Counselor Responsible Definition Window

This window is used to define those people in your Admissions Office who are responsible for recruitment, reviewing applications, and/or contacting candidates. This window is also used to specify whether a JICS Counselor role is automatically created for the counselor.

After counselors are defined in this window, they can be assigned to candidates via the Maintain Candidacy window | Candidate tab | General subtab. Select a counselor from the Counselor Responsible drop-down list.

When selecting a User ID, an ID Number must already be associated with it. If necessary, go to the Users window to set the ID Number before proceeding.

Columns

Use this drop-down list to filter counselors: 'All Active', 'All Inactive', or 'All'.

Use this checkbox to differentiate currently active counselors from inactive counselors who should not be assigned to candidates. When you deselect a row, the counselor no longer appears in the Counselor Responsible drop-down list on the Maintain Candidacy window | Candidate tab | General subtab.

However, if the deactivated counselor is currently assigned to a candidate, the counselor's ID still appears in the Counselor Responsible field, but the counselor's title is blank, and the counselor does not appear in the drop-down list.

Historical candidates still retain their original Counselor Responsible for statistical purposes. But if you see the Counselor Responsible only as initials with no title, then you know the counselor is inactive.

· If the candidate is current, use the drop-down list to assign a new counselor.

· If the candidate is not current, leave the counselor assignment as is to preserve the historical record.

How To

1. Open the Counselor Responsible Definition window.

2. Choose Add Row or Insert Row from the right-click or Options menu.

3. To have the counselor show up in drop-down lists, select the Active checkbox.

4. Enter the counselor's initials in the Initials column.

5. Select the counselor from the User ID column. The ID Number and Name automatically appear.

6. Type the counselor's title in the Title column.

7. To assign this person to the Counselor role in JICS, select the Counselor JICS Role checkbox.

8. Save.

1. Open the Counselor Responsible Definition window.

2. Highlight the appropriate row to edit.

3. Enter the necessary changes.

4. Save.

1. Open the Counselor Responsible Definition window.

2. Highlight the appropriate row to delete.

3. The following message appears: "You are about to delete this row. Are you sure?"

4. Click Yes or No.

If you click Yes, you may get the following message: "Dependent data related to this item will be deleted and cannot be restored. Continue?" Click Yes or No.

5. Save.