We need the ability to have templated content for the contact notes. There are processes to do with students that require repeated use of certain contact notes. It is inefficient to keep these notes in a word document and have staff have to go and copy and paste from there. A second drop down box, after the note type, would allow staff to select from templates or ignore and write their own.
- Trainers leaving contact attempt notes
- Grading/file audit complete notes
- Enrolment status information
- Funding approval notes
- Sales/Business Development notes
These are all standard activities and usually occur over multiple students within one sitting. A template is time efficient and creates uniform records across all staff.
Please sign in to leave a comment.