Navigating a Contact Record
Overview
In this section, you can view students enrolled in a TSP agreement with one of your programs.
Navigating a Contact Record
- Back to Contacts View: use this link to return to the Contacts Grid.
- Back / Next Buttons: use these buttons to move to the previous or next Contact in the list.
- Contact Record View drop-down: switch between the different Contact Record views:
- Summary: key student information, focused primarily on the Transfer Success Pathway (TSP) data.
- All Properties: student information listed as a grid. You can quickly update fields by clicking the arrow and editing the student's information.
- TSP Summary: TSP eligibility, enrollment history, and agreements.
- Standardized Tests: information for completed and planned tests.
- General Education: track progress toward transfer, including key metrics like A2/B4 and Golden Four requirements.
- Transfer Programs: the student's tracked programs of interest (current and past).
- Contact Header: includes key information about the contact, including contact methods.
- Tabs: interact with CSU Transfer Planner's features for this specific contact, such as writing comments or viewing workflows.