Student University Referral Workflow

Dashboard

Referral command center

Track students, university matches, referral status, follow-ups, documents, and reporting from one browser-based workspace.

Next client call 8:30 Kuala Lumpur Confirm Monday or Tuesday with Ash.

Due follow-ups

0 due

Recent activity

live
StudentTarget courseUniversityStatusOwnerFollow-up

Referral pipeline

drag-ready model

Course mix

report

Status mix

report

Client review questions

call agenda
  • Which referral statuses should be final?
  • What exactly was “not right” in the previous reporting?
  • Who needs shared access, and what can each role edit?
  • Should reminders be automatic by referral stage?
  • What exports are required: Excel, PDF, email summary?

Next phase

Browser-based automation upgrade

This prototype stores data in the browser for demo purposes. Production would add login, database, audit trail, file uploads, automated reminders, and export templates.

Shared accessAudit trailReminder queueReporting dashboardExcel/PDF exportAdmin settings

Demo data

Use this only during the walkthrough.

New student