Hands-on: Setup Menu

What we will cover Access to Setup Codes Memos Forms Permissions Settings And more!

Access to Setup Which Administrators have access to Setup? –Administrators who have a Supervisor Access Level –Recommended only 2-3 Supervisors per site

The Full Setup Menu With Setup you can: –Add, rename and remove code values –Add page instructions –Customize menu names –Turn on/off field view and edit rights to specific users –Modify universal system settings –Add new fields –Add and modify Document Categories

Codes What is a code? A code is a value in a field where a user can select one or more options from. Examples: –State –Country –Classification –Majors –Job Category –Position Type

Memos What are Memos? –Memos are sections within profiles for all user types where an admin can modify the text on the page.

Forms What can you do with Forms under Setup? –Rename a field –Require a field –Add a validation to a field and a validation message –Add a help tip to a field

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

Settings Go to Settings to modify global system changes that modify your site. –Note: if your site is on the Enterprise edition these settings will apply to all collages connected in your site. –Examples: Update your Social Media Links Change the default on your Jobs Expiration Date Change the default on past Jobs, Events & Schedules Session Timeouts for each user type Change the Color Theme for Students

Templates You have the ability to customize the cover pages of document packets as well as System Event s (Automatic s) Note: System Event s send as plain text s –Don’t worry about customizing HTML characteristics of the .

Schedule Templates Timeline Templates –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 Templates –When creating a new session you can import a timeslot template to automatically populate the interview session with timeslots. –For example: 8am, 9am, 10 am, 11am, 1pm, 2pm, 3pm, 4pm

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

Default Sorts Allows you to set the default sort of various pages containing lists for different users –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

Custom Fields If you have the need to ask a new question or gather more information from users, create a custom field: –Code –Text –Date –Yes/No –Number

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

What we covered Access to Setup Codes Memos Forms Permissions Settings And more!