CSO Boot Camp Your Drill Sergeants Sam and

CSO Boot Camp Your Drill Sergeants: Sam and Tracy

Session Starters • Please silence your cell phones • When asking questions please clearly state your name and where you are from • Try to hold questions for Question Breaks • A link where you can download the Power. Points will be available after the conference 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 menu bar, which will allow you to navigate around your site. Here is your account summary, and our CSO Support contact information. This is your task list, which showthings you like This is your left. Upcoming hand navigation bar, where you will access events will various open tasks, like your calendar, show quickyou search, and pending bin. Some of these options, the next 5 events withtooutstanding the Pending Bin, Last Viewed and Quick Links, expand show you more events to take place over payments due. options. the next 7 days.

Navigating Interfase Most of your navigation in Interfase will be done using the Menu bar at the top of 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 Tools menu is another menu that has a lot of submenus that will be heavily used. If you are ever making any setup changes in your site you will be using one of the submenus pictured here. The Databases menu allows you to do many things with the records that are in your site. You can search, view pending only, or create a new record all using the submenus found 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 have viewed Quick Links: access saved searches, reports and observations with very few clicks.

Question Break

Creating New Records The most common method of creating new records is from the Databases menu.

New Record Shortcuts! Databases > Jobs > New: Create a new employer or contact Contact Profile : Create a new job Employer Profile : Create a new contact or job Schedule Profile : Create a new job or info session

Student Registration Student Self Registration Uploads With student self registration you may enable your With Student Uploads you may run either a Firewall or require Admin approval Basic or Custom Student Upload *note: student uploads are not available in all sites

Approving Records All records requiring approval can be found in your Pending Bin From the Pending Bin you can access and then approve records!

Another Question Break

Actions with Search Results Search result shortcuts Create and share resume packets! Send Mass Emails!

Mass Emailing From your Tools menu you can mass email Your Email and Query Type willdepend Use criteria to specify which should Student, Contact, Faculty, and users’ Mentor userson whatreceive users you thiswant emailto email

How to Contact Support From your Help menu From your Home Page From our Support page

Online Resources Also accessible from your Help menu Don’t forget the FAQ Page, Tutorials and Webinars

Questions? Do you have questions? We have answers!

Thanks for Attending! If you have any questions please contact the Support Team or your CRM! Join us at 6: 00 pm for the Welcome Reception downstairs on the patio.