Ability to see Tasks Assigned to Me on EMS Dashboard

Currently, the Dashboard contains total numbers for Submissions of: Inquiries, Applications, Contracts, File Submissions, Recommendations, etc.

We would love the ability to see specific tasks assigned to a Admissions Staff member. This would tie in with another Enhancement request to be able to assign staff to individual checklist steps: https://blackbaudk12.ideas.aha.io/ideas/K12OB-I-1857

  • Joe St.Clair
  • Nov 17 2020
Blackbaud Enrollment Management / Checklist
  • Attach files
  • Daniel commented
    21 Jul 08:31pm

    Merge with: Tile / Banner on EMS Dashboard to staff for assigned Student Checklists

    Attachments Open full size
  • Daniel commented
    21 Jul 08:28pm

    For Student Checklists specifically, these show up only on the Checklists tile in Schedule & Performance from the Faculty persona. Problems with this:

    • Schedule & Performance is only used regularly by teachers and some other academic staff (mainly for attendance, potentially also gradebook & conduct). Most admin have Academics or EMS set as their landing pages. For us and I'm sure many others, checklists are something admin would deal with, as a enrollment and/or back-to-school tool for tracking things like required forms.

    • Clicking the link from the Checklists tile brings you to the Process Checklist Steps tool. This is only useful if a checklist includes file submissions requiring processing. If we assign a checklist to staff purely so they can track completion (all forms submitted, etc.), they can't get there from this tile.

    It would be much better to have a tile or banner on the EMS dashboard pointing staff to their assigned checklists.

    Attachments Open full size

Related ideas