Complete Feature Summary

Managing contact relationships

• Individual notes for meeting records, phone conversations
• Storage of emails and printed documents
• Easy-to-review complete relationship history
• Unlimited documents; Word, Excel
• Data fields with student details maintained from main administrative database

Intuitive user interface

• Screen interface consistent with conventions used in Word/Excel etc.
• Easy to use; easy to remember
• Minimises training costs with new staff
• Team quickly becomes self-sufficient

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

• Assign tasks and action plans to staff users
• Review to-do list commitments
• Re-assign tasks as necessary
• For timed delivery deadline tasks use supervisor controlled service tasks
• Use summary report on timed tasks to assess balance of workload

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

• Individual records for students
• Separate records for organisations
• Separate custom data fields for contacts and organisations
• Unlimited documents; Word Excel
• Unlimited notes and data fields
• One click link to web site of organisation

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

• Store Word/Excel documents
• Mail merge to Word
• Single mouse click to export to Excel on main list views

Outlook integration

• Synchronisation of diaries between Outlook and Maximizer
• Two-way synchronization of diary to PDA's, pocket windows etc.
• Mixed teams share diaries 

Student LEA budget control

• Individual records for students and support workers
• Support worker timesheets and summary statistics
• Summary of Student's spend against allowed budget

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

• Detailed record of each asset on loan to student
• Reporting of asset lists and asset return processes

 

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

• Diary synchronization Blackberry/Palm/iPaq/Windows Mobile PDA's
• Smartphone browser access for iPhone/Blackberry/others
• Full database synchronization to remote laptop PC users  

Document library

• Individual records for students
• Separate records for organisations
• Separate custom data fields for contacts and organisations