Playbook, university

The three things a university assistant must never try to handle

Most handovers in this network are commercial: somebody wants a person because a page did not answer them. On a university site the important ones are not commercial at all. They are a student in difficulty, an applicant whose immigration position depends on the answer, and anybody asking about their own application.

Why this is not the general answer

The handling pattern for asking for a person holds across every trade. What follows is the part that does not.

  • The wellbeing trigger has to fire on wording that is not a question, which is unlike every other trade here.
  • Visa and immigration answers have consequences that no other kind of enrolment question does, and the correct route is a named team rather than a page.
  • An enquiry about an individual application cannot be answered because the assistant cannot see the application, and confirming anything about a named applicant would be a disclosure.
  • The audience includes people who are not applicants at all: parents, agents, referees and current students, each needing a different destination.

How it arrives

  • i am struggling and do not know who to talk to
  • will my visa be affected if i defer
  • has my application been received
  • why was i rejected
  • can you tell me my offer conditions
  • i need to speak to someone about my son's application

What has to be indexed for this to work

Material behind this answer
A routing table of teams and what each one handlesAdmissions, international, student support, accommodation, finance. Published as a page rather than living in staff knowledge, because the assistant can only route to destinations it has read.
The wellbeing route, written for out of hours as well as in hoursThe institution's own chosen route for its own country, put in the refusal wording itself rather than left to be composed.
What applicants can see themselvesThe applicant portal and what it shows, so the assistant can point somebody at their own status rather than refusing outright.

The reply

A reply worth copying
I cannot see individual applications, so I cannot tell you where yours is. Your applicant portal shows the current status and any conditions attached to an offer. If something there is unclear or looks wrong, the admissions team can check it properly, and I can pass your details to them.

It refuses the thing it cannot do in the first sentence, then does something useful with the second by naming the place the person can actually see their own answer. The offer of a handover is last rather than first, because most people will not need it.

Where it stops

The trigger. Any wording suggesting distress, any question whose answer affects an immigration position, and any question about a named individual's application or record.

The handover, worded
This needs a person rather than me. Leave your name and an email and I will pass it to the right team today, and if you need to speak to somebody sooner the contact details are on the page linked here.

It stops answering before it guesses, says who will pick it up, and asks for the one thing that makes a reply possible. Nothing about it reads as a dead end.

Never say this here

Out of bounds

  • Anything about a named applicant, including whether they have applied.
  • Any statement about visa eligibility, timing or consequences.
  • Reassurance to somebody in distress in place of a route to a person.
  • A reason for a rejection, or a prediction about an outcome.

Questions

Should the wellbeing route be hard coded rather than left to the material?
Yes. It is the clearest case in this whole network for a rule rather than a retrieval result. Put the route in the refusal wording, so it appears even when nothing in the indexed material matched.
How do we handle parents and agents?
Route them explicitly. They are a real and substantial part of the audience, and a routing table that only names student destinations sends them to the wrong place or to nowhere.
Does refusing this much leave the assistant with anything to do?
It leaves it with the majority of the volume. Entry requirements, fees, visit days, accommodation, deadlines and course content are all answerable, and together they are most of what an enquiries inbox receives.

Keep reading

Try it on your own material

Upload a document or point it at your site, paste one line of HTML, then ask it something only your business could answer.