Thank you for the form. I feel that we need to modify it still but I do not have a clear idea. So, I believe we need to address the process first before effectively changing our forms.
So, can you finish the following by the end of this month (or if possible, in two weeks)?
· Process for cash receipts
· Process on student refunds.
· Process on student fees and charges (including enrollment)
· Anything else on student life cycle that involve us or make us do/react differently.
We will need flowchart together with narration/detail description and step explanation. This will be process documentation only, not to write a policy. However, please add a section on your improvement suggestion as well. Please separate each task into separate file. You can combine it if it makes sense.
I include the existing policies that we have so far. We may revise or add more policies. However, we will need to have all processes documented.
Once we have those, we will sit down together and review them to finalize it. The objective is to have a standard of our processes and communicate out (please work with other departments when you gather information so it is correct). Then, we will need to test it periodically, especially with enrollment and student record. I want this to be your main responsibilities and cashier overseeing.
Let me know if you have any questions.