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| Eastern Kentucky
University |
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| Students: |
14,500 |
| Employees:
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2,600 |
| Banner User: |
1 year |
| FormFusion: |
1 year |
| Contact: |
jon.fulkerson@eku.edu |
| Submission(s): |
(FPAPORD, TGRRCPT,
TSRCBIL, SHRGRDE,
SHRTRTC) |
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| EKU started with FormFusion when
they started with Banner. It gave
them a clean break with the old,
helped them almost entirely replace
pre-printed forms, and allowed them
to use fold/seal forms in as many
places as possible. Furthermore,
it allowed them to build the data
they needed into their output from
day 1. |
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| They report about their PO, “[it
is] easy to read, comes out in multiple
copies from multiple trays, has
specialized information on the different
copies and has information not available
on the standard Banner PO. The benefit
to the university is that we have
a professional looking PO that is
customized to the needs of all the
employees who use them on a regular
basis. I believe the best feature
is the CaptureForm capability…to
add information to a Banner report
that wouldn’t normally be
there is very powerful and allows
a large degree of customization.” |
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| About their A/R Receipt, EKU reports,
“The regular receipt was in
an unreadable font, and often gave
the receiver the idea that their
balance was zero as a result of
the transaction. It didn’t
look ‘official’. Now,
the receipts are easy to understand
and have the person’s current
balance. [We] see the new receipts
as a way to provide our students
with better information. By adding
their current balance, and improving
readability, we improve the service
we provide them.” |
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| “One of the nicest benefits
was that we were able to stop ordering
paper stock that had custom information
printed on it. All our special information
(like department address, logo and
name) are now printed straight out
of Banner. In general, the benefits
are that we are able to provide
professional, customized documents
from Banner, without modifying any
of the baseline product.” |
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| Concordia
University, Canada |
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| Students: |
28,000 |
| Employees:
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4,500 |
| Banner User: |
3 years |
| FormFusion: |
2+ years |
| Contact: |
snaray@alcor.concordia.ca |
| Submission(s): |
(FWAPORD (PO, customized
code), Alumni Gift Reminder) |
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| The primary purpose was to allow
distributed printing of POs. Previously,
they were either hand filled on
pre-printed forms (which also presented
a security concern), or were printed
within the Purchasing Services Department,
since only they had the software
to print POs from Banner-supplied
data. Concordia reports, “The
form design was intended to reflect
what the pre-printed paper forms
looked like before, both in appearance
and data.” |
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| Of particular note: Concordia
produces many dual-language documents,
as they have the need to produce
output in both English and French.
The product supports a wide-range
of fonts, so this was accomplished
with ease. |
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| Technically, Concordia did start
with modified ProC code, and once
their programming was done, they
went on to, “…the graphical
design (using the old forms as a
template) and the field mappings
were completed.” They proceeded
to use the E-mail Director option
to “allow the user to e-mail
themselves a .pdf copy of the documents
so that users without access to
networked printers (or were unwilling
to make them public so they could
print from Banner) [could easily
print the documents if necessary].” |
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| Concordia states, “The biggest
benefit was the reduced amount of
direct intervention required by
the purchasing services Department.
As part of a larger decentralized
purchasing initiative, almost 80%
(by dollar amount) of all purchases
are entered directly through Banner
without going through Purchasing,
greatly improving the turn-around
time for purchases, and freeing
staff for other important tasks.
This would not have been possible
if it weren’t easy for each
department to print their own documents.” |
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| They went on to say, “…it
is accepted that the combination
of Banner & FormFusion has significantly
improved the speed of the purchasing
process, as well as reducing costs
of outsourcing (either by pre-printed
forms, or to get vendor support
for the prior PO printing solution).
Speed and control over the design
process was a huge improvement over
the previous system which required
intervention by the vendor to make
changes, as well as the ability
to use relatively unmodified repot
output (versus flat data-file for
the other system) significantly
improved the flexibility of what
we could do.” |
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| Western Kentucky University
-- Savings & Data |
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| Students: |
16,000 |
| Employees:
|
2,200 |
| Banner User: |
4 years |
| FormFusion: |
2 years |
| Contact: |
dorris.settle@wku.edu |
| Submission(s): |
(FPAPORD –PO,
and a custom 1099-IRS
form) |
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(Templates
to be posted soon.) |
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| Western Kentucky University (WKU)
wanted to get away from pre-printed
forms, add much needed Banner data
to their PO, and they wanted three
different copies all printed on
different colored paper. |
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| Technically, WKU did the following,
“In order to create 3 different
POs for the same PO#. To do that,
I needed to set up 4 PCL forms (FormStamps).
One that was the base form and the
other 3 that will overlay it. I
used the paper tray feature in the
Special Print Parameter properties
for each copy. On some of the copies,
I needed to list the requisition
numbers, indexes and amounts. To
do this, I used the Capture Form
folder to set up queries to obtain
the data I needed. Because you could
have multiple requisitions to a
PO, I needed to place them in the
form in a 2 column format. I also
needed to add the buyer name, buyer
phone number, ship to code and PO
class description.” |
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| WKU reported that one of their
biggest improvements was printing
individual copies on inexpensive
colored stock pulled from different
trays. “It also saved on phone
calls for additional lookup on Banner
for the requisition information
[since it’s now right on the
PO].” The best feature was,
“Obtaining additional information
that was not originally on the Banner
report by using CaptureForm.” |
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| As for their custom 1099IRS, WKU
wanted to leave pre-printed forms
behind, and use blank fold/seal
forms to avoid the need for envelopes.
The form was built in the following
way, “I needed to set up 2
PCL forms (FormStamp) for the front
of the form and then to print a
message on the back of the form.
The form we were using was a tri-fold.
I was able to print 2 sets of 1099
data Copy 2 and Copy E as well as
the address on the front and on
the back contained the message about
the 1099. Since this was not a pre-printed
form, I used the draw lines and
draw rectangular objects extensively.” |
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WKU also noted great satisfaction
with being able to save their staff
the time required to stuff innumerable
envelopes with costly pre-printed
forms.
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| Note: WKU
used these parameters in the
Banner jobs. |
FPAPORD
01 Purchase Order Number
= P0005462
02 Status = C
FAB1099
01 Printer Type = 1
02 Reporting Year = 2001
03 Correcton as of Date
= blank
04 Combine or Separtate
Amounts = C
05 Primary Contact Telephone
Number = (xxx)xxx-xxxx
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| Stetson University –
Data & Aesthetics |
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| Students: |
2,500 |
| Employees:
|
650 |
| Banner User: |
3 years |
| FormFusion: |
1 year |
| Contact: |
cpetting@stetson.edu |
| Submission(s): |
(Work Order Signoff
Sheet – Completely
custom process) |
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(Templates
to be posted soon.) |
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| The client had an in-house process
they built into Banner that pre-supposed
a pre-printed form, and only offered
line-printed alphanumeric output.
It was not pretty. According to
Stetson, “Inserting logos,
mapping the form from Banner, and
giving it a polished look were my
main objective. [Now] the report
is more reader friendly. It has
a more professional look to it.
Benefits are areas for notes to
be made. When the document is returned,
it’s easier to insert charges
and other information into Banner.
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| Truman State University
-- Aesthetics |
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| Students: |
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| Employees:
|
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| Banner User: |
3 years |
| FormFusion: |
1 year |
| Contact: |
malia@truman.edu |
| Submission(s): |
(FPAPORD Banner purchase
order) |
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(Templates
to be posted soon.) |
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| Truman state was
a brand-new client when they sent
in their purchase order for review.
It was built quickly, for a rapidly
impending Banner implementation,
and there was not a lot of time
for Truman to undergo training and
get acquainted with the product.
Despite that, the selection committee
enjoyed the nice, clean look, the
thoughtfully placed data, the selective
(yet effective) use of ‘bold’
and different fonts, and the unconventionally
placed ‘terms and conditions’
(directing the viewer to their website
for further information). It is
an excellent example of a functional
and professional form, built quickly,
that is light-years ahead of the
alternatives. We look forward to
seeing what else Truman builds in
the coming years. |
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| Northland College -- Savings |
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| Students: |
800 |
| Employees:
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180 |
| Banner User: |
1 year |
| FormFusion: |
6 months. |
| Contact: |
kmiller@northland.edu |
| Submission(s): |
(TGRRCPT - Receipt) |
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(Templates
to be posted soon.) |
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| Northland wanted a nice-looking,
professional, receipt that had some
added data fields, watermarks to
indicate multiple copies, and they
wanted to save resources by printing
it on smaller sheets of paper. “Basically
it is the same template as Evisions’,
except for the overlay on copy 2
that states, ‘Business Office
Copy’ and the SQL scripts
to determine Account Balance. We
are also printing this to a custom
cut 8.5”X4” sheet of
paper that pulls from the envelope
feeder.” According to the
user, “I like everything about
FormFusion so far!!! You can customize
just about anything you want. Change
your output to make it look however
the users request. Change fonts,
layout, create new fields, pull
anything from the DB! Great Product!” |
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| Marshall University |
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| Students: |
16,000 |
| Employees:
|
1,500 |
| Banner User: |
13 years |
| FormFusion: |
1 year |
| Contact: |
baileyc@marshall.edu |
| Submission(s): |
(TSRCBIL - Student
schedule / bill) |
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(Templates
to be posted soon.) |
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| Like many clients, Marshall wanted
to change their TSRCBIL (student
schedule/bill) to fit their particular
needs. According to their staff,
“We are term specific here,
so the ‘amount due’
was a problem. We ended up writing
SQL to make the amount due either
the ‘current term balance,’
or, if the current term balance
was negative, zero. We also included
a variable for ‘room assignment’
because our students and parents
have found this helpful in the past.
The most important thing we included
was the entire reason we started
the project. We built a scanline
for our lockbox servicer which included
‘Due Date’, ‘ID
Number’, ‘Term’
and ‘Amount Due’. This
version is much more cosmetically
appealing and easier to read than
the "canned" version.
Eleven thousand of them went out
this week.” |
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| North Orange County Community
College District |
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| Students: |
35,000+ |
| Employees:
|
1,500 |
| Banner User: |
1.5 years |
| FormFusion: |
1 year |
| Contact: |
eridley@nocccd.cc.ca.us |
| Submission(s): |
(sfrslst - Rosters)
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(Templates
to be posted soon.) |
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| When NOCCCD made the switch to
Banner, they were used to a legacy
system that only allowed for 2 rosters.
By using Banner, along with the
design, printing, and data capture
capabilities of FormFusion, they
were able to create many more (and
drastically better) rosters. According
to NOCCD, “With Banner and
Evisions, we were able to create
the various kinds of rosters wanted
by them as well as the instructors.
These rosters include, but are not
limited to: temporary, attendance,
no-shows, grades, withdrawal and
end of term rosters.” They
went on to say, “We had already
been printing electronic forms for
the [individual] Colleges, so the
benefits were already well known.
No longer did we have to pay high
dollars for someone else to create
forms, and of course all the storage
needed for that. The biggest benefit
was that we could create very easily
the many rosters that were needed!
And if changes were necessary, it
could be done in a timely manner
with no wasted old forms that had
to be thrown away.” |
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| As for ease of use, NOCCD says,
“Being able to change the
grid, snap to grid [was great in
creating a form]. CaptureForm is
great in that you can bring in more
data than the original report! The
entire suite of products is very
easy to use!” |
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