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E-Document Details

E-Document Details

Status

In progress

Impact

Medium

Approver

T.Staab

Contributors

@Aaron Souza @Pamela Wolfe @Afrim Bakii Others TBA

Informed

Building Secretaries

Due date

Apr 29, 2022

Resources

Project Summary

Outcome

  1. Purchase YellowFolder

 

 Options considered

 

LaserFiche

Square9

YellowFolder

 

LaserFiche

Square9

YellowFolder

Description

  • Can do all type of files, HR , BO, Student Records

  • Can do workflow processing

  • Different search criteria (document text, names of files, annotations)

    • Highlights found key words on document from search

  • Can have doucment version control (see version 1,2,x) of a simple file.

 

Set up to organize sub folders for big structure. (Doc types and catgories)

  • Documents are searchable, everything becomes a PDF inside yellow folder.

  • yellowfolder has services to help parse PDFs into a more uniform style split by page count solution.

Data Sync (Student rosters?)

Can put a CSV on a network folder, and every day it can update Laserfiche (student ID, first, last, DoB.)

No data sync – student information gets created when first scanning.

CSV Data Syncs

  • Moves active kids from say WT to MIS “folder” .

Bulk Scanning

Goes into an incoming folder (holding pen).

Can set up a blank barcode inbetween kids, or a fancy barcode that is tied to a kid already.

Build a template, will automatically handle it going forward.

 

Create a QR code to “seperate” between students.

Can also have a blank placeholder if doing the big banker boxes type. Then can manually enter in information (to assign all of the items)

 

Can just bulk scan into one folder “pre yellow folder” which is like a dumping ground without categorizing each student record. As you categorize items, you can set permissions so some can see student records but not SPED student records etc.

 

PDF Splitting

Can split up big PDFs based on student ID or page count. Can look up based on a CSV student ID, first /last name.

 

Can do the big PDF splitting, even on split number of pages per kid. Build a template.

 

Sent to yellow folder for splitting, but it has to be split by same page count.

Needs to be split before uploading as it only reads the ID # of the first page.

Hardware Costs

Software is hardware agnostic, but can recommend or give quotes for a high speed scanner.

Could be an additional line item.

Included in the cost, if needing a bulk scanner (generally a Fijitsu, double sider on the fly, 100-500 feeders).

No hardware costs attached. Can use whatever scanning hardware we have (or could purchase out).

Just need to get it to your computer / network folder.

Work Flow Processing?

Yes

Can use templates or build. Can self build or call them for help $$.

 

Yes has it, but is an additional cost (not included in the current costs plan)

Does not use a license to then submit forms - just uses a liscense on the approval / denial / retrival of the form answers

No, just a replacement for banker boxes.

Account Authorization/Authentication?

Can use AD, can use local laserfiche accounts. Can use MFA.

Google SSO

 

Papercut Integration

 

Have the capability but not recommended basically.

 

Scan a File from a Shared Folder / Print Directly (upload to?)

Use a shared folder.

Can also have a virtual printer of “LaserFiche” with print driver

Uses a network share

Can create a virtual printer directly to Yellowfolder.

 

Licensing Model

Cost for Read/Write and create forms

Cost for Read only users (cannot update any metadata for forms, but can submit forms / be apart of the approval on forms)

Teachers would need a “read only” account (participant) for submitting forms such as field trip requests.

Doesn’t recommend sharing accounts due to risks of no change log of who really changed something.

Concurrent licensing model.

Can specify read only (concurrent) users

Can specify read/write concurrent users

Based on active student enrollment per month.

Pros and cons

Splitting PDFs seems doable.

Pay by read write accounts and read only accounts

Concurrent licensing model can be cost effective compared to others

Resonable Cost

Cloud only storage

PS integration for students /

Can “print” to yellow folder directly

Unlimited admin user access (pay by active kids)

Seemed simple to use

PDF splitting by page count and sending to yellowfolder

Scan entire folder together into pre-yellow folder

Estimated cost

Large

Medium

$14k year 1

$10k a year going forward

 

Training Plan

Set up the big project, such as back scanning.

Configure the system.

Implementation training and then 2 end user trainings per year.

Training is local by Proven.

Scanning:

Train the trainer

Remote

2 hour training blocks, 6-8 hours all in

Unlimited Training, even year 2 etc. Virtual Training.

 

On Demand Video Training

Yes has a library on the support site

Has end user training videos once logged in.

(see above) - training plan

Does it have HR Storage / permissions?

Yes

Yes

Yes, can set up permissions per folder.

Finance Storage / permissions?

Yes

Yes

Yes, can set up permissions per folder.

 Action items

Get data for them to scan and demonstrate for big show.

 Outcome

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