Behind the Curtain – Site Setup & Customization for the Advanced User
description
Transcript of Behind the Curtain – Site Setup & Customization for the Advanced User
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Behind the Curtain – Site Setup & Customization for the Advanced
User
Presented by: Bobbi and Linda
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session startersPlease silence all cell phones
Please hold questions for question breaks
Please state your name and organizationwhen asking a question
PowerPoints and handouts are available at www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What we will cover…• Access to Setup• Codes• Memos• Forms• Permissions• Settings• And more!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Access to Setup• Which Administrators have access to
Setup?– Administrators who have a Supervisor
Access Level– Recommended only 2-3 Supervisors per
site
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
The Full Setup Menu….• With Setup you can:o Add, rename and remove
code valueso Add page instructionso Customize menu nameso Turn on/off field view and
edit rights to specific users
o Modify universal system settings
o Add new fieldso Add and modify
Document Categories
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Codes
• What is a code? A code is a value in a field where a user can select one or more options from.
• Examples:o Stateo Countryo Classificationo Majorso Job Categoryo Position Type
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Memos• What are Memos:–Memos are sections within profiles for all
user types where an admin can modify the text on the page.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Forms• What can you do with Forms under
Setup?oRename a fieldoRequire a fieldoAdd a validation to a field and a
validation messageoAdd a help tip to a field
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Permissions• What can we do here?– Manage visibility of
Menu items– Modify viewing and
editing of fields and forms by roles
– Change the look of the search criteria and search results pages
– Modify access to Activity
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Settings
• Go to Settings to modify global system changes that modify your site.o Note: if your site is on the Enterprise edition these
settings will apply to all colleges connected in your site.• Examples:
o Update your Social Media Linkso Change the default on your Jobs Expiration Dateo Change the default on past Jobs, Events & Scheduleso Session Timeouts for each user typeo Change the Color Theme for Studentso An on and on and on and on…….
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Templates• You have the ability to customize the
cover pages of document packets as well as System Event emails (Automatic Emails)
• Note: System Event Emails send as plain text emails – don’t worry about customizing html characteristics of the email.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Schedule Templates• Timeline Templates
o When creating a new interview schedule, a timeline template can be selected to automatically populate the timeline section with predetermined sign-up methods and corresponding dates, based on the interview date.
• Timeslot Templateso When creating a new session you can import a
timeslot template to automatically populate the interview session with timeslots. For example, 8am, 9am, 10am, 11am, 1pm, 2pm, 3pm, 4pm
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Document Categories• Create additional document categories• Determine who can upload, update, and
remove which documents• Set up automatic forwarding of documents• Default ALLOW categories for jobs,
schedules, and events• Control templates used for the Resume
Creator
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Default Sorts• Allows you to set the default sort of
various pages containing lists for different userso For example: you can default the job list
students see by Post Date in a descending order so the newest jobs appear at the top
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Custom Fields• If you have the need to ask a new
question or gather more information from users, create a custom field:oCode o TextoDateo Yes/NooNumber
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Localization• Here you can rename some of the section
headers, “I want to…” links, and tabs throughout the site.– Job Search tab for students– Report a Hire– Placement Activity tab
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What we covered…• Access to Setup• Codes• Memos• Forms• Permissions• Settings• And more!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!If you have any additional questions, please
contact the Support Team or your CRM.
What’s next?The next
session will begin at3pm