Specifications include, but are not limited to: The vendor should provide a user-friendly platform for citizen developers (non-technical staff) to create and manage forms and workflows for the University community of students, faculty, and staff. The solution should meet the following requirements: 1. Workflow construction: o Drag-and-drop form builder with a variety of field types (text fields, dropdowns, checkboxes, file uploads, etc.). o Workflow designer for defining approval processes, notifications, and routing logic. o Role-based access control to manage permissions for form creation, submission, and data access o Ability for administrative users to hold multiple roles o Ability for departments to maintain their internal structure and roles, without those structures impacting another areas logic or use of the platform 2. Workflow Auditing: o The ability to track and audit all changes made to workflows, including modifications to approval processes, routing logic, and form fields. o Detailed logs of user actions within workflows, including date, time, and user identity. 3. Workflow Visibility for Administrative Users: o Administrative users should have visibility into the current stage and progress of all workflows within their department or area of responsibility. o Clear dashboard or reporting functionality to display the status of ongoing workflows, pending approvals, and completed tasks. 4. User Proxy Functionality: o Capability for authorized users to act as proxies for other users within workflows, allowing designated individuals to initiate, approve, or reject requests on behalf of another user. o Proxy actions should be logged and auditable for accountability and traceability purposes. 5. Workflow History Tracking: o Comprehensive tracking of all actions and events within workflows, including submission, approval, rejection, and any other relevant actions. o Historical records accessible to authorized users for review and reference purposes...
