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
To discuss your needs
please give us a call:
+44(0) 1234 214 004