Logging an in-person inquiry uses the exact same Family Support Card as a phone call. The only difference is that there's no pop-up card, so you'll need to find the guardian's record yourself.
Finding the Guardian Record
- Ask the guardian for their name and search for it in the top search bar.
- Click their name to open their record
- Fill out the family support card exactly the same way as a phone call
- Student: Select which student the guardian is calling about. If a guardian has multiple students, all will appear in this dropdown.
- Category: This is the most important field: it determines who owns and resolves the ticket. Take time to familiarize yourself with the available categories.
- Source: Select "In Person" for in person inquiries.
- Ticket Description: Jot down the guardian's question. This is the note that will be sent to the team.
- Check Ticket Completed if resolved on the spot, or Escalate Immediately if it needs admin/DSO attention. Otherwise leave both blank.
- Then click Create Ticket.