The current problems schools face is trying to keep up with the influx of morning absence calls, navigating their Management Information System (MIS) during phone conversations, and managing the entire school’s attendance in an environment where critical issues can unexpectedly arise.
Safeguarding information while navigating the school’s MIS is one of the most crucial roles of an office administrator.
For example, a staff member may answer a call without knowing who the caller is. While on the phone speaking to the caller, they search the MIS for the phone number to verify the person on the phone. The staff member must then remember to check the safeguarding information, which might be stored on another platform, costing time and potentially putting sensitive data at risk.
Accuracy relies entirely on staff during the peak times to ensure that delicate information isn’t accidentally leaked to the wrong contact. They are forced to manually bridge the gap, which is time-consuming, unsystematic, and potentially dangerous in a high-volume, information-critical environment.
EdTechPro’s 3CX MIS Integration
EdTechPro’s 3CX MIS integration streamlines school communication by bridging telephone calls with student and parent data in the MIS, coming in two different licenses: Lite and Pro.
The integration fits the pieces together by bridging 3CX with school phone systems, allowing users to:
Quickly access caller data straight from the MIS: With the Lite license, caller profiles will display straight from the MIS as soon as you answer the phone, giving your team access to key information. This integration saves time by removing the problem of manually finding the profiles in your MIS system, saving a few minutes with parent calls.
Writeback attendance directly to your MIS: With the Pro license, you can writeback school attendance straight into the MIS for both session (AM/PM) and lesson attendance, streamlining the first-day calling process and saving time per attendance calls.
This extension also offers a powerful artificial intelligence feature that imports absence voicemails and suggests the appropriate absence code, saving time when taking attendance.
Safeguard critical information more easily: If a caller has a court-ordered relationship, this information is immediately displayed in the screen pop-up. Schools can also add Pinned Notes to accounts, which automatically appear as soon as a parent calls. Additionally, schools can request that CPOMS filters, such as “Monitored Student”, be displayed on the screen for added context.
Instantly notify staff of the caller: A further time-saving tool is the built-in email compose tool, which automatically fills in key information based on the caller. With this tool, you can simply enter the name of the person you’d like to notify about the call, with the option to include a note if needed.
Why does this matter for schools?
Calls are handled faster and are still accurate: Schools experience periods of high call volume, for example, things like morning absence calls, end-of-day queries or urgent safeguarding calls. These small tasks can pile up fast, but with this new integration, the context of these calls is delivered immediately, removing any possible delays.
Calls are safer and more compliant: Situations involving safeguarding rely on having the correct information at the right time, meaning that safeguarding information is only effective if it’s visible before or during the call. With this 3CX upgrade, staff can respond appropriately and consistently during these calls.
Predictable and auditable processes at scale: In large schools, information processing can vary among staff, which may be due to the differences in experience level or just how they prefer to store information. However, with the gap between the MIS and 3CX being bridged, all information will be consistent across all platforms. Everyone will see the same information, actions will be logged the same and less training is required because the data will be clearly stored automatically.
Reduced institutional risk with clear oversight: From a head of school’s perspective, this 3CX extension will provide better data quality and clear call logs. It also registers audit trails and evidence of safeguard commitment, which is imperative to Ofsted inspections, MAT governance, compliance and data protection laws.
Where to get started?
To ensure that EdTechPro’s integration is utilised effectively, it must be deployed and supported by a partner who understands 3CX, this extension and the education environment.
Fuse 2 is a 3CX Titanium Partner, the highest partner tier that 3CX awards, assuring you that we have the experience and expertise to support the solution as it evolves. We also have experience in the educational sector, so we can ensure that the rollout process is quick, safe, and well-managed. We will provide in-depth, practical guidance during the setup period, and 24/7 technical support is available for any queries.
If you’re ready to streamline your communication system, get in contact with our sales team!
