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Automating the
Student Request Process
Case Study in Revamping a Process
Tammy Brown
Manager, Residence Admissions and Administration
Student Requests
• Room Switch
• Early Withdrawal
• Extended Stay
Room Switches
• Policy
http://www.brocku.ca/residence/poli
cies_procedures/room_switch_policy
• Old process versus new
Room Switches
2013-2014
• 88 room switches
– No paperwork kept on
requests
2014-2015
• 143 requests on line
– 89 completed
– 49 cancelled
– 5 unable to be completed
• Reasons for switching:
– 21 medical
– 44 new room
– 75 roommate conflict
– 3 other
Room Switches
• The verdict…
– More efficient process
– Everything in one place
– Consistent messaging
– Exporting data has positives and negatives
Early Withdrawals
• Policy
http://www.brocku.ca/residence/policie
s_procedures/early_withdrawal
• Old process versus new
Early Withdrawal
2013-2014
• 104 departures over the
course of the year
2014-2015
• 71 departures over the
course of the year
• 65 people completed the
on line form
Early Withdrawal
• The verdict…
– Consistent communication with students
– Fewer appeals
– Smooth check outs at the Service Desks
Extended Stay
• Policy
http://www.brocku.ca/residence/policie
s_procedures/eot#End_of_Winter_Term_N
otice
• Old process versus new
– Handing in a paper form to the Service desk
with documentation versus on line form with
upload capabilities
Extended Stay
• No stats were kept
• All correspondence was
from various email
accounts so unable to
look up and try to
determine numbers
2014-2015
• Fall Term
– 77 requests
– Only 44 on line
– 73 approved, 4 denied
• Winter Term
– 98 requests
– Only 38 on line
– 81 approved, 17 denied
2013-2014
Extended Stay
• The verdict…
– Still have work to do
– Vast majority of students miss the deadline
or put in last minute requests
– Admin fee to curb late requests
– Students forget to attach documentation (or
don’t bother to do it)
– Efficiency has increased
– Copies of all correspondence in system for
Service Desk staff to see when needed
The Big Picture
• Increased
– Efficiency
– Communication
– Consistency
– Ease of use for students (and staff)
• Downside
– Fewer face to face contact points with
students
– Still have kinks to work out
Brock University - Online requests

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Brock University - Online requests

Editor's Notes

  1. Policies in place Manual process Lots of paper All varied in terms of the way they were handled
  2. Old process involved students coming into the office or the Don coming in A lot of time was spent listening (and relistening) to issues and concerns Students trying to get what they want Initially it is an on line process Depending on the issue I speak to the student directly or have an RLS member go to speak to the student Ability to look into the issue prior to speaking to the student Exported new requests into a master spreadsheet for tracking purposes
  3. Consistent messaging was important Did export data and kept a master spreadsheet for notes, prioritizing etc
  4. Withdrawals used to come via email, the Service Desk, RLS, walk ins etc We have the policy on line so staff (Service Desk and RLS) refer students to that and tell them to put in the withdrawal on line We have a calendar entry in my Outlook with all room movement so anyone working can look up the current state at any point in time (approved, denied, in progress etc)
  5. When a student sent in a request, we followed up with an email on the process to check out (and the refund policy) in writing which assisted with students who wanted refunds
  6. Report scheduler