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Student Manager 101 Names

Student Manager 101 Names. The Promise of Student Manager. It can help you do your job         Faster         Easier         With more accuracy. Student Manager is an Instrument... it is not a CD player Your participation and involvement is mandatory  - Nothing happens without YOU!.

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Student Manager 101 Names

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  1. Student Manager 101 Names

  2. The Promise of Student Manager It can help you do your job        Faster        Easier        With more accuracy

  3. Student Manager is an Instrument... it is not a CD playerYour participation and involvement is mandatory  - Nothing happens without YOU!

  4. Part 1 – Overall Orientation and Name Record Orientation to Menus & General Navigation                  In SM you have choices                          Menus                          Short Cuts      You also have HELP - On Line - In Line

  5. Is at… WWW.ACEWARE.COM

  6. Part 1 – Overall Orientation and Name Record Orientation to Menus & General Navigation                  In SM you have choices                          Menus                          Short Cuts      You also have HELP - On Line - In Line      Student Manager Name Record      Using the FIND tool Getting Acquainted with the Name Record               Main Screen               Comments               Additional Info

  7. Part 1 – Overall Orientation and Name Record Adding a new namePreferences.. How you can change Name Screen Fields/Entry A Few Helpful Hints                 Blacklisting "Special" button                Quick Reports                Label Flag procedure (brochure fulfillment)                Call Back Copying Name informationQuestions....

  8. Student Manager data is managed through three major areas….. • Names - your students, your potential students • Courses – Your programs, classes, workshops, conferences, online programs, etc. • Registrations – and the payments related to them Blue name Yellow course Green registration

  9. Other icons on the toolbar include: • Lookup Faculty • Add/Edit Codes • Edit Preferences • Open the Online Help Guide • Log on a Different User

  10. Click on the icon, or use the drop-down menus to access each area.

  11. To Close… Go to File and choose Exit

  12. Clicking on Edit provides the opportunity to Undo, Copy, Edit, Paste, Clone and Paste Name record, set Preferences and establish a User Profile.

  13. Module Is where you can get to your data… To add/edit or Delete records in your system….

  14. Reports ….. They are GREAT… 290 + reports in 84 different areas… (all reports can be modfied…)

  15. Tools… for maintenance, cleanup, and security…

  16. In the Help area you can Access Help, Technical Support Information, the Student Manager website, and Student Manager System information (About Student Manager).

  17. Next, we’ll put a name in Student Manager

  18. 2 From Modules, select Names, Add New Name 1 Click the + sign to add a name 3 ways to begin! 3 On the keyboard – Alt + A

  19. You Have Choices….. With Edit Preferences… you can remove unused fields, and control the behavior of others. Only checked fields are displayed on the Name screen.

  20. Data Validation… (fields with Dropdowns..) Pink brackets are also validated data fields.

  21. Student ID # The SSN/ID # is the unique identifier for the Names table.   Organizations have the option of entering the individual's Social Security number or allowing the system to generate an ID number for the Name record (if you do not enter a SSN, the system will generate the number when you save the record).   System generated ID numbers begin with your site code (e.g. if 'X' is your site code the numbers would begin at X00-00-0001; select Edit / Preferences / Organization Defaults to set the site code.  

  22. A few fields deserve extra mention . . . Badge Name: for those people who don’t like the name their mother gave them, or prefer to go by the name “Bubba” When a husband and wife enroll for ballroom dance, you don’t need to send the household two brochures. “Don’t mail” will block one of the names on the mailing list only.

  23. A few fields deserve extra mention . . . A complimentary field to “Don’t Mail” is Excl which excludes the name from mass emails

  24. A few fields deserve extra mention . . . In Fee Category you can set a default for future registrations. For example, if the individual is entitled to a staff discount, select StaffFee from the Fee Category list.   When registering online the individual will automatically be assessed the selected fee if the selected fee has been set up on the course screen. NEW! In 7.2 you can set a fee category as a default on the firm record. Everyone associated with that firm will receive the fee rate when enrolling in courses.

  25. A few fields deserve extra mention . . . Source identifies how the customer arrived at your doorstep the first time. Add Interest identifies those classes in which the customer expressed an interest. As they register for courses, the subject code from the course is added to this field. No limit is placed on the amount of Interest codes a student may have.

  26. A few fields deserve extra mention . . . Occupation and Organization are paired together. Record the student’s career choice in occupation, and the industry in which they work in organization. For example, on campus you have nurses and law enforcement officers (occupation) who work in education (organization). Recording both is more accurate when deciding on mailing lists.

  27. A few fields deserve extra mention . . . You can temporarily change the sort order of the name records. View the list of available “sorts” by clicking on the Sort button. Make your selection with a double-click. Then use the left/right arrows to move through the data using the new sort.

  28. WOW ! ! ! A new Membership(s) Section. . . You now have some powerful tools to manage, track, and control access to classes with the new Membership System. ( Watch for a special webinar this fall to give you all the details on the system)…

  29. Student Manager Automatically handles…. Add Date, Updated Time, Updated, Created by and Updated by record historical activity of the record.

  30. You do NOT have to hit SAVE Before doing OK/Close Any Button EXCEPT Undo Abandon Esc Will SAVE your edits Saving your work…. If you have NOT saved changes, will UnDo any Edits (Screen Remains Open) If you have NOT saved changes, will UnDo any Edits (Closes Screen) Saves.. Screen Remains Open Saves… (Closes Screen) Looks up (finds) a new name (also SAVES)

  31. Once you’ve built a list of names, use the Find tool to locate a name in the list. Find

  32. Navigating the FIND windows • Multiple Search Options - Tab to go to next Column (Firm, Zip, Phone, Email, etc.) • No “Field” to type in.. JUST TYPE IT • For Name Look-up, Type Last name, First Name eg: Havlicek, Chuck • When at desired name, touch ENTER or Dbl Click to Open Name Edit Screen

  33. Getting your Timing down.. • You may set the # of Seconds the FIND window “waits” for you to enter the next keystroke(s) ( Default is 3.5 )

  34. Can’t find a name with FIND?Try the F5 “Find Them” • Lets you search • using about • anything you want… • First Name • Partial Address • Key word in Firm • Notes in Comments A “Googleish” tool

  35. Here’s a few good tips!

  36. Blacklisting Deleting an email from the name screen will bring up a dialog box For the special case when you REALLY REALLY want to NOT ever email this person… Blacklisting prevents the email address from being inadvertently added later.

  37. Special ButtonGives you someHandy Short-cuts

  38. Quick Reports Additional Reports provides the ability to print a #10 envelope!

  39. Label Flag OUTSTANDING tool for tracking Catalog/Brochure requests.. Reports / Demographic / Mailing Labels Print Marked Labels Remember HELP is available

  40. Callbacks: help you remember to call students/faculty back… When the user logs in on the Call Back date, the Call Back window will open showing the Call Back information:  On what date Who calls

  41. Some Really handy tools…. Copy Name Info / Alt + 3

  42. Some Really handy tools…. Email Student… Just Double Click on the Email Address

  43. Phew! We're done!

  44. Questions? Remember HELP is available At www.aceware.com

  45. Student Manager 101 Courses Thursday, August 26th (AJ’s Birthday!) Same time, same link!

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