Higher Education's Forms and Workflow Checklist

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Check off every box for successful forms and workflows in higher education. Get the checklist from Kuali Build. Limited offer.

Kuali Build is a powerful tool for managing workflows in higher education institutions, helping institutions to streamline processes and improve efficiency. However, implementing a new workflow system can be a complex process that requires careful planning and preparation. To help institutions successfully implement Kuali Build, Kuali has developed a checklist of key considerations to keep in mind.

1. Identify Stakeholders: Identify the stakeholders involved in the workflow process and determine their needs and requirements.

2. Document the Current Process: Document the current workflow process and identify pain points, inefficiencies, and opportunities for improvement.

3. Identify Data Requirements: Identify the data requirements for the workflow, including data input and output, data validation, and data storage.

4. Define Workflow States: Define the states or stages of the workflow, including the criteria for moving from one state to another.

5. Develop a Workflow Diagram: Develop a workflow diagram that illustrates the workflow process, including the roles and responsibilities of each stakeholder.

6. Define Notifications: Define the notifications that will be sent to stakeholders at each stage of the workflow.

7. Define Approval Criteria: Define the criteria for approving or rejecting workflow tasks, including the roles and responsibilities of each stakeholder.

8. Define Escalation Procedures: Define escalation procedures for tasks that are not completed within a certain timeframe or that require additional attention.

9. Test the Workflow: Test the workflow with a small group of users to identify any issues or areas for improvement.

10. Provide Training: Provide training and support to users and administrators to ensure they are comfortable and confident using the new system.

By following this checklist, institutions can successfully implement Kuali Build and achieve greater efficiency, accuracy, and compliance in their workflows. If you're interested in learning more about Kuali Build and its capabilities, be sure to check out Kuali's resources and solutions today.

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Higher Education's Forms and Workflow Checklist

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