Form Sheet • Combine data and send email reminders to complete application form • Check applicant eligibility & request diagnostic test • Record test result, book screening & create contracts • Record result of screening & send reminders to sign contract • Create lesson plans/timesheets & career questionnaires • Track attendance, use for invoicing & uploading data to funding body
reproduce in a CRM system • The Tracking sheet is used by lots of users & updated daily • Having the data in a spreadsheet rather than a CRM database, allows us to easily see the status of individuals, the progress of recruitment and to allow upload to external systems in the required format • We need to send a lot of emails at different stages of recruitment • We need to convert spreadsheet data into documents using some form of mail merge