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CSO Staff Cheats

CSO Staff Cheats. Jillian & Steven. 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

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CSO Staff Cheats

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  1. CSO Staff Cheats Jillian & Steven

  2. 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

  3. Session Goals • Save you time • Streamline your processes • Utilize new functionality • Become the CSO Expert in your office

  4. Part 1: System Shortcuts

  5. System Shortcuts • Last Viewed Menu: • Found on Left Navigation Bar • Allows quick access to records you have recently worked with • Contains: Students, Employers, Contacts, Jobs, Schedules, Events • Task List: • Found on Admin Home Page • Displays records that currently need attention • Most Common: Unpaid Event Registrations, Incomplete Interview Schedules

  6. System Shortcuts • Quick Links: • Found in the Left Navigation Bar • Allows you to quickly access saved items • Contains: Saved Reports, Saved Searches, Your Observation Notes • System Stats: • Found under Tools > Reports > System Stats • Quickly generate numbers for system usage • Contains: Students, Employers, Jobs, Schedules, Mentors, Career Events, Faculty

  7. Questions?

  8. Part 2: Simplifying Your Reports

  9. Simplifying Your Reports • Sneaky Criteria: • Helpful criteria to get the information you need quickly • Options: Is Empty/Is Not Empty, Not In, Today/Tomorrow • Online Reporting: • Another format for generating your reports • Connect directly to records in your report • Useful for editing a certain group of records

  10. Simplifying Your Reports • Saved Reports: • Can add to Quick Links menu • Allows you to quickly access commonly run reports • Can edit criteria in a saved reports • Report Categories: • Allows you to easily search your saved reports • Can create as many as you would like • Useful for large offices • Report Access Level • Public, Protected, Private • Allows you to protect your reports

  11. Questions?

  12. Part 3: Other Programs

  13. Other Programs • MS Excel: • Highlighting Duplicate Records • Sorting Results (Custom Sorts) • Removing Duplicates • Jing: • FREE! • Screenshots • Screen capture videos

  14. We hope you will . . . • Use these tips to: • Save you time • Streamline your processes • Utilize new functionality • Become the CSO Expert in your office

  15. Questions?

  16. 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.

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