Case Management

Office staff will have an action list all their own to manage. As to-do items come in, whether it's workflow related or a notification, they can be auto-assigned using predefined rules or manually assigned to the right individual. You can even create a to-do item for someone by mentioning them in a note on someone's record.

Going out of town? Pause your action list and have things reassigned to someone who's covering you. 

Hiring Unit Management

Scholars and employees are not the only clients you need to worry about, your departmental users are just as important! Trilby Suite makes managing your hiring units a breeze by allowing you to build your hierarch and be as hands-on or hands-off as you wish.

Once a hiring unit has a manager, they can maintain their unit through online services - add new contacts, remove old contacts, create default answers to questions on workflows they'll use regularly, and see reports made available to them.

Configurable Workflows

The JBI Team has created best-practice workflow templates that you can use out-of-the-box or after you've edited them to work best for your institution. You can also create workflows completely from scratch, if you're an overachiever like that.

We've also created a set of self-service workflows for scholars and employees to use to help maintain their profile with up-to-date information. Bottom line, our system won't limit you to a set way of doing things, and our team is there to help you get set-up for success.

Branded Online Services

Make life easy for scholars, employees, and hiring units by creating easy-to-use, custom online forms they can access anywhere. 

Each campus can theme and create an online presence to match official branding so that everyone feels welcome. 

Robust Reporting 

v1 includes a custom report writing tool that makes pulling data out of the system easy for anyone in the office. Office Users will have access to Dashboards that detail the incoming and current work of the whole office.

Our goal is for you to be able to see the big picture while also drilling down to specific populations. 

Proactive Notifications

Never miss a beat with automatic notifications that let you and the scholar know when there is a compliance issue or a potential for there to be one. Or, perhaps, you simply want to know when someone's birthday is.

You'll have the freedom to make your own notifications in Trilby Suite above and beyond the ones we deliver!

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