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Brian,
Thanks for posting your process.

I have created a resource library for my team that has copies of all of the forms and paperwork that we use to guide a student through the admissions process. These forms are kept up to date as needed.

We have all of these forms stored elctronically on a file server, and each team member has a shortcut on their desktop to the directory where the forms are located, so that they can easily print them out and access them as needed.

When we make any changes to any forms, we have a team meeting to discuss them before we deploy the changed forms, so that all of the team understand what the changes are, and how they might impact our students and our process.

Craig,
There is no set way in creating your notebook. Begin with the basics and go from there. Your idea of an outline is awesome!

Teresa,
Checklists are a great tool and have many advantages.

At my institution, we have a three-check system in order to have all the appropriate paperwork received before admissions. Testing, interviewing then acceptance. These are the steps that are in place in order to have all the paperwork in place.

We are a new institution but we have set up a checklist, have more than one person proofread any paperwork, back up all files on flashdrive as well as have a hardcopy.

Definitely agree, two pair of eyes are better than one!

Our College organizes admissions paperwork in a folder with a checklist. Keeping the checklist on the outside of file allows you to quickly recall which items the prospective student may still be missing. I think having a packet with a checklist will ensure that all items have been completed and received.

I would agree. I know we use a checklist here, and it seems to make things a lot more organized as well as there is no room for error

I am organizing the paperwork in completing the admissions training by printing all pages of the training for a notebook and reference purposes. Are we speaking of the training today or training in admissions on our campus? Checklist are always great, but establishing an outline is even better, that way all related material would be covered.

Kathryn,
Thank you for sharing your processes. We like to hear such great ideas.

Edwin,
Checklists are such great tools. They have so many uses.

Dabel,
Checklists are great tools for compliance and auditing.

For student files, our school attaches a 'student check list' in every student file in order to make sure that all of the appropriate forms were signed as well as making sure all of the student handouts were distributed. This also enables us to have all of the students basic information and test scores on the first page of the file.

We have the same kind of system for all of the rules and regulations we must follow in order to stay in compliance.

Both of these are great methods to use, especially if someone who works in this department was not in the office for a day. It allows communication for those who might need it in case of one's absense.

I like create checklists for many procedures and processes. It helps me stay focused and well organized and well under compliance.

Our institution uses a checklist to thoroughly prepare the admissions team to successful provide information to prospective students. This checklist prepares the advisors for any possible questions the students may have.

A lot of the discussions on this topic are very informative. I will be setting up a check-off list to ensure the admissions process goes off without a hitch and everything is compliant. I also like the idea of someone else going over the paper work before the student leaves the building.

Thank-You everyone.

Heather,
You have started a tool that you will use regularly. Make it work for you.

Conni,
Checklists are a great tool. Keeps us compliant!

Edwin,
Checklists are a great tool to remain compliant.

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