Case Note Journal
A case note journal for each student provides a chronological record of contacts or activity related to a specific student. Standard activities with a student file such as funding approvals, cancellation of sponsorships, issuing a checklist to students for required documentation or making payment adjustments are automatically case noted by GRADS. In GRADS, you can mail a particular case note to a colleague instead of having to copy or relay the pertinent information in another form. This saves time and ensures the full and accurate information is passed along
Fiscal Year's Budget Overview
GRADS’ Funding screen allows you to see budget and payment information by fiscal year for each approved application. If your organization approves for more than one academic year, then GRADS simply organizes the funding and payment details into the appropriate fiscal years.
Quick Student Status Check
GRADS allows authorized users to quickly check the status of a student’s application at a glance and automatically updates that status based on decisions made about the application. Depending on your internal process for approving post secondary assistance, you can customize user rights within GRADS to match your approval process. When an action is taken with an application, GRADS updates the application status so that you know where the application is in the approval process i.e. pending, recommended, approved, suspended or cancelled.
Dynamic 'To Do List'
GRADS provides a handy TO DO List that is automatically generated by activity that takes place within the data base. Depending on each staff function and the assigned user rights, the To Do List will let you know what needs to be done within Grads. Standard items on the To Do List include: applications to recommend, applications to process (approve) supplements to recommend or approve, decommitments to recommend or approve.
Generated Sponsorship Letters
Sponsorship letters for tuition are automatically generated when an application is approved in GRADS. The sponsorship letter will have a unique authorization number assigned by GRADS which can be used by your organization to verify authorized accounts payable. The specific details of a sponsorship letter are pulled from the application information entered at the beginning of the application process. Just a reminder that much of the details for a student application were selected from drop down pick lists which reduce error.
Maximized Efficiency
GRADS maximizes efficiency in data entry and reduces error through the use of drop down pick lists. i.e. institutional information, program information, budget line items, funding source, etc. Each pick list can be easily modified for your organizational needs.
Generate Custom Reports
With GRADS you can do custom reports as required. You can also save these reports and the data will be updated as the information in the data base changes. For example, you can generate reports based on counsellor caseloads, by school, by program or First Nation.
Issue Payments Directly From GRADS
You can issue student and institutional payments directly from GRADS, which keeps a record of invoice numbers, invoice dates, cheque numbers and cheque dates. You can also export payment details to accounting systems such as ACCPAC for general ledger purposes and overall organizational financial reporting.
To
request a free demo contact:
Diane Johnson:
(519)445-0225, or by email DianeJ@grpseo.org
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