Eastern Michigan University

Frequently Asked Questions (FAQ)

General

Q. How do I request access to view documents, process documents, and/or develop forms?

A. Contact your department's approver who will submit a request on your behalf. See the Support page for more details.

Q. Are there recommended browsers?

A. We recommend using Google Chrome for best results. We do not recommend Microsoft Internet Explorer or Microsoft Edge.

Q. What is the difference between an owner, cosigner, processor, and participant?

A. There are two groups that interact with documents:

  • Participant - Anyone who must sign the form before it can be processed. 
  • Processor - The employee(s) responsible for "processing" a document.

There are three types of Participants:

  • Owner - The original form submitter.
  • Cosigner - Anyone who signs and submits the form, including the Owner.
  • School - A document processor.

Developers

Q. Who can create a form?

A. Developers can create, modify, and delete forms within an Organization. See the Support page for more information.

 

Q. What is an SSO URL vs an External URL?

A. An Single Sign-On/SSO URL (Copy SSO URL here) is the web address that needs to be prepended to a form URL (aka form web address) so that the submitter is directed to the EMU NetID login page. Use this method when you want to capture directory information to display in the form. For this to work, the submitter must have EMU NetID credentials.

A form's External URL (aka web address) is used when the submitter does not need to log in. This URL is also used when a submitter does not have EMU NetID credentials, but you want to capture their directory information to display in the form. If the form requires login credentials, the submitter will be asked to fill out a profile and then be issued a NextGen credentials that they will use to log in to your form.

 

Q. Why isn't the "Edit Form Template" option available in the menu?

A. The EMU implementation of NextGen Dynamic Forms does not enable live editing of forms. This means that the ability to edit a form is not available if there are any documents in any of the form's queues. To make a change to a form with document, a copy of the form will need to be created for this purpose and the original will need to be deactivated once all the documents have been processed. NOTE: The URL (aka web address) for the form will change, so any place the original form's URL is referenced, it will need to be updated with the new URL.

 

Processors

Q. How do I access or view forms that have been Rejected?

A. Click on the number found under the Reject queue. This will display all forms that have been rejected to the last (previous) participan and not yet been updated and resubmitted.


Q. How do I access or view the forms currently in progress that require additional participants to complete their sections for multiple participant forms?

A. Click on the number found under the Multi queue. This will display all forms that have been completed by at least one participant but still need other participants to complete their sections before the form is considered finalized. 

 

Q. What are the different queues?

A. Once a form is submitted it will move through the following queues:

  • Reject - The form has been Returned for Correction (back one participant)
  • Multi - Requires one or more participant signatures
  • Pending - All participant signatures have been obtained and the form is awaiting processing
  • Processed - The form has been processed and can be deleted or archived
  • Archived - The form has been archived