How to Navigate the Student Detail Pane

From the Students page, select the lead/student. The student detail pane will open to the right. The detail view includes all fields pertinent to the student's enrollment.

System & Student Status

System: Indicates if the student has an active profile.

Student Status: Indicates the student's current enrollment status.

Student Profile

Navigation to the Student Detail Pane, quick actions, and autodialer.

If the autodialer is active, users can click on the Voice Call button to initate a phone call. The student must have an active phone number on file.

Click the to navigate to the Student's Admissions Page.

Student Detail: Navigate to the personal information tab of the student detail page.

Contacts: Click to open the student's personal contacts.

Appointment: Click to open the user's calendar to create an event or appointment for the student.

Message: Click to open chat. Both Direct and Department chats are available to message the student.

Activity: Click to add an activity; to view activity history; to view workflow trigger history for the student.

Chat History: Click to navigate to the Chat Hisotry with the Activity Log of the Student Profile.

Documents: Click to navigate to the Documents tab and the Tasks tab within the Student Profile.

FERPA: Click to navigate to the FERPA tab with the Student Profile. Current FERPA information may be viewed here, including authorized individuals and the Information Request Log.

Admissions Management

Click the arrow to open the Admissions Management pane. Fields within the admissions management pane can be completed during the admission interview with the applicant.

Current Major, Program Version, Start Term and Academic Track must be completed in order to accept the Admission application.

Admissions Details

Active Contact Strategy

View the active contact strategy and student's progress within the contact strategy.

Hours & Shifts

Accommodated Hours:

Manual Update Phase and Shift:

Student Details

Expand to view student details of enrollment. These details can also be completed through the Admissions Management pane.

Contact Details

Expand to view email and address of the student.