2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Site Maintenance Recommendations Chelsey Gold and Monica Rivas

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Agenda  Best Practices: Assign leads for your system Admin Access Levels  Update profiles and menus  Add/remove code values  Review search criteria and results  Tasks: Daily, Weekly, Monthly, Yearly  Common unused tools

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Best Practices  Assign leads to your system  Admin access levels Tools>Setup>Codes: Administrator Access Level

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Daily Tasks  Check pending bin  Check items that didn’t appear in the pending bin  Make sure announcements are still relevant  Check your appointment calendar  Did you receive an upload notification?

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Weekly Tasks  Double check open/close dates for events  Review task list  Run week reports (i.e.: observations/appointments)  Check your appointment availability

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Monthly Tasks  Review resource library  Mass graduates: their account will switch to alumni access  Check admin access to site: inactivate former employees/student workers

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Yearly Tasks  Login as all users to review memos, menus, help tips, processes  Update all auto s  Update student and contact user guide  users (students and contacts): ask them to login and update their profile information

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Update profiles/menus  Field name changes  Required fields  Add/remove code values  Add admin qualifiers/tags  Add fields  Password security  Rename menus and buttons  Review search criteria and results

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Commonly unused tools  Resource library  Mass /campaigns  Login as  Social media post

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions?