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Admissions contact record

Role aware

This page proves the admissions contact record: snapshot facts, open tasks, disabled composer actions, unified activity timeline, and no-copy Student 360 handoff.

Audience
Staff
Current limits
It uses local invented proof data only. It does not send email, send SMS, place calls, create notes, write communication events, request documents, upload files, make application decisions, or convert Person, Student, Enrollment, or Student 360 records.

Related Otto Guide links

Review a contact recordtaskContact timeline referencereferenceAdmissionsconceptCommunicationsconceptOpen reference page placeholder

Support request boundary

Use Sev3 if contact context is unclear during review and Sev4 for labels, ordering, or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications8

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Mina Patel

Mina Patel

mina.patel@otto-fixture.test

Switch local proof role

StudentInstructorSchool Administrator

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Admissions CRM

Admissions contact record

A local proof surface for the admissions contact snapshot, unified timeline, open tasks, disabled composer actions, and no-copy Student 360 handoff.

Otto Fixture BPPE Career School · contact proof

Admissions Representative · Mina Patel

Admissions contact record

Dena Kelly

A local contact record view for snapshot facts, timeline context, open tasks, and disabled composer actions before production messaging or Student 360 conversion exists.

PipelineApplication formDuplicatesPerformanceAPI contractTimeline

Pipeline stage

Pipeline stage

Applied

1 day

Application

Application

Submitted

Dental Assistant Certificate

Start

Start

February 2027

San Jose

Duplicate

Duplicate

No duplicate signal

Review-only duplicate signal

Snapshot

Contact facts

Submitted
Legal name
Dena Kelly
Preferred name
Dena
Email
dena.kelly@example.test
Phone
(925) 555-0188
Owner
Mina Patel
Program
Dental Assistant Certificate
Source
Website form · Evening cohort
Consent
EMAIL, SMS

Custom fields

Preferred schedule
Evening cohort
Interest driver
Dental office externship
Funding note
Needs tuition-plan review later
Language preference
English

Work queue

Open tasks

1

Review submitted application

Due in 1 hr 50 min · high priority

Continuity

Student 360 proof

No data copy
No-copy handoff
Ready
Person record
Not created
Student record
Not created
Enrollment record
Not created
Open Student 360 proof

Composer

Contact actions

Disabled

Email provider and communication event store are later.

SMS provider, A2P registration, and quiet hours are later.

Voice provider and call outcome logging are later.

Staff note writes and audit events are later.

Document request, upload, and signature flows are later.

Activity timeline

Emails, texts, calls, notes, documents, stage changes, applications, and tasks share one local sequence for review.

Today · 10:20 AM · Otto proof task queue

Application review task opened

Taskqueued-proof

Admissions review is due before the afternoon acceptance committee pass.

Staff only

Today · 9:42 AM · Mina Patel

Application receipt email

Emailopened

Local proof email confirming the submitted Dental Assistant application and review timeline.

Lead visible

Yesterday · 4:18 PM · System proof event

Stage changed to Applied

Stage changecompleted

The lead moved from Toured to Applied after the application was submitted.

System

Yesterday · 4:16 PM · Dena Kelly

Application submitted

Applicationcompleted

Progress changed to Submitted. Form answers, uploads, fraud checks, and review decisions are later tickets.

Lead visible

Yesterday · 3:10 PM · Mina Patel

Staff note

Notelogged

Prefers evening cohort and asked whether externship scheduling can avoid Tuesday mornings.

Staff only

Yesterday · 2:48 PM · Mina Patel

Call logged

Calllogged

Reached Dena, confirmed program interest, and reminded her to submit the application before review.

Staff only

Yesterday · 1:05 PM · Mina Patel

Application reminder text

SMSdelivered

Local proof SMS reminder for the evening cohort application deadline.

Lead visible

2 days ago · Mina Patel

Document request placeholder

Documentnot-sent

Review copy for a future ID and prerequisite document request. No upload slot or file record exists yet.

Lead visible

Proof boundary

Ticket 031 stays local-only

No event writes
Two-way email, SMS, phone, or fake inbox delivery
Append-only communication event store writes
Staff-note persistence or audit-log writes
Document request, upload, signature, or file storage
Application review decisions or fraud checks
Person, Student, Enrollment, or Student 360 conversion