Loyola University Maryland

Paperless University

The Latest in Paperless at Loyola

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Spring 2015 Updates

Status Report

Our April 2015 Status Report summarizes all paperless and Business Process Office projects.

TransForm

The Records Office redesigned and converted six heavily used grading forms from paper to electronic using Perceptive TransForm.  Secure logins, pre-populated fields, field validation, online signing and immediate entry into workflow allow for a greatly improved end user experience and processors experience.  Over 7,400 electronic forms have been submitted that were previously paper based.  Deficiency reports are now delivered to students and advisors in real-time, helping student success and retention.

Records

Two paper forms redesigned by the Records Office include the graduate and undergraduate applications for graduation.  These forms are completed online by students and then routed via workflow to multi-departments for graduation clearance.  Efficiency in application processing, reduction in errors in graduation clearance, improved visibility into the process for Records, Academic Advising, and graduate academic department staffs are just some of the benefits received.

International Student Services

International Student Services (ISS) now has the ability to capture, index, and store Exchange Student documentation using Perceptive Content.  This improves the security and searchability of documents.  In addition, workflow between the admission offices and ISS was developed, alerting ISS when a student is requires a visa.  Among the efficiencies gained are faster processing and improved customer service for applicants.

Graduate Financial Aid

The Graduate Financial Aid office went live with Perceptive Content for all processes including the Graduate Information Sheet, Graduate Plus Loans and loan revisions. Documents are received, processed, routed and stored electronically, reducing processing time for loan applications and improving customer service for applicants and students.

The Study

Providing The Study online access to student deficiency forms allows them to now make better decisions in assisting students.

Human Resources

Older employee benefit files and student employment files were scanned into Perceptive Content allowing for a great security, faster ability to search for documents and increasing space by eliminating several file cabinets.

Spring 2014 Updates

Paperless University Initiative

Our paperless initiative expands throughout the Loyola community.  We have streamlined processes and increased usage of the Perceptive Content (formerly ImageNow) product.  It is, therefore, beneficial to see a summary of this progress and to understand our ongoing rollout and strategy for implementation.  This Paperless University Initiative presentation summarizes the timeline of our progression, how we implement, and how we support the paperless project.

TransForm

TransForm is an electronic forms management tool allowing end users to design and publish forms online.  Flexibility and integration make this tool hugely beneficial for end users, recipients and processors of the forms.  Key features include electronic signatures, auto population of data from Active Directory, form field validation, user authentication, confirmation emails as well as workflow routing and storage within Perceptive Content, Loyola's paperless system.  As of spring 2014, the Records Office has developed four forms for faculty.  Numerous additional student, faculty and operational forms are planned for development in 2014.  This Case Study from Lexmark highlights Loyola successes with TransForm.

Accounts Payable

The following administrative offices were added for processing invoices online via Perceptive Content:  Human Resources, Student Administrative Services, Payroll, Accounts Payable, Investment and Treasury Services, and Financial Services.  Additional offices are scheduled to be added in 2015.

Graduate Admission

Additional graduate programs were incorporate into the Perceptive Content system and training has been completed for these users.  These programs now are able to view applicant documents online, complete online decision forms, and route documents via Perceptive Content workflow for processing.   Currently all graduate programs are now processing applications electronically.