University of California, Berkeley extended PeopleSoft Campus Solutions by building powerful, configuration-based fluid forms

Summary

University of California, Berkeley, in conjunction with their partner Gideon Taylor Consulting, extended student and faculty self-service in PeopleSoft Campus Solutions by building powerful, configuration-based fluid forms, resulting in automated, workflow-enabled processes that have increased efficiency, eliminated errors, and eliminated more than 250,000 paper forms and more than 500,000 pieces of paper in less than two years.

Customer comments

UC Berkeley has dramatically extended student and faculty self-service within PeopleSoft Campus Solutions by introducing powerful, workflow-enabled, PeopleSoft-based electronic forms. Leveraging the Fluid user interface, PeopleSoft Approval Framework, PeopleSoft Security, and the GT eForms PeopleTools-based bolt-on, the University has created configuration-based forms to empower students to quickly and easily apply for emergency loans, select and manage graduate committees, add or change their academic programs, add and drop classes, withdraw from the University, and submit petitions for a variety of exceptions. Other eForms enable faculty members to submit workflow-enabled course catalog changes, grade change requests, and re-enrollment requests for graduates.

Through their use of eForms, the University has eliminated over 250,000 paper forms (approximately 500,000 pieces of paper) over the past two years (count as of March 2019). In addition to reducing paper, the electronic forms Berkeley has created have increased efficiency, enabled faster turnaround, eliminated errors, and dramatically extended PeopleSoft functionality for its campus community. In order to ensure process compliance and data accuracy, many of the forms perform multiple edits, including up to 30 or 40 edits for the Emergency Loan Request and Graduate Committees forms. Using the PeopleSoft Approval Framework and Fluid Approvals, the forms conditionally route for approvals and then automatically update delivered PeopleSoft components. Thousands of person hours are saved each year through intelligent automation and the elimination of duplicate data entry. As one example, the edits built into the Emergency Loan Request form enable it automatically process eLoans from the student’s initial request through final loan disbursement without the need for ANY human intervention if the request meets certain requirements. When the form identifies any non-qualifying exceptions, it automatically routes to a financial aid counselor for review. Berkeley created all of this additional functionality without adding any modifications to delivered PeopleSoft objects. A great deal of the business logic was implemented using the configuration options in GT eForms rather than code, and Fluid form deployment was accomplished with no technical Fluid page development.

Read the full story at: https://technology.berkeley.edu/news/sis-eforms-team-honored-peoplesoft-innovators-oracle-openworld