Ideas Portal
What specific challenge or problem does this idea solve? |
If there are multiple users, you are able to determine which user process which transactions. For example, if someone posted fixed tuition, account credits, Notes on accounts, deleted transaction, added student, etc. you are able to see the user (or user ID) on who created that specific transaction. |
How should this work? |
Much like the new communication dashboard, where you can see who sent an email, it would be nice to know which user created which transaction. |
Who will benefit (Admins, Staff, Students)? |
This would benefit all staff. We've had many instances where a new staff member continuously created wrong transactions, wrong fixed tuition, gave credits when they were not suppose to be given, etc. We knew exactly who the staff member was making the errors, but trying not to single them out, when brought up to the front desk staff as a whole, no one claimed responsibility. And we did not have an audit trail of user transactions to let the staff member know that they were the one making the specific errors in the system. |
How will this change impact your daily tasks or overall experience? |
This would help in knowing which staff member to reach out to if we had a questions regarding a certain transaction and needed a backstory on how to rectify any situations. Currently, we ask front desk staff to put in the Notes in the dancers account about discussions with parents, why they gave a credit on a dancers, account, etc. However, either staff members are moving so quickly that they forget to put a note in a dancers account. And if they do put note on the account, we do not know who put that note in unless the write puts their name or initial at the end of the note, which is not always being done. Currently, we just have a make a blanket statement to our front desk staff asking "... who remembers doing this transaction?....". Which normally leads to crickets because a staff member does not want to get in trouble. |
