 So good morning, this is the Banner Bunch. Let me introduce everybody that's here. We've got Carl Rhodes on the end, Kimmy Damon, Mark Carling, Lori Peterson, and Tracey. The other Patterson. Patterson. We're two separate people. I'll see you guys in a minute. Other people gone. No, I know that. And we're missing, I guess, Tyler. Is he still out sick today? No, he's not. Is he working? And Gabe had another meeting up in someplace else. So welcome to the Banner Bunch. We're going to look at Quickflow. And I don't know how long we plan on talking about that. And then we'll maybe take some questions and see if we can help you with that. I'm glad to hear that. So good morning, guys. There's a little sheet board around the sign-in. If you haven't done that already, thank you. And then there's beauty documents that came in. You saw those. What we want to play with today is you guys, just a quick introduction about Quickflow and the process that it takes to get that set up. It's really easy. It sounds like Fed was using it in the new Student Center. However, until Jay Tillman mentioned Quickflow, it was one of the other Banner Bunches. And then I said, hey, you know, what are the things you'd like to see more about? I had no idea it was out there and that it was so easy to use and actually is able to cut down on some of your printed caps. Instead of having to type in your form mate every single time you need to go to do something, you've got a series of things that you do. You actually process multiple forms without actually having to type in each form name when you get ready to go to it. So the first thing I want to show you guys is where it actually resides on the Banner menu. It's actually a part of the menu system that you get to. Only if they have it. Right. So if this is something you're interested in working with, you can let Theresa know the other person and she'll go ahead and help get you set up with that. So on the Banner main menu, you're going to go to the Banner at the bottom. And then you're going to choose the general menu because this is one of the general functions. And then you've got Assistant Functions and Administration that you're going to end up going to. And under System Functions and Administration, there's a Quickflow process. And under that Quickflow process, once you get to that menu, like Carl said, once it's open, it's open. You have three different things that you have to do. Two things you do to set it up. And then one thing that you will execute each time you want to use it. They have in the brackets. They have the name of what you would do to get to these different places. So you don't have to drill down through the menu once you are comfortable with where you're going. Just type in that menu name like you would do to go to Spain or wherever else. So the first thing you've got to do is actually set up your validation. So you're going to go to that GTB quick to get you started. You're going to do a record insert. You're going to go to the very last line where you can put something in. We're going to put in dirt because I do a lot of work with dirt. I'm repeatedly going into things one by one by one. Once you get done putting in a code that's special for you and your description, that's whatever you want to name it as, you're going to get to save money. As long as you've got it saved, you know that it's out there. And exhale in that form and go to that next option on your menu. So the Google Quick is actually where you're going to define what you want to see, what you want to do, the way you're executing that quick flow function. So when I use the dirt quick flow function, these are the different forms that I want to go to. You can always use your dropdown. So if you don't remember what you called it, you can just drop down and go grab it again. And right now you can see I don't have anything in my forms that are set up. That current forms is actually what's going to happen before me when I actually tell it I want to use my quick flow. So the order you put them in here is the order in which you want them to exist when you go out and processing stuff. So the first thing that I do when I'm playing with the dirt, I go to Spain to make sure that I get to see what my day is. I'm going to check in Spain because I believe that's what I want. So I go to Spain and then I know what the next thing I end up doing. I go off to Segas to check in Segas because I know I have that one. And I know that there's a form that I go to, but I don't exactly remember what the name of it is. I know it starts with an SAA. I know it's admission. So I'm going to go over and I'm going to search for that in the available forms. And when you're over in that spot, you're going to have a little quick help tick at the bottom. And it'll tell you the address. You type in what you want to try to find and with the entity, and it'll bring up what it can and that address. So I want the admissions application. I want the SAA. It's just because when I'm working with dirt, there isn't any applications out there. I need to see what it is that they have on their stuff first. So I know that it's correct when I get these out of my dirt. So I'm going to grab that. But I'm going to use an arrow key. So I'm going to hide it. Use an arrow key in the middle. It's not going to be difficult. And so for this example, that's going to be the last thing that we're going to do. So we're going to hit the save button. And we're going to close out this one. So when you guys want to create a quick flow process, that's literally all you have to do to get that process set up. That's a one-time deal. What you need to go and change it. You can add things and change things within your process. So maybe, you know, you're doing something and all of a sudden you realize, oh, now there's someplace else I have to go. Go insert it. Go have it to the process you created. So the third thing that we're going to do for this example, and then this is all you have to do to use it in the future, is just go ahead and deal with quick flow use. So I don't remember what I called my quick flow process, because it's been months since I've been there. I'm going to use drop down and then you're going to find my way to the spot. Got that guy? That's my line of use. And you just have to start. It will go to the first form that you specified when we created that flow. So I'm sitting in space. You're going to type in your views, whatever, see what idea you're working with. You're going to process to whatever you want to process to on this form, just like you normally would. Whatever plane you're going to be looking at. You can make changes, make corrections. As soon as you hit the save button, or you click the X, it's going to take you out of this form. And it'll take you to the next one. I didn't like that. Alright, so don't do it over and over again first. So now we're actually going to go to the second form. So the second form I specified in my process was sagastin. So now I need to work to sagastin, do whatever it is that I need to do in sagastin. And you can play throughout this as you actually can. And once you save it, it's going to take you to the next form. I want you to close it. It'll take you to the next form. That's great. Now I'm on the status form. And I can process through here. So for what I do in some of my stuff, I don't have to change anything. I just need to go and look at stuff. So it looks really nicely not to have to type in a form name, go page through and look at my things next block, next block, and then get out of that and go type in the next form name and go through those different pieces. There are other examples where you actually may want to be changing information. And if you find that you're having to save multiple things on a form, then put that form in multiple times. If you save it and you want to come back in and look at it or whatever your function may be, just put that form on your quick flow twice. Understanding that if you don't use that understanding that if you didn't need to see it twice, you're going to see it twice. And if you just exit that form. When we're all done, it takes you back to that first part so you can start it again or you can close it. And that's as difficult as quick flow anxiety. So there is another product that Banner had. So he had had for years and years and years that he's never used. That's called the workflow. The workflow is quick flow and steroids. We've not done a lot of work with workflow. However, there's additional functionality that exists within workflows. So if you guys get into the quick flow and you realize that there are really some other things that need to happen and you want somebody to review your process with you, then this is good data hauler. And let me know that there's something you'd like to do. So we're in review and we will look into that with you guys and make sure that we help you guys do things that are efficient and not wasteful. What's the difference between workflow and workflow? Workflow is like a steroid product. So workflow is going to do things like you go to a form, you process something, then once you save out of it, it sends an email off to somebody or it's a document. I believe there's document processing that can happen within it as well. So it will do things. It will create tasks for people to send emails to people. It's a much more complicated product than what quick flow is. But there's more functionality within it to deal with the idea of other tasks that can happen. So the documentation for quick flow ends up being the general manual out there, the banner docs. It's the other systems functions and administration, kind of like that, menu tablets. And there's literally, it's on page 150, 151 and 152. And it's literally creating and using quick flow, which is exactly what you and I just did together on the screen with Carl's help. And then there's a creating quick flow, and then there's using it. So your documentation is basically as simple as what we just did in the flow form. Do we have any questions for you? Ed, thank you. I have a concern on the very first form that Kimmy brought up was the validation table that listed all the forms that are available out there. That doesn't necessarily mean you have access to all of that. And you won't get access to that. This is just so if you're like registration, you're going to create your quick flow within that for every form that you use. And you may check in, because you guys are doing registration for students. You may check in with Danny Sidenhouse and ask them, do they know what I'm using? Well, they do for, yeah. They do it for the rest of the system. There are things that you're specifically doing over and over and over like my dirt. I was doing validation for high school stuff. And I hadn't had four and five different forms I was going into. And it was really slick to grab, you know, an ID and copy that ID and then took the X button and then paste that ID in. I didn't have to type in the form again. Oh, okay. So, Mark is just showing us how he needs to put flow faster than he was in the major buttons. So, switch it under file if you have access to it. Cool. Okay, Kevin, what were you thinking? Is there a way, I don't think there is. I'm just curious. Is there a way if you either knew ahead of time you wanted to go back to another stream or you had to try to set it up? I would just put it in multiple times. Yeah, but if you're in one and you decide how should I go back to the last one, is there a way to do that? So, is it something that I feel totally new to you guys? I mean, it sounds like some of you are using something that was already set up. I'm a little bit confused too, because you're messing with me. Yes. But having to go through, it's nice for the new employees. For as long as you have any people, we just know it's right. Yeah. And to get out of that habit. I use it. I have two set up from the front counter for registration. One is for continuous streams. One is for continuous streams. Because continuous streams, it's easy to forget to do something even as long as we've been doing it. And so, if there is a way of reminding my staff that they need to remember to check the address at the time. So, that's what I'm going to do. So then, sometimes you're going to go back one, and that means you're going to have to just, you know, run through all the other screens, close it out, and go back to the screen, type in the screen you want, and that's it. On the clip flow list, when you did a search, is that just for users specific, or is it for everybody's? So, Gwen's, you're two different ones, would be out there for anybody to use. I think it's different than what registration here uses, because we can't pay it. Right. And so, that makes it a different process. But if Levin and Sarah want to use your clip flow for either new students or returning them, they can use it already, but it's already set up for them. Exactly. So, there are changes that you want made to something that's already out there, and you know it's something that was created only for you, then you can assume that it would be okay to change that. But if you know that there's a screen, there's a form that you very often make changes to and then have to go back to, then have it added to the process. And if you don't need it, hit the X button, and go on and that's all right. Because then you would at least have it there. You don't have to make notes out of the wagon, but you don't have to fix the address because you can save and realize you forgot to put it in. You can use it as part of the process. Any other questions about the flow? It was quick. I put it in. Actually, it was. Yes, it's good. Once you get into it, it's still awkward, especially for recovery. So, it's just the pictures that I get in first is to the screen. And, gentlemen, if you're using multiple sessions of banner so that you actually have one up, if you're doing your quick close-up, then you have another one you're processing. I don't need your links to come up. You don't have to worry about what you're at because it's obviously your approach. So, if you guys don't have questions about quick flow, what do you have questions about or comments or suggestions or are there any points in your job to talk about this before? How can our department help make your job easier? Less competitive, less time-consuming. Aside from hiring additional people to work on it if they all struggle with. Because we want to know what we can do to help make these better for you guys. Are there processes that you guys use that you go through that you'd like to be able to come sit with you and see if you're really knowledgeable. We were, since he's out in here and probably won't watch the video. We were very blessed to get Gabe on our campus because Gabe has a lot of experience with banner already. So, when we have trouble with a lot of things, we go to Gabe and he can say, oh, look at this, oh, look at that. Hey, have you tried this or did you know about it? Something else. He's also not afraid to dig into the documentation and get information for us. So, if you guys have needs or want to explore whatever it is, please. You know, the story is always open. It's not untouchable. There are a lot of things that you would... No pain points? Are some things, are there some things that you'd like us to talk about or demonstrate here in the future? We're doing this every month and are we hitting things that you need to know about? I'm not sure if this is the setting for it or not. But one of the things that I've come across is with myself and other people, there's a lot of things in banner that people just don't know about. There's a lot of the things that are... People use a limited view of things and they have access to do a lot more things but they don't know that it's there. So, again, without getting everybody's specific variable, because we all have different access to different things that we use it for, I'm not sure if here's appropriate, but that's another variable thing that I think is one of the important things where somebody asks a question or I ask a question and somebody shows up with something really cool I didn't know about and that kind of thing. That's where the super user in your area would help you out on that. Because they know your job or whatever you have a good idea of what everybody's doing with your band-docs. Because we don't know step-by-step what your job is. So, I would highly recommend talking to a super user or read your band-docs. And then the Aleutian Hub games. I know you talked about it a couple of times. You talked about using it. You can use it to help your community to have access to other banner users that are going through probably some of the same similar things you are. You can post out there and say, hey, anybody else out there got a problem with workflow or how to use workflow. What's an easy way to do, and get responses back from what's going on. Maybe one of the things that I need to set up something is it's not history. It's a course. That's what the bigger area is. People ask questions and things they have access to. That may be something to do is have you and Margie come up here and do the presentation for the banner. Margie? Thank you. Well, nobody has anything more. I wanted to mention this. Last week was the Northwest Aleutians users group. Mark and Kimmy and Gabe and a couple of people from HR went up there. There was about 150 Aleutians both banner and colleague users up there at Pacific University for two days. Sitting with people from Aleutians, sitting with people from other schools. It was a great opportunity and we're going to do that here at Lynn Benton next summer. I'm starting to talk about it now even though it's a year away because it's a great opportunity for lots of people from lots of different places to come to campus and meet people that are maybe doing the same thing that you do at other schools and how do they do it? What kind of forms do they use? Are they different from the way you do it? Just a great opportunity. We'll have a date for that pretty soon and we'll ask you to put on your calendar. Start thinking about that. And then to tag on to that message if you guys have not gotten to go to Aleutian Live or maybe you have gone but it's not something you do every year, Aleutian Live ends up putting on presentations that's basically what it is. It's just an entire 3-day-40 session of training sessions. That's what the Northwest Aleutians users group will do. We're seeing here in multiple sessions for people to go to. If there are things that you want to see more on, maybe we want to see some sessions on workflow to understand how it works, we could ask other institutions that are going to be coming to the conference to actually help present to us how they use workflow. If you have this specific area that you wanted to know about or you wanted registration and admissions or you came with a process or whatever, that would be something that we would specifically ask for. So if you have any interest for what you would like to go sit down in a session and learn, please let us know because we need to fill the sessions to things that are relevant to people so that it's not a waste of time and so these sessions are actually attended. Thank you. They were easy on us. There's more of you than there are. Before we ask, I'm more afraid of you than you are of us. I imagine we're just supposed to grab bagels and... Bagels and smears. So, Carl's changed it up to our whole thinking. We appreciate you guys being here. We greatly appreciate you attending. We were not talking to ourselves and trying to make a self-assay for an hour. The video that was created, the recording that was done with this, will actually be out on the sole of the website. So eventually, when Carl can focus that point out there, of course, we'll have an overview spot and you'll actually, there's the others that we've done that we recorded also.