Application
When should you follow up with a student that you applied?
Within 24-48 hours
When you are available to take calls, which Ready status do you want to be on within Five9?
Five9 Voice, Five9 Voicemail
Why would an Additional Course Recommendations case be closed with the Case Reason "No Change."
The original course plan is still applicable.
What is the first thing you do after an application?
Log your call + add discovery notes
What is the most helpful way to organize tasks?
By subject and/or alphabetically
Your students AEP case was cancelled due to an error on their attestation form. The student has completed a new form and its satisfied on file. What is your next step?
Resubmit the AEP request. NEVER open a closed AEP case.
You just applied a student that belongs to a partnership and needs to be reassigned, what is your next step?
Add in all your call notes/discovery and submit an SESS case so the student can go to the proper team.
How often should you refresh your dashboard?
There is not set answer, but you want to refresh this often to be up to date on the alerts and emails.
How is a Transcript Request case created?
The case is automatically created when the TRF is marked as "Received" on the TRF checklist item and the school is not SMR.
I was out unexpectedly for a day and want to see if I had any portal apps come in that day. Where should I look?
Utilize the My Apps Today report to identify new portal applicants. While the report filtering defaults to show applicants who have applied "today," filtering options can easily be adjusted to review apps that came in over the weekend out on PTO.
Your student is accepted but wants to see what credits would transfer to another degree, which case would you use?
PSPR - Proposed Student Program Request
What is the final step to complete a Proposed Student Program case appropriately?
Click the Submit button when all Change Requests are completed