Customisation for Each Service Area

Service delivery and relationship management

All teams with StudentRelate applications use many out-of the-box features of Maximizer CRM. Administrative processes unique to each service delivery remit are created at time of deployment and reflect the ways of working established by current staff in post. For some processes there are special purpose StudentRleate modules. For standard relationship management items like making phone calls, recording notes, case work, security/confidentiality, sending and receiving e-mails the package is standard across all types of service and indeed office workers in commercial organisations. Student records updated daily from main registry database.

Support for administrative and team working (to-do items, delegations, diary/appointments, letters, labels etc.) is based on a user interface design which is easy to use, intuitive, and robust; it has been receiving design improvements for 20 years and new ideas about how to do office work more efficiently are being built in annually. Ideas are channeled to the developers from over 1 million users in 150,000 organisations around the world, all dedicated to working better and smarter and with fewer menus and mouse clicks. Unique to the StudentRelate approach is the creation of processes using data-driven customizations and 'drag and drop' simplicity. You specify the process, the StudentRelate project consultant creates the customizations with you and afterwards you are taught the skills to modify the processes or create new ones. It's simple and cost effective, and when you work in an academic environment where the processes are continuously evolving, it's good not to have to depend on programmers.

Accommodation

Records of all interactions with students
Inclusion of landlord records on rented flats/rooms and full history of individuals and incidents
Data on rating of suitability, relationship issues with landlords, accommodation directory
Interaction with management of halls of residence on student problems and concerns

Assessment Centre/Access

Management of appointments
Service management
Inclusion of assessment reports in database (Word documents)
Storing of PDF's for e-mailing on 'need to know' basis
Relationship management and history with all external organizations and suppliers
Process customizations as necessary

Counseling

Confidential case management with customized visibility controls
Clinic management, receptionists view, room bookings management
Administration process customizations as necessary
Counselors may need to enter data remotely because of limited time on site with students. A browser portal is available so they can work from any location, keep records up to date, inspect diaries, work part time for several institutions as necessary.
E-mail communications between counselor and student can be linked to the student or the 'case'
Key fields (confidential or open to other services) is a supported feature, as for 'at risk' classified students.
Special treatment 'flags' are supported and controlled visibility enabled for other services
Assessment documents held on system. Templates stored to ensure uniformity of reporting.
Case notes maintained manually can be indexed to the system if required when each case is completed and notes become confidential property of the institution

Disability

Service management and follow-up processes, unlimited user-defined disability classifications
Detailed facilities described under 'Disability' tab on site index
Facilities for faculty/school-based disability coordinators to have access to the relevant information

Discipline and Behavior

Saving of reports of discipline events/issues/complaints etc.
Templates for formal communications/warnings etc.
Audit trail of communications on prime and peripheral issues with all Student Services staff.

Finance

Full support details and financial issues and transactions recorded in notes and e-mails.
Holding of spreadsheet calculations from Excel (eg cost of living/hardship assessment issues)
Full relationship management with all individuals in all funding bodies, including e-mails, notes and other relevant documents (PDF's, scanned documents etc)
Customised processes as required

International/Immigration

Relationship information with all students needing support
Storage of documents
Relationship records for all external people and organizations involved in resolving immigration issues.

StudentHealth

Student relationship management and documentation, notes and e-mails.
Saved health record documents
Standard document templates for formal student communications/declarations, referral letters, student accident report forms, etc.
Relationship notes and e-mails with other organizations and individuals who are stakeholders in students wellbeing.
Option to manage student spending on funded health support
Health issue statistics reports
Manage register of equipment on loan, asset register reports, managing recall dates and follow-ups.

About StudentRelate

Contact Details

Customisation for Each Service Area

Benefits - Case Studies