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Worksheet

Learner record checklist

List what you hold for each learner, from enquiry and documents to fee plan, batches, attendance, marks and certificate. Mark each item as on paper, in a sheet or in a chat. The unmarked items show what a new system must carry across.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Choose Software for Schools, Coaching Centres and Training Institutes”, www.gullysystem.com/blog/how-to-choose-software-across-education-and-training-businesses