2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf CSO Bootcamp Lindsey & Mo

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Overview  Administrator home page  Navigating your CSO system  A look at the student side: Self-registration  Pending Bins and approving records  Search results  Mass s  Helpful Tricks  System support/online resources

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Admin Login Page

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Admin Home Page

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Your Site Menu Bar  My Profile: Update Information, Appt. Availability, View Activity  Databases: Navigate existing records, create new, view pending  Tools: Setup changes, be careful with who has access to tools/setup  Custom Menu: Allows admins to create additional menu item with direct hyperlinks within the submenu

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Side Menu Overview

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Appointment Calendar The appointment calendar allows you to view availability and appointments on your admin calendar, as well as other admins

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Resource Library The Resource Library allows you to store information such as PowerPoint presentations for previous workshops, links to university resources, campus maps, etc. You can determine which users have access to these items!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Quick Search Use the quick search tool to easily locate records in your CSO system – such as students, jobs, and schedules.

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Pending Bins The pending bin manages all incoming records that have been assigned a pending status. Make sure to check these on a daily basis!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Pending Bin Management  What records do you want to make sure you approve?  Only completed registrations/records will appear in pending bin  Employers and contacts are located in the same pending bin  Event registrations must be clicked on to view the number of pending registrations for each event

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Last Viewed Instead of searching for a record that you recently viewed, use the “Last Viewed” feature to easily pull the record back up!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 1-Click Reports Use the 1-Click Reports tool to easily create system reports with the touch of a button.

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Quick Links Easily access saved reports and observations

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

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Admin Task List View unpaid employers/students Incomplete interview schedules (no timeline dates)

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Announcements and Memos System Announcements – advertise various messages to different user groups System Memos – similar as announcements, but allows you to place messages in different locations

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Custom Menu Use the custom menu to direct users to external sites outside of your CSO system – such as an job search engine – or Matthew McConaughey’s wiki page!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Uploads Three Options: 1.) Self-registration: Student registers via main home page, creates profile, and goes to admin pending bin to be approved 2.) Firewall: Admin uploads list of student ID’s. If ID is not recognized when student registers, they cannot proceed. 3.) Uploads: Admin uploads student data directly into system (First Name, Last Name, , Applicant Type, Username, Password); Students may fill in some data on their own

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Login Page Via a student upload, you can assign a student username and password – or you can allow your student to self-register.

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Self-Registration

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Student Home Page Note how the student home page is different from the admin home page. Much of this is customizable!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Employer Login Page Like all login pages, they can be customized to your user group!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Employer Home Page Remember: You (as an admin) determine what type of access your employers have to your system!

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Admin Tips and Tricks Save your search results in an excel doc to save, print, and share with colleagues (easy reporting!)

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Search Results Tips and Tricks, cont. The dashboard link allows admins to have a quick overview of a record and view activity

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Dashboard, cont.

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Search Results Tips and Tricks, cont. ‘Save Search’ allows you to save your search under ‘Quick Links’ (does not apply to all admin Quick Links)

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Search Results Tips and Tricks Create a resume packet from student search (or send a mass !) Note that you also can create referral records for each student

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Mass s Directly your user groups from your system criteria! Campaigns – allows you to plan, organize, and manage mass to send out over a period of time. What would be an appropriate use for a campaign?

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

2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Contact Us