Idea to Feature: From 7 Tasks to 3: Streamlining Course Requests

May 10, 2013 Peter Baron

In this week’s Idea to Feature, we learn from Mark Sargent, Product Owner for onRecord, how a single UserVoice request proposing separate online sign-up policy statements led to a much more streamlined course request feature.

Course Request Sign-up Policy

A Streamlined Setup

Building off the above request, we not only made it possible to create separate policy statements, but the idea got us thinking about ways to further refine course request management.

Achieved through creative design use and inline editing implementation, we eliminated many of the required steps for defining course request parameters.

Now, instead of having to complete a task for each individual item connected to the process (Sign-up Policy, Sign-up Dates, Sign-up Settings, etc.), we’ve been able to consolidate course request setup from seven tasks to just three.

It makes for a much more efficient approach, one that we think your onRecord managers will very much appreciate.

It also represents the first step in re-thinking how we can consolidate a range of tasks for managers, which underscores our commitment to streamlining your interaction with the software.

About the Author

Peter Baron

Peter Baron is the Chief Member Relations Officer at the Enrollment Management Association. Prior to joining EMA, Peter served as a senior product marketing manager, for Blackbaud K-12. Peter is the founder of edSocialMedia, a community-driven site dedicated to exploring the role of social media in education. He regularly contributes to various online communities and education conferences like NAIS, CASE/NAIS & SSATB to explain the importance of providing modern, user-friendly experiences for school constituents. Peter also serves as a trustee for Wolfeboro, The Summer Boarding School and is an Executive Committee member of TABS’ North American Boarding School Initiative.

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