campuslogicinc

Overview 1

• FreshDesk Migration to Ellucian Customer Center

Overview 2

• Platform Management Overview
• Students Accounts VS Verified Students

Release Notes 30

• Release Notes April 20th, 2023
• Release Notes April 12th, 2023
• Release Notes March 2nd, 2023
• Release Notes September 1st, 2022
• Release Notes June 23rd, 2022

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General - User Management 7

• Employee Management
• User Management Import
• Employee Roles
• Verified Students Management
• Search Users

View all 7

Integration Settings 12

• Credentials Management
• Data Fields
• File Imports
• School SIS Data Import
• Scholarship Data Import

View all 12

Reports 2

• Unsubscription Count
• Verified Student Report

Settings 3

• Platform Communications
• Platform Settings
• Enabling Push Notification for StudentAdvisor

Video Content 0

Frequently Asked Questions (FAQ) 1

• Important IE11 Update for CampusLogic Products

Release Notes 28

• Release Notes April 27th, 2023
• Release Notes April 3rd, 2023
• Release Notes January 19th, 2023
• Release Notes January 5th, 2023
• Release Notes November 18th, 2022

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Overview 2

• Differences Between Transactions in StudentForms
• Overview Federal ISIR Students, California DREAM Students, and Verified Non-ISIR Students

Setup & Settings 16

• Onboarding Checklist
• Appeals Management
• Workflow Dates
• Proper Configuration for Email delivery
• Basic Settings

View all 16

Workflow 13

• Workflow Page
• File Review Workflow
• Document Review Workflow
• Subsequent ISIR Workflow
• Document Retrieval Workflow

View all 13

Bulk Actions 2

• Bulk Request
• Expire Transactions

ISIR 2

• ISIR Imports
• ISIR Corrections

Student Profile 6

• Student Search
• Student Profile Modal
• Student Profile - Account Tab
• Student Account - Transactions Tab
• Student Account - ISIRs Tab

View all 6

Reporting 17

• School Dashboard
• Appeals
• Cal ISIR Corrections
• Cal Student Transactions
• Deleted Student Documents

View all 17

Student and Parent User Experience 23

• Student - Initial Notification to Log Into StudentForms
• Student - Account Creation
• Student (DSO) - Username and Password Requirements
• Appeals - Student Task Completion
• Student - Acceptable File Formats

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Video Training 6

• StudentForms Process - Webinar
• StudentForms Basic Setup - Webinar
• StudentForms Appeals - Webinar
• StudentForms Hands on Training - Webinar
• StudentForms Dependent Student Example - Webinar

View all 6

Student Rollout Kit 4

• Email Communication
• Social Media Communication
• Digital Communication
• Print Communication

Frequently Asked Questions (FAQ) 64

• Account Activity Shows Document Uploaded Without Document
• I have imported our ISIR file, why are there no students when I use search?
• What browsers are supported?
• The student indicated in the taxes section of the verification form they did not file taxes but their ISIR indicates they filed taxes, how do I update the ISIR?
• How do I find out what the comment code numbers refer to?

View all 64

Support 7

• If a school user or student is experiencing an issue with StudentForms, what should be done?
• What hours can support be contacted by phone?
• Who can submit a support ticket for StudentForms?
• How can a support ticket be submitted?
• What information should be included in a ticket?

View all 7

2021 Release Notes Archive 13

• Release Notes January 13th, 2021
• Release Notes February 3rd, 2021
• Release Notes February 24th, 2021
• Release Notes March 16th, 2021
• Release Notes March 23rd, 2021

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2020 Release Notes Archive 28

• Release Notes January 6th, 2020
• Release Notes February 11th, 2020
• Release Notes February 20th, 2020
• Release Notes March 4th, 2020
• Release Notes March 11th, 2020

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2019 Release Notes (Archive) 38

• Release Notes December 17th, 2019
• Release Notes December 4th, 2019
• Release Notes November 20th, 2019
• Release Notes October 30th, 2019
• Release Notes October 23rd, 2019

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2017 Release Notes (Archive) 20

• Release Notes November 11, 2017
• Release Notes November 2, 2017
• 18-19 New Award Year Release - October 30th, 2017
• Release Notes October 2, 2017
• Release Notes September 9th, 2017

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2016 Release Notes (Archive) 24

• Release Notes December 22nd 2016
• Release Notes November 9th, 2016
• Release Notes October 20th, 2016
• Release Notes October 13, 2016
• Release Notes for October 6th, 2016

View all 24

Release Notes 87

• Release Notes-June 1st, 2023
• Release Notes-May 9, 2023
• Release Notes-May 2, 2023
• Release Notes April 19th, 2023
• Release Notes April 12th, 2023

View all 87

Overview 20

• Scholarship Planning Video Series
• Scholarship Matching Rules Video Series
• Review Process Video Series
• Application Based Awarding Video Series
• Direct Awarding Video Series

View all 20

Setup 17

• Getting Started
• ScholarshipUniverse Roles
• Basic Settings
• Organizations/Departments
• Import: Organizations/Departments

View all 17

Plan 21

• Cycles
• Score Cards
• Applications
• Application Methods
• Scholarships

View all 21

Review 8

• Manage Committees
• Import: Committees
• Import: Committee Members
• Manage Pools
• Review Applications

View all 8

Award 7

• Award Views
• Import: Scholarship Awards
• SmartRanks
• Manage Awards
• Review and Approve Thank You Letters

View all 7

Student Profile 8

• Student Profile > Action Required
• Student Profile > Student Data
• Student Profile > Matching Answers
• Student Profile > Scholarships
• Student Profile > Applications

View all 8

Reporting 21

• School Dashboard
• External Scholarship Volume
• Incomplete Application Report
• Internal Application Details
• Internal Application Volume Report

View all 21

Student Experience 6

• Student Experience: Scholarships (list and view); Internal Vs External
• Student Experience: Applications
• Student Experience: My Documents
• Student Dashboard
• Weekly Scholarship Newsletter

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Donor Portal 6

• Donor Portal
• Donor Portal Dashboard
• Donor Portal Scholarships
• Donor Portal Scholarships (Simplified Version)
• Donor Portal Thank Yous

View all 6

Frequently Asked Questions (FAQ) 6

• ScholarshipUniverse - TROUBLESHOOTING GUIDE
• How can I change whether a scholarship is renewable?
• Pool Builder FAQ
• How does ScholarshipUniverse handle prohibited eligibility criteria?
• How to Transition from Blackbaud Award to ScholarshipUniverse

View all 6

Student Rollout Kit 3

• Email & Text Alerts Communication
• Social Media Communications
• Print Communications

Release Note Archive 2019 54

• Release Notes December 18th, 2019
• Release Notes December 10th, 2019
• Release Notes November 26th, 2019
• Release Notes November 14th, 2019
• Release Notes October 28th, 2019

View all 54

Release Notes 20

• Release Notes August 19th, 2021
• Release Notes April 2nd, 2021
• Release Notes March 25th, 2021
• Release Notes January 15th, 2021
• Release Notes October 26th, 2020

View all 20

Overview 4

• Dashboard and Navigation
• CampusCommunicator User Roles
• Create New User to CampusCommunicator Admin Portal
• Communication and Application Settings

Import & Actions 7

• Vertical Import File Specifications
• Display a Specific Template for Authenticated Student Users
• Import Files Page and File Details Page
• Test Mode
• Advanced Search

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Sample templates 4

• Award Letter Templates
• Debt Letter Templates
• Merit Letter Templates
• Satisfactory Academic Progress (SAP) Letters

Frequently Asked Questions (FAQ) 0

Release Notes 36

• Release Notes April 20th, 2023
• Release Notes March 9th, 2023
• Release Notes January 25th, 2023
• Release Notes December 8th, 2022
• Release Notes September 8th, 2022

View all 36

Overview 7

• VirtualAdvisor Student Experience Video Series
• Setting Up Virtual Advisor Video Series
• Content Management and Bot Training Video Series
• Two-Way Conversations Video Training Series
• StudentAdvisor Roles

View all 7

Settings & Setup 9

• Basic Settings
• VirtualAdvisor Embed Code Snippet
• Categories
• Category Permissions
• Institution Data Fields

View all 9

Advising 9

• Advising: Live Conversations
• View Conversations
• VirtualAdvisor to School Advisor Handoff
• Advising: Awaiting Advisor & My Conversations
• Enable Push Notifications

View all 9

VirtualAdvisor 14

• Manage Content
• VirtualAdvisor Content Guidelines & Best Practices
• VirtualAdvisor Voice and Tone
• Add/Edit Question and Response
• Multi-Turn Help Content

View all 14

Reporting 2

• SMS Outreach Usage Report
• Conversation Search

Student Experience 1

• VirtualAdvisor for Students

Release Notes 4

• Release Notes June 5th, 2019
• Release Notes April 8th, 2019
• Release Notes November 18, 2016
• Release Notes May 12, 2016

Overview 8

• Quick Introduction and First Login
• Galleries
• Insight Page
• Quick Query
• Manual Import ISIR

View all 8

Video Trainings 1

• Introduction to CampusMetrics Webinar

Frequently Asked Questions (FAQ) 0

Video Trainings 1

• ClearCost Testing - Webinar

Release Notes 13

• Release Notes January 22th, 2020
• Release Notes December 17th, 2019
• Release Notes November 20th, 2019
• Release Notes November 12th, 2019
• Release Notes October 17th, 2019

View all 13

Overview 5

• SponsoredScholar 101
• Private Launch
• Soft Launch
• Public Launch
• Advisor Training

Frequently Asked Questions (FAQ) 1

• Frequently Asked Questions (FAQ)

Integration Overview 9

• CampusLogic Services Authentication
• CampusLogic Service Operations
• Event Notifications
• CL Connect Quick Setup
• CampusLogic Integration with CL Connect and Event Notifications

View all 9

Single Sign-on (SSO) 5

• SSO
• Client SSO Claims Requirements
• How do I trouble shoot problems with my integrations?
• CAS Extended Attributes
• SSO Best Practices Guide

API Integrations - No CL Connect 1

• Client Integration Using Salesforce/Apex

CL Connect - Basic Setup 13

• CL Connect - Minimum/Recommended System Requirements
• Windows Server IIS Install & Configuration
• CL Connect - Download Package
• CL Connect - SQL Server Express LocalDB Install
• CL Connect - .NET 4.8 Install

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CL Connect - (SF) ISIR Integrations 7

• CL Connect - Create/Identify Network Folders
• CL Connect - ISIR Upload
• ISIR Upload Testing
• CL Connect - ISIR Corrections
• ISIR Corrections Testing

View all 7

CL Connect - (SF) SIS Integrations 23

• CL Connect - Configure Firewall Rules
• CL Connect - Configuring For Incoming Communication
• Install ODBC Drivers and Create a DSN
• Configure Incoming API Credentials and CL Connect DNS
• CL Connect Configuration for Event Notifications

View all 23

CL Connect - (SF) Document Imaging System Integrations 6

• Event Notifications - Document Imaging
• Map Document Names in StudentForms
• CL Connect - Create/Identify Network Folders
• File Definitions
• Document Imaging Testing

View all 6

CL Connect - (SF) Document Imports 3

• Document Imports
• Document Imports Testing
• Document Imports File Format and Process

CL Connect - (SF) Bulk Action Import 4

• Bulk Action Import Overview (Read First)
• Bulk Action CL Connect Configuration
• Bulk Action File Layout
• How to Monitor Status of a CL Connect Bulk Action

CL Connect - (CCom) CampusCommunicator Integrations 11

• Import Files and File Details
• CampusCommunicator File Specifications (Vertical)
• CL Connect - Create/Identify Network Folders
• CL Connect - CampusCommunicator Upload
• Event Notifications - CampusCommunicator Batch Processing

View all 11

CL Connect - (SU) ScholarshipUniverse Integrations 3

• SIS Integration Overview
• CL Connect - Data File Upload for SU
• Banner - SU Stored Procedure Template

CL Connect - (VA) VirtualAdvisor Integrations 3

• CL Connect - Data File Upload for VA
• StudentAdvisor Events
• VirtualAdvisor Data Imports

CL Connect - Frequently Asked Questions (FAQ's) 14

• Upgrading CL Connect
• CL Connect - Multiple Instances on the Same Server (Optional)
• CL Connect - Trigger Jobs Manually
• What do I enter as the Endpoint URL in Platform Management?
• Why can’t I access CL Connect from outside the server? I click the web page and nothing happens.

View all 14

CL Connect Release Notes 1

• CL Connect Release Notes

FAQ's 11

• appSettings
• mailSettings
• smtpSettings
• Event Property Values
• eventNotifications

View all 11

Getting Started 2

• Getting Started
• Navigating AutoReconciliation

Importing Files 5

• SAS File Format
• Changing SAS Options in COD
• SIS File Format
• Importing Files
• Reconciliation Results Report

Support 1

• Support

FAQs 28

• What is reconciliation?
• How often should a school reconcile?
• How is AutoReconciliation different from DL Tools?
• Is it safe to upload my COD and SIS files into AutoReconciliation?
• What security is in place to protect the information being uploaded?

View all 28

File Format Requirements 1

• SIS/FAM File Format Requirements

Sample Reports 1

• Sample Report

Overview 0

Data Management 1

• Uploading Data Through the College Portal

Video Trainings 14

• Managing Territory & Student Outreach in the RaiseMe Portal - Webinar
• Understanding RaiseMe's Student Data & Segmenting - Webinar
• Overview of RaiseMe's Proprietary Likelihood to Apply Score
• How to Use the RaiseMe Portal to Message Students
• RaiseMe Overview

View all 14

Features 4

• Build Campaigns with RaiseMe
• RaiseMe Likelihood to Apply Score
• Non-Responder Campaigns
• RaiseMe Spot Scholarships

Release Notes 2

• Release Notes November 15th, 2022
• Release Notes April 20th, 2023

RaiseMe Toolkit 8

• High School Email Communication
• Transfer Email Communication
• Print Communication
• Travel Season Resources
• Earning Deadline Communication

View all 8

Implementation & Integration 2

• Implementation Resources
• Integration Resources

Product Webinars & Training Videos 31

• StudentForms: Process - Webinar
• StudentForms: Basic Setup - Webinar
• PlatformManagement: Basic Setup - Webinar
• StudentForms: Appeals - Webinar
• StudentForms: Hands on Training - Webinar

View all 31

Student Rollout Kits 7

• StudentForms Email Communication
• StudentForms Social Media Communication
• StudentForms Digital Communication
• StudentForms Print Communication
• ScholarshipUniverse Email & Text Alerts Communication

View all 7