MSIS Tasks

How to View/Assign Tasks (Daily Project)

1. Log into SF as 5yr Office Assistant

2. Click on Reports Tab

3. Click on MSIS Open Task Report

a. Found in Unified Public Reports

4. Click on a student with the subject line: MSIS High GPA & No GMAT/GRE or MSIS Yellow in the Not Started Section

5. Click on the subject line to take you into the task

6. Once inside Call student phone number:

a. Call International: 9-011-Country Code (ex. 91, 86)-Phone Number (8757898835)

Once on a Call

Click Edit

If Student Answers:

1. Script: Hello, My name is _____ and I am a current student in the _____ program at the David Eccles School of Business at the University of Utah. I saw you requested some information and I am here to answer any questions about the application or program.

Talk with student about your experience etc.

2. Record interaction in Summary Section:

a. Gave Program Details

b. Answered questions about scholarships

c. Talked about student experience

d. Did not answer

3. If talked to student, and no follow up required, change status to Completed

When to Change Status to Complete and No follow Up Task:

a. Talked To Student-Gave Basic Details

b. Student doesn't seem interested

c. Asked for email communication only

d. If student asks not to be contacted

i. Mark as Completed

ii. Put "Do not call" in summary

If Student Does not Answer:

1. Record interaction in Summary Section:

a. Did not answer

2. Email student, letting them know you are a student here to answer questions.

3. Change status to Completed

4. Click on "Save and New Task"

In New Task:

1. Assign to April Fawson

2. Change Subject to Call

3. Change Date: One Week Later (Exactly 7 Days)

4. Leave Status as: Not Started

5. Hit save

Assigning Tasks to April

If a student has very specific, hard, or non-student questions e.g.

a. Scholarships (specific)

b. TOEFL Waivers

c. Score Waivers

d. Anything you do not feel comfortable answering

1. Transfer to coordinators if they are in the office:

a. Hit Transfer on phone

b. Enter extension

i. April 7-5835

c. Hang Up

2. Save and Create New Task

3. Assign to appropriate coordinator

4. Subject Call

5. Set date as next day

6. Leave Status: Not Started

7. Hit Save