OU Web Form / WorkFlow Guidelines
Review your business process against the guidelines below
Criteria that make paper forms good candidates to be converted to OU Web Forms:
- Forms that are routed to faculty, staff or shared email lists with an @oakland.edu email address.
- Forms that are submitted by individuals affliated with OU. Students are allowed to submit forms if determined
by the form owner.
- Forms that are routed to a faculty, staff or shared email lists with an @oakland.edu email address.
- Forms that are routed to one email address at a time. Shared email account or mailing lists are recommended
to handle notifying multiple people.
- Forms that need public directory information to be processed (name, unit name, office address, phone
number and email). *
- Forms that need faculty/staff Banner data to be processed. Banner data prefilled on the form will require additional
development time. *
- Forms that need additional documentation attached to them to be processed. Attachments are only allowed by
individuals affiliated with OU.
- Forms that allow individuals not affliated by OU to a submit to a predetermined destination (attachments not allowed).
- Forms that allow an electronic signature for approval instead of a handwritten signature(s).
* Proper login using NetID and NetID Password is required for all forms that allow information to be prefilled using Directory Services or Banner data. Requests for data to prefill forms will be carefully evaluated to meet FERPA Policy and are limited to specific data.
Paper process/forms that are NOT good candidates to be converted to OU Web Forms:
- Forms which need to be routed to students or non-OU email addresses are not good candidates.
- Forms that need to be printed and stored in filing cabinets.
- Forms that require a handwritten signature.
- Forms that require private data.
- Forms that require an individual that is not affliated with OU to submit a form that requires attachments.
- Forms / Workflows that require frequent revisions (i.e., more than twice a year).
For additional assistance, contact University Technology Services (UTS) at uts@oakland.edu.
More information can be requested by filling out the Form Information Request on the
OU Web Forms Main Menu - this will be received by the Web Form developers.