Start with one enquiry record
Capture the applicant’s name, guardian contact details and the class being considered in one structured record. Establish what information is essential at this stage, rather than asking for everything at once.
Make follow-up visible
Agree on clear enquiry stages and record the next action. This helps front-office staff pick up where a colleague left off without repeating the conversation.
Review before creating a student record
Check application information, collected documents and duplicate admission numbers. Link the reviewed information to the student record instead of asking staff to type it all again.