Monthly Archives: March 2018

Using REACH for Vacation Travel Planning

My colleagues and I in the deans’ office have been dissatisfied in recent years with the way in which we collect vacation travel plans from our students, and our inability to organize those plans usefully once we receive them. We are just about to throw in the towel and outsource the whole thing, but we thought we’d try an experiment for our last major vacation of the year (spring break) and use REACH as our travel planning hub. (You can read my previous post about REACH here.)

Our old system requires parents to login to the school’s parent portal and fill out a form that is linked to our database. The form then populates an Excel spreadsheet that is very detailed and sortable. However, the hurdles that this system asks parents to jump over, such as remembering their login info and completing a very extensive form, lead to low compliance. Many parents just email us instead, or call, and then we are stuck entering all of the information into the form, or more often we just house information in multiple places, which leads to mistakes. We need to pass this information along to the car service we use to shuttle students to the nearby train station and three major airports, and errors can be costly and lead to urgent crises.

REACH puts the onus on the students to fill out their vacation leave request. (Our school used to make the students fill out a paper form back in the day, so this isn’t without precedent for us.) They need to get all of the pertinent info from their parents, including flight data and so forth, and then submit it for electronic approval by their parents, host (if there is one), and finally the deans. Now that REACH has a well-designed mobile app, nearly all of our boarders have the ability to fill out their vacation travel info from their phone at any time. You can imagine how much more accessible this system is than asking parents to sit down at a laptop and navigate to a web site, login, and then follow several links to a form. REACH easily generates an Excel spreadsheet, too, so there is no loss of spreadsheet-ability, but our old form had a lot more columns for specific info. In particular, with REACH students put their flight info into the “Notes” field, so it is doesn’t get broken out in detail in Excel as it would using our old form.

That concern aside, we are much, much closer to 100% compliance using REACH, and that’s an enormous improvement over the system we’ve been using for the last few years.

Moreover, I see many opportunities to improve upon this first attempt. When we first started using REACH, Brian Murray (the company’s Director for North America) showed me how to format the leave type for this purpose, but I forgot some of the good advice he gave me. So I correctly created a specific “Spring Break 2018” leave type, and I created the correct work flow for the “actors” (people who need to give approval), but I didn’t pay attention to the transportation categories. I should have custom built just two options for students: “school provided ground transportation” and “family provided ground transportation.” Instead, the kids selected from the crazy quilt of options we normally give them (GS Van, Uber/Taxi, Car – parent driver, Car – other, Public Transportation, etc.). This meant that I had to send about 30 follow-up emails to students who chose transportation options that required me to be psychic in order to know whether they wanted us to book them a limo or if they were trying to say that another student’s parent was driving them. That really wasn’t such a headache, and I’ll get it right next time.

One aspect of REACH that our old system can’t duplicate is that it provides greater visibility to the students’ dorm parents (“hall teachers” in our school’s parlance). Those important adults can see the students’ leave requests, although many of them haven’t fully figured out REACH yet. (You could rephrase that to say, “The school hasn’t provided them the training they need,” and that blame falls on my shoulders.) But they are certainly able to see whether a student has left campus or not, which used to be rather chaotic and opaque before we started using REACH. We agreed earlier in the year to a solid workflow in which students have their dorm rooms checked for cleanliness by a dorm parent, who gives them a paper check-out ticket. The student brings that ticket to the deans’ office, and we SISO them out on REACH when they are actually leaving campus. (SISO stands for “sign-in/sign-out,” if you aren’t hip to the lingo.) Every adult on campus who logs into REACH can see who is still here and who has departed, and vice-versa at the end of each vacation.

There is even a little room for humor in this process, which makes it fun for the deans and dorm folks. I create custom locations for each vacation to which students are SISOed when they go on leave. Thanksgiving was “Turkey Time,” winter break was “Tinsel Town,” and our upcoming spring break will be “Cherry Blossom Wonderland.” You even get to assign each location in REACH a color of your choice, so I get to have seasonal fun with that, too.

After spring break my fellow deans and I will reevaluate how things went and decide if we are going to use REACH for vacation travel planning next year. As of this writing, I am leaning towards dedicating a year to working with it and improving upon what we’ve accomplished. We should reap productivity gains as returning students develop experience with the system and come to understand what is expected of them. As more adults on campus gain proficiency with REACH, they should come to enjoy the window it grants them into the work we do in the deans’ office, and they’ll be better able to care for their advisees and dorm charges.

I’ll try to write a post-spring-break breakdown of how things went. Stay tuned.