
As redundant as this may sound, everyone here seems to be on the same page as far as "checklists" are concerned. It has proven to be a critical document in every industry I have worked in. The checklist provides an "at a glance" compliance tool for complete or missing documents. It has provided me with assurance on every file, every time!
We have a binder within the department that has all the information that we need to have acess to concerning this training, guidlines and reuglations that we need as admissions reps. As rules and requlations are changed and updated the binder is uopdated.
It is a good practice to have a second set of eyes reviewing the paperwork for admissions requirements as a check and balance system.
Currently our school has a checklist on the left side of our file folder and as we go over the documents with the student we check them off.
What we use in my admissions department are checklist that way we know what is missing in the files
Our Director of Admissions is very good at organization, and she will be helping us organize the information in a binder system where everyone will have the same information - in a central location.
I believe a 3-ring binder is the best way to keep all of this material organized. It will then be easy to update it with new material as rules and regulations may change.
We are using a check list, and table on contents so we can find the information quickly as needed
We also have more than one person over look the paper work before the individual leaves. This way if something was missed we can be sure to address the issue with the individual right then and there.
Kourtney,
Checklists are an excellent tool to make sure we are all following the same process.
I have a detailed notebook for the programs we offer. I like to keep a seperate book for all notes on my students. I like to seperate enrollments from future students so I can follow up with my current students on a regular basis. I dont like to miss appointments and I have found that if your operating system doesnt allow it you can keep a good calendar with regular reminders in outlook.
Whitney,
Challenging discussions of what is included in the notebooks is a good way to continually learn.
Here I use both electronic and paper check lists to follow a students’ progress. I find this to the most useful because: the electronic form can be updated dynamically for data that needs to be tracked as such. And the paper format is best for chronologically tracking progress.
We use notebooks and our peers as resources to ensure we're all understanding the rules and regulations of training.