Replace Static Forms with Smart, Dynamic Forms

The Active Wizard is a configurable infrastructure for dynamic forms and dynamic workflow.  It has a unique wizard interface that presents users with small sections of the form at a time.  Not only will answers drive what future pages are displayed to the user, but answers can also drive who is required for an approval workflow.  

The Active Wizard replaces "hard-coded" forms and templates, eliminating many of the issues associated with static paper and electronic forms. The results are easier navigation, more accurate responses and the flexibility to accommodate rapidly changing business needs.

Key Features

  • Dynamic Form - An administration interface allows you to create dynamic forms that flow based on your business scenario.  Users are only presented with the relevant pages and questions.
  • Dynamic Workflow - Administrators define rules that turn form answers into a business workflow process.  When the workflow is started, the rules are evaluated on the fly - there's no need for a static workflow template.
  • Extend your ECM investment - rather than use static forms and workflow templates provided by your chosen ECM platform (Documentum, Alfresso, etc.), use Active Wizard to provide dynamic forms and workflows.
  • Active Wizard Lite - The "Lite" version of Active Wizard can be run on it's own against a simple database - no ECM tool required.  If you'd like, OpenMigrate can be used to migrate forms into an ECM tool and kick off workflow.  

The "wizard" in Active Wizard

Example Forms

Some of the most common forms are used around Change Request and Document Routing, however the Active Wizard has been used by our clients for over 400 different forms in many different industries.

  • Change Management
    • Change Request
    • Multi-Document Routing Form
  • Industry-specific forms
    • Chemotherapy Note/Order
    • Work Permit
    • Hazards Identification & Task Risk Assessment
    • Request for Unescorted Access
    • Behavior Observation
  • Common Corporate Forms
    • Access Request
    • Business Card Order Form
    • Help Desk Support Request
    • New Hire Employee Form
    • Profile Update
    • Wireless Device Equipment Request
    • Write Off Request
  • Employee Benefits Annual Enrollment
    • Medical/Dental/Vision Plan Selections, Flex Account Selections, etc)