Next Steps
What is a OCC
What is .... One Call Close & After an EA Next Steps are completed with portal login, orientation completed & Smart Transferred to SF!
What do we complete by EOD Thursday Prestart week?
Cengage & Sandbox
Monday Start week We direct & complete what with Students?
Roll Call & Direct to week 1! With Expectations of completing by Thursday EOD!
What is a CAP status ?
What is .. 05 Awarded, 06 Completed 07 Packaged
What do we say for INBOUND leads??
what is .. on a recorded line - please can you verify your DOB or last 4 of your social!
what is ... The first 24 hours of EA! - Same day FAFSA!
We collect LCT's on what day (how many days) before start day??
What is Thursday (11 days) before start day or Thursday before prestart week!
When can discussion post be done??
what is... by Wednesday 11:59 Est .. Monday, Tuesday Wednesday!! - Late Thursday!
What website do we guide our students to if they don't have access to portal before transfer?
What is ... Studentaid.gov
Student is having trouble with orientation video .. what can we do instead??
What is .. ask if there is another device around, they can use a tablet, a family or friends' phone etc. ...
try to switch to an incognito or private browser and sign in!
if no ort - guide to missing docs for smart transfer and docs!
What steps should be done after Orientation in an OCC?
what is .. Direct to missing docs, set expectations on having FAFSA submitted now / today, takes 1- 3 business days to process, send SMS with school code and your # , set SAME DAY FOLLOW UP, smart transfer ! (let SF rep know they are on missing docs ready to complete)
Unit 1 in sandbox consists of what ... ?
What is Cengage & Roll Call
What is the deadline for Active students to change their program??
what is ...
Friday of Start Week - But we would want to try to get them changed before they go active - if possible
If your SMS is capped - what other option can we use ?
what is ....
1. have another rep send an SMS
2. send message to AMS ( Me ) w/ id # to send for you !
Unit 2 consists of what in SB?
What is ... Week 1 Discussion Assessment & Assignment
Start Status includes what ???
what is .. a student completed with FA , 60 -100% submitted in classwork, updated LDA (Thursday start week) - no open interviews or cancel requests / eligibility good
What steps are needed with a New SEP?
What is upload ...
1. phot id
2. taxes (w2 / 4506 / tt)
3. VWS (verification worksheet)
what is the difference between a DCL and DrDCL
What is ... DCL is a Default Clearance Letter (student owes money)
DCLdr. Is a disability Clearance Letter (which needs to be signed from a Dr.)
Both are hard Docs!
Students are what % more likely to be a start if they complete Sandbox ?
What is 84%
05 Awarded students are automatic starts ?
What is....
No - 05's are nice but may have additional SF docs to complete before start status
We aim for AUTO - STARTS which is what???
What is ...
Students in 06 / 07 FA status and 100% submitted w/ academics by Thursday EOD -
no open cancels or interviews needed!