 Alright guys, who is yet to log in by show of hands? Okay, while you guys are getting logged in, I'm going to begin this discussion so that we can get in, learn some great stuff, and get out. Yes! Okay, so good morning. Morning. Hi. My name is Brandy, and I am from Hobson. I will be delivering this relatively short day of training. Alright, so before we get started, you're a larger group than I had yesterday, and I like to know names and faces. Yeah. Here's what we're going to do. We're going to go around with the swiftness. You're going to tell me who you are, what you do here, and your favorite food today. I will demonstrate. Paying attention. Yes. Right. My name is Brandy Savage. It's my real name from Burt. I am a training specialist with Hobson's, and today my favorite food is butterscotch pudding. Providence, wood fire pizza, has some bomb pudding. I had it last night. You should try to change your life. I'm trying to wing this. I'm going to wing this. I know. I know. Just, you know, the pudding was great. Okay, so I'm going to start at the back this time. So I'm going to start with Miss Esther. Acetazoo, student services, and my favorite food today is my mom's vegetarian pizza. Oh, mom's pizza. Okay. I like it. Wonderful. I love it. Tracy, her little coordinator. Okay. Matthew uses my bum. That's just fine. I can't go wrong with good mac and cakes. I love it. Thank you. You're looking great. All right. She's the director of the associate dean here, Dr. Farley. And my favorite food is whatever Tracy is going to make for lunch. What'd you bring us for lunch? I'll bear it down. Okay. I like it. Marcus, your turn. Yeah, Marcus, they're back to the mission from the other campus. And I love anything Thanksgiving. I think it's all about you. We have them, Marcus. Yeah. We'll take it. All right. Hello. Hi. Pamela Carrera. I'm an advisor here at the school. My concentration is parallel studies, but dabble in everything. And my favorite food is whatever Richie brings me for lunch. This is a great idea. Givers. Wow. Most of you don't eat them. Or whatever. Katie brings me for candy. Thank you. Hi. Hi. My name's Joy. I used to be a admissions counselor. My favorite food today and always is my mother's out of a gandula and chicken. Boyo bisau. It sounds yummy. I love when someone's mother's food is their favorite, but it is someone's mom's. Is that me? That's chicken stew. Oh, okay. Rice, yellow rice, and now crispy chicken. Yes. Thank you. Hi. My name is Adesh Destino. I'm the marketing manager here. My favorite food this morning is jackfruit. Jackfruit. What about breakfast? It's like this huge fruit. I think it's really good. Oh, it's good. It's awesome. I've never had it. All right. Thank you. Hi. Good morning. I'm Adriana Dawson. I'm the assistant dean in the School of Continuing Studies here in our province. I oversee our center for workforce and professional development. And I'm really digging soul food. Okay. You know, some sweet potato pies, chicken and waffles. All good. All good food. I might get one for you. I'm a program director. My favorite food right now and always is a people at their store and they got bacon, egg, and cheese sandwich. You can't get anywhere but Dirty Corners store in New York. Yeah. You got it. They're the best. Okay. Love it. Okay. Hi. My name is Natalie Nascimento. I am a full-time advisor here. I'm currently advising students on criminal justice. I'm a criminal arts and individualized. And I don't really have a favorite food right now, much like anything, but maybe something I've been eating, something that I've been making a lot. So the Facebook is the recipe on Facebook. It's called Cowboy Caviar. Okay. It's what I made for a potluck with beans, guacamole, and other kinds of beans, black beans. It was really good. Cowboy Caviar. Yeah. What's up? What's up? Hi. Who's the big kid? Dummy Bannis. Bill? Dummy Bannis is an advisor here in the TLM program. And the favorite food just went to the original Italian bakery and the pizza shop. I love that. Oh my God. Yeah. The original Italian bakery. I love it. I love it. Yeah. I love it. I love it too. I love it too. Okay. I'm going to try that too. I'm learning all types of new stuff today. It's a long, long list. Give me one. Give me one. Pizza. All kinds of pizza. All pizza. I think the last one was delicious. Yes. All right. And then we'll just have a bite. My name is Tia. I'm a student from here. My favorite food is roasted chicken from DJ's. Really? Yeah. Okay. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. Roasted chicken. You know, sometimes I have to read this that you never get from your roommates, it's delicious. Yes, I love it. Yeah, love it. It's great. Hi. Hi, I'm Candice, that was great. I went with Adriana from CWPD. Okay. And my favorite food is my mother-in-law, Stevie Chinch. I like that. Yeah, I like that. I'm so hungry. It's so good to be here. Hi. This is my thumb, that admissions operations manager. Uh-huh. And my favorites are baked mac and cheese, chitlins, greens and ham, short ribs, on and on. I love it. I love it. Okay. So you are a large group and you all know each other. I can tell because you're talking to each other. That's not really going to do you a benefit here because I got all types of knowledge to drop on you today. Okay. Here's how this is going to work. Content-wise, as Jeannie said earlier, I am hopeful. I can get you out of here by two. You should be hopeful that I can do that as well. Me too, right? Yeah. Now, I know a lot about this system that I want to give you a word of warning here. We are not complete with our business processes in this system. So I'm going to encourage you to ask questions. If not, once you're leaving here, feeling like this was a waste of your time. You are going to be using this system and I want you to feel comfortable at least knowing what it does. You are not going to be experts on this by the time you leave. That is not the expectation. Ideally, we want you to get comfortable and get you excited about what is to come. Okay. So with that said, ask questions. There's plenty of time built in for you all to ask questions. Some of these questions I'm going to be able to answer for you because they will be functional. Some of them I will not because they're going to be Roger Williams business process specific. And frankly, because you're new to the system, you probably don't have those ironed out. Marcus will put in what he can. He is a project lead on this. He's been working diligently with your implementation team to make this happen. So if you don't get into your question today, know that it is something that we are working on, but still ask it anyway. Okay. In addition to you asking me questions, I'm going to ask you questions like, do you understand and does this make sense? And you're going to look at me much like you are right now. I don't like that. Yes. I like verbal responses. So when I say, do you understand, you will say yes. Or? No. No is also okay. I will take all of it because I want to make sure that you understand. Awesome. We are scheduled to break for lunch around noon. My experience doing this would tend to end a bit early, 11.30. So you may get some extra time for lunch. Yay. You're going to have a mid-morning break. If we make it all the way through the afternoon, you'll get another new break. But again, we want to get you out of here at a time. So, you know, don't act like you have to hold stuff in, because you don't, you can actually excuse yourself. If you're adults, things are happening. I will ask you to keep the side conversations to a minimum. This is a very robust system. Okay. And if you miss a big part of this, you will probably be lost from the way we continue. And I really don't want you guys to get lost. Okay. If you do have those questions, if you get lost, pop a hand up and be like, Brandy, girl, I'm lost. What are we doing? And I will backtrack and make sure we're all moving together. Sound good? Yes. That was a terrible show. Yes. All right. You don't get it. I know it's early, but you don't get it today, kids. Okay. So everyone is logged in or getting logged in into Radius. Is that correct? Yes. Wonderful. And we are not using Internet Explorer because it is the devil, right? Yes. Yes. No. No. Well, you're on your own in Internet Explorer. That's all I have to say. It gets a bit glitchy. Firefox tends to be the best followed by Chrome. I'm going to be using Chrome today. Okay. So let's get this party started. Can you help Dawson log in? I don't want to. For time's sake, just because that's what he says. I got the password. Sure. All this time and you ain't been logged in. What's with my neck? I've been working on it. Okay. You tell me what it is. Well, if you don't have it, let me know because I can reset your password and get you in. Okay. Nice. First, welcome to Radius. We define what this is for you. So Radius is a relational CRM. The C in the CRM stands for customer, client, constituent, relationship management. And higher ed, our clients are our students, right? So the idea behind this system is to gather as much information about our students as possible through every touch point, right? From the moment they inquire and say, I am interested in attending a program here at Roger Williams University, gathering the information on when they want to start, talking to them, recording those conversations, ideally pushing them through to the app. I know some of you are going to have your app posted here. Some of you are not yet. That will be housed here, communicating with them effectively, and of course, getting them to the enrolled stage. We want bodies in classrooms. This system is designed to help us move students through that process with ease. So what I'm going to talk about first off is just a general overview of what is happening in the system, familiarizing you with some of the verbiage of this, also showing you where help documentation is because you will not remember everything I'm talking about today. So everyone should be logged in, and you should be seeing something that looks similar to this, although not exactly this. One of the things that's really great about Radius is that there's a lot of customization, and we're going to spend the first part of today talking about how each of you is going to be able to customize your user experience with this product. I heard a lot of different departments, a lot of different positions, which means you all are going to be doing slightly different things. And Radius is really good at making sure you get what you need when you need it. Okay? So up at the top left, you should see Roger Williams University grad and Continuing Studies. If you don't see that, you are in someone else's information, get out, retreat, back out, you don't want to touch it. On the top, you're going to see a universal search bar. And so before I dig a little into this, let me tell you about the structure of this, this relational database. It's really important. It's going to help you navigate through this system. What I like to talk about when I'm talking to clients about this is referring to Radius as a tree. We all know what trees look like, right? We got branches, we got trunks, it's swaying in the wind, they got leaves, they're all kind of crazy things, right? But if you look at the basic structure of the trees, the trunk and the branches, we know that every single tree is going to have that trunk, right? That is the foundational piece of the tree. All of the major information comes up from the roots into the trunk and then is disseminated through the roots, not the roots, through the branches, not up crazy, through the branches. So when we're thinking of that tree and we're trying to relate it to Radius, we have what is our trunk, what is our foundational piece that every single student is going to have in here? And that is going to be the contact record. So if you're looking up at the search bar, you'll see that the trunk down defaults to contacts. Does everyone see that? Yes. So that is your tree trunk record. Every student is going to have a contact record. Now what information is going to live on that record? Well, the basics, things that live with the person, how to identify them, veteran statuses, what is their intended program? When are they thinking about coming and enrolling here? All those things live with the student and can be found on the contact record, okay? Every student in this system will have at least a contact record. Now that's just our trunk. It's pretty barren tree at that point. Now if you click that drop down what you will then see are all of the branches of information that a student can potentially have. Okay, so big branches like the application branch. What are the requirements for my program? Do I have an application for you? Are there recommendations for that? What form are they filling out? Now, luckily you guys don't have to make those decisions. They've already been made for you and brought to the system. But those are really important smaller branches connected to our bigger application branch connected to our tree trunk. If you scroll through here I'm going to see things relate to other things like events. So are we hosting open houses and info nights and we want to be able to record that information in the system and see it on the student. So that's another big branch. Another one. You'll see something called cases and case messages. So documenting individual interactions or conversations we're having with students. Being able to recall that information and making sure it's transparent across and potentially working with that student. All of those are branches of information connected to our tree trunk. So it makes up this really whole tree of the student. Make sense? Yes! So scrolling through this you'll see there are lots of branches. Now we're not going to cover all those branches today because frankly you don't need to know all the branches. We're going to cover the primary branches and the tree trunk that you guys need to be successful and then of course in this system you'll be exposed to more and more branches of information. Now primarily what you're going to be using this search bar is of course a search for students. So you're not going to have to change any of those drop down items. You'll be able to search for the tree trunk and then see everything in that student's tree. I'm going to show you guys how to do that as we progress through. Next to that you'll see a support menu. Now by a show of hands how many of you have a compass login? Good morning Emily. That's okay because if you don't we're going to get you one today. For those of you who do not have a compass login and you're like I have no idea what you are talking about Brandy Savage click on any one of those four links and it's going to open up in a new tab. It's going to take you to this page. And so if you don't have one what I would like for you to do is under the sign and diagnosis new user and then please begin filling this out. Your client ID is Roger Williams all one word. So while you're doing that let me tell you why you need access to this. And I'm going to do that just by going through the menu items. So the first oh go ahead. I just want to know how to get to the compass login. Any one of those links where you can support. Item that I can't login. What is your name? Ami Shelton. A Shelton at RWU.edu. It's up to the second one. Your password is now Shelton all over the place. It's saying that it doesn't have it's saying but that invalid email address A Shelton at RWU.edu. Well it's there. That's I know it. I hash out this password. Oh you just did the forgot password. I can't change the password. What I want to change my password is saying that my email is invalid. We're good though. Who knows. Roger Williams all one word. So your username would be your email. It can be the handle of your email so instead of the at RWU it would be just the very first part. No problem. Okay so here's why I'm making you do this. You don't need to use the at time. You just need to do the it just needs to be the first handle of your email. Siri I think to set up the training the compass training things. I'm having you set up a compass account yes. So if you already have one you don't need to do this. I did mine last night. It takes about a day. So 24 hour time. Nope. You have to do your forgot password. We push sign up. If you did this within the last 24 hours it does take about a day before we confirm you are real and not in a various being trying to steal all of our trade secrets before we actually send you a password. If you did this like last night in the afternoon you just haven't gotten your email yet that's very normal. Okay so while you guys are doing that here's why you need this. So the first thing are your support cases. So after I leave today you'll be like I think I have a good understanding of stuff and things in this system. You'll be like but I think this is broken. My attention is great but this is not working to what I need it to. Support cases What's the client ID number? Client ID is Roger Williams all one word. No numbers. So support cases for when you need help from Hobson there will be a record of all the help that you have received from us you'll be able to communicate directly to a support person and be able to get that handled lickety split. Second most important part of Compass. So again after I leave today you will probably at most retain what you learned today. That's a very normal thing. But you're going to need to know 100%. So how do you get up to that percentage? Well there is the knowledge base that has helpful articles as well as training videos on the functionality of this. So don't worry if you don't remember how to do everything. You can go into Compass you can print off the directions you can watch the videos my voice is on half of them so it'll be like a warm fuzzy blanket and into radius it'll be fantastic. So Compass is all the support for the radius? As well as the knowledge base for it as well. Compass is everything. Product suggestions. So Hobson does a really good job of building right but we don't do what you do every day. I am not processing apps I am not admitting students I am not recruiting. I haven't done that in a really long time. So when you're in this and you're working you're going to say wouldn't it be great if radius did this? And instead of just wish and hope and praying you've got to let somebody know so we can make some changes. So product suggestions allows you to type in and submit your suggestions about how radius can be better for you and what you do every day. So not only can you put those in but you can also see what other clients have put in and then vote them up or down. Usually about once a quarter our developers come in and they give feedback like hey we're actually working on this right now we'll be coming out and releasing the next 36 to 20 days maybe we don't have enough info for this so we're not going to work on it at this time we need more people to vote on this. Or maybe it's something we've already put in to process that's in the system you just don't know about it. Either way we try to give you that feedback and we welcome the feedback. About 85% of our product developments come from client feedback so we're very very vocal about how we can make this product work better for you. So under product suggestions like that first post edit window is so small the vote up or down is the promoter delete. Promote, yep. Yep, exactly. Finally my personal favorite part of this is the collaborate function. So again, Hobson's people know the system very well but it's been a long time since we do what you do. Wouldn't it be great if you could talk to people who do what you do and are using the systems that you're using. Say how can we do this better? For school for continuing studies law schools, school of business we have all those types of clients in here talk to them and say hey we are new to radius and this is what we're thinking about doing. Has anybody done this successfully? If so how, if not tell us what we can avoid or how we can work around this. Talk to people who do what you do don't just rely on Hobson's, rely on your community of people and you're going to find all of that in Congress. So for those of you who have created your login today again you'll get an email in about 24 hours with a password link for you to set that. Again we have to confirm that you are real and in radius. Okay? 18. Next is support back in radius so a compass should have opened up in a new tab go to the Hobson's radius tab in your browser to get back to this page. You all there? Yes. Let's go to the setup link. Now for most of you you're not going to spend really any time in here but it's important for you to know this. When you all purchased this product and began implementing it we give you a pretty bare bone system. I like to think of it as a framed out house. I know it's supposed to be a house but it is not something you could live in immediately. During the implementation process what your implementation team has done in working with Hobson's is made this framed out house into a home. Everything you are seeing here is really customized to you. The data pieces, your page layouts, what you call things in this system what access you guys have that is all dictated by you. Which means as you are growing in this system and you say hey wouldn't it be great if we collected this data piece on this type of form or we need to create this type of form or I need to update this application. You don't need to talk to Hobson's to do that. That is something you can talk to your administrators, Marcus and all. That they can say okay we can build this and it could be reasonably done the same day. I am telling you this because it is not going to be your job to do this. Frankly none of you have those permissions to do this but it is important that it can be done because as the end users this is really going to be shaped by how you guys use it. When you see areas of opportunity speak up so we can make this work for you. For those of you whose passwords I reset today this is where you are going to come under the personal settings and you are going to change your password to something that is not your last name so that it can actually be secure. Also for those of you who will be sending communications from Radius you will see under that change password link there is an opportunity for you to add an email signature much like you would do an outlook. Marcus does not have one. I am logged in as Marcus today. Marcus doesn't have one yet but if you want to put one in that is something you can do at any time and you will also notice at the bottom there is a check box if you are going to be communicating a lot with students where you can auto insert that signature for any outgoing communications that you said. Also for those of you who want to update your security questions so it is not what is your last name because again that is not really secure. If you go to account information you will be able to do that as well. I am not going to go on blast but just notice there. Back at the top right next to setup you should see your name. I am logged in as Marcus that is why his name is up here on my screen and if I click the link the arrow next to that I am going to see all of the stuff you will probably never use like the site map the terms of use privacy policy and the ability to sign out all of the legal stuff that we have to give you that unless you are really bored you are not going to be able to do that but it is there. Do you have to sign out? Do you have to go there and sign out when you are done? I would advise you to do that. That is important. It will automatically sign you out after so many minutes of inactivity which can be quite honest but it will auto sign you out and it is not a really long time for it to do that but especially if you are on computers like this in a lab who is there a way to change that time frame in which it signs you out? Nope. There is no reset on that. No reset on that. It is for the security of the data of our students. Just keep thinking that we will be frustrated with it. Great questions. Underneath that in this dark blue bar you are seeing tabs here that house our branches. This is going to kind of get you thinking what branches or what modules in this system are related. We are not covering all of these in depth today because frankly not all of them are ready for you but I want to give you an idea of what you have and you can see. First let me click here on contacts. Under the contacts tab these are things that are related to a person or a student in the system so what records are related to the person? Well first you will see the contact record. The tree trunk. We will be exploring that in depth today. All that information is going to be housed there. Organizations. As graduates doing continuing studies you probably want to know where students went to school before they came here. We are able to create a relationship between another school and a student state that they were students there in the past. They are currently students and we also have the ability if you care about work history saying that these students worked at these organizations and that is something that is housed under their record. So you will always be able to see that. Complete transparency. If that is information you are interested in collecting. Ignore life cycles. That is not something you guys are using. Marcus can you make a note to remove that location so where things are held namely events and tasks. So these are internal to do and we will explore those a little bit later on in the afternoon about what those are and how you guys can potentially use them. I have a question. Yes. Is this where you go to find somebody initially? Ish. Yes. Ish. Ish. What is ish? Ish. Find someone ish. What you will find in radius is there are multiple ways to do the exact same thing so it depends on what you are doing. Ish. Ish. Ish. Yes, brother. Now if I hover over some other tab you are going to see some are really robust like the applications tab has a lot of branches of information. You will be familiar with these with these when you start to process applications. We're not covering that during today's session because I know, we made an executive decision and that's because frankly it's not built out enough for I think we felt for you guys to really gather as much information about it as possible. You will have a subsequent training session on that when it's ready and rolled out for you. So don't be too disappointed with that. Inquiries, inquiry forms, we're gonna touch on that here in mere moments. Walk you through what it's like for a student when they say, hey, I'm interested in your school, send me information, harass me with phone calls and mailings. Yay. Events, so again I talked about any type of events you wanna host that you wanna know if students are attending or registering for. You're able to host those in here, record that information and see when they register and if they have attended. Yes ma'am. I'm a student, how do I get out of it? Home, home. Oh, mm-hmm. So y'all is going with, there's no clothes, you just go back to home and it erases the student. Oh, it doesn't erase anything. I mean, it just takes you off of that record page. We're gonna talk navigation here in a minute. Mass communications, so emails either sent out automatically or one off blast emails. Hey, our application is closing next week. This is your last time to get those in. Any of those can be sent from this system as well. Cases, so I understand some of you are on the social work or have history and social work side, not those types of cases. More so documented conversations that I'm having with an individual student. For example, if Jeannie was coming in saying I wanna know stuff about this school and we had a really great conversation in which she told me about hopes and her dreams and her fears and all that fun stuff and I thought that was important to the admissions process or moving her through. I would probably document that conversation via a case so that anybody can come and see the notes on that conversation that Jeannie and I have. Does that make sense? And again, we're gonna go through that in depth in the afternoon. Analytics, reporting. You guys are not gonna have too much use of this. Frankly, it's not built out enough for the things that you probably want to do. So I am gonna show you how to do those. Some ad hoc reporting needs. Oh, I don't have any. Oh good, so just ignore that, yeah, good times. I'm gonna skip over Quick Create and I'll be very honest. I don't feel like it has a lot of value for what we do with students. In general, the more information we have, the better. Quick Create allows you to get information in but not enough really to do what you need to do. I'm gonna show you guys the longest way possible to do everything in depth so you can see the areas of opportunities that you have in building and utilizing the system to its fullest extent, okay? So what I'm not gonna talk about is, first we're gonna get you a student record in this system and then we're gonna talk about how do we find multiple records, okay? So obviously at the top here, I can search for an individual student using the universal search bar. If Genie comes in, I know I've talked to her before, I can type up here, Genie will pop up and then I can document to my heart's content. But for what I do on a daily basis, maybe I wanna see all of the applications that were submitted within the last week or all the new inquiries for my program or maybe a whole list of people that I need to contact today for various reasons. How do I find that? That, my friends, is what we call a view. So if you are a note taker, this would be an excellent time for you to take some notes. So I'm gonna give you some definitions. Ready? It's time to. All right. So what we're gonna talk about here is the criteria builder that is used to build views and target. So I'm gonna kill two birds with one stone. We're gonna focus on views, but the functionality that you're learning is also gonna be applied to targets. So first let's define what a view is. A view in radius is a list of records used for internal workflow processing and reporting. Okay? Again, a view is a list of records. Those records can be contacts, events, event attendees, applications, et cetera, et cetera, okay? Used for your internal workflow management and reporting. Does that make sense? Yes. Fantastic. Alternatively, let me give you the definition for a target. A target is a group of contacts that I am going to send mass communications to. Those mass communications are campaigns, communication plans, and event invitations. So again, targets are used to communicate to a mass audience. Yes, ma'am. So when you're sending out emails, don't forget to register. Is that a communications campaign? Yes. So again, targets are used for campaigns, communication plans, and event invitations. What's the difference between your campaign and your communication? Campaign, one-time blast email, communication plan, a series of automated emails, and potentially cases. Okay. Do those definitions make sense to you all? Yes. You can easily see the difference, right? Targets are for communication, views are for your internal workflow. You will be using views every single day within this system, that is why I start with it. Before we build a view, we have to have records to look for, so here's what we're all going to do. Every one of you, please go to the inquiries tab at the top of your screen and click it. You should see one item there, it is inquiry forms. Click that. Now, here is a collection of the inquiry forms that have been built on your behalf by your team with help with Hobson's. These are things that are going to be either posted on your website or websites, so that when students say request information, this is where that form lives and was created, and this is where the information is going to come. How about that? So here's what I want us to do. Does everyone see number four grad inquiry form October 2016? Yes. You see a column that says form URL, correct? I want you on that number four line, right click on the URL, and then I want you to open that in a new window. Perfect. Does everyone see what I am seeing on my screen? Yes. Yes. Okay, so this guys is your inquiry form. Woo, team. Here's what we're going to do. We are all going to fill this out as fake students, but here's what I want you to do. When you're filling this out, obviously use your name, and in addition to your last name, please put the word delete, Marcus. Can I suggest using a continued studies form to service these therefore? Well, why didn't you say something earlier? I just noticed. I was on the screen. Which form? Okay, everybody, X out of that tab. Sorry. Number three on the list there. Number three. So everyone, X out of that tab. No, please. Not the margin. That looks pretty assures. Where are you? Hold on. Where are you? I don't know how that works. You should get back. If you open it in a new tab, you should just X out of that tab. And let's go back here. There you go. Yes. Can I go in for you again? I'm just going to pass it to you. No, we need to see why it doesn't look like that. It's because it's what, if I frame it on the list. No, no, no, no, no. Just click on the name. Right here. Okay. Is that right? So number three, where it says SCS, is that right? Oh. Okay. Look at him go. Is that the right one? Are you messing me up, Marcus? No, no, I just don't want everybody panicking. So. Oh, it looks like you're panicking. It looks very good on the website of MacBook. Marcus is trying to, no, we need anybody to click on the URL for the third one. Thank you. I appreciate that. And then open that one up. Here you go. Thank you. It also looks like that's depending on where you are. They're framed into the site. So you can go with the right category. Say it loud, Marcus. To the team. That team is you're in. Yeah, we split the lead after, right? Which one is that one, the third one? Yes. Because mine doesn't look like that, but I said the third one. No, because we framed it on the website. That's the raw form that we're filling out. I'm planning that on your website. So everybody, again we right click on the form URL number three this time. Open a new window, we're gonna fill this out. So fill out your first name and please make sure you put the word delete in your last name. So I am Brandy Savage Delete. You will be whatever your first name is. Last name, delete. Very important because you do have a live student records in here. Live prospect information. I want you to differentiate between that and our fun, fake test record that you will have ultimate ability to edit and trash and bring back to life again, right? And so fill this out as with information that you would like to see. Let's get this party started. So these forms will be available to all of us once our limits get put in. Actually these forms are available to you right now. You do not have the ability to create forms because frankly you don't know how to and that's just a bigger thing. But if you need something created, partners will be able to custom create anything that you need or teach you how to do that. If you're really good, it could take like an hour. I don't know if this is that good. I don't know if Marcus is that good. An hour's long. Oh, can, ooh, burned. As long as you have the layout and the fields of information, it takes not a long time at all. We just had, basically just started. But right now the cases are all in there for everybody so at some point I'm gonna do it to a number. I'm gonna say my own cases. I'm gonna teach you guys how to find your own cases so that you can only see what you want to see. I know. That is why you are here. Yes, submit it, please. Hit okay if you have the message. Yes, hit okay, all that jazz. So that message that you're seeing that's customized, you guys built that in, hit okay. And it just takes you back because that's how you guys intend that form to operate, okay? So did everybody make their test record via submitting this? Yes? Yes. Wonderful. And I didn't say it was two or three things. You can say two or three things. One, if you see anything that's not right, so I'm thinking specifically about the left and the right of the bottom, those fields are driven, they're tied together. So if you select a certain term, you see a certain program, you select a title program, you only see those types of programs still on. If you see something wrong, tell me or to Dad or Gina and we'll fix it. The other thing is we can't blanket and make hundreds of forms, I know it sounds great, but we're trying to keep these specific so we will have them for certain activities. So if somebody's like going out like Joanne and Juan or our kids are going to a fair and you have a fair form, we'll create that and build things in the background and make sure they assigns to you appropriately. We'll work that all out, but if you have any questions, email G-Vianco at our WC. Yeah, I don't get that, it's a market. It's important that you know, recognize that Marcus is, the brother who really is doing his own. He's like a one-man show and everything. We're in a degenitized, Caroline had a little bit more support between each other. I think it's important to note that where it says what program are you looking for or what type of program you're looking for. Caroline's team has been very active in ensuring that program codes and what we have available is being set into the system. So back to the degree, it will pull up anything that we have an active program code for. So with that said, I'm not quite sure that your community, healthy community, they know that it is okay. So I'm just letting you know that once the registrar's office gives us a program code, I know the children will be in there. So until those changes are done and we actually have a program code, that will go live and we will work in partnership with the business office. So what I believe, I mean, this is not there yet because it has not cleared the proposal. Correct. So once it clears, Caroline and I have a whole systematized process where she gives me the information. I tell her what's in curriculum committee, she gets it from the registrar's office and then we get the check. I give to her, she gives it to you. Yeah. I have a question though. And they're coming in here as an associate supreme and you just have the actual headings. How do we track to know what, like, we don't have particular program codes for those that you and I have to build out. Okay, so once we get program codes and we build those out, that's important. We'll get it. Okay. So it may just be a minor change through curriculum committee so we can get a code for them and then we'll go through that. Okay. That awesome? Has they changed their self-criticulation? Yes. I should wait for a question. Okay. All right. We've all done that. Yes? Yes. A quick question. On the non-credit side, how are you guys handling this? Nothing's been built on the CWPD side. That's a conversation that we're gonna have. I think we have a formal form. Yep. They have a formal form. That doesn't come to our pool. Our pool. No, it won't be on our bullpen. The bullpen is gonna be managed by the CWPD team. Great one. Good question. This is what this is for. Lois. Okay. So this opened up in a new tab. I want you to go back to the tab that says Hobson's Radius. So go back to the screen that has all the inquiry forms listed. We good? Yes. I love you. So now, we all have test records in here. And we've done this so that we can also do practice view building. So what we're about to do is talk about building views, utilizing the criteria builder in this system that builds both views and targets. So Ami asked earlier, I want to see only my stuff. I want to see everybody's stuff. This is how you build the list to find your stuff. But will it always be there or I have to build it every time I'm done? It will always be there, girl. Rock and roll. Rock and roll. I've got you. I will not steer you astray into it. I won't do it. Good. I did not. So here's what we're all going to do. And I want to practice you by telling you what I'm going to start with. I'm starting with the most basic, generic criteria builder explanation. I want you all to feel comfortable using this, okay? So that is what I'm going to teach you. Pure functionality. You will then apply what you're learning functionally to then say, this is what I am going to need for my job. Does that make sense? Yes. Okay, let's want to make sure we are setting expectations early on. So x module. So don't look at you, Marcus, changing things up. We're proud of you. You have a different default than yesterday. I did, yes. I followed your instructions. Okay, look at that. Listen to me and do what I say. Look how successful you are. Okay, everybody else, you should be seeing this screen. It should be looking like this. Does it look like this ish? Yes. Ish. Again, ish. It doesn't have to look exactly like this. What did you do? Did you click on contact tab? I went to contact. Did you click on contact? It looks like this ish. It looks like this ish. It doesn't have to look like this. Okay. It doesn't look like this. Right click on it. Again, ish. Oh, this was one of my last names. That was true contact. That's all right. This is not all right. Contact, contact. Now, what we have just done is not looking exactly like this, but it's simple. Gina, I don't want to case this. So whenever you see that, that way it's a little bit out of the way. It's way out of the store. It's way out of the store. So remember, I'm walking you through pure functionality and all of this. You guys are going to want to jump ahead because you are smart and capable human beings. I'm going to ask you to refrain from that because you will inevitably miss something important that I'm going to say. Are we clear on that? Yes. Please, please, please do not jump ahead. You are not skilled enough to go back to where I am. Okay? Yes. I want to give you the full kit and caboodle. Stay with me. I promise I'm going to lead you into glory. Okay. Now, we are all in the contacts module. I know this because up at the top, there's a dark gray bar. And it says a Rolodex symbol, right? Looks like a Rolodex sheet for those of you who remember what that looks like. Hey. Do they still make Rolodexes? No. No. They should. Word to the wise, an insider tip from me to you. Everything in this system looks almost identical. You will get lost. Okay? Helpful tip, learn those symbols. It's going to tell you where you are. Okay? So we're in the contacts module where we now have access to views of contact records. So right now, what I am looking at are all the contacts in the system. And I know that because right under where it says contacts, that dropdown says all contacts. Does yours say all contacts? Yes, it does. Fantastic. Now that is the default today. I'm going to show you guys how to change that so that each and every one of you can have a separate default. So it doesn't go to all contacts because frankly, you don't need to say all contacts, right? Right. Right. Now, we're going to walk through first the criteria builder. Then we're going to talk about how to sort and make these lists your own. Are you ready? Yes. Yes, let's go. All right, Gene. Next to that all contact, see a button that says view, click it. Second item says create. Yep. Click that. And you should see this. Yeah. Now, this is the criteria builder. So we're going to walk through how to use this. This criteria builder is the same process for both views, which is what we're building now, and for targets, which is used for communication. They are not the same thing. If you build a view and you want to use it to communicate, you do have to build a separate target. This is going to be your practice on that. Okay? Now, first thing we're going to do is give it a name. So yesterday with the admin group training, we talked about naming conventions. This is something, an ongoing conversation, and I want all of you to have together when I leave. And I say this because you are new to this system, which means you can start fresh and do it the right way. I cannot tell you the number of times I've gone back to clients that have been active for two, three or four years, where half of you are now gone. And people say, I don't like using this system because I can't find anything. The reason why they can't find any things, they don't know anything is called because everybody's naming things all crazy. G's got her views and Esther's super awesome views and Brandy's got her super fabulous views. And when Brandy and Esther and Jeannie leave, no one has any idea what they are doing. Right? Which means they can't utilize those things. So we've already started that process of creating a formula for all of you to use. And we started drafting it out up here where it will have like, it starts with potentially grad or SCS or law or something of that nature, then specifying the entry term, right? So fall 17, spring 18, et cetera. And then what you're looking for, like prospects or applicants and things of that nature. Start churning your wheels on what makes sense for you guys because ideally I want all of you to agree on a set pattern for your naming conventions so that you can be successful in this system. Does that make sense? Yes. Marcus. So Gina and I are probably gonna have a fallout meeting with all of you guys in the next couple of weeks. And what we're probably gonna do is standardize a set of views that will be universal for all of you. Cause ultimately if we all start setting our own views, we can make five or 10 a piece and all of a sudden we've got 150 views and they're real fast. So just so you know, they're coming down the pipe where that doesn't mean you won't individually have your own needs for certain views and things and we'll go over that. But ideally we'd like to come up with a set of standard views that work for everybody so that we're not complicating these things. Who's gonna drive you crazy too? Cause you have to go through that list of things all the time if you want. If you name it by fall, if you name it fall 16 or whatever, don't you then have to rename it every semester? If you re-use that same deal we got. And you should. And you should. Right, so then why would we rename it fall 16? Why wouldn't you just name it applicant, liberal arts applicants and all the years right now. Because all the applications are triggered by the intended date of entry. But then you have to completely change the views all the time. Well you could. Before we go up, we're gonna wrap up for a second. Let me get through this. Let me put a pin in you Marcus. Let me get through this because it's not going through a list of views all the time. I'm gonna show you how to create the views that you need and put them on your home screen so you don't have to go through those lists. Ideally what you want to do is log in and see whatever you need to see. We gotta create the list first. I gotta ask a question here because right now we're just playing. We're playing. Yeah, we're just playing right now. Right, so all the stuff that you're telling us we're gonna have to go back to our computers and do all this over again, right? Yes. Yeah, okay, that's what I'm playing. Yeah. And you're gonna be ready to. We're here to help you. Yeah, it's not what you said before. Gina, Gina, it's web-based. What's the way you sign that to any computer whatever you've already set up today, you'll be there. Oh, we'll do that. We can do it right. Yeah, the idea is initially, I'm gonna be very honest, this is a lot of front and heavy work, right? You have to first build what you need, but these are not things that are gonna disappear every day. Once you build what you need, a collection of your views for whatever you do, they're here for life until they are gone, right? So realistically, we build, you do heavy building at the beginning and then it's coasting, which is really good, but you're gonna need to practice to do this anyway, so all the building all the time. All right, now I have a training naming convention that I follow for every client, so here's what we're gonna do. You're gonna name it, your first and last initial, mine, it's BS, in real life. So if you share initial to someone, put your middle initial, if you guys have the same three initials, well, I don't know what to tell you. Figure it out. Follow by the word trainings, because this is gonna tell us that this is for training purposes. By the way, you can rename these views later, so if you do decide to come back and build something for real that you can use, you can just rename this, okay? Follow by the word view, because that is what we're doing. So your naming convention should look like this, your first and last initial, that is not BS on the only BS of the team. Follow by the word training and view. See an opportunity to set this view as your default. This is per user, so each and every one of you in the future is going to be able to check this box and say whatever view I'm creating, this is what I want to see when I go into this particular module. Per user, you can have one default view per module. We're in the contacts module right now. You can set a default there. When you set that default, it affects zero people in the system. It is only for you. And you can change that at any time. Now, I'm not gonna check this because I'm logged in as Marcus and he already has another view set as his default. Right now, your default is all contacts. So when you get more comfortable with this and you get your views built, you'll be able to make whatever you want your default. Understand? Yeah. The endless. Next, criteria type. There are two criteria types here. I'm gonna start with the one you're probably not going to use that often but definitely has a use case. Then we'll go through the criteria builder. So let's all change that criteria type first to static. Let me tell you what a static viewer static target is. A static viewer target is a list of records, in this case it would be contacts, that you want together for no other reason than you want them together. They do not have to share anything in common criteria-wise. Let me give you a couple of examples. Undergraduate institution in Alabama uses a static view for a group of students they call the A-list. Their counselors go by on the road and they're talking to people. And it's like, I talked to Bill today and Bill's super excited about coming to Roger Williams. His mom came here, dad came here, his blood is super excited. What they didn't say is based on that conversation that I have with Bill, I feel real good about him converting to being a student. And so they would manually put Bill on this A-list to track him and say, this Bill and other students, I feel really confident about coming. Now they do that because there's no other criteria that Bill would have in common with anyone else. No program, no test scores, no GPA, no nothing. Just a gut feeling. Does that make sense? Yes. Another example, community college in Ohio, uses a static view to track residency issues. So on the application, a student says they're a resident of the state but they're not or they say they're not a state resident but they are. Again, too much data to accurately pull that list but when those errors come up, they use a static view to track all those problem children that we always have, right? To make sure that those problem children get solved and to report on them. So the idea behind a static view or a static target is there really isn't enough criteria to group them all together but I want them together in the system. It's a very manual process. Here's how you do it. You're gonna type in what you're looking for so I'm gonna type in Brandy. I'm gonna select that student, I'm gonna add that contact and now Brandy Savage Joliet is in this static view until myself or another user that has access to this view comes in and removes it, okay? So ideally static views and static targets are for lists that do not have a lot of turnover, right? We're not coming in here every single day adding our applicants in there, that's too much. This is also not gonna be for a list that has like a thousand students on it because frankly you would have to put a thousand students on there manually. No one has time for that, okay? Do any of you see a potential use case in what you do today for a static view? So it could be like students that are in the pipeline who are preparing credit doc stuff. That is a good one, yes. That is good, yes. That's a great example. Anyone else? Would you use static to just pull up anybody who inquired in last week? No, no, no. There's a better way to do that, a far better way. Meaning less meaning, but I'm glad to think enough. Okay, any questions about a static view or a static target? Is that something that they would give in other ways to do things in there? Is that something that would really be used or would another way be better? Another way is more often than not better, but there are gonna be some instances in which you just don't have the data to use the criteria over effectively, right? So with Tracy's example, I wanna find all inquiries that happened in last week. There's actual data that says they've inquired and at a time. So I would need to manually put them on there. But it's really when you don't have enough data where they are all spread out across data points that you have to manually put them together that you're gonna use this. Oh, so you have to look up each contact individually and put them again. Exactly, yes. Is there a way to look up each contact without their name? Yes. So phone number, email address, no, like a code. So for example, a person comes in and Ty has someone who needs to do standardized credit doc. And what? And Natalie has someone who needs to do standardized credit doc and I'm in charge of standardized credit doc. Is there a way for me to see a list of everyone who's pending on standardized credit doc? Yes? There should be. No, I think what she's saying though is there any way that you can sort this view by standard doc, right? If you have the data, would you have that data piece in there? Well, I don't think staff would be the way to do it. We're gonna track it off the application. We just haven't had it yet. Okay. That would be a good deal. Yeah, but then you're still going up one walks. You wanna create a universe of just standard documentation. Is this the way to do that? No, no. The purpose of that is those people who have a long-term process that you wanna track in order to get them into business. So, yeah, so static is not, static is like I'm sitting down and I wanna have you on a list and Joanne on a list and Long on a list and I just wanna see you three because I'm working with you three on specific things and I need to know you there. I think. The dynamics are different. When we know like if we're tracking particular documents that they're coming in, that's a whole separate module. I'm not gonna do that here this time. No, we're gonna do that in decisions. I think that it might be helpful if I want to do it again in two weeks to actually have those business practices so people know where to put those specific popping-line things like standard documentation. I need to talk about standardized doc because the way you just explained it is not gonna work for me. Yeah, but what you're talking about, I mean it's still, it's a data category. You have to understand Marcus myself and this is not just Marcus and I making his decisions. Jamie is heavily involved, Emily's involved. These are things that are being built and I believe is meeting with Jamie today. We understand this was to use the training effectively to get all of you introduced to this. Keep in mind, the only thing going on starting after this training is prospects. Applications and students are totally different right now. Please keep in mind that this is to get you comfortable with using the system and not repeat history and when we started doing the inquiries back in the day where only the admissions team was handling the inquiries. Again, I understand everybody's business needs. This is really just an introduction to the system and to understand all the capabilities of the system and then we will build things as we need. One point wasn't to talk about building it. She asked an example of how to do a static list and I'm giving her an example of a static list I would like to create. Correct, but again, we're not there yet. We're only creating a static list right now for process. We may, but down the line, we may be able to categorize students by in the process of credit docking or standardized credit docking and then you can pull that whole list. Start a data point. Yeah, I get it. So it may not be a static list. Because credit docking is from current students. So we're, you know, it's not. But once they get to that point in the system that's going to be a data plan. So we can pull that list as opposed to having to create it instead. So we have to have a broader process discussion. You know, there's a lot we still need to sort out. This is just one of many things we're not going to solve it today. Today we want to make sure you all feel comfortable with contacts, seeing if requirements come in. Those pieces so that we can have a deeper conversation as we go further. Because we want everybody to have a baseline and we don't want just like the four of us that are using it to understand you guys are all one. So I think it's really important then as people ask questions. I mean people need to just, you need to, we need to hear from you. That's coming. Let's move on because a lot of this is only to correct you. So let me give you all a helpful tip because I see lots of pens and notes. When you have those process questions, let's just have a baseline. The process isn't built yet. Let's just go ahead and say that. So when you have those process questions, write those things down because this is not, again, something that's going to be handled today because frankly you don't have everything built out to manage those processes. But like the standard doc, you're like, okay, standard doc, where is this happening? Is this going to be something in the system? Bam, because those are things that you're going to take together and work out and figure out what's going to happen. That was a helpful clarification sheet. Good idea, guys. All right, so we understand static. I have one question about the search though because like in Kali, if I can't remember a student's name off the top of my head and I'm, is it a broad search? You just need like three characters, so. So it'll pull up anything because if I don't have the exact spelling of the name, and sometimes I do have the exact spelling of the name, it still doesn't pull up the student. So if I'm close. If you're moderately close, you can get there, yeah. Good questions. All right, let's change our criteria type now to dynamic and let's talk about the building of this. So let me reiterate. I'm showing pure functionality at this point. We're not building a real student list. Frankly, we don't have all that data in here, but I want you to feel comfortable with what it can do and then think about how this is going to apply to your jobs. So how many of you have built a query in any system ever in life? Or searched for anything? Have you done a Google search? Everyone should be raising their hands at this point. Please tell me someone who's Google. Okay, good job. Okay, this is literally just searching. All right, so you know when you're on Google and you're like, I want to find hot new restaurants near me that are open at 9 p.m. And you type in all this stuff and you get results. Same general basic theory. Here, using the criteria builder dynamic type, what we're saying is find all the records in the system that meet this criteria. All right, so as long as the data exists in the system, you will be able to find it. So the key is, does the data exist in the system? Now again, as I said earlier, this is something that's going to grow with you. So today it may not be in there, but it very well could be in the figurative tomorrow. And you all have the ability, and I say you all, I mean admin team, to add data points as you need them, okay? So again, thinking about this, as you're seeing what's available now, think about what you would like to have in the future, write it down, then you guys will reconvene later to say, is this something that we can reasonably put in this system for your job purposes? Okay, let's walk through this. So what you're seeing here is a line of logic. So for each data point, you're going to have a separate line of logic. For example, I want to look for inquiries for a specific program that happened within a specific timeframe, right? Those are three separate data points. I'm going to need three lines of logic. So for every characteristic of the group, I'm going to have to have another line. Does that make sense? Yes. Okay. So let's walk through these basics. So in this first line of logic here, you'll see that one contacts module is the default. It is the default because we are building in the contacts module. When I start to talk about cases or applications, I will potentially be building those in those separate modules. And therefore this will default to that. Does that make sense? Now, if I click this dropdown, I see all of the potential models that are available. So again, going back to my tree, what we're doing right now is building a view in the tree trunk record. The benefit of that is that I also have access to all the branches of information. What that means for you is I no longer have to cross-reference multiple lists to see if people are on the same ones. If I want to see all the applicants who attended a registration event or an open house, I can actually pull that all into one list in the system. Does that make sense? This is huge guys, really big. You just got to know where that lives. Now after training, once you guys get closer to your actual go live, I already made this request with Marcus, you will have a full list of all of the fields and the models that they live in. So that's post-training, so you guys can get familiar with where the data lives in this system. That is going to be a big hurdle that you will have to get over. So I'm preparing you for that. You will be uncomfortable in this for a little while until you really get the hang of where does this data piece live. Now, we're gonna stay here in the contacts module for the time being. Yeah. So if I created a list for like any prospect inquiry community development or healthy communities for my programs that aren't an active enrolled student, right? If they at any point in that process, let's say they send everything they need to admissions and then they're now an active student, will they automatically disappear from that list? If they no longer met that criteria, yes they would. That's the beauty of dynamic views is that when they meet the criteria, they're automatically added in. So when new students meet that, they go in and when they no longer meet that criteria, automatically remove. You don't have to go in and remove and add and do any of that stuff. Just one quick thing, just so everybody is, remember we talked about this a little bit on Friday with the group that was there. The intent of this system is to be from when the student asks for information to when they get up to sitting in class so they're enrolled. After that, we're using Colleen and Civitas and all the other various tools that we have at our disposal. So this is really just front end, getting students here, communications plans, recruiting, all that stuff, and then they're here. If down the line, we find other ways that we can support other things, I don't know the bulk credit process that's new to me. I don't know about some of these other things. So we can figure out how ways to plug various things in that might support that. But just so you're all remembering that once students get enrolled, we're not doing much with them unless they're coming back for another program and applying again and all that kind of stuff. So this is all front end and then we can build a status that's like enrolled or something like that that pulls them out of all the other course that we're talking about. That's true. So once they're active, that we're enrolled, we're not... We have Civitas, that's a whole other role. So Civitas will be the system that we use to remind them that to re-enroll and that... So once they're through the system and then they're in their second semester, we'll be using Civitas. Civitas, good. And that's a whole other role. And when does that go live? Not now. Not now. We have to get this as a team. Jamie and I have to be very critical at looking at how we can get training and rolling things out. The importance of us getting this live quickly and all of you training is because we're going into the IBIS registration. Monday we go live with registration. So this whole new process had to be for you to be trained before we went live online. And then we'll get you up to speed on Civitas. So really, realistically, seriously, for all the advisors in here after the second semester, they're not needed in the system anymore. Correct. Well, advisors are still going to be touching prospects and new students, so they're still going to be using it. No, I mean, the student pool is due. Yeah, that's what I mean. Once the pool has gone through the second semester, they're looking at the new school. Correct. It's okay. I don't want you to think that we... Oh, no, no. This is just going to be embarrassing. Yeah. All right. Yeah, we're talking about that. We might be able to investigate that. Let's incentivize this. Well, it's going to talk to Kali. This is talking to Kali. So once the students are going to be working this doesn't talk to Kali. Yeah. Oh, all right, Brandy's over here. Okay, guys, hold on. So here's all I want to do. I want to get through talking about the criteria builder and I want to give you guys a break so that you can refresh and hydrate and get some air. So bear with me for like 10 minutes. Brandy, get your break. Yes, ma'am. Can you give them a break at 10.50 because that's when I have to leave. Oh, okay. Whoa. Special request. Are you all right with that? And Shil said that she was kind of quiet and me. You coming back? That's all I want. I don't know when I need stuff. That's true. Okay. All right. First, let's go ahead and let's try to build something so we can at least see how this works. So we're gonna keep our module at contact. We're going to stay in the contacts module and look at that contact information. The field list here reflects the data that lives on the contact record. So again, post-training, you guys will get a full list of all of the fields in every single module. So you guys can familiarize yourself with that. What I want you to do in the field dropdown list is scroll through until you find last name and select last name. So I want to talk to you about the different field types as we're searching for and building a population. Now, last name is an open text field. Like first name, like email, like address line, open text fields have no parameters other than just give me all the stuff, right? Terrible to search on because the values are infinite, right? How many different ways are there to spell someone's name, a gazillion, right? But so I'm not going to use this to really search on those pieces. And I'm doing this also to help you guys when you are trying to say, hey, I need this data piece, you can tell Marcus and the other administrators how to build that, because you're gonna say how I want to use it. Does that make sense? So open text fields are great for data collection, terrible to search on, understood? Now, with that, let's look at our comparators. This is gonna change the relationship in what you're searching for. Now the default is is, but if I click that comparator dropdown, I see is case sensitive. So if I care about the capitalization, have that option. I also have isn't, which is not equal to. So if I'm using is, is case sensitive or isn't, that means exactly what I'm typing in the value box is exactly what I'm looking for. So again, if I don't know exactly how their name is spelled, probably not gonna say is, right? I don't really know. Wait, sorry, not to freak out. What happened to my screen? Refresh it. Refresh it. We're coming to this training today. I didn't watch him. He didn't make me. Jeez. So like, no, when I click on anything, it doesn't refresh it, then you are up. I can't wait to watch this take that. We're set back right at 15, 20 minutes. Just a second. I'm just log out and come back here. So which browser are you in? It's right, it's right here. It's right here. It's a lot. I'm just gonna log back here. I'm just gonna log back here. I'm just gonna log back here. I'm just gonna log back here. I'm just gonna log back here. Just catch up on me. Just catch up. Just in case you guys get a white screen in the future. I'm moving, I'm moving. Okay, calm down. Okay, so is K-Sensitive, is it? That's your equals and does not equal. You also see contains and doesn't contain. So that is, I don't know exactly what it is, but it's going to contain this collection of characters. I don't know if Brandy's fell with a Y, an I, an IE, an EE, but I know it starts with B-R-A-N-D, right? That's contains. I have ins with, starts with, pre-sell explanatory. Now I also have isEmpty and isNotEmpty, right? Empty, there's nothing there. I am missing data. IsNotEmpty's, I don't care what's there. I just even know that you have something, right? Now what we're gonna do, since we all filled out the inquiry form and we put delete in our last names that we were instructed to do, we're gonna go to contains, because I don't know your full last name, but I know it should contain delete, right? So comparator is contains and the value type in delete hopefully spelled correctly. Now, how do I know I'm on the right track? Above the field heading, you see a preview button. Does everyone see the preview button? Yeah. Hit preview. There are 20 of us that have delete somewhere in our last names. We're on the right track. Woot, woot. Woot, woot. If I want to be more specific with this group, maybe I want to find out programs that they're interested in or terms or something like that. I have to add another line of logic. Two ways to add a row. The first way, you'll see if I under the join heading it says add row. And if I click that, you'll see it brings back the very first line that I had just modified by, right? But I also see a green plus sign next to my lines of logic. Now watch what happens when I get the plus sign next to that last name field. It duplicates it. So this is a little shortcut, especially if you're doing multi-modular lines of logic, i.e. contact data, application data, case data, all in one, right? Save myself a click. I can use the green plus sign, at least I'll duplicate the module and then I can adjust the fields as I need to. Does that make sense? Yes. Okay. Also, if I don't need that line of logic anymore, I click the red X and it is removed. 18. Okay. Next. Let us change the second field and I want us to look for student type. Now, student type is a pickless field. It has predefined values, okay? Now we saw that on the form where we said what program are you interested in and what term and we made a selection from choice, right? That is not an open text field. It is a pickless field with predefined values. A student can't come here and say, I want to major in basket weaving and hair coloring. Right? You had that program? Didn't think so. We're not giving them that opportunity. They're saying, this is what we offer you, you make a choice, okay? Now, it is still a text field so the comparators are the same but change it or make sure you're compared on that second line is is. Okay? Now, with pickless fields, you'll notice the value box has a dropdown in it and it shows you all of the available values for that field. Now, what's great about this is I can choose one or more and Radius knows how this field is built. A student can't exist in grad student and SCS student at the same time. They are one or the other but if I wanted to find all those students, how do I do it? Well, I just check both of those and what that's going to do is tell Radius, hey, I'm looking for grad students or SCS students. Does that make sense? Mm-hmm, yay. Now, I'm gonna hit preview again. I don't know what's gonna happen. All right, we're still at 20. Yay, all of us meet all that criteria. No, I didn't do grad view also. Okay, you can just keep it at SCS student if you want to. Let's add another row. Now, I wanna look for a date-based field. So Tracy asked, can I find all inquiries that did it in the last week? Yes, you can. We just have to make sure we have a date-based field that records that time. So the ones that we give you out of the box are created dates, modified dates. So that's across all records for applications, app submitted dates, app created dates, decision created date, et cetera, okay? So we got lots of date-based fields running around here. What I wanna do in my third line, where it says modified by, I'm gonna change that to modified time. You could also do created time if you want to. Does everyone have modified time or created time? I don't know. Verbal's? Yes, I do. All right, good job. All right, now, our comparators are going to change because now we're looking at measurements of time. All right, so we see is, we see our empties, and we see isn't, but we also see various forms of before and after, okay? So I can say before this day, after seven days ago, et cetera, et cetera. I'm still gonna keep this at is, and instead of typing a time in, which I could, a date or a time, but frankly, that's not a good use of your time, which means you have to come in here all the time and edit that. Nobody has said that. What I want you guys to do when you're using these date-based fields is get in the habit of coming over to that little gear icon and choosing a predefined measurement of time. So look what we have. We have dates from calendars if you do want to make that choice. Next and previous wild card number of days, so if it's something odd like 11 days ago, and I want to see that, you can do that. Fiscal years, previous, current, and next, you guys told us what your fiscal year was when you implemented. Usually it's from July 1 to June 30. That's already in the system. Fiscal quarters, go on your fiscal year. Then you have yesterday, today, right now at this exact moment, tomorrow, last week, next week, this week, last month, this month, last, 30, 60, 90, upcoming, 30, 60, 90, 120, you got a lot. Right? Woo! So much stuff, right? So if I'm gonna say, find all people who've been modified, their record has been edited in some way, shape, reform, that's what modified means. In the last 30 days, that's great because it's gonna be rolling. So day 30 today, tomorrow would be day 31, that would drop off. So it's constantly updating, so I don't have to go in and search for these things. I'm gonna preview that, that should still be 20 because everybody was just created within the last two days, we're modified. The 18. Finally I'm gonna add one more row and I'm gonna show you a numeric field. Now the one I'm gonna show you does not have any data in it, but I just wanna show you the functionality of what it's going to do, okay? So what I want you to do is get a little crazy on me and change that module and that fourth line to education. So if you scroll down, you should see education. Don't click on the arrow, click on the word. Now, educations is the history of where the student has went to school. On the application they will tell us, hey, did you go where did you go to high school, where did you previously attend college, et cetera, et cetera. So we'll be able to use that. And if I click on that field list, I'm gonna see things that are related to education history, like the grad year, the school name. When was the last time that they attended? Is there a most recently attended school? What I want you to choose is GPA. GPA is an example of a numeric field. So test scores-ish, your prospects score that you're gonna have in here will probably be a numeric field. And when built as such, look at your comparators. They're now mathematical symbols. Equals does not equal, less than, greater than or equal to, right? So if I wanna say find all the people who have a GPA of a 3.5 or higher from their high school time, I'm able to do that as long as I have that data in the system. Yay? Yeah, yes. Okay, so again, I know this is not in here, but I just wanna show you what it looks like anyway. I'm just gonna do greater than or equal to 3.5. I type in my number there. If there was data in there, I would get a result, and I know that there's not, there shouldn't be, so I'm gonna get preview, and it should zero me out because there's no body that meets all of that criteria, okay? Questions so far, just about the criteria builder itself. Feeling good? Yeah. All right, so that's basics. Let's go a little step up in our advancement. Once we added a second line of logic, we now have join operators on the left-hand side, and you see they all default to and. Does everyone see that? What that means is, essentially that's a plus sign in terms of logic. For you to get into this list, you have to have this, plus this, plus this, plus this. If you don't have them all, you don't get into my list. Easy peasy, but I can change that because I may have to be a little more flexible, okay? So on my last line, I'm gonna change that to or. Now let me show you how this is gonna read now. Now to get in this list, you have to have this, plus this, plus this. Last day contains elite, you won these student types and modified in the last 30 days, or any student, any student that has a GPA greater than or equal to 3.5, or is a population expander. Does that make sense? Now if I hit preview, what was one zero, now goes back to my original 20. Population expander, okay? Now, if I change that or to minus, now I get to exclude a positive value. I wanna find all the kids, but maybe exclude the ones that have disciplinary issues from this list. I'm gonna put them somewhere else separately, right? I can do that very easily by excluding a data point from my list. So this one says find all these people, but exclude anybody whose GPA is greater than or equal to 3.5, and that should still be our 20, because again, nobody either has a GPA. That makes sense, so you have lots of possibilities here because some of your populations are gonna be kind of complex, and you have that. These joint operators are independent, so you can have and, and, and, or, and, and, minus, and, or, right? You can go ham and cheese with it. But when you do that, you gotta be a little more specific. And so you'll notice that the beginning and end of every line is a blank space. That is for open or closed parentheses. So take you back to freshman year algebra. Everybody's favorite subject, right? Order of operations. Tracy's like, no. Order of operations. Please excuse my dear Aunt Sally, right? Y'all remember that ish? Hopefully, fingers crossed. The P stands for parentheses, and an algebraic equation. When we see parentheses, it usually means keep this together or do this first, right? Compound interest, all that, but mortgages. So same theory applies here. When I have multiple joint operators, and, and, or, and, or, minus, and, or, right? I gotta be specific to radius. It's smart, but it's not genius level smart. It doesn't know exactly what I'm talking about. And so sometimes I'm gonna have to say, radius, I need you to keep these lines together. And then keep these kinda separate. To do that, I'm going to put an open parentheses before the line. So you see, I put one at the opening. And then close the parentheses after the last data point that I want in my group. You with me? No, yeah. Where did you put that last parentheses? Right after my 30 days. Now, in this example, nothing is going to change. If I preview it, I'm still gonna have my 20. This is also a very important point. Because radius reads your lines of logic top to bottom, left to right, like you read a book. Which means that my first line of logic holds more weight than the ones at the bottom. Okay, so helpful tip for me to you. When you are thinking about building your populations, start with the broadest data piece possible. It may be applicants. It may be student type. It may be term. I don't know what you're, what you would be actually looking for, but think really big and then get smaller as you go down your lines. Because if you start smaller up here, what ends up happening is you're starting to exclude people from your list. Now, if you do do that by mistake, there's no worries because you'll notice to the left of every line there is the ability to move your lines up and down and change the order. So if you are running this and you're testing and you're like, ah, something's right, this is too low, it's too high, change your order of your lines and see what that will do. Does that make sense? Also, if you only put in one or you don't put in enough and you try to save, it will tell you, oh, what? Oh, I already did this again. It will tell you that you don't have enough parentheses. You have too many open or too many closed parentheses. So it's not gonna let you save it in the wrong way. So here's what I want us to do to save this population. All I want you to do is keep the first line. So X out of the last three lines for this. The only thing you should have is last name contains delete. And again, we're just testing. I just want to give you something to go on, okay? Now we are going to save this. And now your screen should look like this, yes? Yes. Yay, congratulations. You just created your first view. Wow. We did it. Woot. So if it's just one line item, you don't have to put the parentheses in. I mean, because that's, yeah, you don't have to put those in here. Not at all. All right, now that is the first part of view building. Define the population. Who am I looking for? You'll see when you build a view for the first time in the contact module, first name, last name, and email are your default fields. For some of you that's gonna be enough, but most of the time it's not. I need more data pieces. Can anybody take a wild guess and tell me how I can add more columns into my view? Add a new column. Add a new columns. Yes. Boom. So right under your view name, we should now have your initials training and view. And you'll see a button that says, add, remove columns. Now what's great about these views is that they are essentially independent little spreadsheets. What I'm doing to this view does not change anything in any other view. They are all independent. So for prospects, I can look at certain info. For applicants, I can look at certain info. For the problem children, I can look at other info. All of your views are independent. You will have multiple that you are looking at on a daily basis because of that. Okay? So let's add in some data pieces. You'll see on the right-hand side, these are the ones that we already have in here, first name, last name, email. If I wanna add more, on the left-hand side, it's gonna be available one. So scroll through that list and be free and fun and choose data pieces that you're interested in. I'm just gonna choose some things at random. You can also start to type where it says available columns. If you're like, I wonder if we have something that says program and you can do partials as well. Marcus, you know when you go to Lifestyle and you see all the clicks down of Lifestyle in here? Lifestyle, you mean? Isn't there a way to do it by SCS and grad so that everything is not in there when you scroll? I don't believe on that screen, we can't. Well, we talked about yesterday with the- The role. The profiles and the field level security. Yeah. Okay, so we can call those down, yeah. So it will work? Okay. That's a lot of scrolling. Yeah. And you have to go through all the grad stuff to get to the SCS stuff for the alphabetized. Right, thank you. There was a time where I wasn't alphabetized so we at least got that far. Now, technically, there is no limit to the number of columns that you can add so you can go and click to your heart's content. But, functionally, there are gonna be some limits. What you're looking at here is an iframe within a website. So this is not an Excel spreadsheet in which you can horizontally scroll and go to like triple Z, okay? The more columns you add, the smaller your columns are going to get. So if you wanna see the information, keep it in check. Okay? Now also, you'll notice up here at the top left, there's a module button. What that means is not only can I pull in columns from the current module I manage as contacts, but I can also pull in data pieces from any of the other branches of information. So for example, I'm gonna click applications and it will refresh to application data. Like when did they submit this? If they have it, their application status. And notice, on the right-hand side, it's even telling me which module it's pulling from. So again, no need to cross-reference lists now. I can put all the data into one that I need. Now once you're done adding your columns, go ahead and hit okay, it will refresh. Now, everything from here on out is gonna be pretty much a hard save and I will talk about rules of engagement here momentarily once we get to the building part to talk about how we can keep your data safe because we definitely wanna make sure we do that. When you go through and build these, you don't want anyone touching and messing them up. So we will talk about that here in a moment. This is a hard save, meaning if I go away from this and come back, it's when you look exactly like this. Radius is not very friendly to remind you to save things, it's just gonna save stuff. So when you make these changes, they are hard. It is there. Does that make sense? Okay. Now if you're looking at this, like I am, you're noticing that there is not a stitch of sort at all. They're not in alphabetical order by first name, last name, email, program, date of birth, nothing. Right? So how do I create order? Does anybody have, again, a wild guess as to how to create a sorting order in a view? Sorting order. Yay! And then it tells you to drag your columns here to sort. I love when it just speaks plain to me, just tell me what to do. Now obviously I cannot sort by a column I don't have in here, so make sure you have the column there. Now I'm gonna sort mine by last name. So I'm gonna go to my last name column, click it. Then I'm gonna drag it where it says drag your columns here until I see that green checkbox. Everyone see that? Drop it. Automatically, boom, by last name. What if I wanted to do by last name and then first name? I can do that too. Now I'm just gonna take the first name column, click it and drag it behind the last name in that sorting order bar. So I can do primary, secondary, tertiary, all that type of sort. So as many columns as I have and I'm gonna sort by it, I can do that. Now when they're up here. This is kind of like an Excel sheet, but not an Excel. Exactly, Excel light. Now when they're up here in the sorting order, I'm gonna look on my first name one. You'll see they all have little gray arrows to the right. Does everyone see those little baby gray arrows? So if I click that, here I'm gonna be able to change it from an ascending sort to a descending sort. And if I no longer want that column as a sort option, I can remove it. And again, this is a hard save. So if I come back into this view, it's going to look exactly like this. I do not have to do this every time I go in. Yay. Now what else? That's a basic sort, but I want some more options for my view. I wanna look at this data a bit differently. So I can do other things. Are you ready? If you hover over every column, you'll notice that they also have little gray arrows next to each one of them. I'm gonna do mine by SCS intended program. So I'm gonna click the little arrow and I'm gonna have three options. And these are the same three options across all the columns. Group by this field, filter, wrap cell text. I'm gonna start with the easiest one, which is wrap cell text. So you see some of those values are truncated, right? I can't see the full value there. So if I wanna see that, of course, I can manually extend that column or I can just wrap that column. Look at that. And now I can see all the data. Tracy. How do you get it to like, okay, I have like all my sorting things. They're still up top. How do you get it so like now it's correct down there? What are you sorting by? Like sorting for it. And I dragged my last name first and something like that. So how do I get it to actually look at it? You've got four things that are sorting on here. Yeah. So now you're talking about our group. You should not group. You have to remove these sorts. You don't wanna sort by column. Oh no, I just wanna do it. Yeah. So if you can hit that little arrow, you can move the sort. Oh. I could all, I thought I was just gonna roll up there by this one. Only the ones that you actually want to sort by. That's the creative stuff in there. If you source that, you can do a sum of three, something each one. Now you have to do that on a per column basis. The wrap cell text, there's no wrap the entire sheet. It's on a column by column basis. Also, you can only wrap on values that have breaks like spaces, right? If I tried to wrap the email, it's not gonna wrap because it says there's no break in the data. Does that make sense? Okay. Next, let's do something else. I'm gonna still hang out with my intended program. I'm gonna group by this field. Now here's what's gonna happen. What it's going to do is now provide a primary grouping based on the values that are currently available. So everything in that column. It's still gonna keep my sort, but each sort is now gonna be grouped. So watch what happens. I'm doing mine by SES intended program and I'm going to group. Now look. Here are all of my humanities. Still in alphabetical order. Social sciences, H, P, still in alphabetical order. So it makes it, breaks it up a little bit, makes it a little easier to read when I really wanna see this stuff. Yay? One final thing. One final thing. Oh, go ahead. Yeah. When they're grouped, some are highlighted and some aren't. Great question. So you know when you get emails in Outlook and they're new, what do they look like? Bold. Bold, exactly. What this means is that no user in the system has actually opened or clicked on that record. That's all that means. This is new and no one's touched it. So when it's bold, it's new and untouched. When it's normal typeface, that means anybody, somebody in the system has actually opened that record. Great question. Okay. One final thing in that is filtering, okay? Now filtering is the only thing that is temporary. And what this will allow you to do is say you have a large list of people and you're like, I really just want to see this smaller subpopulation in this list. I don't want to make a whole other view for them because I only need it for a short amount of time. And I don't want to adjust the criteria in the entire view because I'm kind of lazy. I only want to do that, right? By filtering, it says temporarily just show me the people who meet this criteria. And so in this example, what I'm going to do is I'm going to change the contains. It's a little baby line of logic. I'm going to make it is so I can get my dropdown. And now I only want to look for the people, let's say, the criminal justice and the healthy communities. That's all I want to see right now. I'm going to check that little filter box. It's going to refresh. And now only show me the people who meet that criteria. Again, this is temporary, meaning if I navigate away from this and come back, this will not look like this. It will look like my original view. Does that make sense? So grouped by this field, when we check that and we log out, we put it all back in. It's still grouped. It's still grouped. The wrapping and the grouping will still be there. The filter will not. Unfortunately, that hasn't happened for me. Oh no. Because I've been using the system for a while and I'm just wondering if I have to save it before I log out. It's saving as you're making those changes. If that happens, this will be a good compass ticket to put in because that's now a system glitch. Gotcha. So let us know so that we can investigate that and make it happen and it should not be happening like that. Thank you for bringing that to our attention. Okay, this is a good break time. Let's take 10, hydrate, refresh. We're going to come back and finish up this view talk. Tracy. Again? No, no, no. I just can't, my sorting order is grayed out. Which view are you in? I'm still at the context view. I narrowed it down by liberal arts and I reordered everything to be the way I wanted it to be. So that's groomed the way you're doing it. Yeah. I know, but I can't sort it. I put them in and they don't know what's right now. I'll go back to something. Well, I'm not going to see what it is. What? Well, you tell me what it is. I don't see it. There's a problem to sort your things. What are you sorting by? What do you want to sort by? I want to sort by a program. So by, if you don't log out. Log it out. Log it out. Check it out. Okay. Oh, I didn't think so. What? I think you don't. I think you don't. Got it. Sources. Oh, you're using that. So you're sorting by cable? You're probably in this page. I'm going to go back. Oh, I just, okay. So you're using the worst? Yeah. So I just want, I don't have any. Because you want to log out. I don't have any sources. That's fine. I don't have any. So I just want to, I don't have any. I've got this set up. No, I just press it. I actually don't like this on all programs. So I'm just liberal arts. So I'm going to have to put five programs into one thing. Yeah. So I'm going to say, it'll say it's cool to continue. Because I guess I want to just say my time and time. Is that possible under this? I know it's possible under this. But is it possible? Well, I already have one there. Only my liberal arts students. Okay. You're not going to wake up. Okay. That's not what you're going to do. So I need to have here. I need to be able to make the graph and stuff. So I need a data one here. Two practices on what that would be called with advisors. Two agile data. And follow me like, does the data exist in the system? Have you built it? Yeah, I did. I did state groups. Because if you don't have any for it, then you need to re-consolidate. You have to build it, right? But I don't like take this and then build it. I'm just going to build it first. Oh, and then, so there's, we don't have an issue of building one that just we've got two data. I have to build the data and then create the data. That's how we're going to build it for you to create a time. So they're building it for you. So that's why I have to let's just say it's show. And I would go here and take it, whatever they need it. I want to sort it out. So which model to do is, unfortunately, and I'm very excited right now, because I have a lot of old cases. We haven't had any, I don't know, I meant to do a lot of new operations. These are for financials. So what would work better for you then? What I want to do is be able to see it by view. So that's her focus. People who were brought in. So now I know that. So this will be, now can I move them? From, yeah. All right. So I'm going to do this to be the main thing. To see how we're going to write it up. So this is all the people who are. That's why I like, that's why I like to move it back. That has to be touched. Yes. So again, I can sort this also, right now I haven't done it. So I'm going to go to my, the advisor's car, this person comes in, it's going to sign to internal motion. And I can sort it by their name and then they can have their by their name here. So that I can double check. I'm not actually doing that. Is this your overseer? Yeah. Okay. So then this one, I don't need necessarily. Nope. And then this one is. Correct. Yeah. We're trying to get in. So this one will be I can go in. And then we put the movie in. This is the same thing as this, right? This is my specialist. So it's very important to be this correct. Yeah. So that's where it is. Oh, am I there? Yeah. So the only other thing I think I need is. Now you get our. Um, the gag of you, like to be able to track my goals. So much that they have to be able to do this problem. Yeah. Cool. All right. So then that way I don't have to see rules. I'm really going to turn around. And you just kind of have one question and then you just stand up. Freddy, you need to show me the difference. I'm going to tell you what. We don't have a rule in our understanding of everything. It's yours. It's yours. Awesome. That's not going to make anybody. That's a pretty good time to be a number of students. I think that they have a rule of mind. Thank you, sir. I need to communicate it to you. Do you know what my intent is? And it just shows that. So if I wanted to do that, and then also the. So that I'm not going to open up people. I don't want people to talk to me about it. I'm trying to get you to look at my contacts with the MD. So I want to see you open case. So I also need my case to be able to get the MD. Completely wrong. But take it. But it may not have a rule of mind to be able to get the MD. So you only see a handful of your contacts. I'm not. But you said you wanted it. No. But even the individualized little advisors, they don't come to me. I'm not the advisor. So I have all the cases here. They get tested. So I need my clients. So I don't actually know. So what I can do is I'll combine. I don't know if I will not. I probably won't. But I think it's my design. And mine is higher. Yeah. So that makes me aware of my application. They will assign a user to own that. Yeah. That record is all the time. Yeah. So you know this. Hey, Tina. Yeah. I also want to have like three here. Sorry. I've been trying to do. When they come in, who's owning the record? Lois. Yeah. Lois is going to own all records. So on a daily basis. So the mine thing on here is not going to be any of them. I'm going to be mine all by somebody else. And they get tested. I know. I'm going to get tested. So even the individual is going to get tested. To a provider, a big provider. It's not a terminal for the server. Instead it would be the response to create new. So I just have to get that. So you have my case right now. We could make that. We're going to have only onair. I know a robot. So I've got to get it. I'm going to get that. So I don't need mine, it's one of my favorites, they'll be transferred to the movie, right? And then what happens? Oh yeah, you're going to ask me to make a scene. Oh, now I'm talking to you. But I still think this is the thing is that... Oh yeah, it's my first time to arrive at the place, so once I turn, then you wouldn't want to. I'm excited to come back when the weather is warm. Yeah, that's the thing, you hit the cold one. But I mean, you understand, I don't really think about that. Yeah, it is. Let's just let you know that it's been turned. I understand, but as soon as I turn it, I don't know if I said turn it, I don't know if it goes back or not. Yeah, it is. Yeah, exactly. And then it goes to the advisor. And then it goes to the advisor. Then I just see out my list of, on your mind, but I'm not responsible for the most specific tasks that I have to sign off on. No. So then going forward, so the prospect is not an application. Got it. Got it. So I'm only handling the account right now. But later on, the individual is when an application comes in, it goes to the advisor. The advisor knows to read the plan. Gotcha. The prospect, again, you only build the prospect to the house. And meet what you feel. How nice of you to meet my husband. Yeah. I want you to ask, because I have a meeting that we had just a few minutes ago. I want you to point it out to me. Yeah, I'm happy to share it with you. I'm sorry. Because we're guilty. I'm sorry. I'm sorry. I'm sorry. I'm sorry. I'm sorry. I'm sorry. I'm sorry. I'm sorry. I'm sorry. When they got a project about one of your programs. I got it. Well, thank you. I understand. And then I can also talk to them about what's their actually myth how they go have a really good week. We're all the ones that know that you're only an hour and a half and we're going to have to have fun. We're going to have to do it again, right? But I figure we can do it again after I get back from my blue stretch. You're the only one that's dropping a lot of replays. Okay. That will be from the outstanding. Okay. You have to say, you've been similar. You're a long-term contract. Yeah, we can do that. Is there a way that'll notify the show? Yeah. Do you think I can start here? Yeah. I think you started getting his bill this year. Okay. He had a lot of money. He had to call me. So they wanted to make that contract. And they tried to email us. Yeah, definitely. But the only one is the whole thing. Yeah. So they pushed him back? Yeah. Yeah. So they wanted to make that contract. Yeah. So they wanted to make that contract. Yeah. But they wanted to make that contract. Yeah. And they tried. Why are they pushing back? Yeah. Because they did. Yeah, okay. There's a lot of things that have been rolled out over time. Yes. They talked. So you haven't created the... I was asking her how to put the data. Thanks. This is not nice, though. Thank you. Thank you. We still recorded. Yes. They just know that this is online. I see you got it in the camera. It's been on forever. Did you see that? We'll need to shut it off. It's a city area. Yeah. So I was creating my four things, like you said. Okay. And so I've got... This is all my liberal arts students. Broke down by the program that they're in. Yeah. This will be whatever they send to the right of the law. Send stuff to me. I don't know. What was that? Okay. Right? And then she won't send me tasks. No, I mean... Yeah, but it's just... So my family gets an end to visualize in the future. She'll send me the tasks... We decided that we're not going to send you the tasks. She might have crashed. Really? Yeah. She's not going to send us to the law. You can do tasks, but we can't report on it. Jamie can't see it. Oh, okay. So we made that move in the crime. Okay. She's going to be outlining the claims. Yeah. I understand that. She's going to be advised as to the people who were really in the case. Yeah, people. So it'll come up in a case for me if she gets an end of later. She'll get an end to visualize. We haven't done so yet. So we keep telling her you're going to be in the case. I understand. I see the problem. Uh-huh, no. Yeah, because it's all the time. You're going to get your prospects as I do. Got it. Got it. No tasks. I don't need someone. Got to get the application. Just going to be able to report on it. Right. So you're saying there's no tasks for prospects? I don't think you're going to. No tasks for prospects. Got it. I understand that. I'm sitting loud. There's questions left. We decide if you want to do something. You want to follow up. Oh, then I can do that myself. Yeah, yeah, yeah. No, we're going to be sending new tasks. Yeah, yeah. In full prospects. Got it. I'm talking about going forward. I'm looking at the big picture. We're not. We are. But we're not. Okay. I have to say something. Got it. So my next question is not right now. Generally speaking, you said you have to create that. So once you go forward, you know, but there's also, you know, we have to follow that. So you have to. We don't always know. No, exactly. Okay. At some point, I will have my little large reporting function here. And that'll be my phone. Yeah. Yeah. Exactly. Absolutely. I have to. I'll just ask you. And then before we do anything, you have to do something. So that would be. We're not doing this. I don't. We can invite you over. No, I don't. We don't. So my only question is, I have to have my cases. But do I have to have my contacts or my contacts show up within the bar? Your contacts will show up within the bar. So is there a visualize on the entry to be decided? Yes. I don't have undecided. Do I hear the undecided? Okay. I mean, it's, yeah. I mean, it's, yeah, the recognition of those steps. For prospects. I mean, you're seeing all of that. And, or we can vet you somebody else. I'm not complaining on this issue. I need to add one. But my question is, I understand in my cases, they'll be assigned to me by law. But my contacts, you don't really need to see them. You may want to know how many people you have coming in to the new program. So I can, I've heard, you don't have the status under me, too. Of this one. That's status. So I'm, do you want to have another column? But I don't, do I need a list of people? I, can you help? I'm sure you can. I need a list of my contacts. What did you break this time? All contacts. List of people. All right. All right. That's all right. OK. All right. So on this, what are you saying, does that one meet the status of your contacts? I have them fast. Yeah, no, you have to find, could see that one. The money trust. Let me get to this in a second. So. I see, especially what said our camps opponent, one as recent as. I need to go in and do it. And there was no, I did check the field. So you mean at a column of what? Security. Yes, yes, yes. There was nothing preventing them from sinking. Oh, yeah. Yeah, there should be anything on there. That one? Yeah, okay. And I'll tell you who's closed, who's opened. So you got it. Okay. Great. We can create a list. But this doesn't go to Oman. Is it behind the way? No, that's not right. I think we got a little bit of pressure about it. Do I have to go over there? Why am I invited to come to the presentation? You are, go back to your edit, go to view an edit for me please. Oh, we're kind of cloned, so go with cloned. Oh, cloned, yeah, I know. So, all right, don't shoot the status edit. We see more, I can't be forced to go over there. And that's a tongue in there. The penalty of course is to not go down when you find status. Oh, are we slacking? So we're doing the action status, not actually get subscribed up. Navigatially, things are named the same, like you're going to do this for us. Oh, yeah, you're ready to make that my open case. We're better sourced in the house. And put your tongue in there because that my is going to be terrible. All right, what time do you know? Oh, crap. Why don't you stop? All right, four more minutes, and then we're going to get back into the thick of it. Yeah. Oh, two levels. Blinded by the light. Can you come back for a second? So that's... Maybe it's coming back to your dashboard instead of the other one. Was that the end of it? They're going to say if you have some more, just hand it back in. Is this one too safe? No, it's not safe. Is it happening? It's your own. So just go ahead and switch. All right, I'll talk to you later. All right, I'll see you. Got it. Thank you. Sure. So does closed mean turn? Closed means closed. Closed means they're now students or they're out of the system? No. So that's something that we are trying to generate. It's our hard to wrap around. So there's going to be contact with the person. Like you're going to need a lot of stuff. That would be like what you're used to, converted. Whatever you guys decide to call them. But then these statuses are specific to an activity. So if there's like, hey, I mean, call this student. That would be a case for a call. And then you close it when you've done that. That's what the opening closes for. Please understand me. We're using the system one way in the past and we just decided on Friday we'd be using another one. So bear with us on the steps. So what I'm looking at here, that's not what it's going to be. It's going to stay converted or enrolled or whatever I turned out to be. We have to fix everything. I wasn't going to sit here and bug you. I can't. Yeah, ma'am, I told you to come back. What? This computer keeps crashing. And you're still going to close that. And then I'll have to add to all of mine all of the AAs, too, once the video is posted, right? You and I have to meet up with each other. I got it. I understand. I got it. But then I looked at them because this is a hot mess. As last week we were using pages to identify communities and we should have been using contact information. I understand. In case it being the work that's related under them. I understand. So right now these closed things mean nothing to me. They're done. So how do you determine what your status is? What name would it be? So hopefully I'm not going to see all of them converted. Okay, what do you have? She answered my question. They're changing things. So I was trying to figure out what this means. I do have one question to know. So when I go to this and I go to my own homepage. I get my liberal arts view, which is what I want, right? But then to get to open this, I actually have to go to context and open it. Oh, I can just open it this way. See you, man. Okay. Let's us reconvene. We're back. We are back. All right, guys, we should still be inside of the training view that we have created. Are we all there? Or can we get back to it? Yes. So here's what we've done so far. We have built criteria for our views. We have added sorting orders to our views. We know how to add columns. We know how to remove columns. We no longer need those data pieces. We understand that on each column, there are three menu items that allow me to group, filter, and wrap the cell text only per column basis. Do we all feel relatively comfortable with that? Yes. Well, if you said no, you weren't here. That's okay. And remember, all this is being recorded. And you have Compass as well that has, again, basic functional video. We've got all types of stuff for you. Why are some of the names bolded and some aren't? Can anyone answer that question for her? Yes, you can. They're bolded because no one's touched the record. Thank you. Look at that. Learned it. I love it. All right. We're still working in views. We have added columns. We have sorted. Let me tell you what else you can do inside of a view. Are you ready? Yes. Verbals. Remember that. Yes. Thank you. Now, we're in our record. We're great. Now, on the right-hand side of our view, we see action items next to each line. We all see that. Yes. Fantastic. The action button is going to be in all of the views, right? Now, remember, we're in contact views. We're looking at contact records. It's a very specific thing. You will be building views in a lot of different modules depending on what your job duties are. And the values here will change. But primarily, you will have the following. First, you will see an opportunity to clone it. We'll talk cloning ad nauseam here in a moment. Cloning is a system functionality. Sometimes it makes all of the sense. This is not one of those times, right? Why would I ever want to clone a student and create duplicates in the system? I wouldn't. But it is system functionality, and I cannot remove it. But it's there. All right? Just don't use it. Everybody understand that? Yeah. Yes. Are we all caught up? Is there something we need to do? I just think. Okay. Now, let me also time out and tell you, I am logged in as Marcus, and Marcus is an admin. You will not see all the options that I have because you are not an administrator of the system. And let's be honest, you don't want that power. Right? Power comes responsibility, and you don't want it. There we go. You should not have delete. Does anybody have delete? No. No. Thank you. All right. I mean, you can't delete these things. And frankly again, you don't want to. But just so you know, just like on your computer, when you delete something that goes to the recycle bin, radius also has a recycle bin. So if somebody gets an errant hair and decides to have delete functionality and they delete something, it is not lost forever. There is the ability to restore. Okay? But you don't have to worry about that because you can't delete anything. Next, edit. Yes. Edit. So you have the ability to edit an individual record. So for example, for Octavia, I was like, oh, I want to update her SES student to grad student or whatever. And I have those permissions because not everybody has those permissions. But if I do, I'll be able to edit that record. Next, I can send an ad hoc email directly to the student from this system. Yay. What it will allow me to do is to type up or potentially choose an email template that has already been built. I can send that to the student. And it looks like it's coming from me. When they reply, it will go to me in my outlook. And everybody's happy. Okay? So I can send ad hoc emails directly to students from a view. I can be a little bit of a creeper. And I can see where they live. If they give me their address, minimum requirement is their zip code. If they give me their full address, I'm able to see down the street level on a Google map where they live. Little level creep. View means I can go into that particular record in this case. The contact record to view their information. All of these are for individuals. You with me? Yes. Okay. Now, far left, you'll notice every record in any view is going to have these check boxes. Once I select one or more here, I am now able to use the big actions button at the top right, the one with the magic line. Does everyone see big actions? Tracy? Yes. When you were talking about edit, I hit edit because I was curious what it looked like. And then I hit the back button, and now I can't find my TMP training. Oh, my God. I don't mind. So do me solid. Where's the navigation on far left? Expand that. Expand. Yes. Do you see your view name? It says contacts, T, P, or whatever you call it. Gotta get rid of the calendar. Oh. Thank you. Yeah. That button functionality here is not super intuitive. You'll learn new ways to navigate through life. I have a question. Yes. When you take an action, view an action. Hey, guys, I can't hear this question. When you take an action, send an email, for example. Is that documented in that profile? It is documented. I will show you where we get to looking at a contact record. Yes, it is documented. 100% of the time. Good question. Okay, guys, remember, we're still working on views, and I need you to keep your attention up here so that you can learn some things. Thank you. Big actions means if I select, using the checkbox, one or more items, I can now do things in multiple. So again, you may not have all these items, but they are available to certain profiles. Now I can say mass update. So if I have a selection of people, and I want to update them to the same value in a field, I have the ability here, mass update. Mass delete, if I'm an admin, which means I can delete more than one record, and you don't have that. I don't have any of those actions. I just have great tasks showing math and saving them. Math don't, um, so let me, we took away a lot of your privilege until you have shown us that you are responsible, trustworthy members of the radius community. Okay. Again, what I'm showing you is complete admin level access. You may say, oh, that would be really helpful for me in my job and what I do. That is then something you take up to the admins and improve your worthiness and show that you're not going to mess something up. Sound good? Yes. Creation of tasks. So tasks, we'll talk about, we'll talk about cases. Those are internal to-dos. So if I said, oh, all these students need the same tasks for all of them to, you know, print their apps or do something of another, have the ability to do that. I'm going to be a super creeper and show them all on a map. I'm a creeper. Um, maps of 100 records. Yes, that's nice. And you'll see it's a Google map plugin and if I hover over any of the tick marks, it'll show me who's why. Okay, good job. And if I scroll out, and I can see all the peoples all over the map. Who is in Florida? I'm from Vegas. Joanne. Wishful thinking. Um, so Max 100, usually this is a recruitment tool. If I'm out on the road, I'm out to see where the people are living and I want to find a common area for them to go. That's there. Not a lot of use case, but it's definitely nice to have. I can send multiple people the same email. Up to 100 contacts. If this view had 134, I would only be able to send emails from this screen for the first 100. Now, if I want to send to all the people at the same time, look at this. Add to static target. Right. Again, but it's a possibility if you show that you are not going to rule in things. Okay, so I want to send all this. Remember, static target is a list of people I'm sending a communication to that I'm manually putting together. Like that one-time blast email to these people. Um, you guys also don't have this, but it is a possibility to merge potential duplicates. So if I, again, show my trustworthiness and I'm like, hey, these look like the same student. I want to merge them together, so I don't have duplicates in there. That is a possibility in this system. What's the close of doing it that way instead of just hitting the button that says, that clicks all of the names and then you just send the email? Max 100. If your list has more than 100 people, then you have to have a target. You have the ability to export this into either an Excel, CSV file, or a PDF version. Your view layout is your export layout, meaning the columns, the sorting order, the grouping, the filtering, whatever your view looks like, that is what your Excel will look like. All right, so if you need to get this out, do stuff and things to it, and have the ability there. Above the export, you'll also see another search feature. This is different than the universal search feature. What this will do is search the entire system for whatever I'm looking for. This one will search just this view, right? So if a student I'm looking for, I search here and they're not in here, that means they're not in my view. It doesn't mean they're not in the system. Does that make sense? Okay, now, let's get real fun. Let's talk rules of engagement. Because right now, we've built, we've designed, and in real life, you're going to be doing this a whole lot in the beginning. You're going to build, you're going to design, you're like, I have everything I need. Perfect, exactly the way I want to. But I'll talk about how we can make sure it stays perfect, and I can share that information with people who need it in my radius community. Are you ready for that? Let's go back to the view button. Now again, you may not have all of these items, and that's okay. Now we've already talked about create. This is where I'm going to create a view from scratch. Edit means this is where I'm going to come to go back into the criteria builder and either change the criteria, rename that view, or make that my new default. Okay, so edit will take me back to the criteria where I did all that fun stuff earlier. Reload, same as the refresh at the bottom, same as the refresh on your browser. This is live, but it's not super live. Let's say I'm hanging out on this view, just hanging out, looking at it, daydreaming. Right, it's still live, but if I'm not doing anything to update or refresh the screen, I will miss people who now meet that criteria anew. Any click throughout the system counts as a refresh, but if I'm not clicking, it's not refreshing. So I'm sitting here, 30 minutes goes by, and I don't know if anybody else meets this criteria. I can click any of those three, and it will refresh my view. Does that make sense? Again, that one is probably the most out of reach. These two, the browser and the bottom, are obviously the easier ones to get to. Next, cloning. Now, sometimes it doesn't make sense, like cloning an individual contact. Other times it makes all of the sense. You guys will be using this quite a bit. Now, my first time in Rhode Island, and I believe this to be true, you do not go in other people's houses and rearrange their furniture. Is that a truth amongst you? Yes, absolutely. They don't house it. I say it's strange, right? You don't go in other people's houses and rearrange their furniture. You see what it takes to build a view, right? It can take a lot. Once you get it perfect, that is now your house. But if you see, if I click on this dropdown, I've got access to everybody's stuff, which is not necessarily a bad thing. Sometimes I want to see what my other team members are doing. And sometimes you're going to go in there and be like, oh, I like this view. But it's not for my program. And without thinking, you're going to start changing things. Remember, every change is a hard save. You don't want to change things in someone else's house, right? But what we want to do is steal from them. Yay, right? In real life, they tell you, don't copy, cheat, and steal. In a radius life, copy, cheat, and steal. You have my permission. What you want to do is when you see something you like, instead of using your gut instinct to change it first, just steal it by cloning. So I'm going to hit clone on mine. You'll see, it tells me now to clone a custom view. Here, I'm going to change the name. So for me, I'm going to add chart to mine. I can also adjust the criteria. So if this was for another program and I wanted to change to mine, this is where I would do that. Again, cloning it. Now I'm not changing my criteria. I'm just going to hit save. Now it's updating. I'm now in my new one. You can see there's that hyphen C for my new chart name. Not only does it take the criteria, but it takes the entire layout. Work smarter, not harder. This is an excellent onboarding tool when you're bringing new people in. Instead of trying to teach them to scratch it, sometimes it's hard to say, hey, I've built something basic. Clone it, play with it, so you don't have to learn from scratch the way I did. So if I looked on somebody else's view and liked it, I could hit clone and then just rename it like Minecraft. What if I looked on somebody's view and just wanted to sort through it? Don't sort it. Clone it. Don't touch. Remember, everything you do is a hard save. If you change the sort, you change that view. But you put your clone. Yeah, your own, of course. This is more so if you're looking at something you didn't build. So the general rule, everyone listening? Here is the rule of engagement. If you built it, do whatever you want. If you did not build it, clone it and then change it. You have no idea how someone's using that view. We'll talk about other news here in just a second. Next, schedule. Does everyone have schedule? No. All right, I'll tell you what it is and you'll probably have to get asked. You'll probably get it later. Scheduling review. We all have someone to report to, yes? Yes. And somebody's always asking, can you send me a list? Right? That's life. Scheduling a view allows you to say, hey, I have built this list in radius and I'm going to send this to you in an email, Excel Format so you can stop harassing me. I'm going to hit schedule, hit new. I can change the name if my view name doesn't matter. So if my dean, for example, says, can you send me a list of all of the admitted students every week? Okay, now dean could go in here, but sometimes they just don't undo that. They want an email. In-mail. In-box email. You can always say anything. Right? This is the way you can do that and automate it. Every Friday, dean, I'm going to send you this list. You'll be happy. Make sense? Yeah. Yep. Okay. So the owner of this is the person who's doing it. Again, I'm logged in as Marcus. That doesn't hold a lot of weight. Don't worry about it. Active status defaults to active, meaning I save it. It will actually do something. If I'm not quite sure, I'm building it and I'm like, I want something else to look at it. You can make it inactive. So it doesn't do anything to save your progress. Okay? Next, who is going to get this? Now, you guys do not use groups. There will be nothing there. Don't ever go there. But you guys do use roles and users. So for example, I wanted to send this to all of graduate admissions. All of you at some point or another, I'm just using grad. You can do SCS or law. I can say, I'm going to send this to all the grad managers and all the grad processors and every user in the system who has that as their role, which you guys are with. SCS? Yeah? So, you know, apply that to you to get the idea. Or I could say, send this to specific users. Like, I want to send this to Gina and Marcus and Lois. Right? Automatically send it to them. Now, what if they're not a radius user but they still want this information? I don't want to give them access to radius, if they don't have the information. I can just type in their email because it's not sending them access to radius. It's sending them an Excel version of your view. Handy, right? Now, now I'm going to schedule it. So, is this a one-time only thing? Now we're on a specific date in the future. But chances are, they're going to ask you for this all the time. So let's do a preempt or strike and do it on a recurring basis. So daily, every day, every other day, weekly, Monday, Wednesday, Friday, right? Monthly, on the first day of the month or on the seventh of the month, whatever, first Friday, whatever you want to do. Then, when is it going to end? After a certain number of times I'm sending this to you, by a specific date, if it's term-specific or never, you're going to get this forever. Yay, team. Next, share. This is super important. By default, every view is available to all users, which right now is not super huge because we've got training stuff, but in real life, it's going to be a big deal. Now when I see that icon, usually that means like share by email or on the social media or something like that. That is not what it means here. What this means is who, amongst radius users, is going to be able to see and therefore edit this view. I click this. You'll see, by default, all users are allowed to view this custom view. That is the default. The moment you hit save on a view, it's open. It is your responsibility on a per-view basis to then say, I want to restrict access. Are you following me? Okay. Two options. Show this only to me. It's for me. I'm the one who needs to see it. Show it only to me. Or, show it to the following roles or users. So if this is really something that could benefit all of SCS or all the processors or all the managers, I can make that choice. Or I want to say, I want to share it with these very specific people. I can do that. Now there is an asterisk on this. If I choose any of these two options, it is me plus somebody else. The admins. We cannot restrict administrators from viewing everything. So sorry, Marcus. Gina, you'll see all the stuff. But for you guys, the lay users, this is going to be something you really want to get hardcore down to your processes. Right? You don't want to see all of grad stuff. They don't want to see all of your stuff. Right? Et cetera, et cetera. So restrict that access. So whatever these are, it's these people plus the administrators. They will always be able to see everything. Sound good? Yeah. One final thing that you guys should not have, hopefully, is the deletion of a view. Do you guys have that? I'm muted. It's muted. It's muted? I haven't deleted it. I haven't deleted it. They should all have the same access. Well, we don't figure that out. You shouldn't. Maybe. You shouldn't. So we don't go... Well, if we choose I don't have our view anymore because we just don't get it. Well, delet functionality is all or nothing. So you can delete your own stuff but you can delete somebody else's too. That's not good. Yeah, that's not good. But you can delete it that they blocked you from seeing it. Well, if you have access to it, then you can delete it. But if you don't have access, then you can't. Then obviously, by the way, you can't. So we do not go in other people's houses and rearrange their furniture. We don't burn their houses down. Right? Unlike deleting a record. If you delete a view, it is gone forever. There is no bringing it back to life. So we do not, well, again, the habit of deleting anything that we did not create. Do we agree to that? Yes. Okay. If you don't have this, you don't have to worry about that. But again, do not delete something. Here is the only check you get. Are you sure you want to do this? The answer is no. Okay? All right. Now, what else can I do with a view? Just talking rules of engagement. We all understand those things, right? Those are going to be some business processes that you will have to discuss. But it's totally doable. All right. Next. What we're looking at, by default, is a list view. It shows us all the raw data, which sometimes, that's what I need. But other times, I'm going to want to see it in a more visually stimulating way. And I have a couple of options for that. Next in the View button, you see it says View As, and the dropdown that says List. Does everyone see that? Mm-hmm. Yay. If I click that, I have two additional options, Chart Views and Summary Views. So let's demonstrate what they look like. I'm going to choose Chart. Now, when I do that, it's going to open up this large window that looks like it needs to finish loading. It does not. It just has one lonely dropdown in the middle. And in that dropdown, I'm going to see different chart types. Pi, graph, grouped and stacked, bar, line, et cetera. Now, I'm from Kentucky originally, and I like Pi. So I'm going to show you Pi. There you go. Now, this is an example of a Pi graph. This is not more data. These are actually Hobson's global offices. So don't freak out. You don't have a whole bunch of people from Kuala Lumpur. It's just saying this is what a Pi chart looks like in the event you did not know. Now, what's really fun about these charts is that not only can I customize what data pieces show there, but I am not limited by my criteria. Meaning, you know in Excel, when you try to do a chart, it's only going to do by the columns that you have in your chart. You don't have those limitations. I can actually choose to display any data piece I want to that is available in the system. So even if my criteria is finding people who have delete, I can go and say organize this by application. Even though that is nowhere in any of my criteria or my columns. Does that make sense? Now, I'm a bit lazy, and mine's already defaulting to the SDS intended program, so I'm going to keep that. Now, I'm going to hit save and run. And now it's refreshed. This is my population in chart 4. Now, you have zero editing or design capabilities. What you see is what you get. The colors are chosen at random. The title is, you know, telling you what you're looking at. And the values are here that are the values that are available in your view. If I hover over any of these pieces, you will see the count as well as the percentages for each of the pie pieces. Now, I want to get this out of the system. If I want to make this in an Excel sheet, print it out, throw darts at it. I don't know what you would do with your life. You can, by using the download chart button, it will download it as a ping file. Okay? Do not, I repeat, do not hit export if you want to get this visual out. Exporting will export the list view, the raw data that we were just working on. 100% of the time. If you want the chart, you download the chart. Does that make sense? Okay. If I change this, I'm like, you know what, pies are fun, but maybe I want this as a graph. I can hit edit and change my chart type to whatever I want it to display as. I'm going to do columns, represent columns, bar, et cetera, et cetera. Okay? Questions about my charts? Anything good? Can you put an N on there? I don't know how many. No. Okay. All right. Now, let's change this to a summary view. Now, a summary view is going to give you count information for up to two fields. So, I'm going to demonstrate this by using the same data piece, which is the SCS intended program. I'm just going to do one. But also, you'll notice that there are some minor calculations that I can do on numeric fields. For example, if I wanted to know the average incoming GPA by program, I'm able to do that as long as there's data in the system. Does that make sense? So, I'm just going, I'm only doing the first line that's required SCS intended program, save and run, and then it's going to give me a list of all those programs and the count total. Now, anytime I see a hyperlink number in the system, it means I can click on it and see the people who meet that criteria. How are we feeling? Good. Good. Are we excited about the possibilities with these views? Unbelievable. Unbelievable! That was probably the best response I've had. Okay. So, we've built it. We have it chosen. That is how we want to display it. Now what? Now, we see here this long list. And in real life, I don't want to come in here every day and toggle through 3, 5, 10, 20 views that I need to do my job. Right? So, you shouldn't have to do that. So, everybody, I want you to click on home and home. Home, home. You ready? Home, home. Home, home, home. So, now, when I'm looking at this, I'm like, oh, I know what these are. These are just views on my workspace. So, this is what Marcus's workspace looks like when he logs in. So, the idea is, you build your view. You make it perfect and pretty for you and then you get to put that on your workspace, your home page. So, whenever you log in, you see the views that matter to you. Let's show you how to do that. Top left, you see a button that says Add Widget. Click on it. So, two dropdowns. The first one, what module are we working into to build our views today? Say it loud and proud. Contacts. Now, where it says Custom View, you will see a list of all of the views that are available. So, choose your view, the one you just built and hit OK. Now, that's going to add it to the bottom. So, if you scroll down, there's my BS training view, too. Exactly how I have it built. With my grouping, with my columns, with my sort. Just in miniature form. Now, in each of these widget boxes, you'll notice at the top right, they have four icons. Let me walk you through those. The first one, looks like a greater than symbol. If you hover over it, it says why. So, if I have more columns in here and I really want to see it full, I can extend that across those two spaces so I can see more data. If I'm like, ah, I don't need that big. I can click that icon again and bring it back to a smaller pace. Good? Second icon looks like two arrows going in opposite directions. You hover over it, it says go to list. This is how I'm going to be able to get back into the view where I'm able to change it, build, and do all the fun stuff we just covered. Next icon looks like a gear. If I hover over it, it says edit. That's a bit of a misnomer. What this actually means is that I can switch out a view for this widget space. If I want to not have my training view, too, if I want to have something else there, that's how I would easily switch through that. Finally, the X means I don't want this widget on my dashboard anymore. I'm going to get rid of it. It does not delete the view from the system. It just says I don't want it on my workspace. Easy peasy. So once I put it up here, it is there until I get rid of it. How exciting. Now, how many can I have on here? Maximum number of widgets that you can have here are 10. That is 10 views. Two columns by five rows when they are extended across two, when they're wide, they count as two spaces. Okay? But that's not it. 10 views is a lot, but it's not all you can do. Notice up on Marcus, he actually has tabs up here that you probably don't. He has a call management one and a training one. Those are different workspaces. Game changer, because now, when a per user basis, I can customize how much you organize all of my views. Top right, you see a button that says add workspace. You just got to give it a name. Woot. I'm going to call it woot. How about that? Now, I have 10 more spaces for widgets. All the spaces. Maximum 10 widgets of workspace, maximum 10 workspaces. That is 100 opportunities for you to customize your experience with radius. Hello. That's huge. And I come from a mission and student services where you have to work in a system with a whole bunch of people. You have to hunt for everything you need. It is a pain in the butt. Wouldn't it be great if I could just put everything I need on my home page and it not affect anybody else? You can do that in radius. Are you excited? I'll hurt you to tease. And so you'll see here, I added in like a chart view so I can do whatever I want to. If I want to break it down by members of my team. I have members on my team that I kind of monitor. I can have a whole workspace for just every single person on my team. I can have one for all prospects. I can have one for all applications. I can have one just for reports. I can do whatever because this doesn't affect anybody but you. Every workspace is user-specific. These are non-transferable, meaning I can't build a workspace and then send this over to Juan. He's not going to get it. Every user has to build it themselves so if you're onboarding new people you will have to train them on how to do this but once it's done, it is done. Thoughts, feelings, questions. Very good. Very good. Good. If you're good, that is okay. I was hoping for a little more excitement. Awesome. Awesome. If you want to rename the workspace one to something. Yes. You choose the workspace and you go to workspace actions and then hit edit. Good question. Do you have a question? I do. So I don't use the system the way the majority are going to use the system so I was curious on how I could use the workspace for me so I am going to be building out the communication plans. I am going to create the forums and then I do some other stuff but how can I use it? What would be a good way for me to use the space? We haven't talked about this yet but I talked about this with Marques yesterday and we are going to talk about it after lunch with tasks. Since you are the builder of things you may have task views that say hey I need you to build this and that is going to be your workflow. Someone is asking me to build this form or edit this form. They are asking me to build this target and send this communication. That is how you would use it because this is fine to records and so everything in the system student, application, task, case, form those are all technically just records. You can just build a view to find those things. Does that answer? That's it. Anybody else? This is a time rule. Going for Gina I know. Right now we are only doing prospects but does it make sense to have I just created two views or two workspaces one for prospects for now and does it make sense to also do a separate view just for the applicants or does it make sense just to do it all into the one field? Which one is easier to sort? Separate. Short answer to a very long question but it isn't separate. And that was a great question. Anybody else? I just tried it. You can't drag and drop something that you have on one tab to another. I just tried it. You used to be able to but then might also be a glitchy thing because we are all trying to do something at the same time. So I will double check on that. I just had an idea to put my workspace together by adding a module and having... so I'm in admissions and I do you know, calling and I want to do a call list. So I'm kind of starting backwards so if I just created the module up there that's the right word I'm using. Widget. Widget, right. If I added a widget how do I work backwards to create a list to put into the call list? You know what I'm saying? You can't really work backwards. You have to have the list built or put the widget up there. So that's why we talk views first because that is where you always are going to start. What's my call list? You need to be able to define that, find your calls and then once you have that basic list then you can put it up here and you can of course edit that as you need to. But you won't be able to just add a widget because it won't exist for you to add. Till it exists it's just like there's nothing to put on it. Start at the view. Define your population. What do I want to find? Always start there. Any other questions? I want to reiterate there's a recording of all of this. There's also going to be subsequent training after this as you guys get more comfortable as business processes start to be developed and there is compass. So remember you're not going to be an expert on this today. This is what the system is able to do. This is also your starting point to say okay now I know what system is capable of. I have to start redefining my business processes to fit this tool. Now that it can do this what do I need to do? And again I would advise you guys to write these things down take these notes because these are fleeting things you're going to get real excited. Be like oh I can do this and this and this. Right? We've got to come together to figure out how to exist in this system and make it work for everyone. This is your starting point. You will get more learning opportunities. You will get a better version of your data. You'll see the bigger picture. Feeling good? Awesome. Perfect stopping place. Let's break for lunch. We will come back at one. Once we do that what we'll now be talking about is looking at individual contacts. What can we see on a contact record? And cases. And tasks. That is after lunch. Thank you all so much for a great morning. I'll see you back here at one.