More Automation Goodness: Cool GT eForms™ Add-Ons
Are you madly in love with GT eForms for PeopleSoft and wishing there were more features to make your life even better? In case you didn’t know, Gideon Taylor has three really cool add-on features that might be the answer! Read on to find more information and screenshots for each bolt-on. Included as part of the Enterprise Subscription, any or all can be installed into your GT eForms environment (version 3.0 or higher). In order to request access to the code to install the bolt-ons yourself, please email firstname.lastname@example.org.
GT Action Center
The GT Action Center is a customizable interface that enables eForm approvers to perform bulk form actions for pending forms that have workflow notifications configured. GT eForm Approvers can use the GT Action Center to view all the forms they would normally see on their worklist, with the added benefit of filtering and performing bulk actions, like adding comments or approving/denying many forms at once.
The Forms Needing Action group box displays a customizable summary of information for all forms returned by the filter. With support from developers, the GT Action Center is customizable to suit an organization’s needs, as outlined below. Since the GT Action Center is related to the worklist, worklist notifications must be set up on your form in order to have forms in the GT Action Center. Once a form has been removed, the Forms Needing action group box provides the opportunity to act on a list of individual forms in rapid succession. Alternatively, approvers can check the “Selected” box on each form they desire to take action on, then under the Actions group box, set the desired status in the “Form Action” field, click the link “Set Action on Selected eForms” (which updates the intended Form Action for all forms that have been selected) then click the “Submit All” button to complete the mass action.
Customizable Pieces of Action Center:
Clients can customize alternate or additional filter fields in order to make filter results more meaningful to for users.
Clients can customize the Form Actions that are available for users in the Action Center.
Clients can customize the form field information available to users in the Forms Needing Action area as well as the More Info modal window. Note: Form Summary window cannot display information for grid segments.
Message Set Number 24843 is reserved for configurable messages related to the GT Action Center. Within the default Action Center page, a user will see several references to message set number 24843. Users can use the references Message Catalog number to configure messaging to Action Center users.
Form Configuration Report
The Configuration Report was designed to eliminate the tedious work of copying all the setup information into a design document and keeping it updated. The report is an .rtf file, which can be opened in Microsoft Word. At any point during the development cycle you can generate the report and review all the configuration within the GT tables as well as add any special information needed.
The component allows users with the specific GT Config Report User role, added during the installation, access see to list of all the form types you have in the current environment, regardless of the permissions applied using Participation Rosters. Once a user has identified the form type they would like a report on, they may click the “Generate Report” button and the .rtf file will download according to your preferences. Navigate to the download location and the report will be opened in Microsoft Word.
At this stage, the report can be edited to personalize the style or add additional information needed when reviewing the report.
GT Analytics provides a simple way to monitor the workflow queues associated with eForms. This powerful tool searches eForms based on criteria such as form type and status, date ranges, participants, etc. and shows summary charts and eForm details of the search results. Charts give a visual picture of your automated processes, with graphical comparisons to the broader organization.
One way for users to access the reports is from the GT Analytics Fluid Homepage.
Below describes the delivered functionality for each GT Analytics report.
eForms in Error
Shows the count of forms that are currently in an error by form type. The report can be filtered by form type and date range.
Age From Last Action
This chart shows pending forms grouped by the amount of time since the last action was taken. The report can be filtered by form status, form type, age filter and date range.
Age From Origination
Shows pending forms grouped by the amount of time since the form was created. The report can be filtered by form status, form type, age filter and date range.
Shows percentage of eForms that have been in an Error status at some point, including forms that are no longer in an error status. The report can be filtered by form type and age range. Forms with a high percentage could indicate an issue that may need to be addressed in the Component Interface.
Form Type Distribution
Shows total form count by form type. The report can be filtered by form status, form type and date range.
Shows average length of time for forms from origination to execution by form type. The report can be filtered by form type, days elapsed and date range.
Average Response Type
Shows average length of time the form is at one step before it is completed. The report can be filtered by form action, form type, and user ID.
Shows the total number of times a form is denied, withdrawn, resubmitted, or recycled by form type. The report can be filtered by form type, action, and date range. A high count in one of these areas could indicate a need for more training or an updated form design.