TransForm OIT pilot program

Academic Support Resources is participating in an OIT pilot program for a new tool, Perceptive TransForm, a digital form and workflow tool that allows for digital signatures and multi-step workflows. If implemented enterprise-wide after the pilot, TransForm will be an option, in addition to WorkflowGen, for units who are looking to streamline the intake and processing of student requests.

TransForm features include:

• Easy-to-use form designer - work can be done within unit, not exclusively by a developer
• Build multi-step workflows and approval processes, including multi-directional routing features
• Ability to attach multiple documents to the form
• Easy Perceptive Content integration (both produced by Lexmark Perceptive Software) for processing and archiving in a form layout - not just a data sheet
• Simple versioning control and new version deployment/old version removal
• SIS integration - auto-populate form with PeopleSoft data
• Multi-system integrations possible - including CRM, housing systems, and other database systems.

ASR’s pilot includes two forms: Cost of Attendance Appeal process for Twin Cities and Rochester students, and Change of Expected Graduation Term process for Twin Cities undergraduate students. By converting these to electronic forms, we have decreased processing time, increased data validation, and removed One Stop from the middle of the process, allowing them to continue to counsel students on the policy and procedure, but streamlining the workflow for more efficient and timely processing.

The tool will be managed and supported by the OIT Document Management team, while units will manage the creation and maintenance of the forms within TransForm. Once a form is created, units will work with OIT to build the workflow and publish the form. Pilot participants include TC Admissions, TC ASR & One Stop Student Services, UMD Office of the Registrar, and UMR Student Services. The pilot program will continue into the fall semester when OIT leadership will make a final decision on whether to make TransForm available enterprise-wide. For questions regarding ASR’s involvement in this pilot program, please contact the Project & Work Facilitation Team at pwf-team@umn.edu.