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Pre-Conference Training
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Get Ready to Learn!  Get inside the latest features of CampusVue Student, CampusVue Portal, and Talisma CRM through pre-conference, hands-on training. With training sessions 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℠ Web Services: APIs: Effective Integration Workshop (2-day) | Monday, April 23, 2012, Tuesday, April 24, 20129:00 AM -
5:00 PM | Using a combination of lecture and 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 case studies using the APIs. | Learning Objectives: |
Participant programmers will receive:
An understanding of the CampusLink API architecture
A practical knowledge of each API
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 one (1) year of programming experience using C#, .NET Framework and familiarity with MS Visual Studio 2008 projects and debugging features. | What If I attended Last Year? | The course is a repeat of the previous year with minor updates to the material to bring it current to the new release of CampusVue Student/CampusLink APIs. | Cost:
$1,675.00 | | |
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 CampusVue® Portal: Configuration for Students, Faculty and Staff (SESSION A ONLY) | Monday, April 23, 20129:00 AM -
5:00 PM |
This CampusVue® Portal configuration workshop will instruct participants how to leverage the portal security by persona, enable and configure portal transactions, and gain an understanding of the CampusVue® Student dependencies. This course will not only expose participants to Portal features and functionality, but will engage learners in discussions associated to their online strategies and end user experiences for their institutions. Participants will focus on managing key components within the configuration tool as well as the basics of portal troubleshooting. NOTE: Participants will have the ability to view the Portal features enabled and configured during the session within the Campus Management and/or Microsoft SharePoint platforms. However, this session will not specifically encompass any SharePoint development. | Learning Objectives: |
In this session participants will learn how to:
· Configure CampusVue Portal to align with their institution’s operations and online strategies.
· Activate and configure Portal functionality to provide an enhanced user experience and extensibility.
· Identify relevant CampusVue Student configuration to support CampusVue Portal transactions.
· Troubleshoot CampusVue Portal. | Target Audience: | Business Analysts, IT administrators and any staff involved in student services.
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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:
$925.00 | | |
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CampusVue® Student: Getting Started with Custom Reporting Using Crystal Reports | Monday, April 23, 20129:00 AM -
5:00 PM | This hands-on course is designed for the beginner report writer. Participants will be provided with an introduction to the Crystal Reports writing tool within CampusVue Student. Upon completion of this course, participants will have an understanding of how CampusVue Student, Microsoft SQL Server, and Crystal Reports interact and integrate to generate the data on which users wish to report. | Learning Objectives: |
During this session participants will learn:
Basic Crystal Report development techniques and an introduction to the CampusVue Student reporting engine
How to set up reports through CampusVue Student
The CampusVue Student database using data dictionary and DbTree to help find tables and fields
Basic SQL concepts
Integration between CampusVue Student, SQL Server, and Crystal Reports
The 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 views including cosmetic changes on the report
How to create and edit new reports utilizing existing views and creating new views
How to setup Excel exports
How to add groups and running totals | Target Audience: | Those with limited SQL and Crystal Report skills who would like to learn 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 Essentials of Custom Reporting using Crystal Reports course. This course is a redesigned version of the "CampusVue Student Crystal Reports - Basic" course offered in previous years. | Cost:
$925.00 | | |
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CampusVue® Student: Navigating the CampusVue Student Database (2-day) | Monday, April 23, 2012, Tuesday, April 24, 20129:00 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 will learn relationships between the tables that make up the CampusVue Student database and will be able to locate relevant data. This augments participants' knowledge for custom integrations, scripting, report development, and issue research. | Learning Objectives: |
During 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, Career Services, Housing, and Student Services
Learn techniques and methods for locating specific data elements
Fundamentally understand 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? | A lesson has been added to the participation guide to cover select system tables. Screen shots have been added to select modules to map CampusVue Student Application forms and fields to specific database tables and columns. The course labs have been modified from prepared SQL queries to self-paced exercises. The participation guide has been updated to the latest version of CampusVue Student. | Cost:
$1,675.00 | | |
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CampusVue® Student: Automated Stipends for Student Accounts | Monday, April 23, 20121:30 PM -
5:00 PM | Recent enhancements in the automated stipends feature providing additional calculation options and the ability to schedule stipends allows clients more choices. This course will focus on the setup, configuration and utilization of CampusVue Student Automated Stipend functionality. | Learning Objectives: |
During this session participants will learn:
Automated Stipend process flow of the feature
Hot to configure the Automated Stipends feature
The options available for configuration of stipend calculations
Configuration of the document permissions to hold for parents and students
Scheduling of stipend execution utilizing number of days from start date or drop date
How to manage, review and post stipend on the ledger card
Posting stipends with core
Participants will also preview posting stipends using Auto Stipend feature (Automated Processes) | Target Audience: | Individuals responsible for processing and scheduling stipends or those interested in learning how to configure CampusVue Student Automated Stipend functionality. |
Course Prerequisites: | An understanding of how to navigate CampusVue Student and Financial Aid Packaging processes. | What If I attended Last Year? | This is a new course offering and was not available last year. | Cost:
$475.00 | | |
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CampusVue® Student: Automated Processes: Auto Awarding | Monday, April 23, 20121:30 PM -
5:00 PM | This session provides participants with a high level introduction for the new student financial aid awarding feature. Participants will be able to configure new user interfaces that encompass cost of attendance, fund source priority, campus settings and triggers, population awarding queues, award letter review and print queue, scholarship and veterans benefit fund management, and awarding rules engine. | Learning Objectives: |
During this session participants will learn how to:
Configure all user interfaces used by the awarding engine
Create awarding rules
Set up a packaging fund priority list
Extend disbursement approval criteria using the eligibility rules engine
Configure triggers to execute automated awarding | Target Audience: | Fincial Aid Department Heads, Administrative Support |
Course Prerequisites: | An understanding of how to navigate CampusVue Student and Financial Aid Packaging processes. | What If I attended Last Year? | This course has not been previously offered. | Cost:
$475.00 | | |
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CampusVue® Student: Financial Aid: Packaging Basics Overview | Monday, April 23, 20129:00 AM -
12:30 PM | In this course, participants will receive hands-on training from inception to completion of a financial aid award. You will master the ability to set up a student award, manage it and pay it with greater efficiencies within CampusVue Student Core. | Learning Objectives: |
During this session participants will learn to:
Work with financial aid ISIR triggers
Configure the system to accurately calculate academic year dates
Manage budgets and the various configuration options for budget calculation
Manage financial aid packaging with packaging status promotion
Review the various packaging options - manual, auto, and batch
Work with the remaining balance to schedule grid and configure fund sources to be included as need based aid vs. non need based aid when determining remaining need
Manage financial aid packages with CampusVue Student Reports | Target Audience: | Individuals responsible for Financial Aid |
Course Prerequisites: | An understanding of how to navigate CampusVue Student and Student Financial Aid Packaging processes. | What If I attended Last Year? | This is a new course that has not been previously offered. | Cost:
$475.00 | | |
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CampusVue® Student: Introduction to Refunds and Stipends | Monday, April 23, 20129:00 AM -
12:30 PM | Refunds and Stipends are an integral part of the financial aid process. Get a better understanding of the design and processes surrounding these two extremely critical functions. This course will focus on the core processes, setup, configuration and utilization of CampusVue Student refund and stipend functionality. | Learning Objectives: |
During this session participants will learn:
Fundamentals of refund and stipend processing within CampusVue Student
An overview of COD refund processing
How to configure, create and manually manage refunds
An overview of stipend processing
How to configure, create and manually manage stipends | Target Audience: | Individuals needing to learn or refresh their knowledge and skill set of stipends and refunds; individuals responsible for managing refunds and stipends; or those interested in learning how to configure CampusVue Student Automated Stipend functionality. |
Course Prerequisites: | An understanding of how to navigate CampusVue Student and Financial Aid and Student Accounts features. | What If I attended Last Year? | This course was offered previously and may be a great refresher. | Cost:
$475.00 | | |
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CampusVue® Student: Protecting the Privacy of Student Information | Monday, April 23, 20129:00 AM -
12:30 PM | This course will focus on two important features in CampusVue Student: FERPA and Disabilities. Participants will explore the configuration, folder, menu and reporting features that protect student privacy. Key topics addressed include: documenting and managing student accommodations, student directory information, and the release of student information. | Learning Objectives: |
During this session participants will learn how to:
Configure Lists > Service Categories, Services and Disabilities Services Status to support and document student accommodations
Configure Setup > Contact Manager > FERPA Groups, and Lists > Contact Manager > Academic Record information to support the identification of FERPA directory information, and manage the release of student information
Leverage View > Contact Manager > FERPA folder to track and manage individual student directory and release information | Target Audience: | Dean of Education, Regulatory Compliance, Registrar, Department Chairs and Academic Business Analysts. |
Course Prerequisites: | General knowledge of CampusVue Student Academic Records module, as well as some experience with scheduling classes and registering students. | What If I attended Last Year? | This is a new course offering and has not previously been offered. | Cost:
$475.00 | | |
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CampusVue® Student: Ensuring Program Integrity for Compliance and Gainful Employment | Monday, April 23, 20121:30 PM -
5:00 PM |
Program Integrity Issues Final Rule was published on October 29, 2009. This hands-on session will cover provisions contained in the final regulations, CampusVue updates, and best practices to address those provisions. The following topics will be covered:
New clock to credit conversion ratios
Return of Title IV Funds
Gainful Employment Reporting Requirements
Verification
Satisfactory Academic Progress
Parent PLUS and FAFSA Requirements | Learning Objectives: |
During this session participants will:
Be provided with an overview of the regulatory changes including the reason for the changes and how they impact institutions.
Learn how the regulatory provisions will change the way CampusVue Student is configured.
Find out what enhancements have been implemented to address the new regulations.
Learn best practices related to the new regulatory provisions. | Target Audience: | Financial Aid Officers and Regulatory Compliance Administrators who are involved in understanding financial aid regulatory impacts for their institutions. |
Course Prerequisites: | Some experience with CampusVue functionality, Title IV regulations, or a general interest in the regulatory process. | What If I attended Last Year? | This course will provide hands-on training of the new CampusVue Student functionality that was being developed last year, prior to the regulations being effective. | Cost:
$475.00 | | |
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CampusVue® Student: Student Lifecycle Introduction and Walkthrough | Monday, April 23, 20129:00 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
Understand the importance of student statuses
Discover student status alternatives
Learn how to track students through the various stages of enrollment
Work with student groups | 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: | Participants should have knowledge of CampusVue Student navigation. | What If I attended Last Year? | This session was offered previously. If you attended this session last year you may want to explore some of the other courses offered in Academics, Financial Aid, Student Accounts or reporting, depending on your job role. | Cost:
$925.00 | | |
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CampusLink℠ Web Services: APIs: Effective Integration Workshop (2-day) | Monday, April 23, 2012, Tuesday, April 24, 20129:00 AM -
5:00 PM | Using a combination of lecture and 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 case studies using the APIs. | Learning Objectives: |
Participant programmers will receive:
An understanding of the CampusLink API architecture
A practical knowledge of each API
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 one (1) year of programming experience using C#, .NET Framework and familiarity with MS Visual Studio 2008 projects and debugging features. | What If I attended Last Year? | The course is a repeat of the previous year with minor updates to the material to bring it current to the new release of CampusVue Student/CampusLink APIs. | Cost:
$1,675.00 | |
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CampusVue® Performance Analytics: Essentials | Tuesday, April 24, 20129:00 AM -
5:00 PM | CampusVue Performance Analytics Essentials will encompass an overall introduction to our business intelligence solution. From best practices to the usability of key features for analyzing your CampusVue Student information, this full-day class will include exercises and workshops for a hands-on experience to provide an overview for veterans and an introduction to potential clients. | Learning Objectives: |
During this session participants will
Understand the components of the analytics solutions – data warehouse, data model, data dictionary, Content Core and eThority
Learn the basic architecture for how data and entries into CampusVue Student migrate and are expressed visually in CampusVue Performance Analytics
Witness live analysis, data-shaping, and distribution with real data and examples
Navigate through the features and opportunities available with the eThority Enterprise Reporting application
Create reports, dashboards & analysis to showcase key performance indicators (KPIs
Be able to ask questions and challenge one another, and get ideas for new analysis | Target Audience: | Business users in Admissions, Recruiting, Academic Advisements, Financial Aid management and Executive briefing. Data Architects and Report Writers. | Course Prerequisites: | Participants should have a general knowledge of CampusVue Student and an understanding of the information captured to be leveraged for analytics needs. | What If I attended Last Year? | This is a new session not previously offered. However, it is an extension of the overview session of the beta release from last year and may touch upon some common core principles for analytics previously discussed. | Cost:
$925.00 | |
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CampusVue® Portal: Effective Administration Workshop (SESSION B ONLY) | Tuesday, April 24, 20129:00 AM -
5:00 PM |
This CampusVue® Portal effective administration workshop is an extension of Portal Session A. It will focus on engaging participants with tools associated to administrative functions and enhance the earlier lessons concentrated on feature transactions available by persona. This course exposes participants to Portal features aimed at enhanced personalization, enterprise application integration (EAI), and streamlined user management and application extensibility. NOTE: This course will be focused on the administrative console and configuration tool shared by the Campus Management and Microsoft SharePoint Portal platforms, as well as demonstrate high level branding and homepage options. However, this session will not encompass any SharePoint development. | 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.
- Understand how to create new portal homepage web parts containing content or applications sourced externally.
Understand how CampusVue Portal works 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 to 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 their institution’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:
$925.00 | |
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CampusVue® Student: Navigating the CampusVue Student Database (2-day) | Monday, April 23, 2012, Tuesday, April 24, 20129:00 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 will learn relationships between the tables that make up the CampusVue Student database and will be able to locate relevant data. This augments participants' knowledge for custom integrations, scripting, report development, and issue research. | Learning Objectives: |
During 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, Career Services, Housing, and Student Services
Learn techniques and methods for locating specific data elements
Fundamentally understand 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? | A lesson has been added to the participation guide to cover select system tables. Screen shots have been added to select modules to map CampusVue Student Application forms and fields to specific database tables and columns. The course labs have been modified from prepared SQL queries to self-paced exercises. The participation guide has been updated to the latest version of CampusVue Student. | Cost:
$1,675.00 | |
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CampusVue® Student: Essentials of Custom Reports using Crystal Reports | Tuesday, April 24, 20129:00 AM -
5:00 PM | This is an in-depth course on View and Stored Procedure reports. The course goes into filters for both View and Stored Procedure reports, a complete analysis of XML code to handle the standard and custom filters, and sorts and groups. | Learning Objectives: |
During this session participants will:
Acquire strong understanding of CampusVue Student View and Stored Procedures reports
Extensively analyze the footer selection criteria and learn how to use them appropriately
Learn the different data types available and usage
Be introduced to the XML data type and its usage inside the stored procedure
Learn how to sort with groups
Create custom view selection items
Create Crystal parameters
Learn how to use common dropdown list items | Target Audience: | This course is perfect for report developers who successfully attended the Getting Started with Custom Reporting using Crystal Reports Course, or who have extensive knowledge of SQL and Crystal Reports and would like to bridge their knowledge with CampusVue Student reports. Report Developers/SQL Developers who want to learn how view and stored procedure reports work. New developers with sound SQL knowledge, 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 View and Stored Procedures. They should also have extensive Crystal Reports knowledge and be experienced with XML Schemas. Experience with CampusVue Student and Crystal Report modifications is key and previous attendance in Getting Started with Custom Reports using Crystal Reports Training a plus. | What If I attended Last Year? | This is a redesigned course incorporating topics from what was previously the Intermediate and Advanced Courses with an emphasis on Views and Stored Procedures. | Cost:
$925.00 | |
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CampusVue® Student: Introduction to Student Accounts | Tuesday, April 24, 20129:00 AM -
5:00 PM | This course opens with an overview of CampusVue Student - Student Accounts module. Participants will 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 experience hands-on classroom practice using the new information and understanding they receive as this course progresses. | Learning Objectives: |
During this session participants will learn how to:
Effectively manage student account data
Troubleshoot common issues related to student accounts system setup and configuration | 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 CampusVue Student system. | What If I attended Last Year? | This course was previously offered. Why not refresh your Student Accounts skills or enroll in an Automation session?
| Cost:
$925.00 | |
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CampusVue® Student: Enforcing Academic Policies during Scheduling and Registration | Tuesday, April 24, 20129:00 AM -
5:00 PM | This course will focus on select components of CampusVue Student that enforce academic policies during scheduling and registration. Key topics addressed include: scheduling classes to support various types of add/drop policies; controlling registration and registration changes with Registration Locks and Registration Groups; and enforcing pre-requisite and co-requisite requirements during registration. This course will also briefly examine the relationship between registration and the Athletics and Veteran Information folders. | Learning Objectives: |
At the end of this session participants will be able to:
Configure waitlists and automatically add new course sections
Configure Course Registration Sharing Groups (CRSG)
Schedule class sections to enforce last date to withdraw policies
Control scheduling and registeration for variable credit courses at the Course, Program and Section levels
List features that support course registration changes both pre- and post- add/drop
Enforce prerequisite and co-requisite rules during registration
Leverage Registration Locks, Permits, and Registration Groups to manage internal and self registration
Explain the relationship between the registration and the Athletics and Veteran Information folder | Target Audience: | Dean of Education, Regulatory Compliance, Registrar, Department Chairs and Academic Business Analysts. | Course Prerequisites: | General knowledge of CampusVue Student Academic Records module, as well as some experience with scheduling classes and registering students. | What If I attended Last Year? | This is a new session not previously offered. | Cost:
$925.00 | |
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CampusVue® Student: Workflow and Automation Management for Matriculating Students | Tuesday, April 24, 20129:00 AM -
12:30 PM | This course provides insight, best practices and guidance for creating business processes that improve communication between departments and monitor interactions institutions have with students while they matriculate through their program | 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 navigation and have some basic knowledge of the application. | What If I attended Last Year? | This is a new course offering and was not presented at last year’s conference. | Cost:
$475.00 | |
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CampusVue® Student: In-depth Look at Document Statuses and Activity Triggers | Tuesday, April 24, 20121:30 PM -
5:00 PM | This course will take participants into all of the various ways that documents, document lists, and statuses can be used to trigger activities, as well as the various triggers that are available for activities. | Learning Objectives: |
During this session, participants will
Understand all of the events within the system that can add documents to a student’s record
Learn how to apply business processes to trigger activities off of document status changes and collection of documents
Gain a complete understanding of the ways that Contact Manager activities can be triggered and nested to create entire business processes | Target Audience: | Department Managers, CampusVue Student System Administrators | Course Prerequisites: | Participants should be familiar with the navigation of CampusVue Student and have basic knowledge of the application. | What If I attended Last Year? | This is a new course offering and was not presented at last year’s conference. | Cost:
$475.00 | |
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CampusVue® Student: Automated Processes: Automated COD and Scheduled Transmission & Retrieval System | Tuesday, April 24, 20121:30 PM -
5:00 PM | This 1/2-day session provides hands-on training on the Automated COD Export, COD Import and Scheduled Transmission and Retrieval System. Learn how this feature will replace many of the functions currently being performed manually in CampusVue Student to manage Common Originations and Disbursement records. | Learning Objectives: |
During this session participants will learn:
An overview of the Automation Functionality
How to configure CampusVue Student for Automated COD Processing
The Scheduled Transmission and Retrieval configurations and functionality
How to execute COD jobs to process data
Workflow and how to work with the robust exception handling form to manage COD exceptions and Rejects | Target Audience: | FA Managers, FA Department Heads, Administrative Support | Course Prerequisites: | An understanding of CampusVue Student navigation and Financial Aid Packaging processes. | What If I attended Last Year? | Portions of this class were offered last year in the Automated Processes course and additional content has been added for this session. | Cost:
$475.00 | |
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CampusVue® Student: Financial Aid Documents from Inception to Collection (FA Communications) | Tuesday, April 24, 20121:30 PM -
5:00 PM | This 1/2-day session provides participants with best practices for leveraging system functionality to both schedule financial aid documents and actively monitor document statuses to ensure timely collection. After exploring the functionality that can be leveraged within the system, participants will be challenged with rethinking communication strategies, especially in light of coming changes to the verification process, and the need for a more unique approach to what different groups of students may need to provide to the Financial Aid Office. | Learning Objectives: |
During this session participants will learn to:
Trigger Documents based on Institutional Student Information Record (ISIR) Comment Codes
Schedule Activities and Documents using Contact Manager
Leverage other communication strategies to reach those students who still need to complete paperwork with financial aid
Utilize other campus departments to reach your students and encourage specific behavior
Build a communication strategy that encompasses the complete lifecycle of a student and his/her interaction with financial aid | Target Audience: | Financial Aid Administrators | Course Prerequisites: |
General navigation of CampusVue Student. | What If I attended Last Year? | This is a new course that has not been previously offered. | Cost:
$475.00 | |
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CampusVue® Student: Direct Loans | Tuesday, April 24, 20129:00 AM -
12:30 PM | This 1/2-day session provides hands-on training, configuring, awarding, managing and paying Direct Loans in CampusVue Student. Training will encompass the lifecycle of direct subsidized, unsubsidized, grad and parent PLUS funding. Participants will learn how to use existing reports to manage and reconcile Direct Loan funds using features within CampusVue Student. | Learning Objectives: |
During this session participants will learn how to:
Configure CampusVue Student for Direct Loan Process
Package Federal Direct Loans
Federal Direct Loans
Perform Federal Direct Loan changes
Disburse Federal Direct Loans and best practices within CampusVue Student
Work with Rejects and Exceptions
Manage and reconcile Federal Direct Loans
Use FDSL Rebuild files | Target Audience: | Individuals responsible for Financial Aid processing. | Course Prerequisites: | An understanding CampusVue Student navigation and Financial Aid Packaging processes. | What If I attended Last Year? | This course is a repeat of last year with some minor regulatory changes included in this session. | Cost:
$475.00 | |
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CampusVue® Student: Regulatory Compliance Hands-on Workshop | Tuesday, April 24, 20129:00 AM -
5:00 PM | This workshop is designed to help participants understand the configuration settings and data necessary to successfully support 90/10 reporting, the recent Gainful Employment disclosure reporting requirements, and the Gainful Employment metrics. | Learning Objectives: |
During this session, participants will learn:
Configuration of transaction codes, fund sources and report parameters for 90/10 reporting
Utilizing Loan Management, Career Services, and FA Awarding features for Gainful Employment
Best practices in CampusVue for Gainful Employment disclosures
Configuring Gainful Employment programs for reporting, and exporting | Target Audience: | Financial Aid administrators or those involved in understanding financial aid regulatory impacts; compliance officers tasked with managing the institution’s fulfillment of regulatory requirements. | Course Prerequisites: | A general understanding of Financial Aid principles, Title IV regulations and some familiarity with the CampusVue Student Loan Management or Career Services modules is helpful. However, anyone with an interest in these current regulatory issues will benefit from this workshop. | What If I attended Last Year? | This course offers new information about the Gainful Employment Extract feature not available last year. | Cost:
$925.00 | |
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Talisma® CRM: Fundamentals | Tuesday, April 24, 20129:00 AM -
5:00 PM | Talisma® CRM Fundamentals is a session designed for beginners as an introduction to Talisma® CRM. Participants learn Talisma® CRM functionality including system navigation, managing Leads and Contacts, and performing all necessary interaction operations, productivity tools including canned responses, shortcuts, searching, and filtering data efficiently. | Learning Objectives: |
During this session participants will:
Receive an introduction to CRM
Learn terms and definitions such as Objects, Relationships, Teams, Users, Aliases, Permissions
Receive an overview of Talisma CRM Objects - contacts, interactions, accounts, and leads
Be introduced to Interaction management concepts such as interaction states and operations, such as creation, assign/transfer, replying to messages, external reviews, sub-interactions, and resolution.
Productivity Tools such as filters, advanced search, canned responses, rapid responses, shortcuts, etc. | Target Audience: | Users who are new to Talisma® CRM. | Course Prerequisites: | | What If I attended Last Year? | This course was offered previously and would be a great refresher. | Cost:
$925.00 | |
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Talisma® CRM: Event Management | Tuesday, April 24, 20129:00 AM -
12:30 PM | In this session, participants will learn how to manage and track events using Talisma CRM. Attendees will engage in hands-on exercises planning and executing free and paid events, creating and managing events and adding contacts as participants for an event. This session will also include features such as managing the primary campaign and managing registration for an event. | Learning Objectives: |
During this session participants will learn how to:
Create an event
Attach venue details
Add campaigns to an event
Set the primary campaign for an event
Create and manage advertorial campaigns
Manage participants of an event
Add participants as targets to a campaign
Create/Run the Participation Status report | Target Audience: | New and existing Talisma CRM users who would like to explore the possibilities of the Event Management Module. | Course Prerequisites: | Participants should have fundamental knowledge of Talisma CRM as well as Campaign Management experience. | What If I attended Last Year? | This is a new course offering. | Cost:
$475.00 | |
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Talisma® CRM: Import and Export Tools for Beginners | Tuesday, April 24, 20121:30 PM -
5:00 PM | Participants will explore the features and functionality of the Talisma CRM Import and Export Tools and learn best practices for batch integration and the de-duplication process. | Learning Objectives: |
During the Import and Export session participants will learn:
Integration approaches
Import process flow
De-duplication process framework
Export process Flow | Target Audience: | Individuals who currently work with Talisma CRM Import & Export modules and are looking to improve upon their knowledge and learn more best practices. Those individuals who are interested in batch integrations, de-duplication process and approaches. | Course Prerequisites: | Participants should have general knowledge of the Talisma CRM product and basic SQL concepts. | What If I attended Last Year? | This session was offered previously but may be a great refresher. | Cost:
$475.00 | |
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CampusVue® Forms Builder: Getting Started with CampusVue Forms Builder | Wednesday, April 25, 20121:30 PM -
5:00 PM | CampusVue Forms Builder is a revolutionary new tool that gives you complete control over virtually any webform workflow. With this innovative new solution, you can create custom applicant workflows, requests for information, or virtually any other online exchange, with no programming experience required! As a brand new member of the CampusVue family of solutions, this course provides your first opportunity to be introduced to Forms Builder, and to learn how it can be used to serve your institution. We will provide an overview all aspects of the solution from installation to use and updating, and invite your questions as we build custom forms and workflows in this workshop. | Learning Objectives: |
During this session participats will
Learn the basic architecture and installation procedure for CampusVue Forms Builder, along with any hardware/software/version requirements
Gain an introduction to the tool, the deisgn philosophy, and its purpose
Learn how to gather the requirement, summarize a workflow, and identify the necessary data before setting out to build it
Create custom fields, field groups, forms, and complete workflows
Discover additional uses for the solution, and test their own ideas for ways to exploit its potential
Be able to ask questions and provide feedback on the solution. | Target Audience: | Business users in Admissions, Recruiting, Career Services, and more.IT and Web programming staff. |
Course Prerequisites: | | What If I attended Last Year? | This is a new course not offered previously. | Cost:
$475.00 | | |
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CampusVue® Performance Analytics: Becoming a Master with All of your Data | Wednesday, April 25, 20129:00 AM -
12:30 PM | This course will teach users how to leverage their SQL and DB skills to connect external data sources with existing data in CampusVue Performance Analytics. Users will learn how to create data requests and construct their own Root Data Books. | Learning Objectives: |
During this session participants will learn how to:
Connect e-Thority to data and brings information into the reporting solution
Create relationships between data requests for user’s specific root data books
Manage your primary keys and o-keys for maximum potential | Target Audience: | Existing CampusVue Performance Analytics customers and those individuals who are interested in understanding BI (Business Intelligence) and are considering blending multiple data sources to create dashboards and reports. |
Course Prerequisites: | Basic understanding of databases and SQL skills are a plus. | What If I attended Last Year? | This is a new course not offered previously. | Cost:
$475.00 | | |
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CampusVue® Performance Analytics: Advanced Data Architecture and PowerFields | Wednesday, April 25, 20121:30 PM -
5:00 PM | This class will discuss the opportunities available within the solution to incorporate more complex analytics and additional data sources. The course will demonstrate the extensibility of the solution to meet your business needs, such as how to define security models, building new Root DataBooks, and utilizing the advanced functionality of PowerFields. This 4-hour course will include hands-on training and the knowledge to expand your CampusVue Performance Analytics solution to a higher level. | Learning Objectives: |
During this session participants will
Construct new conduits and imports of data for extensibility of reporting, as well as for multiple data sources
Develop additional Root DataBooks to accommodate answering advanced questions and more complex analysis
Secure data vertically and horizontally
Extend the application with the addition of new columns of data dynamically generated or manually input
Leverage PowerFields, eXpressions, and other advanced functionality to shape and refine analysis | Target Audience: | System administrators, data architects, report writers, and database administrators. |
Course Prerequisites: | CampusVue Student information/schema, SQL and relational database skills beneficial for topics associated to creating new conduits of data for reporting. Participants may desire to enroll in the CampusVue Performance Analytics Essentials sessions to acquire a base knowledge of the solution capabilities and relationships. | What If I attended Last Year? | This is a new session not previously offered. | Cost:
$475.00 | | |
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CampusVue® Portal: Advanced Administration for the Portal Developer | Wednesday, April 25, 20129:00 AM -
5:00 PM |
This CampusVue® Portal course provides the insight required to effectively maintain and manage your 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 and their relationship to the CampusVue Student application, as well as the necessary understanding of various debugging tools and methodologies.
NOTE: This course will be focused on the Campus Management Portal platform and not Microsoft SharePoint, though there are common and relevant elements of functionality, such as database relationships and maintenance of the administrative console and configuration tool.
| 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 CampusVue Portal administration. | What If I attended Last Year? | This session was offered previously and may be a good refresher.
| Cost:
$925.00 | | |
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CampusVue® Student: Custom Reports Using Crystal Reports for the Power User | Wednesday, April 25, 20129:00 AM -
5:00 PM | This full-day class covers advanced topics including: CampusVue Student tags; sub reports; cube reports; student groups; transcripts; School Defined fields; and Crosstabs. | Learning Objectives: |
At the end of this session, the developer will learn
CampusVue Student sub reports using both Views and Stored Procedures
How Cube reports work
Advanced Tags in the selection criteria
The basics of Transcript report setup and functionality
How to add Student Groups to the Selection
How to display School Defined fields on a report
How to use Crystal Report Crosstabs | Target Audience: | Report Developers/SQL Developers who worked extensively with reports and want to understand other advanced features. New developers with sound SQL knowledge and who need to bridge the knowledge to CampusVue Student Report. |
Course Prerequisites: | Participants should have advanced Transact-SQL knowledge and be able to create/modify Views and Stored Procedures. Extensive Crystal Reports knowledge. Experience with CampusVue Student and Crystal Report modifications are key. Previous attendance in Getting Started with Custom Reports using Crystal Reports and Essentials of Custom Reporting with Crystal Reports | What If I attended Last Year? | This will be an excellent class for those who previously completed the INTERMEDIATE or ADVANCED courses and want to learn more about CampusVue Student reports. | Cost:
$925.00 | | |
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CampusVue® Student: Managing Setup and Configuration for CampusVue Student Administrators - Workshop | Wednesday, April 25, 20129:00 AM -
5:00 PM | Users of CampusVue Student who complete this session will walk away with an understanding of the major option changes under Setup, Campus Locations, the modules, and functionality that make CampusVue Student unique to your business. New functionality since release 11.1 will be covered. (Note: This course covers the user interface and setup menu and does not include back-end IT infrastructure). | Learning Objectives: |
During this session participants will learn:
New features now available within the Setup menu
Enhancements associated with the List Items menu regarding Contact Manager and Academic Records | Target Audience: | This course is designed for individuals who are in the role of System Administrator for the CampusVue Student user interface and have access to the SETUP and LIST menus. |
Course Prerequisites: | Attendees must have prior knowledge of the CampusVue Student system. This workshop session allows you to remotely access your campus’s TEST or TRAINING environments using our conference workstations or you can use our pre-populated application.
NOTE: Internet access for personal laptops is not available in the classroom. For those who wish to access your own environments during class, be sure to check with your IT department prior to attending this session to ensure you have proper access information to your own environments. | What If I attended Last Year? | This is a new course not offered previously. | Cost:
$925.00 | | |
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CampusVue® Student: Automated Processes: Automated Eligibility | Wednesday, April 25, 20121:30 PM -
5:00 PM | This 1/2-day class provides participants with an understanding of the way this feature extends current functionality to improve compliance and efficiency within the financial aid process. With Automated Eligibility, users will learn how to eliminate manual reviews of financial aid by leveraging system rules and configurations to identify what can be approved and what needs to be reviewed. | Learning Objectives: |
During this session participants will learn to
Evaluate the various stages of Automated Eligibility
Configure the Disbursement Approval Criteria function for use with this feature
Configure the Automated Eligibility job via Job Management
Route exceptions from this process to specific staff for review and resolution
Assess and confirm the process executes successfully | Target Audience: | Financial Aid Administrators |
Course Prerequisites: | General navigation of CampusVue Student and knowledge in Financial Aid processing | What If I attended Last Year? | This is a new course that has not been previously offered. | Cost:
$475.00 | | |
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CampusVue® Student: Financial Aid: Disbursement Approval Criteria | Wednesday, April 25, 20129:00 AM -
12:30 PM | This hands-on training session teaches participants how to configure a campus to utilize the Disbursement Approval Criteria feature that exists in CampusVue Student today. Participants will be able to configure Disbursement Approval Criteria as well as learn how to work with the feature when evaluating disbursements for reporting to the Education Department (Common Origination and Disbursement) and/or before paying disbursements to the ledger card. | Learning Objectives: |
During this session participants will learn
Overview of the Disbursement Approval Criteria Functionality
Understand the configuration components for the Disbursement Approval Criteria
Understand how to review student eligibility before reporting or disbursing funds for a student | Target Audience: | Individuals responsible for Financial Aid processing. |
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 that has not been previously offered. | Cost:
$475.00 | | |
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CampusVue® Student: 90/10, Gainful Employment, and FISAP - The CampusVue Student Way | Wednesday, April 25, 20121:30 PM -
5:00 PM | This hands-on workshop is designed to help participants understand the configuration settings and data necessary to successfully support 90/10 reporting, the recent Gainful Employment requirements and FISAP reporting. | Learning Objectives: |
During this session participants will learn:
Configuration of Transaction Codes, Fund Sources and Report parameters for 90/10 reporting
How to Utilize Loan Management, Career Services, and FA Awarding features for Gainful Employment
Best practices in CampusVue for Gainful Employment disclosures
How to configure Gainful Employment programs for reporting, and exporting
How to ensure data is correct by using the FISAP Data Correction tool
How to run the FISAP report to verify data
| Target Audience: | Financial Aid administrators or those involved in understanding financial aid regulatory impacts; Compliance Officers tasked with managing the institution’s fulfillment of regulatory requirements. |
Course Prerequisites: | A general understanding of Financial Aid principles, Title IV regulations and some familiarity with the CampusVue Loan Management or Career Services modules is helpful. However, anyone with an interest in these current regulatory issues will benefit from this workshop. | What If I attended Last Year? | This is a new course that has not been previously offered. | Cost:
$475.00 | | |
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CampusVue® Student: Managing Course and Faculty Information | Wednesday, April 25, 20129:00 AM -
5:00 PM | This course will focus on components of CampusVue Student that support the management of course and faculty information. Participants will explore the relationship between key course and instructor configuration elements, and select Daily menus and View folders. Key topics addressed include managing course information with School Defined fields, supporting curriculum changes with course equivalencies, restricting faculty instructional assignments, managing faculty roles and enforcing prerequisites and co-requisites. | Learning Objectives: |
At the end of this session participants will be able to:
Leverage School Defined fields to manage course information
Manage faculty information and eligibility using Associate Instructors to Courses and Instructor Attributes
Differentiate between Course Code and Published Code
Enforce retake and course attempts at the course and program level
Configure complex prerequisite and co-requisite rules and non-course prerequisite rules
Configure major-specific prerequiste and co-requisite rules
Utilize Course Type for managing experiential learning courses
Employ course equivalencies to manage discontinued courses
Generate reports to monitor instructional load | 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:
$925.00 | | |
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CampusVue® Student: Registration Billing and Revenue Recognition | Wednesday, April 25, 20129:00 AM -
12:30 PM | Are you new to registration billing? Revenue recognition? Are you taking advantage of all the features available in CampusVue Student? This 1/2-day session will provide new and experienced users with an overview of the Billing and Revenue Recognition Feature functionality that is currently available in CampusVue Student | Learning Objectives: |
During this session participants will learn
The process of billing students
How to configure billing methods
Which billing methods can be automated
Revenue recognition methodologies
How to configure the revenue recognition feature
Best practices for billing and revenue recognition | Target Audience: | Individuals responsible for billing and/or managing the process of revenue recognition, or those interested in learning how to configure CampusVue Student billing and/or revenue recognition Feature functionality. |
Course Prerequisites: | Knowledge of CampusVue Student navigation and billing and accounting processes. | What If I attended Last Year? | This is a new course offering. | Cost:
$475.00 | | |
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CampusVue® Student: Refund Calculation Feature | Wednesday, April 25, 20121:30 PM -
5:00 PM | In this session, participants will receive hands-on training on the use of the Institutional (IR) and Return to Title IV (R2T4) Refund feature. Users will be provided an overview of the IR and R2T4 process which will encompass hands-on configuration, execution and evaluation of student example calculations. | Learning Objectives: |
During this session participants will learn
The process of institutional refund feature
Configuration of institutional refund policy
Return to Title IV funds feature
Configuration of R2T4 feature
Execution of the IR and R2T4 in hypothetical and actual modes
Printing the IR and R2T4 worksheets
Finally, participants will glimpse into Automated Refund Calculation Processes. | Target Audience: | Individuals responsible for managing the process of Institutional Refunds and Return to Title IV Refunds, or those interested in learning how to configure CampusVue Student Institutional Refund and Return to Title IV Feature functionality. |
Course Prerequisites: | General CampusVue Student navigation and knowledge of Financial Aid and Student Accounts processes. | What If I attended Last Year? | This is a new course offering. | Cost:
$475.00 | | |
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Talisma® CRM: Analytics for Advanced Reporting | Wednesday, April 25, 20129:00 AM -
12:30 PM | Participants will explore the features and functionality of the Talisma CRM Analytics modules, SQL Reports and Web Client reports. In addition, participants will learn about best practices for tailoring Analytics. | Learning Objectives: |
During this session participants will learn:
CRM Analytics overview
Predefined reports
Cross-tab and drill down reports
Excel and SQL reports for Advanced Analytics
CRM Database 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 Talisma CRM Analytics modules and are looking to improve upon their knowledge and gain more best practices. Also, those individuals who are interested in generating SQL reports and explore 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. | Cost:
$475.00 | | |
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Talisma® CRM: Advanced Workspace Design | Wednesday, April 25, 20121:30 PM -
5:00 PM | Talisma CRM Advanced Workspace Design is a session designed for beginners and power users to learn about user defined workspaces. Participants learn about workspace functionality including: creating workspaces; passing context between workspace panes; passing context across workspaces and copying and sharing workspaces. | Learning Objectives: |
During this session participants will learn how to:
Create user defined workspaces
Passing context
Different components of workspaces
Share workspaces with other users
Copy workspaces with other users
Create custom workspace layouts | Target Audience: | Individuals who currently work with Talisma CRM and wish to utilize workspaces to better manage their day-to-day operations. |
Course Prerequisites: | Participants should have a basic understanding of Talisma CRM functionalities. | What If I attended Last Year? | This is a new course offering. | Cost:
$475.00 | | |
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Talisma® CRM: Campaign Management Fundamentals | Wednesday, April 25, 20129:00 AM -
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 best practices for managing campaigns. | Learning Objectives: |
During the this session participants will learn:
Campaign objects
Mailers
Offers
Targets
Mailing lists
How to use trackable URL’s
How to use the Campaign Dashboard
Recommendations and best practices for running a campaign
Bounce Backs
Unsubscribe
How to purging/deleting targets | 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 fundamental knowledge of Talisma CRM. | What If I attended Last Year? | This course was offered previously and may be a good refresher. | Cost:
$925.00 | | |
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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 2012 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, 2012 will be refunded less a 15% administrative fee. No refunds will be given for cancellations received after March 19th, 2012.
For Campus Management and Talisma® CRM clients only.
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