TargetX Retention
TargetX Retention Overview, settings, reference guides, Student Success Center, Action Plans, Cohort-based Success Scores, Faculty Early Alerts, Triggers and Implementaton.
- Getting Started
- Overview of Retention, Quick Start Guides for Administrators and Advisors.
- Configuring Retention Settings
- Configuring Retention Setting and Dashboard reports.
- Using the Student Success Center
- Getting started with and customizing the Student Success Center.
- Action Plans
- Working with Action Plans.
- Using Cohort-based Success Scores
- Getting started and managing Cohort-based Success Scores.
- Working with Faculty Early Alerts
- Getting started with, implementing, and resolving errors in Faculty early alerts.
- Retention Reference Guides
- This guide includes all Retention documentation sourced elsewhere in the TargetX Help Center, as well as topic-specific reference guides.
- Academic Periods - Current, Future, Past Formulas
- Creating Roll-Up Summary fields
- Finding information in TargetX Retention
- Implementing Profile Builder for Retention: Source to Master
- Managing Success Teams
- Retention Score Fields
- Setting up field dependencies for Retention Categories and Types
- Success Team Object Validation Rules
- Understanding Retention Roles
- Viewing detailed Student information in Retention
- Working with Academic Snapshots
- Working with Retention Alerts
- Release Notes and Resolved Defects
- This guide includes Release Notes and Resolved Defects for TargetX Retention.
- Retention Triggers
- Details on triggers that are included in the TargetX Retention package.
- Implementing Retention
- Retention Administrative tasks
- Creating the Retention Settings tab
- Configuring Student Success Center (SSC)
- Configuring Remote Site Settings
- Refreshing SSC Picklist Definitions
- Enabling Events and Appointment Navigation Menus
- Retention Implementation: Data/Information Imports
- Configuring Academic Periods
- Reviewing and Configuring SSC Scores
- Reviewing and Customizing Retention CRM
- Configuring additional Security and Sharing options
- Creating a validation rule on Closed/Released Date for Holds (optional)