CSO Boot CampYour 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

PowerPoints 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 InNavigating the SiteCreating a New RecordStudent RegistrationApproving New RecordsSearching RecordsMass EmailContacting Support

Your Admin Home Page

This is your left hand navigation bar, where you will access things like your calendar, quick search, and pending bin. Some of these options, like the Pending Bin, Last Viewed and Quick Links, expand to show you more options.

Here is your account summary, and our CSO Support contact information.

Upcoming events will show you the next 5 events to take place over the next 7 days.

This is your task list, which will show you various open tasks, like events with outstanding payments due.

This is your menu bar, which will allow you to navigate around your site.

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 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.

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.

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!

Contact Profile : Create a new job

Schedule Profile : Create a new job or info session

Databases > Jobs > New: Create a new employer or contact

Employer Profile : Create a new contact or job

With Student Uploads you may run either a Basic or Custom Student Upload

Student Registration

With student self registration you may enable your Firewall or require Admin approval

Student Self RegistrationStudent Uploads

*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

Create and share resume packets!

Send Mass Emails!

Search result shortcuts

Mass Emailing

From your Tools menu you can mass email Student, Contact, Faculty, and Mentor usersUse criteria to specify which users’ should

receive this emailYour Email and Query Type willdepend on

what users you want to email

How to Contact Support

From your Home Page

From our Support page

From your Help menu

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.