Besides preparing a resource notebook for future references, organizational skills of paperwork is the key to success.
Thanks
I used a binder with tab markers to mark important information. Using the binder gives me a sold foundation to look back on if I have questions or concerns.
I organize all paperwork using a notebook.
I keep a copy of students paperwork in a binder as well. Enrolled or not enrolled. I do note everything in the computer, but I find it helpful sometimes to have the students information at my fingertips. I organize it so I know what else the student might need to complete, or if there are any issues that might need to be taken care of.
One way I did organize everything was to make 'student packets'. These student packets include all of the paperwork needed to be gone over, signed, given to specific people (the student, financial aid, academics). And it is also a great organizational tool for an admissions advisor to not forget to give the student certain information. The packets have been a great improvmet in data integrity and student understanding.
I also agree with this. It helps to better understand the whole process to be better prepared for questions students may have along the way.
In my opinion organization is a key factor in work life. Organization always helps your transition throughout your work day run smoother. I always find keeping certain documents on my computer help with organization.
The system that is in place here is extremely structured and formulated. I received a large binder that had the requirements of the contents listed section by section.
After reading some of the replies to this thread it appears also that the steps that have been put into practice such as sitting with FA to better understand the process have been put in place!
We have a folder that contains all needed information for the student and we use that as a guide to make sure everything is completed in the enrollment process.
I have a large 3 ring binder with all pertinent admissions information, and also I would have a binder with divided students sections that would have copies of all admission requirements and paperwork.
I would have a large 3 ring binder with divider tabs for each student to keep all pertinent paperwork on file.
What are some good main points of FA that an admissions rep should know?
I have a binder for everything. It is such an easy and efficient way to stay organized and up-to-date. I will add tabs and divide the information into sections that work for me. As time goes on and rules and regulations change, I will update the binder with the new information.
Having a good grasp of FA at your school is a great tool to have to answer general questions. but we meed to remember in many instances, we are enrollement specialists and not FA. Refer to them with any uncertianity in answering questions for students or potential students.
Organization is a key to success. I crate a binder that is my point of reference.
My school uses a system of checklists and folders to ensure that all paperwork is completed and accounted for IAW the state that they are operating in. This system is very useful for the Admissions and Financial Aid reps to ensure that they address all required paperwork and keep the school in compliance.
Not only do we have a binder with the step by step procedure for enrollment, tuition and fee's, but also a followup for students upon completion.
I find it helpful to keep my paper work in a binder in my filing drawer next to the phone.
You can organize the paperwork and information related to completing the admissions process to state guidelines by dividing it into sections. One section can be what the students must sign and what the admission rep must sign. Also you can organize it by when it needs to be turned in and what each paperwork deals with. For example: financial aid, coursework, etc..
We have consultation rooms that house all documents for school admission. These materials are organized through files and binders. This room is used by both admissions and financial aid with materials readily available. It allows easy communication between the 2 departments and ensures a seemless process.