Table of Contents

Key Expectations

What are the “Must Haves” in order for our customers to consider XXX to be vastly improved in Next Gen?

  • Manage all institutions in one place
  • Ability to inactivate institution entries
  • Ability to store additional info such as email addresses
  • Dynamic Search function as you type
  • Allow lookups via API to state and/or federal databases and import records in with one click
  • Smart Filter for duplication detection and prevention - by State and/or Federal ID numbers, similar school names with the same city/state, etc.
  • Retain ability to manually enter records that don’t exist in lookup source (out of country, etc.)
  • Future Considerations:
    • Email function on Institutions and/or Records Request Manager pages
    • Allow institution lookup feature in Online Enrollment for parents to enter student’s education history and populate the Other District Enrollment table

Changes & Differences from Existing Functionality  

Aeries WebAeries Next Gen
  • Course History Institutions table is used to record where students’ credits were earned, among other uses.
  • The College table holds colleges where students may apply, and enables transcripts to be sent directly to those colleges
  • Some institutions are duplicated both within each table and between the tables. There is no easy way to find and manage duplicates.

  • Consolidate Course History Institutions table and Colleges table into one table
  • Use state/federal sources to populate the Institutions table via Lookup
  • Allow potential duplicates to be found and managed
  • Use Institution’s data efficiently all across Aeries
  • Use Smart Filtering to only present appropriate records depending on location using the list. (i.e. College Request Form should only allow College Institutions to be selected)

Wireframe Concepts  

Institution Search

Institution Lookup

Add from Lookup

Institution Details

Manage Duplicates

Plan Summary  

Double IS trouble! 

  • Combine the CHI and COL table
  • Streamline data in a global registry
  • Allow users to inactivate duplications 
  • Make this a better user experience