Hello everyone,
After some great conversations at the recent ANZTRUC in Sydney and reading the Education forums here, it sounds like some forward thinking orgs are making their education programs available on the web, usually requiring the educator/teacher to login with a previously provided constituent ID that enables a special MOS.
The common challenges seems to be:
There doesn't seem to be an easy automated way to solve the first challenge, as the teacher/educator is unlikely to have immediate access to the email main address on the school account, even if they know what it its. Having the teacher login with their personal email sounds problematic as the teacher may change school, and will also want the school to be billed, rather than themselves. I think of this issue as Constituent Integrity as it impacts reporting and finance.
The second point has been solved for phone/in person bookings by using the Special Request > For functionality in Tessitura client. TNEW does not go this far, and I haven't seen any orgs do this with custom work.
At ACMI we are planning to generate CSIs with each education web order that captures the Teacher name and contact details. One of our staff members would then respond to the CSI by opening the order and manually adding the Constituent ID to the Special Request > For section. I am building Auxillary performances to enable the CSI feature.
I would love to hear from other orgs if you are dealing with the same issues around Constiuent Integrity, or share further about ACMIs education programs online as we progress.
Best,
Nicholas
Hi Nicholas,
The idea of getting a CSI in there for schools orders sounds like a good idea. But just to clarify - would you be getting the order put on the teacher's record and using the Special Request > For to store the school's ID? Or putting it on the school's record and pointing the For to the teacher?
Because, on TNEW, isn't a teacher more likely to create or login to their own teacher account rather than the school? Anyway, keep us posted on how you work it out - it will be helpful for many of us, I think.
Cheers,
Matt
Hi Matthew,
Here is the workflow I have scoped out:
1. ACMI Education staff create the school constituent login and email out to all known teachers.
2. A teacher uses that special login to trigger the special 'Web-Education' MOS that has access to education performances.
3. The teacher browses the Auxiliary performances, and clicks on their desired performance.
4. The teacher selects 1 $0 ticket with a Price Type called 'Booking Request'.
5. The teacher fills out the form below which requests their name and contact details, and number of students. (among other program specific details).
6. The teacher completes the order and gets a confirmation email.
7. The ACMI Education staff member gets a scheduled report listing open CSIs that were created during Education web bookings.
8. The ACMI Education staff updates the order by manually adding the 'Special Request: For' field, adding the number of student and teacher line items.
9. After the date of the performance, the ACMI Staff member goes back into the order and adjusts the numbers if necessary, and processes the invoice.
That's the plan! One of the challenges will be to assist schools with remembering their email/password if they forget.
If anyone can spot a flaw in the plan or has a better idea, I would love to know :)
Hmmm . . . I think that might work. I’m going to share that with my Education team and see what they think. Thanks for sharing!
Just re-reading my message, I should clarify that each school would have their own unique login that all the teachers at the same school would share.