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