I have organized my paperwork according to the topic, this way it is easy for to be access and ready for use when needed.
I agree. We put notes into our database so that we are aware of the status of each of our students. This we we know what went on with them in financial aid.
I was taught by multiple other ADA's here to double check everything and check it off twice to make sure everything is there, as well as initialing next to the check list. Also, making a copy of all of the paperwork after it's done to make sure there is always backup.
I like the idea about using folders
Make sure you have to nice organized file cabinet, easily retreivable
Our schools gives us a sign-off sheet that we use when meeting with a prospective student and family that the student checks off acknowledging that we have covered the points required by state guidelines. They sign the form and the agent sings the form to be placed in their file. It helps us to remain orgainzed in presenting the information and paperwork according to statre guidelines.
I really like this idea, Kristine! The better each department understands the departments that they are working with, the better the end result. I have had admissions personnel sit in on FA appointments, but never the other way around.
How can you or did you organize all the paperwork and information related to completing the admissions process according to state guidelines?
I organized my paper work in how I feel most of my students ask question at first, then I found it easer to put them in alphabet order with tabs. I found it easer to fine my information that way.
I use a binder and a file folder system to organize each part of the process.
I have created a folder with a step by step breakdown of each document that I go over with the student. in addition I have a detailed explanation of each document that i go over with the student.
I keep a folder with proper paperwork for each student and forward all other paperwork to the proper individual.
I keep all of the necessary paperwork relating to state guidelines in a binder at my desk to ensure that i am compliant at all times. Any paperwork that a student has completed electronically is kept in their own folder so that i have a copy at hand if needed. This paperwork is also given to the Registrar's Department where it is kept on file for each student.
A good way to organize is with the student's admission's folder. This encompasses all the documents needed in order for the student to enroll in school. It is a good idea to read over all of the documents to ensure you are clearly explaining them to the student and how they relate to the state's rules and regulations. Also, to make sure there is a checklist in the folder to verify each document is collected.
That is a awesome idea. Since paperwork can get jumbled after each use and quickly become a hassle, its great to have a system where you can quickly refer to and also save time not having to shuffle through a mess of papers.
As most of us are aware the student moves through the process and if a step is missed they can not continue forward. I have folders for the steps in the process to keep track of what they need to complete next.
Yes I keep a large binder that has all of my paperwork in it so that I can go back at any time for reference.
In our enrollment packets they provide us with a check sheet to go over that tells us everything we should have and copies that the student should have,
I feel that a three ring binder is the best way to organize this information and keep it current. You are easily able to add or take away documents with the binder system. The use of a tab system helps you access information quickly and effectively.
I suggest you print your forms back to back because this binder can become extremely large
We have a specific order in which the documents the documents are kept. And, they are submitted to our Registrar's department, where they kept filed.
