Implementing a Paperless Admission System Phase #2 Thomas Skottene & Nancy Walsh Office of Undergraduate Admissions University of Illinois at Urbana-Champaign Agenda • Intro • Modules • Document Management • Processing • Review • Post Review • Reports • Applicant Experience • Framework Functionality •Q&A Timeline & Resources • Largest Office of Undergraduate Admissions (OUA) project since the ERP (Banner) implementation in 2003 • eAdmit went live in August 2011 for the 2012 admissions cycle • Some parts will complete in fall 2011 and spring 2012 TM Scope & Benefits • Goal: – Replace our previous paper docket process with an electronic web based workflow and document delivery system • Benefits: – Do more with less, through • Increased automation • Improved transparency • Improved workflow Development • Built by the Office of Undergraduate Admissions (OUA) with in-house resources – Browser Based Program – We can change it over time as we see the need • Banner interfaces – Daily import job – Some instant Banner updates High Level Process Flow Scanned Documents & PDF Transcripts Change Forms Self Reported Academic RecordTM eAdmitTM DARwin 95% of all OUA work 100% of College work No Change Keep as paper process for now Some data flows instantly, Daily import most flow At 5:30AM once a day Online Web Application Form Test Scores Banner Less than 5% of OUA activity Goal: Get the Banner data we need and make Banner look like it did before eAdmitTM TM eAdmit Modules Opening Screen • eAdmit users have the same opening or splash screen after logging in • Goal: TM – Make sure users are cognizant of our current application numbers • Data elements: – # of Scanned Documents – # of Applications – # of Decisions Opening Screen • Screenshot TM eAdmit Document Management Or DocQ Document Management • Purpose – Receive, prep, index, match, and route incoming documents, electronic and paper • Non-eAdmitTM steps – Receive, open, and sort mail – Filter out materials that will not be scanned • E.g. letters of recommendation, CD of piano recital, certificate of health club membership, etc. Scanning, Indexing & Uploading • All relevant incoming documents will be scanned – unless they are already in an electronic format we can use • All documents will be indexed/uploaded – Add identifying information such as name and DOB – Indentify what kind of document it is • Transcript (+ institution, if available), passport copy, fee waiver, etc. Automated Matching • eAdmitTM will try to match a new document based on the known data to either a student or an applicant • A nightly job runs to match any new applications or students against existing uploaded documents in eAdmitTM • Success depends on the accuracy of the meta-data added Manual Matching Component • For single matches a DM staff member will manually verify that eAdmitTM made a valid match by comparing: – Scanned Document – Banner Data – Indexed Data • If not, the staff member can exclude the match, leave the document, or search for another match • For zero or multiple matches a DM staff member can – Search for new matches – Narrow down existing matches – Provides tools • Partial or fragmented fields • Switch first/last name, etc – Manage applicant vs. student search Document Search • DocQ allows searches for any document by available meta-data: – – – – – Name DOB Document Type UIN (University Identification Number) Document ID (internal reference number) • Handy for routing of un-matched documents – Institution • Handy if you need to find a transcript you know came from a specific school, but must have been mismatched TM eAdmit Processing Processing • Automated – Process steps that only require error reports and spot checks – Self-Reported Academic Record (SRARTM) • Semi-Automated – Steps that require limited human intervention • Manual – Steps that still require human intervention SRAR TM • Self-Reported Academic Record – Inspired by University of California system, Georgia Tech, Rutgers, and others – Freshman applicants self report their academic record – Self-reported data is used to review application & make decision – Once applicants accept their offer, we check the final transcripts for discrepancies – Large administrative savings • 7,000 vs. 28,000 transcripts, automation possibilities Fully Automated Steps • Matching online forms – like the SRARTM, appeals, etc. based on their application ID • Academic calculations • Pattern analysis • English proficiency • Essay check Semi Automated Steps • Dedicated screens for analyzing applicant responses - First Generation - Educational Goal Manual Steps • Transfer Processing – Long list of manual tasks • Initial Validation • High School Work • College Work – eAdmitTM will only keep track of status and manage the workflow Processing Summary • Automation where possible • Very large savings in time and effort – In theory, a freshman could apply at 5PM and be available for review by 8AM the next morning! • All wins come at a price – Some issues might not be discovered until they reach review TM eAdmit Review Worklists • Review, like most work in eAdmitTM, is organized into Work Lists • Work Lists are chunks of work waiting to be done • Work Lists can be sorted or prioritized according to need • Work Lists can be assigned according to need Review • Organization – All workflow is managed by worklists and committees – An applicant will show in a worklist based on their status which includes • • • • • • Committee membership (most often program code) Referral status Number of reads and who did these reads Decision status College status Special requirements status These will open as PDFs Transfer Review • • • • Same application data as for freshmen Different review sheet Different worklists Different committees Other Reviews • We also have some processing and review that does not fall neatly into our common procedures: – Non-degree – Dual Admission – Etc TM eAdmit Framework Functionality Person Search & Summary Page • eAdmitTM has a search feature that allows user to search by UIN or last name/partial name • Find status – Checklist items • Find documents – Receive dates • The results will take you to the summary page which will allow users to access any and all information we have about the applicant or the student Reports • eAdmitTM has several types of reports: – Troubleshooting/Error/”Black Hole” reports • E.g. Compare how many applications we have in Banner vs. eAdmitTM • Check that the Banner decisions are the same as in eAdmitTM – Operational/Manager reports • E.g. who worked First Generation yesterday and how many did they do each • How many reviews did so and so do last month – Strategy reports • Opening page • Where are we this year compared to last Post-Review • Some processes have been recently added or are still being worked on • These include: – I-20 processing and document gathering – Final transcript processing and document gathering – Scholarships – Archiving Applicant Experience • eAdmitTM has several forms and pages exposed to the Applicant – SRARTM – Change Forms • Bio/Demo change • Term/Program Change • Course Change form – Appeal forms • Freshman • Transfer – Request for Delayed Admission – Ability to view and download NOA and other letters – I-20 application • Allows international students to upload their passport copy and financial documentation online – Applicants use their WebID and PIN to access these forms which means they are auto-matched Questions & Answers Thomas Skottene tskotten@illinois.edu Nancy Walsh njwalsh@illinois.edu