Paperwork is something that becomes second nature as time goes by, however our school uses a check list to keep from making mistakes.
It was hard getting it just right but thanks to our records coordinators 99% of our admissions reps get their paperwork done right the first time.
argee with this. I am the "worst" speller.
Following a checklist helps keep me on track.
The cover page of all our admissions packets are checklists used to keep track of what necessary paperwork has or hasn't been completed and submited with evrey enrollment agreement.
Maria,
Checklists assist with accountability and auditing.
Marianne,
Sounds like everyone is off to the same goal...compliance.
Hugo,
Sounds like you are organized.
Keisher,
You have a great plan in place.
Carlos,
Checklists do keep us on track!
Giannina,
Checklists help everyone involved and a quick review of what is missing in the file.
We use a cover page checklist that details the documents required to be submitted to our admisisons department.
We use a checklist cover as well. In that way Records Department can check the information and also Finance.
have handy a Checklist of all the details we must have is extremily important so you wont forget anything
I am organizing everything by putting them in a Resource notebook. In addition, by filing the information by the module that it relates to as well as by booking every section so i can easily find the information.
I have begun a binder entitled continuing education. I have printed the recommended documents such and included them under subtitles of the main categories of admissions, financial aid, etc etc
I printed out all of the job aids and put them in a section of my resource notebook. All of my reference material is easily accessable.
I also keep incedental information in a special section.
When it comes to organizing my paperwork, I keep binders separating different aspects of my job. I have one binder that holds all of my program information, and other admissions requirements for students, and another binder where I keep my notes from various meetings that I have throughout the week with my managers and/or other employees. It's easy for me to stay organized this way because I know that everything is sorted into one easy place.
When it comes to the admissions paperwork in an interview, we have a list that a coworker emailed to everyone, which is just a reminder for the order we should go in with our paperwork with the student.
I make sure I have a checklist in front of me each time I am completing paperwork with a student of necessary signatures and forms. This way, I don't miss anything and make sure I have wet signatures as well as electronic signatures when they are necessary. I also use our school's regulated checklist of documents the student has seen and signed by the end of their appointment to ensure I've gone over everything. I also keep a very organized file for each student and try to keep each one up-to-date.
