School Constituent Records and the Web (TNEW)

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:

  • Login/Passwords: education customers forget their details or get confused and need to call the org to get assistance.


  • Capturing School and Teacher details: if the constituent record is the teacher, capturing the school details is challenging. Similar problem if the school is the constituent record, how should the teacher be captured.

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



[edited by: Nicholas Hudson-Ellis at 12:53 AM (GMT -6) on 7 Mar 2012] Spelling and formatting changes.
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