Finding information in TargetX Retention

Last updated
Save as PDF

The TargetX Retention and the Student Success Center leverage information from your institution's information systems in one central location. Below are descriptions of key elements in Retention and where you can view the information:

Student Information	Description/Location
Academic Profiles	Academic Profiles are created by academic year/term and capture information about the student’s enrollment status, program/major, class level, resident status and more at that point in time. Campus professionals can also access aggregate course information for each term - including enrolled/earned credits, midterm/final grades, and term GPA information. Academic Profiles can be viewed or accessed directly from a related Student/Contact page.
Courses	Courses provides a list of courses related to each student and a given Academic Profile (term/semester). Information tracked at the course level includes course subject/number/section, faculty/facilitator, credit hours, and midterm/final grades. Courses can be viewed or accessed directly from a related Academic Profile page.
Course Attendance	Course attendance allows institutions to capture attendance for a course taken during a specific Academic Period (term/semester). The Absent status is most commonly tracked, however other statuses can be tracked as well - including Attended, Tardy, Left Early. This course attendance information can be aggregated at high-levels in the TargetX Retention CRM to monitor engagement and raise alerts and communication notifications. Course Attendance can be viewed or accessed directly from a related Course page.
Advising	Advising is the hub of advising activity in TargetX Retention. This area captures the majority of advising actions logged via the Student Success Center - including: Alerts Holds Referrals Accolade / Kudos Meeting Notes / Log Advising details can be viewed or accessed directly from a related Student/Contact page. Aggregated counts of advising activity (such as Alerts, Holds, Referrals, Accolade/Kudos) can be view directly on the Student/Contact page. Note: TargetX Retention will aggregate counts for Alerts, Holds, Referrals, Accolade/Kudos for each related student on a scheduled basis. For more detailed information on configuring aggregate advising activity counts, please contact your System Administrator and review Retention Settings.
Success Team Members	Success Team Members are vital to a student’s likelihood to be successful. Success Team Members are advisors, coaches, counselors, faculty, or other staff members with a specific relationship and vested interest in helping to ensure a student is successful in achieving their goals while attending your institution. When defining a Success Team relationship, an option exists to select a Primary team member for the student. Ideally, each student will have a Primary Success Team Member (Primary Advisor). Any Success Team Member is able to easily view and quickly take action for all students they are associated with, regardless if they are the Primary team member: My Students shows totals for all students the advisor is associated with as an assigned Success Team Member, regardless of Primary status. Primary students assigned to an advisor are indicated with a check mark by the student’s picture on both Student List and Student Detail pages. Hovering over this indicator includes a tooltip to clarify these are an advisor’s primary students. Note: For security purposes, the Primary Success Team Member must be a licensed user of the TargetX Retention. For more detailed information on Success Team Member configuration, please contact your CRM System Administrator. Success Team Members can be viewed or accessed directly from a related Student/Contact page.
Relationships	Relationships track a student’s connections with other family members, relatives, and employers. Relationships is a related object to the contact/student record that allows for easy management and creation of student relationships. Depending on the type of relationship different information can be entered and tracked. Relationships can be viewed or accessed directly on a the Student/Contact page. Please contact your CRM System Administrator for more detailed information on managing Relationships.
Activities and Interests	Activities and Interests can easily be tracked and viewed for a student. Sports, clubs, interests/hobbies, volunteer experience, study abroad or externship/co-op opportunities can all be tracked as part of a student’s Activities and Interests. Activities and Interests can be viewed or accessed directly from a related Student/Contact page.
Action Plans and Action Items	Campus professionals can capture concerns at the source and trigger an action. Advisors can be proactive in student success efforts by creating and delivering to students pre-defined Action Plans or by setting up personalized Action Plans. As tasks on the Action Plan are “completed”, the next task is delivered. Action Plans and Action Items can be view or accessed directly from a related Student/Contact page. For more detailed information on Action Plans and Action Items, please contact your System Administrator and refer to the Managing Action Plans.