Assigning Student Groups


Concept


Steps:

  1. Begin by navigating to the Student Groups page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Maintain Prospects link.

    Step 2
  3. Click the Student Groups link.

    Step 3
  4. In this example, you want to enter the ID for Jason Heys.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "RA200"
    .

    Step 4
  5. Access the Student Groups page.

     

    Click the Search button.

    Step 5
  6. Use the Student Groups page to assign an individual to groups that your institution has defined, or to view the list of groups to which an individual is already assigned.

     

    For example, your institution might have created a First Generation group to indicate students are the first in their families to attend college.  Another recruiter might have already included the same person in the Honor Student group.

    Step 6
  7. Notice that this person already belongs to the Honor Student group.

    Step 7
  8. You want to assign this person to an additional group.

     

    Click the Add Row button.

    Step 8
  9. In this example, you want to enter the code for First Generation.

     

    Enter the desired information into the Student Group field. Enter

     a valid value
     e.g.
     "FGEN"
    .

    Step 9
  10. Click in the Effective Date field.

    Step 10
  11. The system enters the current system date in the Effective Date field and refreshes the page.

     

    You can change the auto-generated Effective Date and enter Comments.

    Step 11
  12. You want to view all the student groups to which this person is assigned.

     

    Click the View All link.

    Step 12
  13. The Student Groups page expands to show all of the student groups to which the person is assigned, including the one you just added.

    Step 13
  14. Click the vertical scrollbar.

    Step 14
  15. Click the Save button.

    Step 15

Congratulations! You successfully assigned a person to a Student Group and viewed the list of all student groups to which that person is assigned.

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