Case StudyBradford District Care Trust

Showcasing InfoPath Forms

2nd March 2012

Scott Mullett

The Reasons

• To support the Share Point deployment• Showcase the functionality of Share

Point/InfoPath forms now available

The Journey• Used Cloud2 Rapid deployment process• Identified a number of processes that would

– benefit from a redesigned form– Ability to reduce FAQ’s being asked of

departments i.e. form increases self sufficiency– Could be deployed trust wide (showcasing

Share Point & E Forms capabilities)– Selected 2 from the list based on the above

points

Form Overview

• Reviewed workload around these processes and forms currently used

• Spoke to existing users/departments– System/form shortfalls– Wish list

• Completed specification document

Annual Leave Form

Sickness Form

Next steps• Review current status

–Is there still a need for the forms, new systems purchased, changes in corporate direction

• Training Documentation to agree & create• Management of forms within Share Point• Pilot, Review and amend• Publication of the forms

Reflections – Future Forms• Share Point & InfoPath is too flexible

– Because Share Point can, does not mean you have to.• 80/20 rule (Coding & functionality)• Future updates/changes to processes?

– Simple Yes/No and permutations of• Our current forms using existing technology are

one time only use• No process is a simple process when

designing a form fully utilising InfoPath functionality

Reflections – ESR

• ESR is the “centre of the universe” where Employee related data is concerned

• Identify lists, links & relationships that can be automatically managed with interface file

• Data cleanse, population of ESR with additional key data– Contact details, phone, mobile & email– Process set for going forward new staff– Plan & resource a process to capture existing staff

over a period of time– Use new systems to validate/update