Our First Year with GT eForms and Kibana 

Presenter: Paul Ellis, University of Nottingham

We released our first Gideon Taylor eForm into Production in February 2024. A year later, we have learned a lot and delivered quite a few more. Here at the University of Nottingham, we have found that pairing GT eForms with a Kibana dashboard can improve the visibility of the processes they support. Working together, these solutions give users a far more efficient method than what we had before.

How GT eForms Augmented Routing Accommodates Twists and Turns of an Approval Path: Wait...You Can Do That?

Presenter: Hannah Liu, Concordia University

Concordia University is currently on version 3.58.03 of GT eforms with the use of Augmented Routing. This presentation will showcase our use of augmented routing on GT eforms, particularly in cases where the approval path can differ from one faculty to another, while all sharing the same eform. Other use cases of changing approval paths halfway in the approval process from one faculty or department to another, as well as the incorporation of the registrar’s office into the approval paths for only one faculty (while keeping the setup for the other faculties intact), will be discussed. We’ll share some of our experience in setting up the approval workflow, adjusting the labels on the buttons depending on the level of approval for a better user experience, accommodating particular requests unique to a certain faculty, adding more complexity/layers to the approval workflow while the form is active, and setting up/configuring approver access via security roles. Overall, it is a quick introduction to how GT eforms and augmented routing can make the approval process work for you (and all the different and fun operation rules that exist in your organization).

Making Dollars and Sense with Finance eForms at Western University

Presenter: Jessica Claeys, Western University

How Western University used GT eForms to automate cumbersome paper forms to manage workflow, calculations, and data entry.

In Western’s ongoing effort to put more power into the hands of our users and expand self-service within our PeopleSoft Finance system, we’ve created and deployed dozens of eForms-based transactions over the past few years. We originally began with PeopleSoft delivered forms but quickly came to realize we would like more flexibility in designing forms, without requiring developer resources. Using Gideon Taylor's GT eForms bolt-on, we’ve created eForms to automate payment requisitions, guest travel expense reimbursements, cheque conversion for foreign payments, PCard applications, delegation of signing authority for research and operating funds, and more. Many forms were designed and implemented without the need for a developer due to the configuration tools available for functionals.

By eliminating paper or pdf forms we have simplified processes, reduced manual work and turnaround times, reduced help desk questions, and increased auditability. Join us as we share the results we’ve seen and show-off some of our workflow-enabled eForms that have made our lives a whole lot easier.

Birds of a Feather: GT eForms

Presenter: Chris Lopac, University of Wisconsin, Madison