Begin by navigating to the Biographical Details page.
Click the Student Recruiting link.Step 1
Click the Create/Update Prospects link.Step 2
Click the Add a New Value tab.Step 3
Access the Biographical Details page.
Click the Add button.Step 4
Use the Biographical Details page to begin entering the prospect's personal data.Step 5
The Biographical Details and Regional pages are a Campus Community page shared by many applications, including Recruiting and Admissions. When you enter and save data on these pages in one component, the system updates these pages in the other components.
For more detailed examples of entering data on these pages, see the PeopleSoft Campus Community module.Step 6
Click the Prefix list.Step 7
Click the Ms list item.Step 8
Click in the First Name field.Step 9
Enter the desired information into the First Name field. Enter
Click in the Last Name field.Step 11
Enter the desired information into the Last Name field. Enter
Click in the Date of Birth field.Step 13
Enter the desired information into the Date of Birth field. Enter
Click in the National ID field.Step 15
Enter the desired information into the National ID field. Enter
Continue entering all required personal data for the prospect on the Biographical Details and Regional pages, just as you would to add a new person on the same pages in Campus Community.Step 17
Access the Regional page.
Click the Regional tab.Step 18
Use the Regional page to enter region-specific data for an individual.Step 19
Scroll to the appropriate region for the person that you are adding.
In this example, scroll to the USA group box.
Click the vertical scrollbar.Step 20
Click in the Ethnic Group field.Step 21
Use the Ethnic Group field to enter the federally mandated group that includes the prospect's ethnic designation.
For this example, your prospect claims a Cherokee heritage.
Enter the desired information into the Ethnic Group field. Enter
Click the vertical scrollbar.Step 23
Access the Prospect Career Data page.
Click the Prospect Career Data tab.Step 24
Use the Prospect Career Data page to record details related to the prospect's career interest.Step 25
Prospect records include three levels: Career, Program, and Plan. At minimum, a prospect must have a career and a program. Though a prospect can have multiple programs and plans, a prospect record can have only one career.
If a prospect has interest in a second career, you must create a new prospect record for that career. (You cannot add rows as you often can on PeopleSoft pages. You must create a new record for each career.)Step 26
Click in the Admit Term field.Step 27
Use the Admit Term field to enter the term in which the prospect has expressed interest for admission. The prospect might have expressed this interest in a letter, on a recruiting card, in an interview, or any other method.
In this example, you want to enter the code for 2007 Fall.
Enter the desired information into the Admit Term field. Enter
To see the related descriptions of the values that you have entered, you can refresh the page.
You can refresh the page as often or as seldom as you like.
In this example, the related description for the Admit Term field says 2003 Fall. But, you entered the code for 2007 Fall. To see the related description for the code that you entered, refresh.
Click the Refresh button.Step 29
The correct related description for the Admit Term field value appears.Step 30
Click in the Admit Type field.Step 31
Use the Admit Type field to indicate the type of admission, from your institution's list of predefined admit types. Delivered Admit Types include First-year, Transfer, Internal Transfer, or Readmit Admission.
For this example, you want to enter the code for First-Year admission.
Enter the desired information into the Admit Type field. Enter
Click the Academic Load list.Step 33
Click the Full-Time list item.Step 34
Click the Academic Level list.Step 35
Click the Freshman list item.Step 36
Click the Recruiting Status list.Step 37
Use the Recruiting Status field to indicate the level of interest, at the academic career level, that your institution has in the prospective student.
For example, you might consider a person who attended an on-campus event a suspect (someone who you suspect is interested in your institution). Conversely, you might consider a person who sends a prospect card a prospect (someone who you know is interested in your institution).
The Recruiting Status field is also helpful for targeting mass mailings.Step 38
Click the Prospect list item.Step 39
Click in the Referral Source field.Step 40
Use the Referral Source field to indicate how this person became a prospect.
The referral source is a high-level indicator of how your institution came into contact with the person. For example, a referral source could be Application, Drop-In, Campus Event, College Fair, or Counselor.
Although this is a way to track your first contact with this person, you use Campus Community's Communication Management page to record subsequent contacts with the person.Step 41
In this example, you want to enter the code for Counselor.
Enter the desired information into the Referral Source field. Enter
Click in the Recruiting Center field.Step 43
Use the Recruiting Center field to enter the center responsible for this prospect's career. It also controls which users can access this prospect record.
Valid values depend upon the Academic Career and are subject to user security established for your institution's recruiting centers.Step 44
For this example, you want to enter the code for the Undergraduate recruiting center.
Enter the desired information into the Recruiting Center field. Enter
Click the Save button.Step 46
Access the Prospect Program Data page.
Click the Prospect Program Data tab.Step 47
Use the Prospect Program Data page to enter the prospect's program data, if any, in which the prospect has expressed interest.Step 48
In this example, you are not going to enter program data.Step 49
The Transfer To dropdown box is unique to Recruiting and Admissions pages.
It provides a quick navigation between the component you are currently on and other related Recruiting and Admissions components.
In this example, you do not want to transfer to a different component at this time.Step 50
Click the Show following tabs button.Step 51
Access the Prospect School/Recruiting page.
Click the Prospect School/Recruiting tab.Step 52
Use the Prospect School/Recruiting page to assign categories and recruiters to this prospect.Step 53
You can access the Attendee Events page.
Click the Events link.Step 54
Use the Attendee Events page to view or indicate events to which the prospect was invited or that she has attended.Step 55
For example, you might want to indicate that you invited the prospect to the information session of the upcoming Open House event.
For more information on Events, and examples of using the Attendee Events page, refer to the Enterprise Campus Community module.Step 56
For this example, you want to enter the code for the Open House event.
Enter the desired information into the Event ID field. Enter
Click the Meeting button.Step 58
For this example, you want to enter the code for the Information Session.
Enter the desired information into the Event Mtg field. Enter
Click the Status list.Step 60
Click the Invited list item.Step 61
Return to the Prospect School/Recruiters page.
Click the OK button.Step 62
Click the OK button.Step 63
Click in the Last School Attended field.Step 64
In this example, you want to enter the code for Jordan High School.
Enter the desired information into the Last School Attended field. Enter
Click the Refresh button.Step 66
In the Assign Region From box, you can click either the Home Postal Code button to assign the prospect to the region that includes her home address, or you can click the School Postal Code button to assign the region of Last School Attended.
For this example, you want to assign the prospect to the region of her last school attended.Step 67
Click the School Postal Code button.Step 68
Click in the Category field.Step 69
Use the Category field to indicate the area of your institution's interest in the prospect.
You must enter at least one Category for the Academic Career.
You can add rows to enter multiple categories.Step 70
For this example, you want to enter the code for High GPA.
Enter the desired information into the Category field. Enter
Click the Sub-Category list.Step 72
Click the High list item.Step 73
You can select the Move to Application check box to copy the information in the Recruiting Categories group box to the application record when the prospect applies to your institution.
The system selects this check box if you set up the system to copy prospect data to the application by selecting the Copy Data and Recruiting Categories check boxes on the Installation Defaults - AD page.Step 74
Use the Recruiters group box to assign one or more recruiters to this prospect for this category.
You can add rows to assign multiple recruiters.Step 75
The system selects the Recruiters Prompt check box by default. With the check box selected, all recruiters are available from the Recruiter ID prompt list regardless of their assigned categories.
If you want to limit the prompt list to only recruiters in the specified category, clear the Recruiters Prompt check box.
If you manually assigned the region from the region tree, the system displays a list all recruiters who are assigned to a recruiting category of REGN when you click the prompt on the Recruiter ID field.Step 76
Click in the Recruiter ID field.Step 77
For this example, you want to enter the code for recruiter, Gloria Wilson.
Enter the desired information into the Recruiter ID field. Enter
You can add rows to assign additional recruiters from this category.
If you assign multiple recruiters, you must specify one of them as the Primary recruiter.Step 79
Add another recruiter.
Click the Add a new row button.Step 80
Click in the Recruiter ID field.Step 81
For this example, you want to enter the code for recruiter, John Chevez.
Enter the desired information into the Recruiter ID field. Enter
For this example, you want to select the second recruiter as the Primary recruiter for this prospect.
Click the Primary option.Step 83
Click the Save button.Step 84
Congratulations! You have successfully added a new prospect record manually, and assigned two recruiters to the prospect.
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