Download - CSO Staff Cheats
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CSO Staff CheatsJillian & Steven
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Session Starters
• Please silence your cell phones• When asking questions please clearly state
your name and where you are from• Try to hold questions for Question Breaks• A link where you can download the
PowerPoints will be available after the conference for review, but take notes!
• Sit back, relax and let’s have some fun
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Session Goals
• Save you time• Streamline your processes• Utilize new functionality• Become the CSO Expert in your office
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Part 1: System Shortcuts
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System Shortcuts• Last Viewed Menu:
– Found on Left Navigation Bar– Allows quick access to records you have recently worked with– Contains: Students, Employers, Contacts, Jobs, Schedules,
Events
• Task List:– Found on Admin Home Page– Displays records that currently need attention– Most Common: Unpaid Event Registrations, Incomplete
Interview Schedules
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System Shortcuts
• Quick Links:– Found in the Left Navigation Bar– Allows you to quickly access saved items– Contains: Saved Reports, Saved Searches, Your
Observation Notes• System Stats:
– Found under Tools > Reports > System Stats– Quickly generate numbers for system usage– Contains: Students, Employers, Jobs, Schedules,
Mentors, Career Events, Faculty
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Questions?
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Part 2: Simplifying Your Reports
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Simplifying Your Reports
• Sneaky Criteria:– Helpful criteria to get the information you need quickly– Options: Is Empty/Is Not Empty, Not In, Today/Tomorrow
• Online Reporting:– Another format for generating your reports– Connect directly to records in your report– Useful for editing a certain group of records
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Simplifying Your Reports• Saved Reports:
– Can add to Quick Links menu– Allows you to quickly access
commonly run reports– Can edit criteria in a saved reports
• Report Categories:– Allows you to easily search your
saved reports– Can create as many as you would like– Useful for large offices
• Report Access Level– Public, Protected, Private– Allows you to protect your reports
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Questions?
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Part 3: Other Programs
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Other Programs• MS Excel:– Highlighting Duplicate Records– Sorting Results (Custom Sorts)– Removing Duplicates
• Jing:– FREE!– Screenshots– Screen capture videos
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We hope you will . . .
• Use these tips to: – Save you time– Streamline your processes– Utilize new functionality– Become the CSO Expert in your office
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Questions?
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Thanks for Attending!
If you have any questions please contact the Support Team or your CRM!
Join us at 6:00 pm for the Welcome Reception
downstairs on the patio.