’s time to map out your business process to find out what
stages, tasks, and stage E-Forms you need for your checklist!
WHAT’S NEXT?