№ lp_1_34828
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This process document outlines the procedures for creating and managing student cases in the CRM system at Liverpool John Moores University.
Year:
2018
Region / city:
Liverpool
Topic:
CRM, Student Services
Document type:
Process Document
Institution:
Liverpool John Moores University
Author:
DS Business Support Team
Target audience:
University staff involved in student advice and wellbeing
Period of validity:
Not specified
Approval date:
October 2018
Last modified date:
Not specified
Note:
Contextual description
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Year:
2011–2023
Version:
9.0
Issuing organisation:
Liverpool John Moores University
Department:
Procurement Services
Document type:
Supplier guidance
Region:
United Kingdom
City:
Liverpool
Subject:
Public sector procurement
Applicable regulations:
UK Public Procurement Regulations
Target audience:
Suppliers of goods, services and works
Initial issue date:
11 February 2011
Last update:
11 December 2023
Sustainability focus:
Carbon reduction and responsible procurement
Procurement scope:
Goods, services and works
Procurement methods:
Quotations, tenders, framework agreements, purchasing consortia
Year:
2007
Region / City:
Liverpool
Theme:
Health and Safety
Document Type:
Induction Workbook
Organization:
Liverpool John Moores University
Author:
Safety, Health and Environment Department
Target Audience:
All university staff and students
Effective Date:
November 2007
Modification Dates:
July 2012; September 2012; September 2013; February 2014; August 2015; February 2016; September 2017; May 2019; November 2021
Next Review Date:
January 2023
Note:
Description
Institution:
Liverpool John Moores University
Type of document:
Code of practice
Subject area:
Research integrity and knowledge exchange
Responsible officer:
Pro-Vice-Chancellor for Research and Knowledge Exchange
Intended audience:
University staff, researchers, students conducting research, academic partners
Date introduced:
October 2010
Date approved:
March 2024
Dates of modification:
October 2012; November 2014; September 2016; October 2020; November 2023
Next review date:
November 2025
Geographical context:
United Kingdom
Related frameworks:
UK Research Integrity Office Code of Practice for Research; Universities UK Concordat to Support Research Integrity
Scope of application:
Research and knowledge exchange activities conducted, sponsored, or hosted by the university
Year:
2025
Institution:
Liverpool John Moores University
Programme:
Initial Teacher Education (ITE)
Programme Types:
University-based programme; School-Led programme; LJMU Core; School-Led (fee paying); School-Led (Salaried)
Educational Phases:
Primary 3–7; Primary 5–11; Secondary 11–16
Subject/Route:
Subject-specific route where applicable
Document Type:
Pre-course information booklet
Purpose:
Pre-enrolment guidance and required tasks for successful applicants
Target Audience:
Successful applicants offered a place on LJMU Initial Teacher Education programmes
Related Organisations:
Department for Education (DfE); Ofsted
Offer Type:
Conditional offer via DfE Apply
Key Requirements:
GCSE certificates; Degree certificate; references; Enhanced DBS check; medical clearance
Key Dates:
Conditions deadline prior to enrolment; enrolment completion 29 August 2025 (School-Led) or 4 September 2025 (PGCE LJMU Core); course start 1 September 2025 or 8 September 2025
Topics:
Teacher training preparation; admissions conditions; enrolment procedures; funding and bursaries; pre-course tasks; recommended reading
Geographical Context:
United Kingdom
Contact Body:
LJMU Admissions Team
Year:
2011
Region / City:
Liverpool, United Kingdom
Subject:
Academic integrity and misconduct
Document Type:
Policy document
Issuing Body:
Liverpool John Moores University
Responsible Officers:
Registrar, Chief Operating Officer, Stuart Borthwick (Head of Student Governance)
Approved by:
Academic Board
Relevant to:
All staff, students, and academic partners
Date introduced:
September 2011
Date(s) modified:
July 2013, September 2014, September 2016, June 2017, December 2018, July 2021, September 2023, September 2024, August 2025
Next Review Date:
August 2026
Scope:
University-wide academic assessments and disciplinary measures
Assessment Coverage:
Cheating, plagiarism, collusion, falsification of data, submission from third parties, AI-assisted work
Penalty Framework:
Tariff-based points system depending on type, extent, module level, and previous history
Related Policies:
Academic Framework Regulations, Appeals Guidance, Fitness to Practise Policy, Student Code of Behaviour
Context:
Policy document outlining procedures, responsibilities, and penalties for proven cases of academic misconduct at LJMU across multiple assessment types, including guidance on Academic Misconduct Panels and viva voce procedures.
Year:
2002
Region / City:
United States
Topic:
Documentary Filmmaking, Political Activism
Document Type:
Essay
Author:
Michael Moore
Target Audience:
Film Enthusiasts, Documentary Scholars, Political Activists
Period of Validity:
N/A
Approval Date:
N/A
Date of Changes:
N/A
Year:
2023
Institution:
Liverpool John Moores University
School/Department:
School of Education
Programme:
Secondary Teacher Education
Document Type:
Student Teacher Planner
Phase:
3
Author:
LJMU School of Education
Mentor:
ITT Mentor
Target Audience:
Student teachers
Curriculum Coverage:
Key Stage 3 and Key Stage 4
Approval Date:
2019 (Lesson Planning Policy)
Document Scope:
Weekly and medium-term lesson planning, evaluation, and mentor confirmation
Date:
19-22 March 2024
Location:
Bibliothèque François Mitterand, Quai François Mauriac, 75706 Paris Cedex 13
Participants:
Alessia Vaccariello, Alice Faure, Anais Guillem, Athanasios Velios, Athina Kritsotaki, Augustin Braud, Betsabé Miramontes, Christian-Emil Ore, Chryssoula Bekiari, Cristiana Betella, Daria Hookk, Denitsa Nenova, Dimitris Angelakis, Dominic Oldman, Edurne Uriarte, Eleni Tsoulouha, Elias Tzortzakakis, Elisabeth Reuhl, Erin Canning, Florian Hivert, Francesco Beretta, George Bruseker, Gerald Hiebel, Guenther Goerz, Hou Miaole, Inês Koch, Karl-Johannes Vsedni, Kia Tsakiridis, Maliheh Dorkhosh, Mark Fichtner, Markos Katsianis, Marta Acierno, Martin Doerr, Massoomeh Niknia, Matthew Fielding, Milena Peralta Friedburg, Nils Geißler, Øyvind Eide, Pat Riva, Pavlos Fafalios, Philippe Michon, Raphaelle Krummeich, Robert Nasarek, Romy Köhler, Sanaz Emami, Serena Buglisi, Stephen Stead, Trilce Navarrete, Vincent Alamercery, Yuehan Pan
Agenda:
Discussion on CIDOC CRM ontology, data modeling, and cultural heritage preservation
Note:
Contextual description
Year:
2025
Region / City:
England
Topic:
CRM, Programmes, Grant Management
Document Type:
Requirements Document
Organisation / Institution:
Access – the Foundation for Social Investment
Author:
Access
Target Audience:
Internal stakeholders, potential solution providers, project implementation team
Period of Validity:
Ongoing, based on project timeline
Approval Date:
August 2025
Date of Changes:
Not specified
Year:
2025
Region / city:
United Kingdom
Topic:
Procurement
Document Type:
Conditions of Participation
Organ / institution:
HM Revenue & Customs
Author:
HM Revenue & Customs
Target Audience:
Potential suppliers for CRM software procurement
Period of validity:
10 years, with two extensions of up to 36 months and 24 months
Approval Date:
18th July 2025
Date of amendments:
N/A
Year:
2025
Region / City:
Not specified
Theme:
CRM Implementation, Business Process Automation, Sales and Client Relationship Management
Document Type:
Business Proposal, Project Plan
Organization / Institution:
Cordlife
Author:
Umesh Chandra Gaddala
Target Audience:
Internal stakeholders, CRM implementation team, management
Period of Activity:
2025-2026
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2021
Region / City:
Not specified
Topic:
Software installation
Document Type:
Installation guide
Author:
Not specified
Target Audience:
IT professionals and system administrators
Action Period:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Context:
Detailed guide for installing Maximizer CRM 2021 R2, including server setup, SQL configuration, and Word Integration service.
Year:
2018
Region / City:
Liverpool
Topic:
Counselling Case Management
Document Type:
Process Guide
Organization:
Liverpool John Moores University
Author:
Business Support Team
Target Audience:
University staff involved in Counselling
Effective Date:
November 2018
Date of Changes:
Version 0.5
Version:
0.1
Date:
October 2015
Institution:
Liverpool John Moores University
Department:
Student Advice & Wellbeing
Document type:
Process document
System:
CRM
Author:
DS Business Support Team
Intended audience:
Student Services staff
Topics:
Contact creation, student records, disability information, counselling status, alerts
Note:
Year
Region / city:
United Kingdom
Industry:
Healthcare
Document type:
Case Study
Organization / institution:
Healthcare at Home
Author:
Microsoft
Target audience:
Healthcare professionals, IT departments, business decision-makers
Year:
2026
Region / City:
United States
Industry:
Healthcare
Document Type:
Case Study
Organization:
Centene Corporation
Author:
Microsoft Services
Target Audience:
Healthcare industry professionals, IT decision-makers
Period of Validity:
Ongoing
Approval Date:
Not specified
Modification Date:
Not specified
Country or Region:
United States
Industry:
Professional services—Real estate
Customer:
Summit Realty Group (member of the Cushman & Wakefield Alliance)
Location:
Indianapolis, Indiana metropolitan area
Company size:
39 employees (including 24 real-estate brokers)
Solution:
Real Estate Advantage by Ascendix Technologies (based on Microsoft Dynamics CRM)
Partner:
Ascendix Technologies (Microsoft Gold Certified Partner)
Previous system:
REApplications CRM
Key features:
Outlook integration, workflows, dashboards, data migration, automation, task reminders
Primary goals:
Improve broker adoption, centralize account information, enhance client service consistency
Document type:
Customer solution case study
Language:
English
Year:
2022 - present
Region / City:
Scottsdale, AZ
Topic:
Microservices, CRM Development, Healthcare Solutions
Document Type:
Resume
Organization:
Matrix Medical Network
Author:
Nishithraj Narayanan
Target Audience:
Hiring Managers, Technical Recruiters
Period of Validity:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2010
Region / City:
North Richland Hills, Texas, United States
Industry:
Insurance
Document Type:
Customer Case Study
Organization:
Insphere Insurance Solutions
Author:
Jeff Walker, Vice President
Target Audience:
Insurance industry professionals, sales managers
Scope:
Implementation of CRM and insurance software for sales force optimization
Business Model:
Independent career-agent distribution
Number of Agents:
Approximately 2,600
Technology Partner:
VUE Software, Microsoft Gold Certified Partner
Software Used:
Microsoft Dynamics CRM, VUE IncentivePoint, VUE Compensation Management
Objectives:
Streamline agent processes, improve productivity, support growth goals
Product:
Sphere CRM
Document Type:
User Guide
Topic:
Contact Management and Business Workflow Setup
Audience:
Real Estate Professionals
Key Features:
Contact Import, Calendar Sync, Goal Setting, Dashboard Tracking
Platforms:
Apple App Store; Google Play Store
Integrations:
Gmail; Microsoft; Outlook
Core Sections:
Dashboard; Today; People; Goals; Calendar
Ranking System:
A–D and X Contact Classification
Geographic Reference:
Vancouver
Primary Functions:
Importing Contacts; Duplicate Management; Referral Tracking; Mass Actions; Advanced Filtering; Interaction Logging