Customisation for Each Service Area

Service delivery and relationship management

 

All teams with access to StudentRelate use the everyday out-of the-box features of Maximizer CRM to do much of their work. Administrative processes unique to each service delivery remit are created at the time of system 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 are updated daily from the main registry database using the proprietary StudentRelate data feed module.

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 25 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 120,000 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.