Behind the Curtain – Site Setup &
Customization for the Advanced User
Presented by: Bobbi and Linda
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
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What we will cover…
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Access to Setup
Codes
Memos
Forms
Permissions
Settings
And more!
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
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
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
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.
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
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
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:
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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
An on and on and on and on…….
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.
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
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
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
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
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
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!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.