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Configuring and Using Checklists

Configuring and Using Checklists. Jason Baumgartner, Tim Climis, and Nik Spurgetis. Outline for the day… 1 st segment: Presentation of main concepts 2 nd segment: Demonstration in SUNAPSIS 3 rd segment: Planning business process 4 th segment: Building checklist

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Configuring and Using Checklists

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  1. Configuring and Using Checklists Jason Baumgartner, Tim Climis, and Nik Spurgetis

  2. Outline for the day… • 1st segment: Presentation of main concepts • 2nd segment: Demonstration in SUNAPSIS • 3rd segment: Planning business process • 4th segment: Building checklist • Feel free to ask questions at any time! Overview

  3. SUNAPSIS Checklists improve business processes… • …by digitizing • …by organizing • …by automating What can checklists do for you?

  4. Example business process

  5. You’ve already digitized your paper forms using E-Forms... • What about the folders, binders, and file cabinets? DIGITIZE

  6. Allows office staff to keep track of a population’s progress • Can allow students/scholars/employees to see their progress ORGANIZE

  7. Configurable logic for complex situations • Send communications based on progress, informing students of next steps AUTOMATE

  8. Traditional definition: “A list of items that need to be completed” • Less-traditional definition: “A collection of conditions that must be met in order for an action to take place” • Hyper-Marketing Buzz-Definition: “Flowchart2” • Can be linear or nonlinear • Inherently scalable What is a checklist?

  9. Checklists in action - I

  10. Checklists in action - ii

  11. Helps you keep track of where students are in a process • Again, checklists are scalable. Keep this in mind… Stages

  12. One form of conditional logic • “This has been done” • “This has not been done” • “This has been done…but needs additional review” • All of these can determine which stage a student goes to • …or they can be solely for information purposes… Tasks

  13. Useful for showing progress • Offers a shortcut for approval or can indicated thata student doesn’t actually need it to move forward • E-Forms can cause stage movement too (not just tasks)! Stage E-Forms

  14. 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?

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