BP Logix is a business process management (BPM) company that offers a complete form and process automation tool to help change the way we can operate.
BP Logix's Process Director enables us to deploy sophisticated, forms-based, workflow-driven apps in a fraction of the time and cost of traditional development. It is a cloud application that provides us with business process automation and advanced predictive capabilities - without programming. Process Timeline technology (workflow) makes business processes predictable and more transparent to people within each process workflow.
BP Logix is software that is available across the University of Wisconsin system. This platform is used to provide digital workflow processes and has been used to transition legacy methods such as paper or other software solutions. Any new requests for digital forms and workflow are developed using BP Logix Process Director. These forms are deployed and available to students, faculty and staff on a profile called UWRF BP Logix Profile (https://uwrf.bplogix.net). The forms may be used by students, faculty and staff and the general public. Profiles, permissions and workflow control which forms each group will be able to use.
There are several ways you can access the BP Logix Forms:
- The UWRF website provides links to the correct BP Logix forms used by specific departments and colleges. This is the best method since the website may provide additional context for using each form.
- Students, faculty and staff can go directly to the BP Logix profile at https://uwrf.bplogix.net. Select Start a New Form (tab) to find a list of forms for each department.
Navigation in the BP Logix forms is similar to navigation in other web forms including standard input fields (ie: text boxes, drop down lists, radio buttons, etc.) and standard input requirements (ie: optional vs. required). Some forms have advanced functionality such as pre-filled fields, arrays and conditional input rules. After the form is submitted, each form will have a timeline (workflow) attached. The forms are interactive and transparent for both you and the process owner. Knowledge Views (reports) are available for many of the forms.
Most of the forms trigger a confirmation notification to your UWRF email account. Some forms have an immediate on-screen notification. You can also go to the View Forms in Process tab on your UWRF BP Logix Profile to see the current status on any active form that you are connected to.
If you did not receive a confirmation email:
- Give it a little more time for the email to be delivered to your inbox.
- Check your junk or trash email folder.
- If you are a student, faculty or staff, check your UWRF BP Logix Profile
- If the form is on the Work on My Tasks tab, the submission was not complete. You can open the form here and finish the submission.
- If the form is on the View Forms in Process tab, the submission was successful and the notification may still show up in your inbox.
- If the form is not on the View Forms In Process tab or the Work on My Tasks tab, check the View Completed Forms tab. It is possible that the form was submitted and the process has already ended.
- If you still do not see the form on any of the available tabs, please resubmit the form.
Note: If you receive the confirmation email but you do not see the form on your View Forms in Process tab or View Completed Forms tab on your UWRF BP Logix profile, contact DoTS so that we can help troubleshoot the issue. Any questions about the actual process should be directed to the process owner.
Contact the department responsible for the form. For example, contact Human Resources for questions on a hiring form. If there are system issues with the process, complete a BP Logix process request in the service catalog or contact DoTS.
Some forms provide the ability to save the form without submitting. You can resume work on the form by navigating to your Work on My Tasks tab on your UWRF BP Logix Profile. However, most forms are designed to be easily completed in a single session.
Sometimes when you submit or approve a form, the processing takes longer and you see a loading icon. Do not try to submit the form again or close the window; just wait until it stops processing.
- Initiate: Refers to starting a form.
- Approve: Refers to accepting the form at any given step in the process which could include approval. Only people with administrative authority can give an approval.
- Review, Complete, Transfer, etc.: Refers to acting on a form within the process without approving it. For example, a form is sent to an program assistant, who needs to add information to the form and then send it for approval. The program assistant would review the form because the program assistant does not have authority to approve it.
- Return to initiator: The person who started the form needs to add or change information on the form. The recipient of the form selects Return to initiator to make this happen. In most processes, once the initiator has made the requested changes, the form will return to the recipient to take action.
- Rejecting/Denying the form: The form is not approved. In most cases, the initiator receives notification if the request is not approved. This typically ends the process.
In the top right corner of the My Tasks list (the My Tasks tab must be selected), push the refresh button. If the new task does not appear, log out and log back in.
Go to the View Forms in Process tab on your UWRF BP Logix Profile to see a list of all the processes you are currently involved in. Each form includes a variety of details. Select the link in the first column if you want to open and review the form. If you do not find the form, check the View Completed Forms tab. This is where you would find any forms that are no longer active and have completed the full workflow process.
The View Completed Forms tab defaults to only show forms completed in the last 90 days. At the top you can click to change the date. Note: if you change one of the dropdowns for month or year on the field, you must also then click on a date on the calendar to capture the full new date.
Because these are electronic forms saved in a database, there should be no need to print them. You have access to them on a server. However, some notifications may have a pdf version of the form added as an attachment.