The suggested methods (creating a folder and checklist) are excellent ways to stay organized. The institution for which I work collects and stores all documents electronically. Missing paperwork prevents the system user to proceed until all necessary paperwork is completed and filed. This system prevents the accidental ommittance or oversight of necessary paperwork and ensures all files are compliant with Commission guidelines.
Patty, I organized it by putting it in a note book with 3 prongs. I printed out all the regulations and guidelines, then organized them neatly so when a question arises at least i know where I can look to get the answer.
You can organize it by putting it in your notebook and label everything correctly so you have everything step by step.
I am aware now to create an organize portfolio for potential students to have all information available for them.
Absolutely I organized it. This is the dos and dont's in the admissions process. Tons of info but it was all very necessary.
Marci,
It's important to keep the paperwork current from this day forward. You'll stay on top of your game!
I followed the guidelines and specifically made sure every question was answered.
Aida,
You are off to a great start. Keep your book up-to-date and you are set to go!
I have organize all the paperwork and information related to completing the admissions process according the commission line as follows: I have organized my reglatory notebook, divided each section according to the modules. Example: Education, title IV, enrollment agreements, plicies, services, etc.
I am sure this would be of great help in our institution.
Maritza,
The binder is an important part of an agent's work and keeping it up-to-date is another refresher.
I enroll for multiple campuses that offer various programs, therefore I have an organized portable file box with all requred documents and catalogs for the respective campus. Enrollment folders are pre-made in advance to ensure that all the required documents are there.
Each file contains a checklist to ensure everything required is there.
With a binder and a divider referring to the section...(ie.1005, in this case). I also have a digital copy in my computer with the attachments and the link to the Florida Statues (http://www.flsenate.gov/Statutes/index.cfm?App_mode=Display_Statute&URL=Ch1005/titl1005.htm) so I can be up to date to any changes.
I am staying organized just as they suggested. I have a binder with dividers and the rules up front.
Brian,
The question relates to your Agent's notebook. Explain how your documentation is prepared. The response above appears to be geared to orrganizing the enrollment paperwork for your student.
As many have mentioned here a key element to organizing paperwork involves tabs and labeling for accesibility. Another step I've taken is creating a digital PDF copy. This has made it easier at times to reserach for an item and add and update paperwork in it.
1. Student Profile
2. Student Assessment Exam (Min 70%)
3. Copies of 2 forms of government issued ID.
4. Copy of Proof of Eduation
5. Typed and signed Enrollment Agreement
6. Financial Documentation
7. Student Enrollments Print out
8. Student Resume
Dear Michael, Excellent. You will find this very helpful in dealing with your clients.
First I gathered and printed the pertinent regulations and placed them in my resource book. Next I have placed a copy of our catalog in the resource book and finally I have a copy of our admissions application and financing agreement placed in the book. I have cross referenced these to ensure that we have consistentcy between our catalog and the admission application per the regulations.
Annette, Sounds terrific and well organized. You will be well prepared to represent your institution.
I'm start organizing my notebook following the instructions and recommendations in the course, in order to be an efficient agent for my Institution.
Also, I will access, periodically, the Florida Commission for Independent Education's website to find out the latest information regarding the Florida rules, statues and regulations.
Trying to make my notebook more useful, I placed a laminated copy with divisions for every different subject, of each of the following documents in a handy, easy to go binder:
* Florida Statues Chapter 1005;
* Florida Administrative Code Commissions Rules, Chapter 6E;
* Enrollment agreement;
* Institution policy and procedures about student issues;
* Organizational Chart;
* Current general Catalog 2010;
* Financial Aid information handout;
* Ads and marketing slogans, including our website page;
* Phone and Email Directory [all campuses];
* Calendar of all the promotional activities to be schedule for the next months;
