Training Your Users Introducing new Staff, Students and Employers on the system

What we will cover: Working with new staff –CSO Resources –New Admin Checklist Providing Information –Students –Employer Contacts

New Staff Training CSO University page –Tutorials –Manuals –FAQ page –JIT Webinars –New Staff Training Videos Homework packets

Staff Training Ideas… How do you train and introduce new staff to the CSO System? Do you utilize the CSO tutorials and materials? Do you attend the JIT Webinars?

Creating New Administrators Go To Databases > Admins > New –Complete the Administrator Information –Assign appropriate Access Level and Status This is a good time to review your existing Administrator list… –Do you need to change any Administrators Status to Inactive?

New Admin Training Checklist  Review the following:  Database Searching & Saved Searches  Access to “View Activity”  Pending Bin and approval process  Last Viewed Menu – quick access  Task List – records needing attention  Quick Links – Saved Searches, Reports, and Observation Notes  Reports – use our Reports Training tutorial

New Admin Training Checklist Cont.  Review Profiles for important fields  System Event Templates  Show which s are sending  Review any Saved Reports

New Admin Training Checklist Cont.  Optional Items for review:  Mass & Queue  Using newer features:  One Click Reports  Export Search Results  Custom Menu  Login As function  Change Password function  Student View Dashboard

New Admin Training Checklist Cont.  Have new Administrators run thru the process by creating and approving a new:  Student  Employer & Contact  Job  Schedule  Register for a Career Fair

Questions?

Educating Students/Employers How do you inform Students and Employer Contacts about your CSO System? How do students/alumni gain access? How do you inform Employer Contacts about the system and their functions?

Finding Your Site! Make it easy on Students and Employers locating your CSO System Where on your website do you have the links to the login pages for your CSO System? –Anyone have creative ideas on helping your students and employers find these links? Provide easy FAQ’s on your website

Adding Information Add Instructions and Information here… –Resource Library Use the External Link in memos and s –Various Memos Update System Event Templates –Document Forward – Approval Instructions –Job Approved – tell Contacts how to find Referrals –Employer Approved – what can they do next?

How do you… Handle common questions by Students or Employer Contacts? –What processes do you change? Do you use language/terminology confusing to Students or Contacts? –Example: Major acronyms in Majors field How do you engage and train First Year Students?

Questions?