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DESK-I-190
PRIM-I-52
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Workspace
Primrose Private Ideas
Categories
Digital Enrollment
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Ability to review and save submitted form details and documents to family portfolios or request updates to correct certain details before resubmitting.
Ability to trigger automation email based on certain form/document submissions being either received or accepted (Example: Uitilize start date upon acceptance of a pre-registration to trigger final enrollment documentation process 2 weeks prior to start date)
The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family
Ability to convert standardized forms for state or local agencies automatically into a fillable web form that fills in and makes available the completed standard form in PDF format
Ability to set specified admin users to receive email notifications of completed submissions by parents
Ability to partially fill documents or forms and submit to parents for completion
Ability to combine registration payment collection with registration/pre-registration/wait list forms into a single process for the parent.
Ability to identify within the application UI that there are completed form/document submisssions to review
Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard
DE002 - Ability to share an electronic form with enrolling families to capture information to be automatically filled to the family profile
Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families
Set accurate follow up
US Number
DE021
Criticality
L
MPM Element
Family Manager
Department
School Excellence
Persona
FO, LTM
Priority (Numeric)
43
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