Configuration Manager Help Guide

Transcription

1 Configuration Manager Help Guide The Configuration Manager Help Guide is designed to help you navigate through the CAS Configuration Portal, which is the tool you will use to set up your programs on your CAS application and configure your program requirements, settings and branding. The guide is broken out into two separate sections, the first section provides you with user tips, best practices and examples of completed program configuration on the CAS application. The second section of the guide provides you with detailed instructions on the step by step process of how to add a program and set up the configurations. Please read each section carefully before completing your program set up. Contents PART I Applicant Experience Overview... 2 Best Practices... 3 Configuration Overview... 8 Accessing your Organization in the Configuration Manager... 8 Organizing Your Configuration Setup... 9 Adding Programs... 9 Copying Programs Editing Program Metadata Accessing Programs to Configure Branding & Content and Settings Branding Your Program Content and Settings Configuration Setting up your Program Homepage Questions Configuration Prerequisites Configuration Documents Configuration Page

2 Applicant Experience Overview Before setting up your program- level configurations, it s important to review the core CAS application to determine what questions are being asked in the general portion of the application, as well as what optional questions are included. You may wish to instruct applicants to complete the optional questions to meet your program needs. The application is divided in to four sections: Personal Information, Academic History, Supporting Information and Program Materials. The Personal Information, Academic History, and Supporting Information sections contain data elements and questions common among participating programs. Your program is able to collect additional information from applicants as well as provide applicants detailed information about your program and school. Your individual program requirements and your program homepage will be available in the Program Materials section of the application. Information your program collects in the Program Materials section of the application is available in the Applicant s Profile in WebAdMIT and can be included in Lists, Reports and Exports. It is also important to note that the information your program collects in the Program Materials section of the application is only available to your program. 2 P a g e

3 Best Practices Before you begin your program setup it s important to think about how you can fully take advantage of the customizable options on the application. Please review the below recommendations. Program Homepage Your program homepage is the most important part of the Program Materials section that the applicant will view. It is the first page they will see when they click your school and program name in the Program Materials section and it will be their first look at your program branding. Applicants will also be able to view the other required information of the Program Materials section that you have enabled, including: Questions, Documents and Prerequisites. Branding Your branding image will not only appear on your homepage, but on any other required sections you have enabled. This image should give applicants a strong understanding of your school and program. Incorporating an action image related to your program, or including an image with your school logo are recommended. Remember, this is the only section of the CAS application where applicants will view your specific program s branding make it count! Tip: Review the Branding Guidelines available in the Configuration Portal - this will help you upload an image that s the correct size. Program Homepage Text Similar to the applicant s first look at your program branding, it will also be their first look at your program and school specific information on the CAS application. In this section you should include important details about your program, school, requirements and instructions on how to be a successful applicant to your program. You should include information for the following: previously earned degrees required, GPA requirements, test score requirements, needed experience, state restrictions and if applicable information on a supplemental application fee and supplemental application. You should also include any optional information in the Supporting Information section that you would like applicants to complete in order to apply to your program. Tip: It is helpful to list your school program s website, however you should not solely direct applicants to your school website for more information. All of the information included on your website, should be included in the homepage text as well. This will make it easier for applicants to research your program information. 3 Page

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5 Questions In the Questions section for your Program Materials, you can ask applicants school or program- specific questions and any questions not already included in the general portion of the application. Here you can ask applicants essay questions, such as why they are interested in this profession and/or why they re interested in your specific program. You can also asked school specific questions to determine if they ve previously attended your institution and if so, have a student ID number. You have the option of making these questions optional or required. Tip: Review your current school application and/or supplemental application to help you determine which questions you need to ask applicants in this section of the application. Tip: Ask questions as a reminder to applicants to complete an otherwise optional section of the application. Such as, We require three letters of reference, have you completed the Reference section of your application? Examples: 5 Page

6 Documents In this section you can instruct applicants to upload additional types of program- specific documents not collected on the main application. In the Documents Instruction section, be sure to include information on specific documents needed. For example, if you would like an applicant to upload a personal statement, include instructions on the personal statement essay topic. Tip: If you have a document that is school specific and requires a form be completed and/or signed, you can use the Instructions section to link to the document on your site, and advise applicants to download the form from your site, complete it and upload it as an other document type. 6 Page

7 Prerequisites In this section you will be able to list the prerequisite courses and the required credits and grade required for entry to your program. Applicants will self- identify which courses they feel meet your prerequisite coursework requirements. Tip: The prerequisite description fields have a max of 250 characters for the best display on the application. You may need to shorten the descriptions if cutting and pasting from an existing website. 7 Page

8 Configuration Overview You will use the Configuration Manager to create the programs you want displayed on the application, set up your program homepage, and choose none or all of the additional information options available. Below please find the three types of additional information your programs can collect from applicants in the Program Materials section of the application: Answers to Questions Prerequisites Documents Accessing your Organization in the Configuration Manager Sign- in through WebAdMIT Log into WebAdMIT ( and enter your username and password. Launch the Configuration Manager Select CAS Configuration Portal in the left menu within WebAdMIT. The Configuration Manager will open in a new window. 8 Page

9 Access your Program(s) Navigate to the Organization menu to view your program(s) for the current cycle. You will need to select <Your CAS Name> in the CAS menu on the left, then <Your CAS Name> in the Application menu and then select the Organization menu on the left to view your Organization (School). Once in the Organization menu, in the main screen you will see a sample program called test or the list of programs you submitted using the Configuration Worksheet. If all of the programs you need are listed in the main screen, you re ready to start editing program metadata and can skip the Add/Copy program sections below. Organizing Your Configuration Setup Tip: The Configuration Manager allows you to copy programs to save time in setup. You can copy just the program metadata (name, deadline date, degree type, graduate track, etc.) or all of the program configurations (metadata + branding, custom questions, documents etc.). Before you begin, assess the similarities in the programs you are configuring and consider creating one or two programs to copy as the base for other programs. Adding Programs To create new programs, click and in the main screen. The Add Program page will open and you can enter all of the metadata needed for your program. Tip: the WebAdMIT Display Name field allows you to create a nickname for your program this is helpful if you have many programs with similar names. The nickname will be available only to your admissions staff within WebAdMIT it will not be displayed to applicants. Select Add to save your new program. 9 Page

10 Copying Programs To copy an existing program, click and in the main screen. The Copy a Program page will open listing all of the programs for your organization. Copying Full Program Details If you want to copy all of the program configurations into a new program (branding, custom questions, documents etc.), select the name of the program you wish to copy and check the Copy All Program Settings box. Select Copy to create your new program. Your new program will have the same name as the original program with - copy- 1 appended to the end of the program name. Edit the new program to change the name, program metadata and any other settings. Copying Program Metadata only If you want to copy only the program metadata (name, deadline date, graduate track, etc.), select the name of the program you wish to copy and select Copy to create your new program. Your new program will have the same name as the original program with - copy- 1 appended to the end of the program name. Editing Program Metadata Each program has important metadata you will want to review for accuracy. Select a program you wish to edit by clicking anywhere in program s row. The Program Details page will be open. Select to make changes to the program details. Note: the WebAdMIT Display Name field allows you to create a nickname for your program this is helpful if you have many programs with similar names. The nickname will be available only to your admissions staff within WebAdMIT. 10 Page

11 Accessing Programs to Configure Branding & Content and Settings If you have one or more programs, you are ready to configure Branding as well as Content and Settings. Select a program you wish to configure by clicking anywhere in program s row. The Program Details page will be open. Select top menu. to begin. You will access configuration pages from the Branding Your Program Your program is branded with an image of your choice. This brand will appear throughout the program. Brand Your Program Select the Branding icon to begin branding your program. Configuring Image Headers Select Header with Image to upload a background image. Upload an image via the browse menu Images should be 270 x 900 and.jpeg,.tiff or.png files Image file names should not contain spaces or special characters, as they may cause the upload to fail. Please review the Branding Guidelines included in the Branding section. Select a contrasting headline text color via the color picker. Note: if your image has your program s name in the text, you can turn off the additional text by answering Yes to the Do you want to turn off the primary headline text? option. Save to complete branding. 11 Page

12 Content and Settings Configuration Accessing Content and Settings Configuration Select the Program Settings icon to access the configuration menu for the Homepage, Questions, Prerequisites and Documents. Each program will have a Homepage. To turn off Questions, Prerequisites or Documents uncheck the box in the left menu. To edit each section, select the item in the left menu to open the configurations page. Using the HTML Editor to Style Content Program Homepage and Applicant Instructions can be styled using the HTML Editor. Styling Formatting via the HTML Editor: Links Bold, Italics, Underlined text Numbered or Bulleted Lists You can create links to other websites and/or addresses via the HTML editor new window.. Links will open in a 12 Page

13 Note: You must use the HTML editor link in order to set up links and hyperlinks. If you do not use this tool, applicants will not be able to access the web links on your program homepage. Setting up your Program Homepage The Homepage is a required section of the Configuration Manager. The homepage is also a required section in the CAS application. Applicants must view your program homepage before they submit their application, even if you decide to turn off the Questions, Prerequisites and Documents sections. It is important to put detailed information on your program homepage about your program, school and requirements. To customize homepage content, select Home from the left menu. Applicants viewing the homepage have already selected your program as one they want to apply to. Instructional text in the homepage should include text to ensure applicants understand what s needed to be a successful applicant. Program Information Text length = unlimited. Tip: 1500 characters or less is recommended for best visual display. Use the HTML Editor to style your content and create links to other sites. Save to complete Homepage configuration. Questions Configuration Questions are optional for each program. To configure Questions, select Questions from the left menu. Write Custom Instructions (optional) If you wish to provide instructions at the top of the Questions page, enter them in the Applicant Instructions box. Create a Question Set To create questions, click the icon. And to create your first question set. Questions are grouped within Question Sets. You must have at least one Question Set. Question Sets have required Headers (or Titles) that display on the page and optional Description text. 13 Page

14 Select to save. Creating Questions Once you have created your first Question Set, you can begin adding questions. Click the the menu. arrow to expand Questions have the following elements: Question text. Note: question text is plain text only you cannot format instructions (e.g. no bold text or links). Type. Choose from Multiple Choice, Essay or Either/Or. Required versus Optional. Multiple Choice Questions Multiple Choice questions can be single answer or multiple answer. Single answer questions can appear with radio buttons or as a drop- down menu. Applicants will pick just one response. Multiple answer questions will appear as checkboxes to applicants who can pick one or more answers. Choose the appropriate Answer Format type when creating your Multiple Choice question. Essay Questions Essay questions present a text box to applicants for response. When creating an essay question, you will be asked to define a maximum character limit for the response. If you would like to create a text response or short answer question, you can set the maximum character limit to 50 characters or 250 to define the size of the text box. Essay Questions: Short Answer Questions Short Answer questions are a type of Essay question. Set the maximum character limit to 50 characters for a small one line answer field. If you want a larger answer field, set the character limit to 250 characters or more. Either/Or Questions 14 Page

15 Either/Or questions should be used when you want applicants to choose between two options in their answer. When creating an Either/Or question type, you will first enter question text and then create the responses you want the applicant to choose from. Enter your first response in the text field and then select the Common response pairs are True/False and Yes/No. Select button to create the second response. to save your question. Editing or Removing Question Sets and Questions Question Sets and Questions have an Edit and Delete function. Prerequisites Configuration Prerequisite course collection is optional for each program. To configure Prerequisites, select Prerequisites from the left menu. Write Custom Instructions (optional) If you wish to provide instructions at the top of the Prerequisites page, enter them in the Applicant Instructions box. Configuring Prerequisites You can collect up to 50 prerequisite courses from applicants. For each prerequisite you collect, you need to specify: Title example: Chemistry Lab Description (optional) example: Chemistry Lab courses must be at least 4 credits to fulfill our requirements Minimum Grade example: 2.5 o Grade field accepts 0-4 (including two digits after the decimal place) and will be displayed as a number to applicants Minimum Credits example: 3 o Credit field accepts 0-4 (round numbers only) and will be displayed as a number to applicants 15 Page

16 Documents Configuration Document collection is optional for each program. To configure Documents, select Documents from the left menu. Write Custom Instructions (optional) If you wish to provide instructions at the top of the Documents page, enter them in the Applicant Instructions box. Tip: Document type and file size restrictions are displayed to applicants within the application. You do not need to repeat this information in your instructions. Applicant Documents The Applicant Documents section lists the Documents collected at the root level of the CAS. For each document type, you will see the Name, whether it is Requested (this will always be checked), whether it is Required (this will be unchecked if document upload is optional) and the Maximum number of documents the applicant can upload. You cannot make changes to this section it is presented for informational purposes only so you know what is being collected elsewhere in the application. Configuring Documents The Program Documents section will list the Document Types you can collect from applicants. This list of documents has been defined in advance by your administrator. You cannot create new document types. Document Type Settings Request if Request is enabled, applicants will see this document type listed on your Documents page. Toggle to the off position if you do not want to collect this document type. Require if Require is enabled, applicants will not be able to submit to your program unless they have uploaded a document of this type. Toggle to the off position if document upload for this document type is optional. 16 Page

17 Maximum # specify the maximum number of documents of each type you want to receive from applicants. You cannot collect more than 5 of any individual document type. Save to complete Documents configuration. Once you have completed your program setup, contact your CAS representative to set up a time to review your programs and configurations with the CAS team. 17 Page