Transcript 2012_3_1_Adoption Webinarx

Adoption Webinar
Objectives:
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Gather information
Explain Docufide Sender
Create a Communication Plan
Schedule Installation Call
Provide introduction of User Interface
Answer Questions
Please tell us:
 What is your SIS?
 Do you have plans to change your SIS in the near
future?
 What is your Operating system? (Windows, Mac, etc.)
 What is your current transcript process?
 Do you charge your students?
 How many years of transcripts do you have on your current
SIS?
 How/where do you keep the older transcripts?
 Approx. how many seniors do you have?
 What is the approx. % of college bound?
DOCUFIDE SENDER
Docufide® by Parchment™ is Education's Trusted
Intermediary™
Facts about Docufide® by Parchment™
 Parchment is the company that supports Docufide Sender
 Docufide Sender is the product.
 Docufide Sender allows schools to send transcripts
 Over 7,000 schools and universities using Docufide Sender
 10 state initiatives and NCAA, on the Docufide by Parchment
platform.
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What is Docufide Sender?
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Online Transcript Request, Tracking & Approval
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High School to College Transcript Delivery
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High School to Anywhere Transcript Delivery
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Directory of Users, Reports & Support
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Surcharge Options – Schools will get a check once the refund amount
has reached $500. This is evaluated quarterly.
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Benefits for Students
Benefits for Schools
 Students
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or Parents can order
transcripts any time, day or
night.
 Status of all transcript requests
in one location for easy record
keeping.
 Quick and easy registration
and request process.
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Cost Savings
Time Savings
Reporting Functionality
User Friendly Interface
Training – Online Training
Guides
Control
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Docufide Sender Workflow
Student
Requests
High School
Transcript
Release
Docufide
Delivery
Online request
processing
Online registrar
approval
Delivery on school’s
behalf
Accessed from
school web site
Look-up students
and select
‘Docufide’
Tracking and reports
included
printer
24/7 student &
alumni self-service
Print Transcript to
Docufide
Students notified on
delivery
Lets create a plan!
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What's the best form of communication?
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District/School Website
Changing Registrars voicemail
Student Flyers
Newsletters/News paper articles
Social Media (Facebook, Twitter, etc.)
What’s the best way to get your students registered?
• Back to school sessions
• Parent nights
• College planning sessions
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How many students do you think you
can get registered in the next 30 days?
Docufide Sender Check list
Pre-live
 Prepare for Launch Call
 Add administrators (see user guide)
 Update/add profile
 Update Sender Preferences (see user
guide)
 During Launch Call
 Review conversion to new request
process
 Create marketing plan
 Develop registration plan
 Schedule Installation call
 Complete basic user interface training
 After Launch Call
 Create roster upload file
 Add Docufide to firewall whitelist and
proxy settings
 Create and send first communication
 During Installation Call
 Upload student roster file
 Install print driver
 Batch upload transcripts
Post Live
 Update your website
 Add link to parchment.com
 Add directions on how place a
request
 Send out communication to
students/parents stating service is
now available
 Execute Communication plan
 Implement student registration plan
 Review User Guides
 Student Registration
 Automated workflow
 Approving Transcripts
 Matching
 Common App
Installation Call
This is a 30 minute call with your IT contact
Requirements:
 Needs to be done at the Primary Users
Desk
 Both the IT contact and Primary User should
be present
 Need to have your roster upload ready
Objectives:
 Will complete installation of the “Printer”
client and sent through at least 1 test
transcript
USER INTERFACE
QUESTIONS & REVIEW
Contacts
Parchment
Tammy Baden – Account Executive
[email protected]
1.480.719.1646 ext.1013
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