Dorothy,
Excellent! Creating your notebook in the fashion that will get you the information you need quickly is an important part of its value.
Patty Aronoff
Dorothy,
Tabs will give you easy access. However you develop your notebook, develop it according to your specifications. After all, you are the user!
Patty Aronoff
I like to organize my paperwork with tablets so that I can return to them easily.
I'm using tabs to stay organized and I highlight important points.
Jenna,
You have created a valuable resource for your position. As you continue to build your notebook you have the ability to rearrange as needed and refine your process
Patty Aronoff
LaToya,
Tracking documents in admissions is part of the essential functions of the department. We need to ensure that all documents are completed in a timely fashion.
Patty Aronoff
Martine,
You have the best of both worlds. When you have paper copies with an electronic file as back up, you have access to the documents in either format.
Patty Aronoff
Laure ,
Sounds like you have a great process in motion. Being organized is part of compliance. You will be able to find the material that you need as you progress through the process.
Patty Aronoff
Robert,
Great news! Continue to build your notebook with additional material as you continue to learn. You will have a great resource at your fingertips.
Patty Aronoff
Jean Michael ,
Organization is the pathway for compliance. When we are organized we can quickly find what we need when we need it
Patty Aronoff
Irene,
Excellent! However you build your binders, it will be according to your specifications and will work hard for you.
Patty Aronoff
Elissa,
What a great idea! You have built a process that ensures compliance.
Patty Aronoff
Carmen,
However you organize your notebook, it will work for you.
Patty Aronoff
My enrollment paperwork is organized in the order the Director has mandated. It exists within my 3-ring binder exactly as it is organized within a students file. I find this helps the enrollment process flow more easily because I am so familiar with the order in which the documents are to be presented.
As far as other regulation and marketing documents, they are color coded and alphabetized in a separated section of the binder.
I will need to upgrade the size of my binder soon as I keep adding additional resources.
We use CRM to keep track of all student documents
I use binders with colored tabs and create a digital file on my computer for each student
All the paperwork is organized in a paper folder with color tabs. I also keep all the information about the students on a digital file (excel). I also create a folder on my computer for each student with their scanned signed documents.
I built the notebook and added as I took the courses
Paperwork must be organized and filed in alphabetical order placed in binders. electronic copy must be filed in cascaded alphabetically organized folder for easy handling and processing.
I organize by File and by alphabet with a binder.
