SLM Follow up drafts - not all are truly drafts
For multi year scholarships, we have info we'll need from the student each subsequent year. Those follow ups now show in "drafts" but really, they are not in draft stage, they are upcoming or pending. It would be great to have those in their own bucket in the followup box on the dashboard so we can keep those separate from current/real time drafts we need to be aware of.
Marsha Strauss
shared this idea
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Ilsa Sanchez
commented
Hi Marsha, that's definitely a great point of it being automated and thank you for explaining your process. We currently assign in piecemeal, but I can understand this concern from when we tried to assign holistically.
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Marsha Strauss
commented
Ilsa, as far as I know, assigning all of the followups was how I was trained to do it. That way they are set and I don't have to remember to ask the kids for the info we need each year
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Ilsa Sanchez
commented
Hi Marsha, I'm wondering if assigning the follow ups in batch per each semester/year is potentially feasible?
I completely understand if it's not due to the amount of students/internal process/time constraints. But that way, they'll all show on the draft page when needed.
Have a good day!