DIY Site Review + Summer CleaningKeeping Your System Running Smoothly

Rachel & Kevin

Session Starters

• Please silence your cell phones• When asking questions please clearly state

your name and where you are from• Try to hold questions for Question Breaks• A link where you can download the

PowerPoints will be available after the conference for review, but take notes!

• Sit back, relax and let’s have some fun

Welcome Our Panelists

Vicki Hamby Erica Lake

Associate Director of the Career Center, University of South Carolina

Assistant Director for Employer Relations of the Career Center, University of South Carolina Career Center

Disclaimer

• This is an advanced session! We hope you… – Know the basics of the system– Have your own processes but are looking for new ideas– Are looking for ways to keep your database clean– Want to utilize more features in the system

What is a Site Review?

A comprehensive report and discussion concerning your CSO site. We suggest completing a site review with your CRM at least once every 2-3

years. If you’re a DIY-er, try your hand at completing a site review on your own with

our tips!

Q: What is a Site Review?

What we’re covering today…

• Getting benchmark data from your site• Commonly unused tools• Additional features • Popular updates to profiles and menus• How to avoid duplicates• Disclaimer statements• Best practices• Site maintenance

Today’s Session Will Include…

DIY Site Review Items

Summer Cleaning Tips

Each slide is labeled, look carefully

Getting Benchmark Data from your site

Databases to Review:

• How many admins do you have within your site? How many active, how many inactive, how many have supervisor access?

• How many students within your site- Active, inactive

• How many employers/employer contacts within site - Active, Inactive

How do I get these numbers? • Database > Student, Admin, Contact, Employer > Search• Activity Log (Tools > Activity Logs)

• Reports (Placements, Referrals, Observations, Jobs)• System Stats

Getting Benchmark Data from your site ctd.

Question Break

Commonly Unused Tools

• Resource Library – what should I put in there?– Hotel Recommendations– Local Attractions– Student Demographics– System User Guides– Office Policies and Forms– Great websites and blogs – Use Home page memo to point out Resource Library– Resume Tips

Commonly Unused Tools

Mass ChangeNote: ALWAYS run a report before doing a mass change

• Is it on in your site? o How to checko Who it should be on for

• Why you would use it• Example:

o Changing Complete Profile from Yes to No to review profile at the beginning of each term or once per year

Commonly Unused Tools

• Mass Email – use this for: – Scheduling future event emails– Sending regular newsletters– Setting up email templates

Commonly Unused Tools

Things to keep an eye out for:• Login As

• Record Counts (top of profile)

• Post to Facebook or Twitter

Question Break

Additional Features

Document Approval• Automate document approval• Document statuses

Appointment Scheduler• Student Appointment Scheduling• Admin control over availability• Automatic notifications

Popular Updates to Profiles and Menus

Popular Updates to Profiles and Menus- Review all forms• Recommended field name changes• Require fields• Add code values• Add administrative qualifiers/tags• Add fields• Password Security

Popular Updates to Profile and Menus

Rename menus/buttons • Tools>Setup>Menus

o Jobs menuo Schedules menu

• Tools>Setup>Localizationo Local Jobs tabo Submit Resume button

• Tools>Setup>Memoso Instructions

Question Break

How to Avoid Duplicates

Cleaning up and avoiding duplicates Note: Check out the CSO Staff Cheats: Tips and Tricks from CSO Insiders

• How to run the report• How to use excel to find duplicates• How to re-link activity and delete duplicates

Disclaimer Statements

• Disclaimer StatementsDo you need a terms of use/disclaimer

statement?– Where to put it?– Do users need to agree or for it to just exist?

Themes in Employer Disclaimer Statements:

Third party recruiter policies Job posting guidelines Commission only position policies On-campus Recruitment and interview

policies EEO and NACE professional standards

Themes in Employer Disclaimer Statements:

Third party recruiter policies Job posting guidelines Employers offering commission only

positions Recruitment and on-campus interview

policies EEO and NACE professional standards

Best Practices

• Assign a lead • Establish monthly, quarterly, and semester end goals• Limit the number of admins with Supervisor Access• Create a maintenance checklist

Question Break

Site Maintenance

Summer Cleaning Item- Site Maintenance • Check admin accounts

o Is everyone there that should be? o Inactivate old accountso Make sure access levels are appropriate

Site Maintenance

• Keeping it clean – Student Uploads

• Creating New Account and/or Updating Existing Accounts• Getting Started - www.csoresearch.com/services_main/customstudentupload

– Firewall– Easy to Remember/Unique Usernames– Regular cleanups– Mass Change

Site Maintenance

• Review Search Criteria and Search Results pages, can we turn fields off?

Does your Search Criteria page look like this?

Site Maintenance

Update your banner - check out examples on www.csoresearch.com/marketing

Site Maintenance

• Task list – clean it up

Site Maintenance

Login as Users Often!

Questions

How did you do?

• Is your site already making use of some of these great ideas?

• Do you have any other best practices you have learned about that you would like to share?

Thanks for Attending!

If you have any questions please contact the Support Team or your CRM!

Join us at 6:00 pm for the Welcome Reception

downstairs on the patio.