Build your school admissions enquiry tracker.

How to build your school admissions enquiry tracker

1. 1

   Describe the job

   Give admissions enquiries a clear programme, document checklist and next response.

2. 2

   Review the first version

   Choose how the admissions coordinator records the enquiry and how the school administrator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your school admissions enquiry tracker

• Keep the enquiry in context

  Keep enquiry, program, application stage, requested document, review owner and next action together so the next person can understand the request or record.

• When the next step needs a decision

  A family submits a question but not an application. Keep the enquiry and formal application stages separate and request the correct next document.

• Keep next action visible

  Keep missing information outstanding without inferring an admission decision.

• Choose what each person needs

  Give the admissions coordinator a working view and the school administrator a review view. Keep enquiry and program attached to the decision as the work moves between them.