Automation: Is Implementation Worth the Hassle?

Automation, a worthwhile hassle

How much can a change in perspective affect a school district’s central office? Sounds more like life advice from Deepak Chopra than applicable guidance for running a school district. The truth is, a lot of seemingly impossible tasks have been made possible through technology and automation. The issue is that these particular tasks are regular sources of anxiety for central office and administrative personnel, and the idea of letting go of some responsibility is frankly terrifying.

A lot is at stake in a school’s central office – there are kids to worry about, parents to answer to, privacy to protect, and state and government funding to lose. Not exactly a stress-free environment. Letting go of this stress can make us feel vulnerable to error, so it’s understandable that a change in perspective about the technology-takeover is difficult to make, especially for the “digitally-challenged”.

Let’s go through some of these pain points to understand why letting go of the stress is something you can actually do in order to streamline tedious processes without error and in total compliance with state and federal laws, and yes, even with the parents.

Eliminate manual data entry for registrars during student registration.

  1. Why it Hurts: Data needs to be clean, complete, and accurate. Without perfect data, a lot can go haywire – Can you imagine not having the right contact numbers for a student in a time of emergency? Asking a school district to give up some of the control here is scary, for understandable reasons.
  2. A Change in Perspective: Get clean and complete data, with real-time flow to your SIS, by allowing the parents to enter student information and documents Type-ahead data fields prevent error by literally forcing parents to submit data in a certain manner. For instance, they must submit an actual USPS-verified address, and they must submit 2 or 3 or any number of emergency contact information as the school requires before they can complete their enrollment process. Little red asterisks can go a long way, and strictly prohibiting parents from skipping questions doesn’t hurt, either. Parents aren’t bothered by this process; they are thrilled knowing that the school district has everything they need from the guardians to keep their kids safe. They also love that they can have access to an appointment scheduler, allowing them to pick the time that works best for their own schedules.
  3. Relieve Stress, Retain Control: When setting up an online registration system, the implementation team should be responsive and willing to customize a school’s registration system to their needs. We can’t speak for anyone else, but at SRC, this is absolutely true. School districts are assured they can ask all their usual questions to make even the heaviest paper registration packets electronic. Some even choose to make the student handbook a requirement of this system, kind of like accepting the Terms and Conditions to use certain websites. Another thing to remember here is that your registrars still hold the power to review, accept, or deny any data that comes through the online registration system, making sure that incorrect data doesn’t slip through.
  4. Take a Deep Breath: Once approved by the registrar, these student enrollments are sealed, and flow directly into the Student Information System. Meaning the registrar never has to make a copy or pick up a phone to notify anyone that a new student has enrolled. Notifications are automated – everyone who needs to know, knows immediately, and is only given access to the information they are allowed to see. This is guaranteed to be in full compliance with federal laws like FERPA and HIPAA, as well as any state and local retention mandates. So YES, you can let go of this stress!

Get every document needed from parents on time, and know exactly where they are at all times.

  1. Why it hurts: This is not a new problem for school districts. Parents often forget to bring certain documents with them to their registration appointment, and those documents become harder to track down as time passes. Frequently calling and emailing parents to request these documents is urgent and important, but is annoying for both parties. In times of emergency, such as a house fire, parents usually look to the school district for copies of birth certificates and similar precious documents that may have been destroyed. This is just another reason it’s important for schools to be meticulously organized – failing to present these documents to a family in need is not only tragic for the family, it also damages the reputation of the school.
  2. A Change in Perspective: Intelligent Document Management Software. Man oh man, is that a mouthful. Basically, it refers to an incredibly intelligent electronic repository where all documents are stored in digital form. Within the repository, there are all kinds of placeholders to make sure that each document is appropriately labeled and secured, so that each document is extremely easy to retrieve – but only by permissioned users. It also refers to the means of transferring these documents into the system. Physical scanners can be linked to this repository by using a data glyph or bar code related to the individual student and document type. When the data glyph or bar code is scanned, it communicates where the document belongs to the repository and lands in the right folder and the correct document-type placeholder. So when you scan Jane Doe’s 4th quarter report card from 3rd grade, it doesn’t go anywhere except the place holder made specifically for Jane Does’s 4th quarter report card from 3rd
  3. Relieve Stress, Retain Control: So a fancy digital filing cabinet exists, how does that help a school district retrieve documents from parents? Well, there are actually a couple of ways this fancy filing cabinet can make your document dreams come true. First, parents can scan and upload these documents from home. Just like with registration data, registrars must approve and allow the submitted documents to take their place in the repository. Second, imagine the physical filing cabinet in your office calling out every missing document in every folder: Jimmy is missing his immunization record! Susie is missing her permission slip for next week’s field trip! Now imagine that physical filing cabinet pulled out a phone and texted Jimmy and Susie’s parents about their missing documents, and sent them an e-mail as well. By pulling daily reports about missing documents, and setting automated notifications to parents, you can automatically email and text parents until the document is provided. This can happen once a month, week, or every day if you like. It’s still under your control – you just don’t have to physically do it.
  4. Take a Deep Breath: This doesn’t just refer to student documents! It can handle records requests, HR documents, and essentially any other type of business process you may want to automate. Sure, the process has to be built out first – you can’t just go scanning and hoping the repository will figure it out – but there’s really no limit to what you can’t do here. And think of all the trees you can save!

Save a lot of money and time.

  1. Why it Hurts: Because DUH everyone wants to save as much money and time as they can, this isn’t news! This hurts because saving money can require doing less for your staff and student body. This hurts because spending money to save money is risky. This hurts because taking the time to fixate on the details can prevent big issues down the road.
  2. A Change in Perspective: We’ve already been through the ways you can allow staff to stop fixating on the details while still be totally compliant to legal policies and provide great communication to students and guardians. So let’s just think about the time and money it takes to make copies, deliver copies or call around the school to notify other personnel, file documents, find documents, set appointments with parents, buy stamps, lick envelopes, and mail home report cards and policy updates and permission slips, etc. Although individually these tasks can be small, they add up a lot of minutes and cents in the end.
  3. Relieve Stress, Retain Control: When your district utilizes an online enrollment system and/or an electronic document repository, you slice most minutes off of these tasks, and eliminate the printing, paper, and mailing costs that go with them. You also spend money paying your staff to have more productive workdays.
  4. Take a Deep Breath: The software we’ve been talking about isn’t exactly cheap, nor is it easy, breezy right off the bat. Staff needs to be trained on how to use it, and the implementation team on the software side basically needs as much training too, in order to deliver the best solution for the district. But is it worth the cost and the time it takes to get the software in place and the staff up to the task of using it? Absolutely. Most districts recover the cost in their first year and have exponential savings in following years. Staff members become more knowledgeable and comfortable each year, which expands the capabilities at hand. Guardians love that they no longer have to wait in long lines for their registration appointments. As taxpayers, they’re thrilled that their money was used to modernize the school district and make student information more available to them and accessible on their own time.

Going digital isn’t just possible, it’s worth it, and easy in the long run. It’s time to admit manual data entry and document retention isn’t as useful and safe as it feels, and it’s okay to upgrade! Treat yourself and your district to Intelligent Data and Document Management.

Registration Gateway