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   eForm Builder in PortalCOMPLETE  

Improve your organizational processes with PortalCOMPLETE’s online forms.

[Example]

Increase productivity and employee satisfaction with eForms from PortalCOMPLETE.

  • Integrated online eForm and Workflow Builder
  • Works with PortalCOMPLETE’s reminder system
  • Form status is accessible to both submitter and the processor of an eForm
  • Audit Trail
  • Electronic Signatures
  • 100% Paperless Environment

Why are online forms so important to any organization?

Paper-based forms are the most common, yet ineffective, way for employees to submit their requests to managers and administrators. Many times, paper-based address change, vacation, or purchase order request forms fall into a void when being passed between departments. Not only are these paper-based requests hard to track but employees must make numerous calls and/or send multiple emails to find out if their request has been processed.

From a quality management perspective, paper-based form processes are hard to improve and optimize because no structured data is generated that would allow for measuring the effectiveness of the process.

Furthermore, paper-based forms are often misplaced. Because of this the form may not be processed, or even worse, an employee’s or client’s private information may be exposed. With the recent set of  Privacy Acts (e.g., HIPPA)  imposed by the government, many current paper forms will have to be retired since organizations will not be able to ensure the security of submitted information or provide an audit trail of who viewed the form.

Many organizations tried using various solutions automate form submission and processing. Some organizations failed to do this successfully because of the high cost of such systems that prevented organization-wide roll-outs. Other organizations failed because the creation of forms and work-flows was complex and required highly trained staff.

Is there a simpler and more cost effective solution to forms automation?

Fortunately, PortalCOMPLETE provides a way to publish forms on line:

  • EASILY
  • QUICKLY
  • EFFECTIVELY
  • SECURELY

PortalCOMPLETE comes with an electronic form builder that is designed for non-technical users. Designated personnel can create on-line forms in a matter of minutes. The integrated workflow builder lets a user create form submission paths (workflows) that define what staff members will be responsible for processing the form. Because forms are published within our secure portal environment, administrative users can easily designate who will be able to submit the form and view the requested information.  More technical Users can define sophisticated submission paths (e.g., a Vacation Request Form that requires sequential approvals by a manager, HR and Payroll).

 

How do you setup an eForm in PortalCOMPLETE?

Click here to see the overview of eForms setup in PortalCOMPLETE.

 

What are the Benefits of eForms in PortalCOMPLETE?

  • Secure
  • Easily Accessible
  • Fully Traceable
  • Easily Updatable Form Design
  • Built in Notification

How can PortalCOMPLETE eForms be used?

Internal Forms:

  • HR Forms
  •  Payroll Forms
  •  PO and Requisition Forms
  •  Departmental Forms
  •  Administrative Requests
  •  Incident Tracking Forms
  •  Supply Replenishment Forms
  •  Feedback Forms
  •  Surveys
  • Application Submission
  •  Many Others…

External Forms:

  •  Service Request Form
  •  Literature Request Form
  •  Contact Forms
  •  Sample Request Form
  •  Registration Forms
  •  Application Submission
  •  Many Others…


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