TargetX Application Management
Sample Training Objectives
- Identify Key Fields on Application Records
- Describe when to use Contact data vs. Application data (particularly if using rollups)
- Explain how to check for missing items (and/or process documents or complete a file if necessary)
- Able to read a file and log a decision
- Summarize the student experience of the App
- Tell when/where a decision has been posted
Training Outline Example
Approximately 2 hours
Applications
- Student-Facing Side (start, complete, submit, App Dashboard/Portal)
- Record Anatomy/Navigation (CRM)
- App Supporting Docs (Essay, Enrollment History, etc.)
- Review of Key Fields
- Roll-up fields (if in use)
- Applicant List Views (incl. exercise)
- Checklist Items
- Define Checklist items/When they’re created
- Completing (automatically vs. manually)
App Review Tool
- Defining Review Process
- How to find your files (incl. exercise)
- How to read your files (incl. exercise)
Training Activity Examples
- Create a list of applications:
- Started today
- Submitted today
- Decision date of today
- Find an app from a particular contact for a particular term and year
- Look at a Contact with multiple apps and find the “right” one
- Information About the App:
- When was the app started or submitted?
- How many recommendations did the applicant request?
- What items are outstanding on their file?
- What percent complete are they?