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PRIM-I-53
PRIM-I-53
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Workspace
Primrose Private Ideas
Categories
Digital Enrollment
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Ability to combine registration payment collection with registration/pre-registration/wait list forms into a single process for the parent.
DE002 - Ability to share an electronic form with enrolling families to capture information to be automatically filled to the family profile
Online/digital registration forms including a modifiable core structure to collect key data from parents enrolling their students - Must include digital document and signature support (Data collection, official document sharing, document execution)
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
DE006 - Ability to complete enrollment paperwork for my chosen school with zero contact through electronic documents and forms
Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families
Ability on the website to review and edit activities before approving including the ability to manage bulk/group activities as a single entry.
Ability to access accepted completed forms within the student profile
Abiliity to understand and be alerted when a family completes and submits enrollment forms/paparwork electronically - Notification and/or indicator on KL site on home screen and student list
Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.
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US Number
DE023
Criticality
XL
MPM Element
Family Manager
Department
School Excellence
Persona
FO, LTM
Priority (Numeric)
39
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