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Pre-Conference Training
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This year’s pre-conference training includes our most comprehensive offerings to date! We have many great sessions to choose from and just the training you need. Participate in actual hands-on training. Our training sessions are offered in a variety of half-day, full-day, or multi-day formats. There is sure to be something to suit your schedule. Some sessions even include "Workshop" capabilities where, with the right access, you can learn while working in your own institution's environment. We look forward to seeing you there!
Go Green
When registering for pre-conference training you can choose to "Go Green" and receive your training materials in electronic form only.
CampusLink℠: APIs: Effective Integration (2-day WORKSHOP) | Monday, April 19th, 20109:00 AM -
5:00 PM |
Using a combination of presentation lecture and actual hands-on programming, this workshop uses relevant business case studies to teach participants how and when to use the CampusLink APIs effectively. In this course participants are expected to program the solutions for class case studies using the APIs. | Learning Objectives: |
Participant programmers receive:
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A complete understanding of the CampusLink API architecture
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A practical knowledge of each API
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Programming samples created during the course workshop sessions that solve real world business cases using each API. | Target Audience: | Programmers who want to leverage CampusLink APIs to solve business problems |
Course Prerequisites: | Participants should have a working knowledge of Service Oriented Architecture (SOA), at least 1 year of programming experience using C#, .NET Framework and familiarity with MS Visual Studio 2005 projects and debugging features.
| What If I attended Last Year? | The course is mostly a repeat of last year with minor updates to the material to bring it current to the new release of CampusVue® Student/CampusLink APIs. | Cost:
$1,625.00 | | |
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 CampusVue® Portal: Configuration for Staff, Faculty and Students - SESSION A | Monday, April 19th, 20109:00 AM -
5:00 PM |
Participants learn how to configure portal security, portal transactions, create external links and understand all associated CampusVue dependencies. This session not only exposes participants to Portal functionality, but engages learners in discussing the online strategies of their institutions. Participants also learn how to manage key components of a portal environment via CampusVue® Portal’s administrative console. This includes user account management, RSS feeds, and the basics of portal troubleshooting. | Learning Objectives: | At the end of this session participants will learn:
How to configure CampusVue® Portal to align with their institution’s operations and online strategies.
How to activate and configure new Portal functionality released over the past year (example: New Portal Branding Themes).
Relevant CampusVue® Student configuration to support CampusVue® Portal transactions.
How to troubleshoot CampusVue® Portal. | Target Audience: | Business Analysts, IT administrators and any staff involved in student services. |
Course Prerequisites: | Participants should have a basic understanding of CampusVue® Student. | What If I attended Last Year? | You may want to enroll in SESSION B to expand your portal skills and understanding, or register for the Advanced Configuration session to continue to build your CampusVue®Portal knowledge. | Cost:
$900.00 | | |
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CampusVue® Student: Introduction to CampusVue Student Reports | Monday, April 19th, 20109:00 AM -
12:30 PM |
In this introductory course to CampusVue® Student Reports participants learn the basics of how CampusVue® Student reports work; including sort and selection options and how to export reports into various formats. Participants gain a general understanding on how CampusVue® Student, the MS SQL Server, and Crystal Reports interact and also learn the difference between the three types of reports in CampusVue® Student. | Learning Objectives: | Upon completion of this course, attendees will have an understanding of existing CampusVue® Student reports and how they work. Participants will:
Be able to run existing CampusVue® Student reports, using Sort and Selection options
Be able to export to Excel and Crystal Report Formats.
Understand the difference between rpt, lst and cst reports.
Be able to identify Stored Procedure Reports.
| Target Audience: | Individuals who have no previous CampusVue® Student experience and who plan to attend the Basic Custom Reports Training. |
Course Prerequisites: | | What If I attended Last Year? | This is a new training offering and was not offered in previous years. | Cost:
$450.00 | | |
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CampusVue® Student: Reports Training Using Crystal Reports BASIC (1 1/2 days) | Monday, April 19th, 20101:30 PM -
5:00 PM |
Designed for the beginning report writer, this hands-on course provides participants with an introductory understanding of the Crystal Reports writing tool within CampusVue.
Some of the topics include:
Basic Crystal Report development techniques and an introduction to the CampusVue reporting engine.
Integration between CampusVue and Crystal Reports.
Basics of Crystal Reports, ranging from formatting a report to database integration.
How to edit existing reports and create new reports How to edit existing views and create new views, which includes how to manually script and visually create the views. | Learning Objectives: | Upon completion of this course, attendees will have an understanding of how CampusVue, MS SQL Server, and Crystal Reports interact and integrate to generate the data that users wish to extract.
Participants learn to:
Understand relationships between CampusVue Reports
Microsoft SQL Server & Crystal Reports
Make changes (customize) to existing CampusVue reports including cosmetic changes and adding new data elements
Create and edit new reports utilizing existing views and creating new views | Target Audience: | Those with limited SQL and Crystal Report skills that would like to learn on how to customize CampusVue Student reports using Crystal Reports. |
Course Prerequisites: | Participants must have previous CampusVue Student user experience and exposure to CampusVue Student reports. Basic Transact SQL knowledge is required in order to be successful in this class. | What If I attended Last Year? | For those who are challenged and want to solidify your reporting skills, this class should reinforce your knowledge and prepare you for the Intermediate course. | Cost:
$1,350.00 | | |
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CampusVue® Student: Financial Aid Basics - Overview and Configuration | Monday, April 19th, 20109:00 AM -
5:00 PM |
Participants new to Financial Aid or new to CampusVue® Student receive a general overview of the key features and functions of the Financial Aid module in CampusVue® Student and learn to properly configure the system. | Learning Objectives: |
During this session participants will:
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Gain an understanding of FASFA Processing
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Learning about Estimating Financial Aid
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Learn how to Work with ISIRs
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Understand Document Tracking
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Learn about Packaging Students in CampusVue
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Manage Student Disbursements
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Understand Electronic Processing of Loans and Grants
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Review Reporting for Financial Aid | Target Audience: | Individuals new to the financial aid department and CampusVue® Student. |
Course Prerequisites: | Participants should have a general knowledge of CampusVue® Student system and be familiar with system navigation. | What If I attended Last Year? | This session was offered last year and may be a great refresher. | Cost:
$900.00 | | |
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CampusVue® Student: Direct Loans | Monday, April 19th, 20101:30 PM -
5:00 PM |
Recent development in availability of student loan funds has generated an interest in the Federal Direct Student Loan program. This course will focus on the setup, configuration and utilization of CampusVue® Student Direct Loan functionality. | Learning Objectives: |
During this session participants will learn:
- Package FD Student Loans
- To Originate FDSL Subsidized, Unsubsidized, PLUS and Graduate PLUS
- Submit FDSL Change Records
- Transmit Disbursement Data
- The use of FDSL Rebuild files
- The relationship between CampusVue, EdConnect, COD and G5 in the administration of Federal Direct Student Loans
| Target Audience: | Individuals responsible for Financial Aid or those interested in learning how to configure CampusVue® Student Direct Loan functionality. |
Course Prerequisites: | An understanding of how to navigate CampusVue along with an understanding of CampusVue® Student Financial Aid Packaging processes. | What If I attended Last Year? | This is a new course and was not offered previously. | Cost:
$450.00 | | |
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CampusVue® Student: Student Lifecycle Walkthrough and Introduction | Monday, April 19th, 20109:00 AM -
5:00 PM | Follow a prospect from the inquiry process through each of the educational milestones leading to graduation. Join us as we explore the benefits of a pre-configured database to allow for efficiency in streamlining business processes. We will explore the various components of Contact Manager to improve recruiting and retention rates along with a deep dive look at leveraging student groups and other alternatives to student statuses. | Learning Objectives: | During this session participants will learn:
• Multiple contact methods
• Discover Student Status alternatives
• Tracking of the student through the various stages of enrollment
• Working with Student groups
• Importance of Student Statuses | Target Audience: | Individuals who are new to CampusVue® Student or those persons who desire a better understanding of how a student is handled through the entire CampusVue® Student system and across all modules. |
Course Prerequisites: | | What If I attended Last Year? | This is a repeat session and was offered last year. | Cost:
$900.00 | | |
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CampusVue® Student: Managing Articulation Agreements, Transfer Credits, and Previous Education | Monday, April 19th, 20109:00 AM -
12:30 PM | This course will examine the tools available in CampusVue® Student for managing articulation agreements and options for processing transfer credit and non-postsecondary credit. Key topics addressed include: creating articulation agreements in CampusVue® Student, completing direct, indirect and block transfer credit evaluations, managing waivers and substitutions via the Degree Progress Audit and Final Grades folders, and documenting and posting non-postsecondary credit. | Learning Objectives: | At the end of this session participants will be able to:
• Configure Course Relationships
• Align Transfer Statuses to their transfer credit processing workflow
• Post direct, indirect and block transfer credit
• Process waivers and substitutions in the Degree Progress Audit and Final Grades folder
• Enter credit for non-postsecondary work (AP, CLEP, DANTES, test out and life experience)
| Target Audience: | Dean of Education, Regulatory Compliance, Registrar, Department Chairs and Academic Business Analysts. |
Course Prerequisites: | General knowledge of CampusVue® Student Academic Records module. | What If I attended Last Year? | This is a new session not previously offered. | Cost:
$450.00 | | |
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CampusVue® Student: Managing Course Requirements and Course Delivery | Monday, April 19th, 20101:30 PM -
5:00 PM | This course focuses on components of CampusVue® Student that support regulatory and accreditation requirements for scheduling classes. Key topics addressed include; enforcing pre-requisites and co-requisites, restricting faculty instructional assignments and load, and complying with the disclosure of true course costs required by Higher Education Opportunity Act’s (HEAO). | Learning Objectives: | At the end of this session participants will be able to:
- Configure complex pre-requisite and co-requisite rules using “and” and “or” operators
- Configure non-course pre-requisite and co-requisite rules
- Associate instructors to courses
- Configure Book Lists that are section, delivery method, term and instructor specific
- Generate reports to monitor instructional load
- Distinguish between Cross-Listing and Cross-Referencing
| Target Audience: | Dean of Education, Regulatory Compliance, Registrar, Department Chairs and Academic Business Analysts. |
Course Prerequisites: | General knowledge of CampusVue® Student Academic Records module. | What If I attended Last Year? | This is a new session not previously offered. | Cost:
$450.00 | | |
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CampusVue® Portal: Effective Administration WORKSHOP - SESSION B | Tuesday, April 20th, 20109:00 AM -
5:00 PM |
This administration course exposes participants to new portal features aimed at enhanced personalization, enterprise application integration, and streamlined user management and application extensibility. This technical course engages participants with tools used to create customizations, extensions and integrations with CampusVue® Portal. | Learning Objectives: |
At the end of this session participants will:
- Become familiar with extensibility options in CampusVue® Portal.
- Understand how to launch applications from CampusVue® Portal using EAI and single sign on (SSO) options.
- Learn how to create new portal homepage web parts containing content or applications sourced externally.
- Learn how to use CampusVue®Portal with active directory.
| Target Audience: | Programmers, CampusVue® Portal administrators, IT staff, Business Analysts. |
Course Prerequisites: | CampusVue® Portal: SESSION A
IMPORTANT: Attendees are provided with internet access to take full advantage of the workshop portion of this session. Please come prepared with connection information to a test server or a test environment for your installation. To do so, be sure coordinate with your IT staff prior to attending this session and access your institution’s installation. Attendees without this access will be provided a sandbox environment but will not have the advantage of school’s environment.
| What If I attended Last Year? | You may want to also enroll in SESSION A to complete your CampusVue® Portal knowledge and expertise. | Cost:
$900.00 | | |
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CampusVue® Student: In-Depth Review of Advanced Financial Aid Features | Tuesday, April 20th, 20109:00 AM -
5:00 PM |
Experienced users of CampusVue Student Financial Aid will explore some of the advanced features of the Financial Aid module. Topics will include maximizing the use of CampusVue Student to create an efficient financial aid process, best practices for managing student eligibility, ensuring compliance with Title IV regulations and more. Also included will be a preview of the automated financial features in CampusVue Student. | Learning Objectives: |
During this session participants will learn:
- How to Manage Student Eligibility
- About Security and Controls
- Maximizing the Academic Year
- Cash Management Processes
- Packaging Efficiencies
- Best Practices Automating the Financial Aid Office
| Target Audience: | This session is targeted for individuals who are comfortable working in the Financial Aid module in CampusVue Student and seek to expand their knowledge beyond the basics and learn some of the more advanced features of Financial Aid.
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Course Prerequisites: | Individuals must have previous experience using the Financial Aid module in CampusVue. | What If I attended Last Year? | This session has been offered previously but may be a great refresher. | Cost:
$900.00 | | |
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CampusVue® Student: Reports Training Using Crystal Reports ADVANCED | Tuesday, April 20th, 20109:00 AM -
5:00 PM | For users who have worked extensively with CampusVue® Student reports and are looking to learn advanced CampusVue Student report development techniques. The primary focus is Stored Procedure reports but also includes an overview of advance topics including; selection parameters, using XML, adding student groups and using the <All> tag. | Learning Objectives: |
At the end of this session the developer will leave with:
· A strong understanding of CampusVue® Student Stored Procedures reports
· An overview how Stored Procedures reports work
· Learning how to use the Sydictionary to help find tables and fields in the CampusVue Student database and overview of database schema
· Adding fields to a Stored Proc report
· Stored Proc Report Selection
Datetime (single vs. range)
Blank Character Form
Integer/Money
SyCode
Table (XML)
· Making a Selection Item Required
· Creating Custom View selection items for a Stored Proc report
· Adding Student Groups to the Selection
· Using the <ALL> Tag | Target Audience: | Report Developers/SQL Developers who worked extensively with view reports and want to understand how stored proc reports work. New developers with sound SQL knowledge and who need to bridge the knowledge to CampusVue® Student Reports. |
Course Prerequisites: | Participants should have advanced Transact-SQL knowledge and be able to create/modify Stored Procedures. They should also have extensive Crystal Reports knowledge and be experienced with XML Schemas. Experience with CampusVue and Crystal Report modifications is key and previous attendance in Basic Crystal training a plus. | What If I attended Last Year? | This will be an excellent class for those who completed the INTERMEDIATE class or for those who previously attended an ADVANCED course and desire a refresher on this material. | Cost:
$900.00 | | |
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CampusVue® Student: An Introduction to Student Accounts | Tuesday, April 20th, 20109:00 AM -
5:00 PM |
This course opens with an overview of CampusVue ® Student - Student Accounts Module. Here participants build from this foundation, adding the use of additional features to accomplish Student Account processing, maintenance functions, managing refunds, revenue and month end. This session is taught including general concepts, system setup and configuration, interactive, batch and automated processes. Participants will have the opportunity to have hands-on classroom practice using the new information and understanding they receive as this course progresses. | Learning Objectives: |
During this session participants will:
| Target Audience: | Controllers, Business Managers, Bursars, Directors and Assistant of Student Financial Services, Accountants, Financial and Accounting support staff. |
Course Prerequisites: | A general understanding of the CampusVueStudent system. | What If I attended Last Year? | Refresh your Student Accounts skills or enroll in the Automation for Student Accounts and Financial Aid session. | Cost:
$900.00 | | |
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CampusVue® Student: Navigating the CampusVue Student Database | Tuesday, April 20th, 20109:00 AM -
5:00 PM |
This course provides participants with an overall understanding of the data dictionary and how to navigate the CampusVue® Student database. Participants learn relationships of the tables that make up the CampusVue ® Student database and able to locate relevant data. This knowledge supports participants with custom integrations, scripting, report development, and issue research.
| Learning Objectives: |
At the end of this session participants will:
- Receive an overview of the CampusVue® Student system architecture.
- Review the most commonly used tables in CampusVue® Student including, Admissions, Academics, Financial Aid, Student Accounts and Career Services.
- Learn techniques and methods of locating specific data elements.
- Have a fundamental understanding of core tables.
| Target Audience: | Microsoft SQL developers who are responsible for developing custom reports, integrations, or those individuals who are responsible for maintaining and supporting CampusVue® Student data. |
Course Prerequisites: | Intermediate knowledge of CampusVue® Student is recommended. Understanding of common industry terms. Must be an experienced Microsoft SQL developer, including knowledge of Transact-SQL commands, stored procedures, views, triggers and SQL Profiler. | What If I attended Last Year? | This is a new training session not offered in previous years. | Cost:
$900.00 | | |
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CampusVue® Student: SAP Configuration WORKSHOP | Tuesday, April 20th, 20109:00 AM -
5:00 PM | Satisfactory Academic Progress (SAP) is an important factor in maintaining your regulatory compliance. In this course you’ll not only learn how to translate your institution’s academic policies into CampusVue® Student SAP configuration, but you’ll also get to work in your own online environment, side-by-side with one of our experts, to put your configuration into practice right away! (Note: you must have a copy of your school catalog to participate in this session.) | Learning Objectives: | At the end of this session participants will:
• Have an understanding of how to construct SAP tables from your own policy
• Be able to Automate the SAP Process
• Recognize why student’s are not calculating as expected | Target Audience: | Academic or Financial Aid Administrators who are responsible for setting up or executing SAP. |
Course Prerequisites: | Must fully understand your schools SAP policy.
Must bring a copy of your school’s catalog to the session.
Your school must have a Test Environment (or something other than Live).
Must be able to remotely log into your school’s test environment.
| What If I attended Last Year? | This session was not offered last year. | Cost:
$900.00 | | |
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Talisma® CRM: Beginner: Import and Export Tools | Tuesday, April 20th, 20101:30 PM -
5:00 PM |
In this session participants explore the features and functionality of the Talisma CRM Import and Export Tools; learn best practices for Batch Integration and De-duplication process. | Learning Objectives: |
During the Import and Export session participants will learn about:
- Talisma Integration approaches
- Talisma Import Process Flow
- De duplication process framework
- Talisma Export process Flow
| Target Audience: | Individuals who currently work with Talisma CRM Import & Export modules and are looking to improve upon their knowledge and gain more best practices; or those individuals who are interested in batch integrations, de-duplication process and approaches. |
Course Prerequisites: | | What If I attended Last Year? | This is a new course and was not previously offered. | Cost:
$450.00 | | |
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Talisma® CRM: Beginner Talisma CRM: Fundamentals | Tuesday, April 20th, 20109:00 AM -
5:00 PM |
Talisma® CRM Fundamentals is a session designed for beginners and power users to learn the Talisma® CRM concepts and advanced topics. Participants learn Talisma® CRM functionality including creating customized workspaces, managing Contacts, Campaigns, Targets, Mailers, Offers and performing all necessary Interaction operations, productivity tools including canned responses, shortcuts, searching, filtering data efficiently. | Learning Objectives: |
During this session participants will:
• Receive an Introduction to CRM
• Learn Talisma Terms and Definitions such as Objects, Relationships, Teams, Users, Aliases, Permissions
• Receive an overview of Talisma Objects - contacts, interactions, campaigns, targets, mailers, mailing lists, offers
• Be introduced to Interaction management concepts such as interaction states, operations such as creation, assign/transfer, replying to messages, external reviews, sub-interactions, resolution etc.
• Productivity Tools such as filters, advanced search, canned responses, rapid responses, workspaces, shortcuts etc.
| Target Audience: | New users and individuals who would need an introduction to Talisma® CRM |
Course Prerequisites: | | What If I attended Last Year? | This is a new course and was not offered last year. | Cost:
$900.00 | | |
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CampusVue® Portal: Advanced Administration for the Portal Developer | Wednesday, April 21st, 20109:00 AM -
5:00 PM |
This CampusVue® Portal advanced administration course provides the insight required in order to effectively maintain and manage you Portal application, corresponding databases, and relevant infrastructure components. This course offers in-depth hands-on training that will result in a solid grasp of the various Portal components, their relationship to the CampusVue® Student application, as well as the necessary understanding of various debugging tools and methodologies. | Learning Objectives: |
At the end of this session participants will:
- Understand how CampusVue® Portal is deployed, what the infrastructure components and requirements are, as well as what options exist for scalability and performance improvements
- Learn the structure, purpose and content of the Portal database
- Be able to identify the overlaps and touch-points between CampusVue® Student and CampusVue® Portal applications
- Become familiar with the Administrative Console, including its use for user account administration, application setup options, as well as details behind the tool’s built in authorization capabilities
- Know how to monitor and react to activities and events in the application
| Target Audience: | CampusVue® Portal administrators, IT staff, Programmers |
Course Prerequisites: | Successful completion of SESSION B or a comprehensive understanding of CampusPortal administration. | What If I attended Last Year? | This is a new session and was not offered last year. | Cost:
$900.00 | | |
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CampusVue® Student: Reports Training Using Crystal Reports INTERMEDIATE | Wednesday, April 21st, 20109:00 AM -
5:00 PM |
This course is perfect for report developers who successfully attended the Basic Crystal Reports course or who have extensive knowledge of SQL and Crystal Reports and would like to bridge their knowledge with CampusVue® Student reports. The course goes in depth on View Reports including: how View Reports works, editing an existing report, using all available selection items, creating a custom selection item from a view, using the campus dictionary to help find data, determine when and not to use View Reports, and an introduction to stored proc reports. | Learning Objectives: |
During this session participants will:
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Apply SQL and Crystal Reports knowledge and learn how they function within CampusVue.
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Learn how SQL View reports work
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Learn how to use the SyDictionary to help find tables and fields in the CampusVue database
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Add fields, selection, and sort for View reports
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Create Custom View selection items for a report
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Use Crystal Parameters
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Be introduced to Stored Procedure reports and adding a field to a report. | Target Audience: | Report /SQL Developers. Limited Developers who would simply like to add a field to a report. |
Course Prerequisites: | Participants should have some SQL knowledge. Primarily being able to write a SELECT statement and some understanding of JOINS syntax. It would be beneficial to have some Crystal Reports knowledge and to have attended the Basic Crystal Report Training class | What If I attended Last Year? | This is an excellent class for those who completed the BASIC class or those who previously attended the ADVANCED Course and desire more material on SQL View reports and intermediate material. | Cost:
$900.00 | | |
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CampusVue® Student: Automation for Student Accounts and Financial Aid (Updated) | Wednesday, April 21st, 20109:00 AM -
5:00 PM |
Experienced users of CampusVue® Student Financial Aid and Student Accounts will explore the new automation features now available. Participants will gain hands-on knowledge of configuring CampusVue for automation and understand exception management capabilities. Features include the automation of COD, CommonLine, Return to Title IV and Institutional Refunds. Additional features include the automated Transmission and Retrieval of COD and CommonLine files, PWD Tracking and Monitoring, Auto Posting of Payments, Eligibility, Deposit Tracking and Reconciliation.
Disclaimer: Using the Automated Processing Features of Student Accounts and Financial Aid will have a significant impact on your operations. The benefits of automation will have an effect on your business processes in both the Student Account and Financial Aid offices.
This course should be attended by the individual(s) that will be responsible for working across the institution to manage the requirements and change process that will occur with the implementation. Attendees will be provided with the knowledge to assist in the deployment of the features, greater visibility into the operational impacts of the solution, and the basic knowledge to execute the end-user tasks and configuration activities related to automating your processes.
Attendees of this class should be aware that implementation of these services will likely require consultation, implementation services, and training from Professional Services to fully implement on site. Attendees of this course should not expect to implement the solution on their own upon completion of this course.
| Learning Objectives: |
During this session participants will:
- Learn how to configure CampusVue® Student to Automate Key Financial Aid and Student Account Business Processes
- Be introduced to the Automated Processing of Key Financial Aid and Student Account Processes
- Become familiar with the robust Exception Management module for resolving exceptions that are generated from the Automated Processing
| Target Audience: | This session is targeted for individuals who are responsible for system configuration as well as individuals who are responsible for the daily functions related to Financial Aid and Student Accounts processing. |
Course Prerequisites: | Individuals must have previous experience using the Financial Aid and/or Student Account modules in CampusVue® Student. | What If I attended Last Year? | Components of this course were presented last year. This year, there will be additional features that were not demonstrated in the prior year. | Cost:
$900.00 | | |
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CampusVue® Student: Best Practices in User Security and Permissions | Wednesday, April 21st, 20109:00 AM -
5:00 PM |
CampusVue® Student security is designed to support a multitude of staffing combinations through multiple layers of configuration. When correctly configured, an institution can establish control over individual employee tasks as well as support the FERPA requirement of limiting access to student information. The set up and maintenance of these permissions requires full understanding of the configuration options available. This course is designed to provide hands-on training to participants in the various security and permission elements in CampusVue® Student. Specifically, it will examine creating effective staff group profiles, document and activity policies, and individual permissions. The importance of field level security and restricting status progression by staff group will also be reviewed. | Learning Objectives: |
During this session participants will:
• Develop a mechanism for correctly assigning (or re-assigning) staff permissions, including temporary permissions
• Translate job functions into system permissions
• Lock down the school status flow and associate staff groups in the status grid
• Create staff profiles and document and activity policies to support specific job roles
• Configure security groups and assigned field level permissions
• Configure security and permission to comply with FERPA standards
| Target Audience: | System Administrators, Business Analysts, Compliance Officers, Functional Area Department Heads |
Course Prerequisites: | Familiarity with basic CampusVue® Student functionality | What If I attended Last Year? | This is a new training session and was not offered in previous years. | Cost:
$900.00 | | |
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CampusVue® Student: Contact Manager Best Practices | Wednesday, April 21st, 20101:30 PM -
5:00 PM |
This course provides participants with guidance on managing communication with students by leveraging best practices within Contact Manager Activities. | Learning Objectives: |
During this session, participants will:
- Learn Best Practices for tracking activities and documents
- Analyze communication with students through reporting
- Manage confidential information with security policies
- Implement automated internal and external communication based on system triggers
| Target Audience: | Department Managers, CampusVue® Student System Administrators |
Course Prerequisites: | Participants should be familiar with CampusVue® Student and have some basic navigation skills. | What If I attended Last Year? | Those who attended this session last year should attend if they wish to reinforce or refresh their knowledge with CampusVue® Student’s Contact Manager functionality. | Cost:
$450.00 | | |
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CampusVue® Student: The 10 Most Underutilized Features In CampusVue Student | Wednesday, April 21st, 20109:00 AM -
12:30 PM |
Come and explore some of the most underutilized features in CampusVue® Student while learning how these same features may soon become some of your favorite features in this system. | Learning Objectives: |
During this session participants will:
• Explore features that will assist with student retention
• Configure the customized user tool bar and Student Search
• Gain insight into Triggering Activities and Documents
• Understand Multiple Inquiries and Applicants
• Learn about SMS and Web Alerts
• Create student groups and understand their value
• Perform hands on configuration exercises in a training environment
| Target Audience: | Any CampusVue® Student user who wishes to learn about features in the system that will save time and provide better control of information. |
Course Prerequisites: | A general understanding of the CampusVue® Student system. | What If I attended Last Year? | This was not offered as a pre-conference training session in previous years. | Cost:
$450.00 | | |
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CampusVue® Student: Managing Collections | Wednesday, April 21st, 20109:00 AM -
12:30 PM |
New and experienced users of CampusVue® Student, Student Accounts will explore some of the collection features. Topics will include maximizing the use of CampusVue® Student to create an efficient collection process, best practices for managing student accounts receivable, ensuring accurate and timely data for reporting and management decision making. | Learning Objectives: |
During this session participants will learn:
• Management of Student Accounts Receivable Balances
• Security and Controls
• Minimizing Receivables Losses
• Cash Management Processes
• Leveraging Contact Manager Features in the Collection Process
• Best Practices for In School and Out of School Accounts | Target Audience: | New and experienced users of CampusVue® Student – Student Accounts |
Course Prerequisites: | | What If I attended Last Year? | This is a new session and was not offered in previous years. | Cost:
$450.00 | | |
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CampusVue® Student: 90/10 Reporting | Wednesday, April 21st, 20101:30 PM -
5:00 PM |
Recent legislative and regulatory developments have provided a number of new approaches for arriving at an institution’s calculation of Title IV vs. Non-Title IV (90/10). New and experienced users of CampusVue® Student Accounts will explore the CampusVue® Student setup, configuration and calculation of 90/10 data using new techniques. | Learning Objectives: |
During this session participants will learn:
- Transaction Code Configuration
- Fund Source Configuration
- How to use Institutional Loans to Increase your 10 factor
- How NEW Unsubsidized Loans impact the outcome
- To be careful of write offs and adjustments to charges
- The impact of Student Payment Plans v Institutional Loan
| Target Audience: | New and Experienced Student Account and Financial Aid Administrators and Managers of Proprietary Institution of Higher Education with an interest in 90/10 reporting. |
Course Prerequisites: | Basic to advanced knowledge of CampusVue | What If I attended Last Year? | This session is being introduced for the first time. | Cost:
$450.00 | | |
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CampusVue® Student: Understanding and Advising Using Degree Progress Audit WORKSHOP | Wednesday, April 21st, 20109:00 AM -
5:00 PM |
Expand your Degree Progress Audit skills and learn how to fully benefit from the new Degree Progress Audit feature in CampusVue® Student. This session follows a step-by-step process to understand business requirements, practical application and supporting configuration. Dive-in and learn how to use course attributes, course levels, registration rules and other academic features to enhance your academic process and relationship with your students and institution. Once we’ve walked through configuration, you will learn how to use the new feature to help streamline and increase your advising effectiveness with students.
The second half of our session will be a workshop to allow attendees to access a test environment at their institution. Campus Management trainers will be available to help interpret your catalog requirements into the system configuration within your environment.
| Learning Objectives: |
During this session participants will learn:
- Review of Technical Requirements for Implementing the Degree Progress Audit*
- Turning on the new Degree Progress Audit, disabling the former Degree Audit
- Configure the following elements for effective use of the new Degree Progress Audit, including:
- Requirement Rules
- Course Pre-Requisites and Equivalencies
- Course Levels
- Course Attributes
- Areas of Study
- Catalog Years
- Best Practices for Advising using the Degree Progress Audit
- How to process waivers, transfer credits and course substitutions
- Portal Configuration Procedures for the Degree Progress Audit
| Target Audience: | Registrars and System Administrators with knowledge of your institutions advising process and institutional degree requirements. |
Course Prerequisites: | A general knowledge of CampusVue system navigation is recommended. Attendees should have access or a copy to their school catalog to take full advantage of the workshop. Attendees should be familiar with the degree requirements for programs at their institution.
IMPORTANT:
Attendees will be provided with internet access to take full advantage of the workshop portion of this session.
Prior to attending this course, you must ensure remote access and appropriate login credentials have been granted and tested for you in your test or train environment. Also, your test system must be prepared with the technical requirements necessary prior to attending this course.* If this is not complete, you will be able to use one of our test systems during the workshop but the configurations will need to be repeated on your system at a later time..
*You will also need to ensure that your system has the necessary components installed to use the Degree Progress Audit feature. Please contact your IT administrator or support@campusmgmt.com to ensure all components are installed. Attendees without this access will be provided a sandbox environment but will not have the advantage of school’s environment. | What If I attended Last Year? | This course was offered previously. | Cost:
$900.00 | | |
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Talisma® CRM: Advanced: Campaign Management | Wednesday, April 21st, 20101:30 PM -
5:00 PM |
In this session participants learn how to manage and track campaigns using Talisma® CRM. Participants will engage in hands-on exercises creating mailers, offers (promotions), mailing lists, and campaign workflows, and sending campaigns within the context of the course. They will also learn how best to manage campaigns. | Learning Objectives: |
During the Campaigns session participants will learn about:
- Quick refresher on Campaigns objects
- Mailers
- Offers
- Targets
- Mailing list
- New Enhancements in Campaigns
- Handling bounce back
- Using trackable URL
- Using the Campaign Dashboard
- Recommendations and Best practices for running a campaign
| Target Audience: | Individuals who currently work with Talisma CRM Campaigns and those who wish to learn how to effectively manage campaigns. |
Course Prerequisites: | Participants should have the knowledge of Campaigns functionality or should be using Campaigns to send out bulk mail. | What If I attended Last Year? | This is a new session and was not offered last year. | Cost:
$450.00 | | |
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Talisma® CRM: Advanced: Lead Management with Higher Ed Pack | Wednesday, April 21st, 20109:00 AM -
12:30 PM |
Talisma® CRM Lead Management is a session designed for Business administrators, enrollment managers and power users to learn the usage of Talisma Lead Management system designed for Higher Education. Participants will learn in detail about lead creation, handling, distribution, assignment/transfer options, pertaining to single and multiple campuses. | Learning Objectives: |
During this session participants will:
- Receive an introduction to leads, contacts and related objects in Talisma® CRM
- Review Lead relationship to Talisma® CRM objects such as programs, campaigns, activities
- Receive an overview of Lead life cycle which includes options for handling lead stages; stages of a lead
- Learn Best practice options of lead creation and update (from CampusVue or other SIS, Import)
- Understand Effective lead distribution, assignment and routing options
- Learn Lead management through tools available such as transfer, categorization, multi-campus segmentation, permissions
- Discover Lead validation and avoidance and/or handling of duplication options
| Target Audience: | Power Users, Business administrator and enrollment managers |
Course Prerequisites: | | What If I attended Last Year? | This is a new course and was not previously offered. | Cost:
$450.00 | | |
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Talisma® CRM: Advanced: Analytics for Advanced Reporting | Wednesday, April 21st, 20109:00 AM -
12:30 PM |
In this session participants will explore the features and functionality of the Talisma CRM Analytics modules, and also explore SQL Reports and Web Client reports. You will also learn about best practices for tailoring Analytics. | Learning Objectives: |
During the Analytics session participants will learn about:
- CRM Analytics Overview
- Predefined reports
- Cross tab and Drill down reports
- Excel and SQL Reports for Advanced Analytics
- CRM DB Schema overview
- SQL based Audit and Productivity Reports
- Excel Charts and Pivots
- Web Client Analytics
- Graphical Reports
- Dashboards
| Target Audience: | Individuals who currently work with the Talisma CRM Analytics modules and are looking to improve upon their knowledge and gain additional best practices; or those individuals who are interested in generating SQL reports and exploring web Client Analytics. |
Course Prerequisites: | Participants should have general knowledge of the Talisma CRM product, basic Excel and SQL concepts. | What If I attended Last Year? | This is a new course offering and was not available last year. | Cost:
$450.00 | | |
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Anytime Savings
* Save $175 when you register for both SESSION A and SESSION B CampusVue® Portal sessions
Cancellation Notice
While Campus Management will make every effort to deliver the courses listed in the above conference schedule, it reserves the right to cancel a course in the event of insufficient enrollments and/or unavailability of an instructor due to travel conditions or other unforeseen circumstances. Enrolled participants will receive notice of cancellation at the earliest possible time via email or voicemail. Participants may enroll in another course as a substitute, or apply the prepaid course fees to a future training course or Learning Center offering, redeemable within the 2010 calendar year. Campus Management is not liable to any party or individual for any other costs associated with a cancellation, including but not limited to travel, lodging, and wages.
Cancellation Policy
Cancellations made in writing (fax, letter or email) by March 19th, 2010 will be refunded less a 15% administrative fee. No refunds will be given for cancellations received after March 19th, 2010.
For Campus Management and Talisma® CRM clients only.
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