Clients - Biographical Banners
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      2. CLIENT MANAGEMENT
      3. Clients - Biographical Banners

      Student Profile - Overview

      Student profile - Overview

      Capabilities of the Student Profile: 
      1. Client Information Tracking
      2. Course planning & transcript evaluation
      3. Application preparation
      These banners ask for the same information as the most commonly used college application; CommonApp

      STUDENT INFORMATION

      General Biography, change student status, keep confidential notes, tag students, select branding type, GPA, WGPA

      CONTACTS

      Parent & sibling information, invites to portal

       

      SELF ASSESSMENTS

      Three brief surveys leading to Candidate Shaping Tools, add your own custom survey

      ENCRYPTED KEYCHAIN

      Username & password storage for your student

       

      TESTING INFORMATION

      All types of test result storage, any kind of test results can be tracked here


      ACCEPTED  / DECLINED

      Mirrors App Tracker list, record your results in the application tracker columns or here in the student profile.


      RECOMMENDATIONS

      Track progress of request of the requested letters, gather the contact information in preparation for the college application


      PARTICIPATION INFORMATION

      Help students craft the best responses for applications. Before the application opens help your student to wordsmith the description of their activities.


      REPERTOIRE

      Arts students quantify their experience in academic formats.


      COURSE PROGRESSION

      Decipher convoluted transcripts, education interruptions, multi school formats, in one place.

      If you are working with younger students who are still attending High School this space can be used to plan their four-year course directory.
      As plans change exports of the course course progression planner, will export directly into the students Google drive folder.

      EXPORT TO GOOGLE DRIVE

      Send exports of current values to offer stakeholders quantifiable progress.

      As the students profile is growing, export copies of their biographical banners directly into the student's Google drive folder for easy sharing with parents. This can also be done right before applications to lower the students stress by allowing them to copy and paste the answers into the application. By completing the biographical banners you are completing your historical client information as well as preparing the student for the college application. This export can also be used as a academic resume if the student has no other resource.

      Find the student's name at the top of the screen, click the pencil. 

      T the screen will slide down and the Student profile will open. The first Banner is Student Information. This is where most student record management happens. 

      Change the students status from Prospective, Active, Archive and enter in other specific conversion information.

      If you are inviting parents to the portal, parents also have access to the student profile and can complete the information for you. Goodness


      What is an Academic Resume or Curriculum Vitae 

      The Academic Resume is the summary of a high school career. It will include the same information colleges request on their applications. Having all this information in one place, and exporting it to a Google doc means your student has an easy way to complete their CommonApp.

      Since all information can be collected prior to applications opening, the preparation timeline is better managed.

      The Academic Resume is also used for letters of recommendation requests. Giving the recommender more to consider when writing their letters.

       

      Switching a Student from Prospect to Active

      • Expand the Student profile by clicking the pencil to the left of the Student Name.

      • Expand the Student Information (topmost) section. Click the pencil to the right of the Status dropdown menu.

       

       

      Where are my Archived Student Records?

      • At the bottom of your QuickList.

       

      How do I delete a Student Record?   
      WARNING: You will not be able to retrieve a deleted record

      1. Expand the Student profile for the student record

      2. scroll to the bottom

      3. Click the Delete Student button.

      4. A warning message will popup

      5. Think carefully, click 'OK'.

       

       

      How to Tag a Student

      1. Go to any Student Record > Click the pencil to open the Student profile

      2. Expand the Student Information banner

      3. Enter something in the "tags" section and click enter

       

       

      TIP: Student tags can be used to more efficiently send out Broadcast message

       

      How to enter a high school on a student record

      1. Go to any Student Record > Click the pencil to open the Student profile

      2. Click to open the student information banner

      3. There is a field titled High School

      4. Type in the name of the high school and hit <enter> on your keyboard.

      5. This will save the name of the school to your drop down menu. When you return to enter a new high school, your drop down menu will offer all of the saved options.

      6. Click to select.

       

      Test Scores & GPA - Where do I see this? Test Scores

      1. Open Student profile

      2. Go to Testing Information

      3. Enter ACT Comp

      4. Enter SAT Math & SAT Reading

        1. To save each, click the Screen Shot 2020-09-18 at 2.52.11 PM

      GPA

      1. Open Student profile

      2. Go to Student Information

      3. Enter WGPA and GPA

      4. Save

       

      At a Glance Bar

      1. Look to "At a Glance bar" running to the right of student name, top of screen

      2. See GPA

      3. See highest composite SAT and ACT score for quick reference.

       

       

      Assigning Assessments From The Student profile

      This video shows you how to assign Assessments after a Student is created.

       

       

      1. Go to any Student Record > Click the pencil to open the Student profile

      2. Click the Self-Assessment Banner to expand the window

      3. Select the Self Assessments you want to share

       

      TIP: Assign an Assessment during Student creation to save time:
      1. Click Add Student.
      2. Add the information as you normally would.
      3. At the bottom of the popup you will expand the Self Assessment banner.
      4. Simply tick the Self Assessments you want to share.
       

      Note: Even after the first sign in, a Student call always access Self-Assessments by going to their Student profile > Self-Assessments.

       

      High School Course Progression Planning

      1. Go to any Student Record > Click the pencil to open the Student profile

      2. Expand the banner titled: Course Progression

      3. There is a planning grid. Each cell is customizable.

      4. The student can fill in this information from their Student Portal so you don't have to

      5. Save to Student Record Folder by Exporting to Drive

       

       

      Exporting Student profile to Generate Academic Resume

      Your Google drive must be connected.

      1. Open the Student profile of the student
      2. Scroll to the very bottom of the page
      3.  Click Export Academic Bio to Drive