User Manual
User Manual:
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WEBSITE USER MANUAL Introduction Student Coordinator Start a form on behalf of a student Student lookup Student Start forms, save as draft and submit forms Track forms Notifications View completed forms Faculty Approve/Decline forms Student lookup View signed forms Staff Mark forms as Processed/Not Processed Student lookup View handled forms INTRODUCTION Form Buster is a senior design project that aims to fully digitalize the university forms submission and approval process. It offers novel features such as forms tracking and automatic routing of forms based on approvers. Users can access a friendly interface where they perform actions such as submitting forms, approving or declining forms, receiving forms-related notifications, and student form records look-up among others. The system is designed to be easily interoperable with existing authentication systems and databases. STUDENT COORDINATOR Start a form on behalf of a student To start a form on behalf of a student: 1. 2. 3. 4. 5. 6. Click on Start a Form Select the form you would like to start Enter the student’s name you would like to start a form for in the search bar Click on the student’s name Fill out the form* Click Send to Student *Fields to fill out will vary based on the selected form Illustration 1 2 Illustration 3 4 Illustration 5 6 Student lookup To look up a student: 1. 2. 3. 4. 5. 6. Click on Find Students Records Enter the student’s name you would like to look up in the search bar Click on the student’s name Click on View Records to see the student’s form records By default, Completed Forms are shown. Click on In-Progress Forms to see the in-progress forms Illustration 1 3 2 Illustration 4 Illustration 5 6 STUDENT Start forms, save as a draft or submit forms To start a form and submit it: 1. 2. 3. 4. 5. 6. Click on Start a Form Click Start Form on the form you want to fill out Fill out the form* Click on Submit to submit the form Click on Discard to cancel the operation Click on Save to save the form as a draft instead of submitting *Fields to fill out will vary based on the selected form Illustration 1 2 Illustration 3 6 5 4 Track forms Once a form has been started and submitted: 1. 2. 3. 4. Click on In-Progress Forms Forms are listed on the dashboard Hover over the nodes of the progress tracker to get more details Click on a form to have more details about the status of the form Illustration 1 2 3 Illustration 4 Notifications Students receive notifications when : - A form is approved/declined A form is mark as Processed/Not Processed Illustration Notification section Notification bubble View completed forms To view a previously submitted form where all decisions have been obtained: 1. 2. 3. 4. Click on My Completed Forms Completed forms are listed on the page Hover over the nodes of the progress tracker to get more details Click on a form to have more details about the completed form Illustration 1 2 3 Illustration 4 FACULTY Approve/Decline forms To provide a decision on a form: 1. Click on Pending Forms Forms awaiting decision are listed on the dashboard 2. 3. 4. 5. 6. Click on a form to get more details and to either approve or decline the request Click on I Approve to approve the request Click on I Decline to decline approval of the request Provide a reason why you decide to decline a form in the text box Click on Confirm to confirm your decision Illustration 1 2 Illustration 3 Illustration 5 6 Student lookup To look up a student: 1. 2. 3. 4. 5. 6. Click on Find Students Records Enter the student’s name you would like to look up in the search bar Click on the student’s name Click on View Records to see the student’s form records By default, Completed Forms are shown. Click on In-Progress Forms to see the in-progress forms Illustration 1 3 2 Illustration 4 Illustration 5 6 View signed forms To view a form for which you have given a decision: 1. 2. 3. Click on My Completed Forms Completed forms are listed on the page Click on a form to have more details about the completed form Illustration 1 2 Illustration 3 STAFF Mark forms as Processed/Not Processed To mark a form as Processed or Not Processed: 1. Click on Pending Forms Forms awaiting decision are listed on the dashboard 2. 3. 4. 5. 6. Click on a form to get more details and to either mark it as Processed or not Click on I Have Processed to mark the form as Processed Click on I Cannot Process to mark the form as Not Processed Provide a reason why you cannot process a form in the text box Click on Confirm to confirm your decision Please refer to pages 28 - 30 for illustration.* *Replace ‘I Approve’ and ‘I Decline’ respectively with ‘I Have Processed’ and ‘I cannot Process’ in the illustrations Student lookup To look up a student: 1. 2. 3. 4. 5. 6. Click on Find Students Records Enter the student’s name you would like to look up in the search bar Click on the student’s name Click on View Records to see the student’s form records By default, Completed Forms are shown. Click on In-Progress Forms to see the in-progress forms Please refer to pages 32 - 34 for illustration. View handled forms To view a form for which you have previously handled: 1. 2. 3. Click on My Completed Forms Completed forms are listed on the page Click on a form to have more details about the completed form Please refer to pages 36 and 37 for illustration. THANK YOU FOR USING
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