Filters - Staff View

Overview Student Success & Engagement dynamic search capabilities allow users to filter by selected fields in order to find and group students together that are either from inside/outside of their caseload. When a staff/faculty user can view multiple Person Types (Applicant/Faculty/Prospect/Staff/Student) within an individual Department App (Advise/Instruct/Recriit), e...

Overview Each user has the option to create folders to help organize their filters listed under each person type. Folders allow quick access to filters instead of scrolling through a long list. If person types is enabled, separate filter folders will display under each person type selected from the People page dropdown. When person types is enabled, shared filters can...

Overview Shared Filters allow SS&E staff and faculty users to create a filter that can be shared with other users. This allows the institution to define subpopulations that can easily be targeted by using a shared filter in campaigns, pipelines, scheduled messages etc. All shared filters including the filter name, criteria, results, owner, person type, and who the filt...

Overview The bulk action filter menu is a list of action items that can easily be applied to any saved student/person type filtered list of students. Student (Person Type) Filter Since the bulk action menu is accessible from a student/person type filter, a prerequisite is creating and saving a student/person type filter. Filters are user specific. Filters can be scoped...

Overview All of the student filter options that can optionally display for staff users in the Student Filter are configurable in Student Search Filters from Person Type Settings. The following article describes grouping and scope changes made to the Student Filter Application and High School Categories that affect the filtered results. These changes will only apply to ...

Overview With the release of 7.0.0, new data feeds and new fields were added that allow institutions to import additional High School and Application data for filtering and reporting purposes. Once imported, this data is now visible from the UI on the Application and High School Student Filter categories, Student Profile tab High School data, and the Student Application...