Person Types and Uploading Prospects

  • What are Person Types?

    Overview There are five Person Types in Person Types Administration: Applicant Faculty Prospect Staff Student Person Types determine what is displayed on the person record when viewing a person record of a certain person type. The main idea taken into consideration when designing person types, is that based upon the nature of Higher Education institution operations, t...

  • Manual Prospect Entry/Edit

    Overview With the release of 7.0.0, in addition to uploading Bulk Prospects data via a Prospects CSV file from Imports Administration, prospective student data can also be entered manually to create individual prospect records from the Prospect Person Page. Manually entered prospect Information will appear on the Prospect Profile tab. Intended Programs, Intended Start ...

  • Prospect Merging

    Issue With the introduction of manual prospect entry and prospect uploads the likelihood of duplicate person records being entered into SS&E has increased. Resolution In order to address this issue, prospect person type records can either be deleted or merged into an existing prospect, applicant, or student person type record. Prospect Merging Security Role Permissions...

  • Prospect Upload Methods

    Student Success & Engagement supports three different ways of uploading prospects: Via a CSV file from Imports Administration. Via manual entry from the Prospect Person Type page "Add Prospect - Individual" menu. Via the SIS Import, by importing person records that are assigned the "Prospect" person type. From the above linked "SIS Import Definitions" article, if you ...