WEBINAR

How Two Districts Stopped Chasing The Next Form

How Two Districts Stopped Chasing The Next Form

How Two Districts Stopped Chasing The Next Form

An HR analyst and a student services specialist share what changed once their forms started handing off on their own.

An HR analyst and a student services specialist share what changed once their forms started handing off on their own.

An HR analyst and a student services specialist share what changed once their forms started handing off on their own.

10 AM PT · 12 PM CT · 1 PM ET

Live Virtual Event

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Memory is a risky way to run a process

Your forms are digital, but someone still starts each next one by hand, retypes the same names and IDs, and follows up with everyone who hasn’t finished. When that person is out, steps get missed.

Clovis Unified and Irvine Unified connected their forms with Lifecycle Engine. Now when one form is completed, the next goes to the right person on time and already filled in. Every case shows up in one view with its stage, days open, and who it’s waiting on, and a person stays in charge of every decision that matters.

You’ll hear directly from the people who run these processes at Clovis and Irvine: what setup took and what changed for their teams.

What we’ll cover

How to spot which of your own processes are worth connecting first, based on where handoffs stall today.

What setup takes in staff time and effort, so you can judge whether it’s realistic for your team.

How approvals and decisions stay with the right people once forms start routing on their own.

Speakers

Natalie Rhodes

Natalie Rhodes

Solutions Architect, InformedK12

Placeholder portrait for Christina Azzarello

Christina Azzarello

HR Analyst II, Clovis Unified School District

Placeholder portrait for Amrey Siewert

Amrey Siewert

Student Services Specialist, Irvine Unified School District