My organization transitioned to Tessitura late last summer and as we are gearing up for our second season with Tess, I would like for my staff to begin using CSI's. (Note: I work at Ithaca College, so my staff are all students). At this point, we haven’t used them at all, but I know there is so much they can do. I am working to determine what some of the “best practices” are for utilizing CSI’s. Specifically, I’m looking to use CSI’s for things like accessibility needs, seating requests and to track communication between our patrons and my staff. If anyone is willing to share their CSI "trees" (Categories, Activity Types, origins, resolutions etc), that would be tremendously helpful. I'm looking for as many different sets of examples as I can get. Feel free to directly email me at mblau@ithaca.edu. Thank you!
Hi Michelle, We use to use CSIs for our tele-marketing but moved onto Plans for better reporting. Our EDU team also use Plans for our Education matinee's. We have an extensive set of CSI trees for our Online forms as we run almost everything through TNEW. Our Specific Needs CSIs are pretty simple. I'll get a flow chart together and shoot it through.
Hi Heath,
I work for Mona in Tasmania, we are doing a mass clean up of CSIs and are yet to use plans in any form.
Would you mind sending your CSI trees through to us as well?
Any further information on your use of plans would be greatly appreciated.
Many thanks!