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Liaison

Research, Follow, and Save Programs

Research, Follow, and Save Programs

Via the Transfer Planner Student Portal, students can research programs at each of the California State Universities. If they are interested in a program, they can select the (+) to either follow or save the program. Following a program provides CSUs access to the student data. Saving a program makes it easier for the student to go back and find that program later.

Student View

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Once a program is followed or saved, it goes to the My Programs tab of the My Interests cart in the top right corner:clipboard_1943e277-fa42-4096-8499-25d3dbc057f6.png

 

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Post Submission Updates

Students can add followed programs and saved programs to their cart at any time.

Validations

Question

Validation

Followed Programs Only 5 programs may be followed at a time.
Saved Programs There is no limit to the amount of saved programs.

 

 

Admissions View in Outcomes

Portal

Following a Program

Unfollowing a Program

University Portal Once a student follows a program that CSU will have access to view their information. Saving a program does NOT provide the university user access to that student. Once a student unfollows all programs at a particular CSU, the data for that student stops flowing to the University Portal.
California Community College There is no relationship between following a program and the CCC gaining access. However, they can see the student's followed programs - listed as Programs of Interest. There is no relationship between unfollowing programs and the CCC access to the student. Howevever, the CCC user can see which programs a student has unfollowed - list as Programs of Interest - Inactive.
The Chancellor's Office There is no relationship between following a program and the CO gaining access. However, they can see the student's followed programs - listed as Programs of Interest. There is no relationship between unfollowing programs and the CO access to the student. Howevever, the CO user can see which programs a student has unfollowed - list as Programs of Interest - Inactive.
Call Center There is no relationship between following a program and the call center gaining access. However, they can see the student's followed programs - listed as Programs of Interest. There is no relationship between unfollowing programs and the call center access to the student. Howevever, the call center user can see which programs a student has unfollowed - list as Programs of Interest - Inactive.

Followed Programs

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Unfollowed Programs

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Saved Programs

These are not pushed to any of the Outcomes instances.

Outcomes Field Details

 

Outcomes  Record Navigation Link Name (Left Menu) Outcomes Property Label Outcomes Property Type Outcomes Key Outcomes Response Options
Settings->Contacts->Contact Type->Student Program of Interest - Active Multi-select programsofinterestactive The list continues to expand based on the programs a student follows. Once a student follows a program, it becomes a dropdown option for this field.

Outcomes Field Attributes

 

Field Name from CAS Outcomes Student Portal Question Field Name Available to Merge into Emails Available on Contact Grid Available in Exports Available as a Filter on the Contact grid
Program of Interest - Active Follow No Yes Yes Yes
Program of Interest - Inactive Unfollow No Yes Yes Yes

 

 

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