The student action bar allows for quick access to all of the actions a user can do on a student record page.

The Timeline displays all of the student’s interactions. By default the Timeline is set to the ‘Graph’ mode. While in this mode (which is toggled in the upper right hand corner) the Timeline will show the student’s entire history from when he or she were first created in the system until the present. Each plot on the Timeline graph will bring up a tooltip with more details about the interaction.

The other mode of the Timeline is the ‘list’ mode. The list mode will display all the interactions in a detailed list format, sorted from most recent to least recent.

The list view also shows the exact rating change for each interaction. When the list view is enabled it allows the use of the Timeline interaction filters for a more fine-grained control of what is shown in the Timeline. The interaction filters only work in the list view.

The filters are from left to right:

1. Stage Changes
2. Source History
3. Web campaign interactions
4. Social Network Participation
5. Email and Print Activity
6. Event Registrations and Attendances
7. Touch-points

If a student is a prospect, they are subject to a limit of 6 emails. This status is displayed at the top of that student's record.

Each student record must have a user assigned to it as the Personal Representative. This assignment happens automatically when the record is entered, and is based off of the assignments setup under EMP Settings. Although students are auto-assigned initially, it is possible to override those settings. By clicking on the ‘Edit’ button to the right of the assigned representative, a chooser dialog will replace the normal details.

To change the assigned representative, simply click the portrait of the desired choice. By default the option to ‘Lock Rep Assignment’ is left off. This means that if the assignment tool from the EMP Settings page is run again after saving this new choice, it will be overwritten if the criteria does not match. If checked however, this will not happen.

All of the information related to a student record is kept here. All the fields that are defined in the EMP Field Manager are listed in this section.

General Fields – The fields in this section contain the basic biographical information in addition to other EMP specific information such as EMP ID and Unique PURL. Fields found in here may be found in other sections such as Application Form and Inquiry Form.

Interest Fields – Interest fields contain any fields that are also assets. A field will only show here if it is a defined as an asset, but may be in other sections as well.

Extended Fields – Extended Fields contain every field available to the student record, minus those found in the General and Interest sections. Fields found in here may be found in other sections such as Parent and Inquiry Form.

Parent Fields – Any fields that are of a ‘Parent’ type are located in this section. A field will only show here if it is a ‘Parent’ type, but may be in other sections as well.

Social Network Fields – If a student has access to the EMP Social Network, his or her information and details are listed under this section. These fields are only located in this section.

Inquiry Form – All of the fields included on the EMP Inquiry and SEM forms are contained under this section. A field will only show here if it is being used on an application form, but may be in other sections as well.

Application Form – All of the fields contained on the EMP Application form are contained under this section. A field will only show here if it is being used on an application form, but may be in other sections as well.

All of the information, with the exception of EMP ID, can be edited. It is possible to edit fields in two ways. One way is by clicking the ‘Edit’ button in the top right hand side of the student record fields. This will enable the editing of all fields currently selected. The other way to enable editing is by clicking the pencil icon when hovering over a field. Once you are done changing the desired fields, save the edits by clicking the blue ‘Save’ button in the top right hand corner.

The distance field automatically calculates how far the student is away from the college. This can be used to easily populate information for variable print pieces involving distances.

Often times in extended fields, there is a place to attach documents to a student, such as a resume, essay, application letter. Click Browse to attach a file to that student record. Click save after you are finished.

Here it shows that in the resume field the file 'MyResume.txt' is attached.

Once a file is uploaded, you can click on the pencil icon to edit it.

Click the X icon if you would like to remove the file. Then click Save

The distance between the institution and the student's address will be calculated, but the institution's address also has to be specified. This can be found in the Account -> EMP Settings menu.

Then under client profile it lists out the address/zip code, so Poughkeepsie, NY 12601 would be the address compared to all student records addresses.

Each of the checklists that are built in the checklist builder is displayed in its own section underneath the student record fields. The checklists save and record when checked off by a student on their PURL page or when a user checks them off in the EMP.

When a checkbox is checked off, it will display a color-coded mark to differentiate who checked the item or marked it as complete.

Yellow – This item was checked off by a user in EMP

Red – This item was checked off by a student on their PURL page

Green – This item was checked automatically due to a triggered action

Event registration details for any student record can be located underneath the checklist section of the student record page. The event registrations section allows the user to do several things, including viewing student event registrations, modifying registration details, deleting registrations, and registering for new events.

Display of available events

Details for registration

Each student record in the system can be sent a personal email directly from his or her student record page. To do this, navigate to the Personal Email section below the Event section. This section not only allows a user to send personal email, but also to see a full history of all personal emails sent.

This section displays the Subject of the email, its current status, and who it was created by. The status of any email is either Draft, meaning the email is still being created, or Sent on MM/DD/YYYY. To send a personal email, simply click the ‘Email Student’ button in the top right hand corner of this panel. Upon clicking this button, you will be brought to the email creation page.

All of the to-dos and notes associated with a student record are listed in two columns at the bottom of the student record page. From here there are several features that a user can use to sort and organize his or her notes.

This is located directly underneath the ‘Noteboard’ header and. By default, ‘Anytime’ is selected. This dropdown controls what to-dos to show. Changing the selection to another option such as ‘today’ will show to-dos whose due dates fall within the selected timeframe.

These are located below the Date Sort labels. Since both to-dos and notes can have labels, this tool will filter and show any to-dos or notes that have the selected label.

This is the plus icon at the top right of each to-do- and note. Clicking on this will bring up a dropdown of labels to add to the item.

This determines if to-dos marked as completed will be shown in the listing. Checking this box will show them.

This determines if notes marked as archived will be shown in the listing. Checking this box will show them.

Clicking the 'Add a To-do' will open a dialog for the user to create a to-do related to this student.

This will open a dialog for the user to create a note related to this student.

The option to manually select change a student stage is located under the last item on the Student Action Bar. When clicked, a dialog box will appear like the one to the right. To change the stage simply select the desired stage from the dropdown menu and click ‘Update’.

Touch-points are custom interactions that can be saved to a student record Timeline. Touch-points can be created, modified and deleted in the EMP Settings. Once the Touch-point is in the EMP Settings, it will be available on the student record page. To save a Touch-point to a student’s Timeline, choose the ‘Add Touch-point’ option on the student Action Bar. This will open a dialog box like the one to the right. Once opened, choose the desired Touch-point from the dropdown and any additional comments related to this Touch-point. Once done click ‘Save’ which will close the dialog box and add it to the Timeline.

There are two options for removing student records from the system: Deleting and Deactivating. Deleting is the more severe of the two and has the following effects:

• Denied access to their PURL
• No longer searchable, nor does the record appear on any student list in the EMP
• Excluded from email communications
• Will not be considered for resolving system duplicates
• Student importer will continue considering deleted records and will not create this record again
• Excluded from additional rep assignment changes

To delete a student record, select the option ‘Delete’ on the student Action Bar. This will bring up a dialog box with a ‘Continue’ option which will delete the record.

There are two options for removing student records from the system: Deleting and Deactivating. Deactivating is the less severe of the two and has the following effects:

• Denied access to their PURL
• Will no longer appear on any student list in the EMP, but will still be searchable
• Excluded from email communications
• Will continue to be considered for resolving system duplicates
• Student importer will continue considering deactive records and will not create this record again
• Excluded from additional rep assignment changes

To deactivate a student record, select the option ‘delete’ on the student Action Bar. This will bring up a dialog box with a ‘Continue’ option which will deactivate the record.

If you scroll down along the student record, you will a button "Email Student", this will allow you do mail a single email to that student.