1. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Data Clean-Up Chelsey Gold and Monica Rivas

2. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Agenda  Reports Duplicate reports & how to avoid duplicates Last login reports & how to inactivate Inactivate users & how often  Updating Records Mass change defaulted fields Uploads  Best Practices Create a cleanup checklist Conduct regular cleanups

3. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Reports: Duplicates  Duplicate Records to look for: Employer, Contact, & Student LIVE DEMO—who is brave enough?

4. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Reports: Duplicates  What do we do with the excel files? Send the finished products to your CRM!

5. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Reports: AVOID duplicates  Registration process  Pending Bin Training Tools>Setup>Memos Role: All Memo: Employer Registration – Find Organization

6. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Reports: Last Login Pull a file of all profiles who haven’t logged into your system in ___ years.  Tools>Reports>New Report Volunteer?

7. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Pending Bin Training When approving employers, make a checklist for your admins:  Look up the Website  Area code vs. Zip code  Check for duplicates  Call the phone number!  Email domain vs. company name

8. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Updating Records: Mass Change Is this ON in your system? Suggested uses:  Complete profile  Contact Status  Max Appointments  Max Student Contacts (mentor)

9. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Updating Records: Uploads SCHEDULE UPLOADS  Keep student data up to date (yourself)  Update employer data (GL team) AUTOMATE UPLOADS!  Check with your campus IT  Get in touch with your CRM

10. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Best Practices CLEAN-UP CHECKLIST  DAILY Pending Bin  MONTHLY Report of incomplete profiles  YEARLY Duplicate Reports Last Login Reports Mass Changes

11. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf QUESTIONS?