1. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Behind the Curtain – Site Setup & Customization for the Advanced User Presented by: Bobbi and Linda

2. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What we will cover… Access to Setup Codes Memos Forms Permissions Settings And more!

4. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Access to Setup Which Administrators have access to Setup? – Administrators who have a Supervisor Access Level – Recommended only 2-3 Supervisors per site

5. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. The Full Setup Menu…. With Setup you can: o Add, rename and remove code values o Add page instructions o Customize menu names o Turn on/off field view and edit rights to specific users o Modify universal system settings o Add new fields o Add and modify Document Categories

6. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Codes What is a code? A code is a value in a field where a user can select one or more options from. Examples: o State o Country o Classification o Majors o Job Category o Position Type

7. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Memos What are Memos: – Memos are sections within profiles for all user types where an admin can modify the text on the page.

8. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Forms What can you do with Forms under Setup? o Rename a field o Require a field o Add a validation to a field and a validation message o Add a help tip to a field

9. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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

10. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Settings Go to Settings to modify global system changes that modify your site. o Note: if your site is on the Enterprise edition these settings will apply to all colleges connected in your site. Examples: o Update your Social Media Links o Change the default on your Jobs Expiration Date o Change the default on past Jobs, Events & Schedules o Session Timeouts for each user type o Change the Color Theme for Students o An on and on and on and on…….

11. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Schedule Templates Timeline Templates o 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 o When creating a new session you can import a timeslot template to automatically populate the interview session with timeslots. For example, 8am, 9am, 10am, 11am, 1pm, 2pm, 3pm, 4pm

13. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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

14. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Default Sorts Allows you to set the default sort of various pages containing lists for different users o 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

15. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Custom Fields If you have the need to ask a new question or gather more information from users, create a custom field: o Code o Text o Date o Yes/No o Number

16. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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

17. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What we covered… Access to Setup Codes Memos Forms Permissions Settings And more!

18. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

19. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? The next session will begin at 3pm