MyBnk's Dazzling Accreditation Process by Sharan MyBnk

Book in MW / TMH

sharanjaswal — 2018-09-24 10:20:41 UTC

- Requested printed list of learners with DOB to be given to trainer
- Ensure host org / referrer understands that THEY will receive YP certificates to fwd on

Trainer delivers S1

sharanjaswal — 2018-09-24 10:20:57 UTC

- Keep REGISTER of names, DOB & attendance
- Introduce & 'sell' accreditation to YP

Trainer delivers final session

sharanjaswal — 2018-09-24 10:21:40 UTC

- Ensures booklets are complete & marked
- Ensures register is complete
- **Get PRINTED LIST of names & DOB's from organisations (is this what the YP want?)

During the session

sharanjaswal — 2018-09-24 10:21:44 UTC

- Complete BOOKLET
- Mark booklet
- Feedback & correct booklet
- Sign booklet

Booklets arrive in office

sharanjaswal — 2018-09-24 10:26:58 UTC

After the session

sharanjaswal — 2018-09-24 10:27:02 UTC

- 14 days to send booklets to office, with BOOKLETS, REGISTER & (for TMH - different register)
- In-house - lock in cabinet (key w/ paperclip)
- TMH - Mark & print TMH Cover sheet to attach to booklets, & then physically hand the booklets to TAs

IV Process

sharanjaswal — 2018-09-24 10:28:05 UTC

- Collect sets of booklets from cabinet
- Check for completion (marking & signatures & completion)
- Register within 28 days of course completion

File into filing cabinet behind Nadia

sharanjaswal — 2018-09-24 10:28:18 UTC

ABC Website - Step 1

sharanjaswal — 2018-09-24 10:29:22 UTC

- Follow REGISTRATION GUIDE
- Log in
- Register learners onto system
- Get registration reference

TO DO - JANUARY

sharanjaswal — 2018-09-24 10:32:21 UTC

- Update MW & TMH booklets:
i) Inside cover trainer checklist
ii) Better goals sheet
iii) Marking strip
- Video tutorial of IV
- Tidy up & update word doc accreditation registration guide
- Training & standardisation session for trainers - how to complete booklets correctly & where (no blanks; can only witness statement <3 evidence criteria)
- CHECK with SK re. SF cover sheet - what's required - maybe delete it & add SF code to register?
- ADD SF code onto MW & TMH register
- ALIGN MW & TMH process on SF, paperwork etc.
- Consider GDPR policy & process when refining process, & ensure all staff are aware of responsibilities
- Consider how to work with VI / ESOL learners (separate booklets?)
-n Book in standardisation meeting for Spring
- Consider SAEs for TMH booklets return to office

Google Drive - Step 3

sharanjaswal — 2018-09-24 10:36:50 UTC

- Input ABC registration reference onto IV CHECKLIST SPREADSHEET
- Input SF COURSE ID onto spreadsheet also

Register booklet arrival onto salesforce

sharanjaswal — 2018-09-24 10:39:14 UTC

Salesforce- Step 2

sharanjaswal — 2018-09-24 10:42:54 UTC

- Log in & find delivery
- Copy & paste student details into 'NEW ACCREDITATIONS' (MW)
- TMH - Under cohort
- Enter no/ students that started & registered

Claiming - Step 5

sharanjaswal — 2018-09-24 10:45:37 UTC

- After 24 hours, claim certificates on ABC website
- Enter claimant date & IV initials onto Google Drive tab 1
- Cut & paste this line into relevant monthly tab

Certificates Arrive

sharanjaswal — 2018-09-24 10:50:09 UTC

- Tick 'certificates received' with date on SF
- Collect associated booklets from cabinets
- Call host org / referrers (TMH) to check delivery address for certificates
- Post certificates & booklets to host organisation
- **Tick 'certificates sent'
- ** Shred register & cover sheets in office
- TMH - also a SF process

QUERIES

sharanjaswal — 2018-09-24 10:51:30 UTC

- Running reports for no. of accreditations - e.g. for income team (from 'new accreditations field') , including what is pending for ABC to give accurate picture
- Outline how to check status of certificates on ABC
- What to do when rogue booklets are found (step by step) - i) check on SF ii) check on ABC etc.

TO DO

sharanjaswal — 2018-09-24 10:53:16 UTC

- Create list of locations of Key Documents
- Update MW trainers on any process changes / clarifications (e.g. printed names list)
- Check GDPR for google drive

ABC REQUIREMENTS

sharanjaswal — 2018-09-24 10:55:09 UTC

- Yearly postal moderations per qualification
- Q&T Must hold & minute annual standardisation meetings w/ trainers & IVs
- Bi-yearly/ ad hoc F2F moderations

**Check package for printed list of names & DOB from host org, and request if required

sharanjaswal — 2018-09-24 11:05:52 UTC

NOTE: Inform Facilitation team if there is any ABC hold up / moderation

sharanjaswal — 2018-09-24 11:10:38 UTC

Complete post delivery data, including no. MW accreditations processed & that booklets have been sent

sharanjaswal — 2018-09-24 11:25:29 UTC

Filing - Step 4

sharanjaswal — 2018-09-24 12:16:34 UTC

- Print ABC confirmation page
- Paperclip ABC confirmation sheet w/ booklets & file under 'MW (/TMH) registered' in filing cabinet

TO DO SALESFORCE

sharanjaswal — 2018-09-24 12:20:29 UTC

- Create Easy reports for external teams (eg income) - no. completed & certified, including pending
- ADD tickbox TO SF 'Booklets arrived'
- Change Post delivery data to 'MW accreditations PROCESSED' rather than 'MW accreditations achieved'
- Add 'Certificates sent' tickbox to 'new accreditations' section

KEY DOCUMENTS

sharanjaswal — 2018-09-24 12:41:50 UTC

Google Drive: https://docs.google.com/spreadsheets/d/1vGn00FtCJTj42O4Xo7GpT0Eqxku7bM7UeOKamLsmKik/edit?ts=5ba8b6ff#gid=0

Centre Contacts:

ABC Handover Doc:

MW Register:

TMH Cover Sheet / Accreditation hand in:
Curriculum folder on Server

Accreditation Process Guide:

TMH - TAs lock & store booklets locked cupboards

sharanjaswal — 2018-09-24 15:49:43 UTC

TMH - Step 6

sharanjaswal — 2018-09-24 15:56:31 UTC

TAs take TMH booklets to office to lock up