CSO Boot Camp
Your Drill Sergeants: Sam and Tracy
Session Starters
•Please silence your cell phones
•When asking questions please clearly stateyour name and where you are from
•Try to hold questions for Question Breaks
•A link where you can download thePowerPoints will be available after theconference for review, but take notes!
•Sit back, relax and let’s have some fun
Get ready to learn about:
Admin Homepage and Logging In
Navigating the Site
Creating a New Record
Student Registration
Approving New Records
Searching Records
Mass Email
Contacting Support
Your Admin Home Page
This is your left hand navigation bar, where you will access things likeyour calendar, quick search, and pending bin. Some of these options, likethe Pending Bin, Last Viewed and Quick Links, expand to show you moreoptions.
Here is your account summary, andour CSO Support contact information.
Upcoming events willshow you the next 5events to take place overthe next 7 days.
This is your task list,which will show youvarious open tasks, likeevents with outstandingpayments due.
This is your menu bar, which will allowyou to navigate around your site.
Navigating Interfase
Most of your navigation in Interfase will be done using the Menu bar at the topof your screen.
- Home: View the Admin Home Page
- My Profile: View and Edit your Admin profile
- Databases: View or Create New records in your site
- Tools: Make system changes
- Help: View the CSO Support Page
- Sign Out: Log out of the site
Navigating Interfase
Databases/Tools Menus and Submenus:
The Databases menu allows you to domany things with the records that are inyour site. You can search, viewpending only, or create a new record allusing the submenus found here.
The Tools menu is another menu thathas a lot of submenus that will beheavily used. If you are ever makingany setup changes in your site you willbe using one of the submenuspictured here.
Navigating Interfase
Quick Navigation Using the
Left Navigation Menu
Quick Search: Allows you to quickly find student,contact, and job profiles
Last Viewed: Shows you the most recent records you haveviewed
Quick Links: access saved searches, reports andobservations with very few clicks.
Question Break
Creating New Records
The most common method of creating newrecords is from the Databases menu.
New Record Shortcuts!
Contact Profile : Create a newjob
Schedule Profile : Create a new job or infosession
Databases > Jobs > New: Create a new employer orcontact
Employer Profile : Create a new contactor job
With Student Uploads you may run either a
Basic or Custom Student Upload
Student Registration
With student self registration you may enable yourFirewall or require Admin approval
Student Self Registration
Student Uploads
*note: student uploads are not available in all sites
Approving Records
All records requiring approval canbe found in your Pending Bin
From the Pending Bin you can access and then approverecords!
Another Question Break
Actions with Search Results
Create andshare resumepackets!
Send MassEmails!
Search result shortcuts
Mass Emailing
From your Tools menu you can mass emailStudent, Contact, Faculty, and Mentor users
Use criteria to specify which users’ shouldreceive this email
Your Email and Query Type willdependon what users you want to email
How to Contact Support
From yourHome Page
From our Support page
From your Help menu
Online Resources
Also accessible from yourHelp menu
Don’t forget theFAQ Page,Tutorials andWebinars
Questions?
Do you have questions? We have answers!
Thanks for Attending!
If you have any questions please contact theSupport Team or your CRM!
Join us at 6:00 pm for theWelcome Receptiondownstairs on the patio.
