Complete Feature Summary

Managing contact relationships

Intuitive user interface

Customisation

Full StudentRelate customisation to the needs of each University as standard
Data fields can be further defined for each team within the department and customised around specific tasks
Screens and views layout easily customised to new departments and new types of departmental responsibility
Reporting tools mean that new business processes can also have new reports

Team management reports

Managing service delivery

Separate records for each service commitment item. Attached notes track progress on resolving issue
Several staff may work on an item
Automatic email alerts if jobs go over completion date

Service level achievement

With supervisor-authenticated task completion, achieved service level statistics can be obtained
Properly measured SLA may be useful in the event of complaints or disputes

Data analysis and graphs

Over 150 reports installed as standard
Basic graphing tools - select a column of data, select a graph format from the menu, click to get graph
Export column report data to Excel and use Excel analysis tools/graphs
More complex reporting requirements supported by Crystal Reports (Full license included for every user)

Support for web activity

Options to have web browser access to data for faculty staff
Options to have student portal with scope to make service requests, view notices etc.

Contacts and organisations

Time management

Diary for each member of the team
Access to diaries by other team members
Booking of appointments from Outlook
To-do list; visible to colleagues and bookable
Tasks can be re-assigned/delegated
Action plans (groups of tasks) can be assigned to team members
Create action plan templates for projects
Service request items have supervisor-controlled timer
Service tasks are re-assignable
Management reports to balance workload and re-assignment of tasks in the event of absent staff members

Mail merge

Unlimited template letters stored for assurance that correct wording is used for every official student communication
Any group of individuals may be sent a standard communication, correctly merged with personal data
Email merge also an option
Mass email communications supported using SMTP to complete task rapidly

Searching and grouping

Create groups for individual communication or communication campaigns or for statistical analysis
Search on individual fields or groups, use 'and'/'or' selections
Use previously saved search templates (filters)
Save specific lists for later reference
Create larger groups by combining lists
Prepare reports and graphical analyses for administration and faculty use

Knowledge base

Record answers to FAQs in keyword searchable records
Store knowledge which requires specific forms of wording or concepts to standardise staff work

Microsoft Office compatibility

Outlook integration

Student LEA budget control

Classroom support worker timetabling

Individual classroom timetable records for students
Bulk import of student timetables from Syllabus Plus saves days of administrator work
Individual record of types of classroom support required
Support workers can be searched by skill type and emailed from database
Separate support availability timetable template for support workers.
Rapid matching of appropriate support worker with manual override
Reports of support worker and student coverage of confirmed appointments
Substantial staff time saving when more that 20 students need support
Term assignment pattern copy-forward command saves days of data entry

Asset Record Module

Data security and visibility

Control by individual user rights such as who can view what and who can set up/delete new data fields
Control who can amend information
Option to set individuals as not viewable
Option to have staff/students use the database without having access to secure pieces of information or records

Connection to remote users

Document library

Software Modules