Being organized with the paperwork for each student upon enrollment and adhering to a filing system is imperative to proper student file management.
Whenever I am on a call with an enrolled student, I always pull up their file, so I have access to all pertainent information. It is good to know that the requirements for these files are standardized throughout our system and by everyone who handles them. This streamlines my interactions with students and makes me more professional.
Checklists are so important and make the interview or admissions appointment so much smoother. I actually created a preliminary questionnaire for students so I provide the student with proper information and i can better track what program they are going into and what missing documents they may need.
Years ago, as a new Admissions Rep, we used tangible files for each student. In today's Covid-19 era, digital files, notes and f/u is the order of the day.
Understanding more about enrollment agreements and how they are a contract and must be completely followed
that is very important to keep details of the programs
The importance of making sure that your files are properly stored is a big responsibility.
This is my second week at my new job and it seem that the enrollment form is probably one of the most inportant forms in our industry.What I will take from this course is review, re-check and ask questions when filling out his form.
Interviewing a prospective student to be registered in a university is a very serious process for the responsible person. It requires a lot of previous preparation in order to document relevant information neccesary to complete the task.
The Catalog is the basis and the norm for enrolling students. Knowledge of it then, is essential. The institutions also have their own rules.
AT MOST SCHOOLS HAVE A SPECIFI WAY TO HANDEL Admission PAPER WORK
I learned that there is a lot of paperwork involved in the admission process and the best thing to do when you start presenting the paperwork is to first fill it out yourself that way if their are any "snags" questions or conerns that need to be addressed by the new student regarding the paperwork, you can do so with confidence having understood it and done it yourself already. When I get a copy of the paperwork I intend to fill it out and have my husband fill it out as well to get a secondary point of view on it.
Check, check, check and check. You can never know too much about the institution that you work for, or all the different facets of each program. My institution has a great check list for each file. I will keep my notes from here and use it alongside of our "checklist".
In this module I learned the importance of being familiar with the actual admissions format and documentations to remain compliant.
For the tuition iinformation, you do not need to know everything from top to bottom, but it is imperative that you are well-versed and then you may connect the student witht the financial aid department.
The relevance of being prepared prior to interviewing with the potential student, The importance of the enollment agreement and requirements of each program.
Meticulous Preparation seems to be most important regarding enrollment paperwork. And then also of course where the completed forms need to land to acurately and effectively record and store information and agreements.
I have learned how to properly file this information and why this is important.
Within this module, I found that it is very important to be familiar with documents that you and students come in contact with.
It is important to know your role as an admissions rep. You must know the process of enrollment and make sure all paperwork is complete. A student is not enrolled if they have not provided all the required information and/or documentation. You must be able to explain some financial aid information to students and terms and agreements of the school. You must be able to go over the curriculum for the specific program as well as being knowledgable of the different programs offered by the school.
