Innovation, Automation, Optimization, Service: Your Transcript Processing Partner CACCRAO Region 9 & 10 Norco College, November 7, 2014 Presented by: Margaret Freeman Our Credentials. Your Solutions. Since 1997 Credentials Has Serviced Students as an Agent for Higher Education Process Focused Degree and Enrollment Verification 2 TranscriptsPlus® Industry Leading RoboRegistrar® Integrated Automation Consumer Facing Transcript Network™ eRoboMail™ Credentials & Scrip-Safe Announce Merger Credentials and eScrip-Safe will be merging online ordering and electronic distribution New Enterprise will include: Over 800 Sending Institutions Close to 3,000 Receiving Institutions Security Paper and Diplomas on Demand not part of the merger Company managed out of Northfield, IL with Customer Service and print offices in Loveland, OH and Las Vegas, NV New Company will be called: 3 Our Credentials. Our Security. Adhering to industry standards of today and tomorrow. Providing a secure environment for servicing student data. 4 Solution Snapshot Hosted Online Application • 24/7 Access • Campus Branded • Consumer App • Text & Email Communication 5 Integrated Automation Customer Service • Oracle, Datatel, Banner, Legacy • Oracle App Designer / Component Interface • Limited Access for Institutional Security • State-of-theArt Self Serve Environment • M-F 12.5hr. Customer Care Client Service • Dedicated Client Relationship Manager • Dedicated IT Resource • Registrar Support Services Online transcript ordering & payment processing 3rd party certified PCI-DSS compliant Student charged when order is completed Branded & Customized Order Form Over 3,000 Parameters Set During Implementation 6 The Key to the TranscriptsPlus® Solution is Our Firewall Proprietary Automation Software: RoboRegistrar® RoboRegistrar® RoboRegistrar® is Java-based software that is installed on a PC behind the institution’s firewall and interacts between the TranscriptsPlus® system and the student information system. 7 SIS ROBO’S AUTOMATED FUNCTIONS Locates Records Student & Alumni Authentication Checks for Financial Obligations Communicates with Students via Email and Text Creates FedEx Air Bills Facilitates a Variety of Fulfillment Options • Add print requests to your SIS • Can print your transcripts at Credentials • EDI & XML • School-to-School PDF • 3rd Party PDF 8 Comprehensive eTranscript Strategy Regional Hubs •SPEEDE •FASTER •eTranCA •OBOR ETran CA F.A.S.T.E.R. Vendor Networks Students & Alumni We print. We stuff. We mail. Highly specialized rendering Date and Time 08-21-13 01:41 AM (CT) 08-20-13 11:20 PM (CT) 08-20-13 10:25 PM (CT) 08-20-13 03:00 PM (CT) Location Activity PALATINE, IL Out for Delivery Scan inserting High-speed printing, folding, Copy & thermal protections Tamper-proof CAROL STREAM, IL stamping Sorting Scan envelopes CAROL STREAM, IL Sorting Scan Your institution’s watermark NORTHFIELD, IL Delivered to USPS Accommodates attachments USPS Intelligent Mail Barcoding 10 & New Network Receiving Institutions Overview School to School (over 3,000 in network) •EDI, XML and PDF supported •Agency Relationship Established with Regional Hubs (Texas, OBR, etc.) •TS130, TS131, TS146 all supported •Data elements can differ (possible to include SSN, DOB) •Includes academic work and legend •Controlled Access to Registrar Support Services •E-mail reminders sent 3 times/day when work is pending •Color Coded Identification of Transcripts 11 New Network Receiving Institutions Overview, cont. Third Party PDF •2 Emails sent for each transaction-must utilize access code •Transcripts removed 24-30 hours after downloaded •Includes cover page, watermarks, printed copy, header, footer, signature of Registrar, logo, and legend 12 Communication Answer student/alumni questions before they ask them Email and text message notifications include: Transcript Order Receipt Authorization Notification has been authorized authorization received authorization required authorization reminder(s) Transcript Order has a problem Transcript Order has been canceled Transcript Order Completed Transcript has arrived Attachment Needed Transcript Order Credit Card Failed Transcript Order has been received Transcript Order has Bad Recipient Email 13 Credentials’ Industry Leading Customer and Client Service Client Relationship Managers Customer Service Representatives 13.5 hour/day Live Customer Service operators Online Order Status 24/7 14 Online Student Self-Service 15 Administrative Application Database of ALL Orders Detailed Order Information Sending Reports Receiving Reports User Created Reports Control Sheet for 08-06-2013 OrderNo 3CV735680 3C4769688 3GE718525 3GE718526 ST C C A A Qty 1 1 1 1 SID 123456789 123456789 123456789 123456789 Student Name DUCK, DAFFY BUNNY, BUGS PIGGY, MISS KING PRAWN, PEPE Svc REG TTyp UGRD RUSH GRAD RUSH GRAD REG MED Copies 1 1 1 1 How_Sent Delivery Info PDF OFFICE OF ADMISSIONS CALIFORNIA ST UNIV - FULLERTON PDF OFFICE OF ADMISSIONS CALIFORNIA ST UNIV - FULLERTON PRT-MAIL ADMISSIONS & RECORDS OFFICE DE ANZA COLLEGE PRT-MAIL AMCAS - ATTN: TRANSCRIPTS AAMC MED SCHOOL APPL SVC Electronic Receiving Network Ellucian API Credentials Solutions and Scrip-Safe are both Community Partners of Ellucian. While we’re in the beginning stages of learning about the service and how it’s capabilities relate to RoboRegistrar, the Ellucian API will provide another transcript data extraction option for our institutions. We’ll utilize the Ellucian API when they are the best option for a client institution. 22 Recent/Upcoming Enhancements Credentials and Scrip-Safe will merge January 1st, 2015 to become Credentials eSCRIP-SAFE New Nevada branch office for expanded customer service hours and faster West Coast USPS delivery Sending transcripts electronically to Graduate Application Services AMCAS LSDAS PHARMCAS etc. Reverse transfer initiatives project Inputting transcript data directly into Student Information System with RoboRegistrar® 23 Import Processing 24 25 Our Credentials. Your Solutions. Implementation Requires Limited IT Resource! Credentials has taken care of the heavy lifting by delivering a pre-programmed package for each of the major student information systems. No Upfront Costs Initial programming and integration into Banner provided at no cost. Staff training and support provided at no cost. Initial marketing materials provided at no cost. Automated Order Processing eRobo Mail Hosted Online Access Operational Services Electronic Delivery / Receipt Margaret Freeman Sales Director 847-716-3035 freeman4@credentialssolutions.net 27