Lesson 8.1: Time Management
Duration: 10 minutes | Working Efficiently
💡 Key Takeaway: Small efficiency gains add up. Batch similar tasks, use keyboard shortcuts, and learn from experienced staff to save hours each week.
Batching Similar Tasks
📦 Group Tasks for Efficiency
Instead of jumping between different types of work, batch similar tasks together:
✓ Document Review Session (30 min)
Instead of reviewing documents as applications arrive one-by-one:
- Set aside 30 minutes twice a day for document review
- Review all pending applications in one session
- You’re in “document checking mode” – faster and more accurate
- Generate all document requests at once
✓ Alert Response Block (20 min)
Process yellow alerts together:
- Open all attendance warnings at once
- Send templates in batch (system allows multi-send)
- Document all contacts in one go
- Saves 15+ minutes vs handling individually throughout day
✓ CoE Generation Session (15 min)
Generate all ready CoEs in one session:
- Check “CoE Ready” queue once or twice daily
- Generate all CoEs consecutively
- System remembers settings from previous CoE – faster each time
- Quality check all before sending as batch
✓ Communication Time (45 min)
Dedicate specific time to emails and calls:
- Morning: 10 AM – 10:30 AM
- Afternoon: 2 PM – 2:30 PM
- Respond to all student queries in these windows
- Exception: Urgent/red alerts handled immediately
⚡ Time Saved: Batching saves 30-45 minutes per day by reducing context switching. Your brain works faster when doing similar tasks consecutively.
Keyboard Shortcuts
⌨️ Essential Shortcuts to Learn
These save seconds per action – adds up to hours per week:
| Shortcut | Action | Time Saved |
|---|---|---|
| Ctrl + K | Open Smart Search (find any student/application instantly) | 3-5 sec each |
| Ctrl + T | Open Templates Library | 4 sec each |
| Ctrl + N | Create New Note on student record | 3 sec each |
| Ctrl + S | Save current record | 2 sec each |
| Ctrl + E | Escalate current item (opens escalation form) | 5 sec each |
| Ctrl + D | Go to Dashboard | 3 sec each |
| Tab | Move to next field in forms | 1 sec each |
| Shift + Tab | Move to previous field | 1 sec each |
💡 Learning Tip: Learn one shortcut per week. By week 8, you’ll save 10+ minutes daily. Over a year, that’s 40+ hours saved!
Mobile App for On-the-Go
📱 Quick Tasks on Mobile
The mobile app is perfect for quick checks and simple tasks:
✓ What Works Well on Mobile:
✗ NOT Recommended on Mobile:
📌 Use Case: Check urgent alerts during commute, handle quick queries in meetings, add notes from student phone calls. Save complex work for desktop.
Time-Saving Tips from Experienced Staff
💡 Wisdom from the Team
“Create your own template variations”
— Sarah, 3 years experience
“The system templates are great, but I save personalized versions for students from specific countries. For example, my ‘India – Document Request’ template includes the common documents Indian students need. Saves me customizing each time.”
“Use the status filter aggressively”
— Marcus, 2 years experience
“Don’t view all applications at once. Filter by status: ‘New’ in morning, ‘Awaiting Documents’ after lunch, ‘Ready for Offer’ before EOD. Keeps you focused and makes progress visible.”
“Learn agent patterns”
— Priya, 4 years experience
“After a while, you’ll recognize which agents always have complete documents and which ones always need follow-up. Focus your attention accordingly – saves review time on reliable agents.”
“Set your own reminders”
— James, 18 months experience
“System reminders are automatic, but I set personal calendar alerts for students I’m worried about. Quick check on day 6 of a 7-day document request? No surprises on day 8.”
“Tackle red alerts first, always”
— Linda, 5 years experience
“It’s tempting to do easy yellow alerts first to feel productive. Don’t. Red alerts affect visa compliance – handle them first thing. Everything else can wait an hour.”
“When stuck, ask within 5 minutes”
— David, 1 year experience
“I used to waste 20 minutes trying to figure things out. Now I have a 5-minute rule: if I don’t know the answer in 5 minutes, I ask. My supervisor would rather spend 2 minutes helping than have me stuck for 30.”
Your Weekly Time Savings Goal
🎯 Putting It All Together
If you implement these efficiency strategies, here’s the time you’ll save:
| Strategy | Time Saved/Day |
|---|---|
| Batching similar tasks | 30-45 minutes |
| Using keyboard shortcuts | 10-15 minutes |
| Mobile app for quick tasks | 5-10 minutes |
| Status filtering & focus | 15-20 minutes |
| TOTAL DAILY SAVINGS: | 60-90 minutes |
| TOTAL WEEKLY SAVINGS: | 5-7.5 hours |
🎉 That’s almost an extra workday per week – or less stress if you maintain your current pace!
🎓 Key Takeaways
- Batch similar tasks together – saves 30-45 min/day by reducing context switching
- Learn keyboard shortcuts – Ctrl+K (search), Ctrl+T (templates), Ctrl+E (escalate)
- Mobile app great for quick checks and simple tasks, not complex processing
- Experienced staff tips: Create template variations, use status filters, 5-minute rule for asking
- Combined strategies save 60-90 minutes daily = 5-7.5 hours weekly
- Work smarter, not harder – small gains compound over time
✓ Lesson Complete! Next: Quality Assurance