User Manual

User Manual:

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Page Count: 42

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. Click on Start a Form
2. Select the form you would like to start
3. Enter the student’s name you would like to start a form for in the search bar
4. Click on the student’s name
5. Fill out the form*
6. Click Send to Student
*Fields to fill out will vary based on the selected form
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Student lookup
To look up a student:
1. Click on Find Students Records
2. Enter the student’s name you would like to look up in the search bar
3. Click on the student’s name
4. Click on View Records to see the student’s form records
5. By default, Completed Forms are shown.
6. Click on In-Progress Forms to see the in-progress forms
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STUDENT
Start forms, save as a draft or submit forms
To start a form and submit it:
1. Click on Start a Form
2. Click Start Form on the form you want to fill out
3. Fill out the form*
4. Click on Submit to submit the form
5. Click on Discard to cancel the operation
6. Click on Save to save the form as a draft instead of submitting
*Fields to fill out will vary based on the selected form
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Track forms
Once a form has been started and submitted:
1. Click on In-Progress Forms
2. Forms are listed on the dashboard
3. Hover over the nodes of the progress tracker to get more details
4. Click on a form to have more details about the status of the form
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Notifications
Students receive notifications when :
- A form is approved/declined
- A form is mark as Processed/Not Processed
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View completed forms
To view a previously submitted form where all decisions have been obtained:
1. Click on My Completed Forms
2. Completed forms are listed on the page
3. Hover over the nodes of the progress tracker to get more details
4. Click on a form to have more details about the completed form
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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. Click on a form to get more details and to either approve or decline the request
3. Click on I Approve to approve the request
4. Click on I Decline to decline approval of the request
5. Provide a reason why you decide to decline a form in the text box
6. Click on Confirm to confirm your decision
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Student lookup
To look up a student:
1. Click on Find Students Records
2. Enter the student’s name you would like to look up in the search bar
3. Click on the student’s name
4. Click on View Records to see the student’s form records
5. By default, Completed Forms are shown.
6. Click on In-Progress Forms to see the in-progress forms
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View signed forms
To view a form for which you have given a decision:
1. Click on My Completed Forms
2. Completed forms are listed on the page
3. Click on a form to have more details about the completed form
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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. Click on a form to get more details and to either mark it as Processed or not
3. Click on I Have Processed to mark the form as Processed
4. Click on I Cannot Process to mark the form as Not Processed
5. Provide a reason why you cannot process a form in the text box
6. 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. Click on Find Students Records
2. Enter the student’s name you would like to look up in the search bar
3. Click on the student’s name
4. Click on View Records to see the student’s form records
5. By default, Completed Forms are shown.
6. 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. Click on My Completed Forms
2. Completed forms are listed on the page
3. 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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