Implementing Retention
Retention Administrative tasks
- Creating the Retention Settings tab
- How to create a tab to access Retention Settings.
- Configuring Student Success Center (SSC)
- Steps to configure Dashboard reports, SSC Settings and Preferences.
- Configuring Remote Site Settings
- Steps to configure Remote Site Settings for Retention.
- Refreshing SSC Picklist Definitions
- Refreshing picklist definitions for new and updated configurations.
- Enabling Events and Appointment Navigation Menus
- Steps to enable your Events and Appointment navigation menus.
- Retention Implementation: Data/Information Imports
- Description of the minimum recommended information for importing into TargetX Retention CRM.
- Configuring Academic Periods
- Steps to configure Academic Periods.
- Reviewing and Configuring SSC Scores
- Reviewing and configuring your SSC score fields.
- Reviewing and Customizing Retention CRM
- Configuring Picklists and Page Layouts.
- Configuring additional Security and Sharing options
- Setting the default tab for Contact Sharing Settings.
- Creating a validation rule on Closed/Released Date for Holds (optional)
- Steps to create a validation rule for Advisors closing an Advising item.