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How to Survive Going Paperless. Pepper Jo Six Associate Director of Pre-College and Orientation Programs Office of Admissions Christy Oliver Associate Director of Operations and Processing Office of Admissions Kim Diawara Transfer Credit Manger Office of Admissions. What is workflow?. - PowerPoint PPT Presentation
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How to Survive Going Paperless
Pepper Jo Six Associate Director of Pre-College and Orientation Programs
Office of Admissions
Christy OliverAssociate Director of Operations and Processing
Office of Admissions
Kim DiawaraTransfer Credit Manger
Office of Admissions
Technical Definition: A sequence of connected steps where each step follows without delay or gap and ends just before the subsequent step may begin.
Functional User Definition: A process that takes documents from A to Z within an electronic system
End User Definition: YEA!!! No more paper on my desk!
What is workflow?
How to Get Started
Do your research What are office needs Understand your
business process How do documents
currently flow? White Board it!
Be sure you understand what should happen to the document at any given point in time
Who needs access and at what level
Find out what your IT staff like for bribes
Benefits
Priority Processing By application date By application status By Residency By application level
Streamline Processing Don’t see document
until you need to No more lost or
misfiled student documents
Process is more efficient
Requirements for a successful workflow
Strong IT support • Initial coding, updating
scripts throughout the year, troubleshooting
Emphasis on training and accuracy• Lengthy training process,
detailed manuals, buy-in from staff
Management oversight and monitoring• Workflow buckets need to be
monitored to move staff where it is needed, priorities and goal-setting necessary on a daily or weekly basis
Communication• Representatives from all
areas of office (IT, scanning and capture, CRM, application processors) should meet regularly to make sure everyone is on the same (paperless) page
Workflow Scripts
Current Workflows
High School Transcript
College Transcript Military Transcripts
Miscellaneous Documents Application Signature Criminal History Midterm Grades Application Fee
Waiver request GRE test scores GMAT test scores Tuition Classification
Form Major Response Form
Go From this
TO THIS!
???????
Contact Information
Pepper Jo Six – pepperjo@uwyo.edu Associate Director of Pre-College and Orientation ProgramsUniversity of Wyoming
Christy Oliver - Plumb@uwyo.edu Associate Director of Operations and ProcessingOffice of Admissions
Kim Diawara - Kim.diawara@colorado.edu Transfer Credit ManagerUniversity of Colorado Boulder
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