1. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Site Setup and Customization for the Advanced User Linda and Monica

2. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Overview Access to Setup Codes Memos Forms Permissions Settings And more!

3. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Access to Setup Which Administrators have access to Setup? – Administrators who have a Supervisor Access Level – Recommended only 2-3 Supervisors per site

4. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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 permissions – Modify universal system settings – Add new fields – Add and modify Document Categories

5. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

6. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Memos What are Memos? – Memos are sections within profiles for all user types where an admin can modify the text on the page.

7. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

8. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

9. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Settings Go to Settings to modify global system changes that modify your site. – Examples: Update your Social Media Links Change the default on your Jobs Expiration Date Change the Color Theme for Students

10. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions

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

12. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

13. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

14. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

15. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 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

16. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions