1. What’s New in Choices July 2011 Release
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2. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Custom Portfolio Services Enhancements
Easier Portfolio Creation
All rights reserved. ©2011 XAP Corporation

3. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Easier Portfolio Creation
Custom Portfolio Services Enhancements
All rights reserved. ©2011 XAP Corporation

4. Enhanced Messaging Tools
Benefits
Communicate directly with students while they’re planning and exploring.
Save time by creating an open dialog that allows immediate input on students’ activities.
Expanded messaging functions will make career and education exploration even more interactive. Professionals can open up the lines of communication to engage students, clients or parents. Save time by creating an open dialog that allows immediate input on students’ activities.
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Send Messages
There are several ways to send messages. For example:
While viewing a portfolio
From a list of portfolios
While building a group
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6. Send Messages to a Portfolio
- Professionals can send messages while they’re viewing a portfolio.
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7. Send Messages From a List
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8. Message Selected Students
Use the Portfolio Finder to narrow down groups of students for relevant messages.
Scren shot
- Professionals can use the Portfolio Finder to send messages to all students who meet selected criteria.
- For example, a professional could choose to send a reminder to all students who haven’t completed their FAFSA, or to target students who selected a certain career cluster.
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Sending Messages
- You can add up to 50 attachments to a message.
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Receive Messages
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11. Access From Professional Tools
- There is a link in the main page of the Pro Tools.
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12. All rights reserved. ©2011 XAP Corporation
Access from Home Page
- An envelope on the Choices Planner and Choices Explorer home pages will show received messages.
In this slide, the Choices Planner home page shows a new message.
You will also receive a notification to the address aligned with Choices account. You can turn this option off if you don’t want to receive the s.
All rights reserved. ©2011 XAP Corporation

13. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Easier Portfolio Creation
Custom Portfolio Services Enhancements
All rights reserved. ©2011 XAP Corporation

14. Expanded Group Builder Functions
Benefits
Protect your groups from accidental deletion or editing from other users.
Creating groups is faster and more intuitive.
Keep groups organized to find information when you need it.
It’s easier to find the information you need if your groups are organized.
- No more confusion about group ownership.
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15. Choose to Protect Groups from Editing or Deleting
To allow other professionals to edit or delete a group, just click the box when you’re creating a group. If the box is not checked, only the group’s creator can edit or delete.
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16. Identify Groups Easily
- You can see the creation date and the creator of the group.
It’s easier to focus on the groups you’ve created – choose to see all groups at your site, or just the ones you’ve created.
 Group names should be as descriptive as possible to avoid confusion. Group names must be unique within each site.
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17. More Options for Creating, Modifying and Deleting Groups
- Create groups faster. The Search and Browse functions are more intuitive and easier to use.
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18. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Easier Portfolio Creation
Custom Portfolio Services Enhancements
All rights reserved. ©2011 XAP Corporation

19. Short Form Interest Profiler
Benefits
The short form Interest Profiler is easier to complete within a typical class, increasing the odds that users will finish and reducing frustration.
Reduced from 180 questions to 60 questions.
Students often found it difficult to complete within the allotted time frame.
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20. Short Form Interest Profiler
We’ve adopted the short form Interest Profiler developed by O*NET. The assessment yields the same validated results but within a more manageable timeframe.
Instead of 180 questions, the assessment is now 60 questions.
180 60
All rights reserved. ©2011 XAP Corporation

21. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Custom Portfolio Services Enhancements
Easier Portfolio Creation
All rights reserved. ©2011 XAP Corporation

22. Faster Portfolio Creation
Benefits
We discovered that portfolio creation was the most time-consuming part of starting with Choices.
More intuitive instructions speed up the process.
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23. Faster Portfolio Creation
Portfolios finished faster
Clearer, more consistent instructions and forms
More intuitive information entry
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24. Faster Portfolio Creation
Some changes include:
- Dropdown menus for entering birth date
- Student number is now an optional field
- The default graduation year is lower, reflecting a more typical grade for creating portfolios
- Password requirements are more consistent between portfolio types
All rights reserved. ©2011 XAP Corporation

25. All rights reserved. ©2011 XAP Corporation
Topics
Enhanced Messaging Tools
Expanded Group Builder Functions
Short Form Interest Profiler
Custom Portfolio Services Enhancements
Easier Portfolio Creation
All rights reserved. ©2011 XAP Corporation

26. Custom Portfolio Services Enhancements
Clean up student course plans easily with batch removal of planned courses
Filter by course names when creating customized course plans
Assign limited professional access, allowing a professional to be limited or standard
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