Frequently Used Features

How do I: 

• Add or Edit a Student or Prospect Profile

• Add Prospects Quickly Add Prospects Quickly

• Create Manual or Edit All Types of Student Groups

• Create or Update a Student Group Using a Report

• Manage All Your Student Documents

• Manage Your Messages and Students

• Print and Work with Report Output

How do I: 

• Add or Edit and View the Details for Incidents

• Add, Edit, and Set the Default Student Related Address

• Add or Edit Tasks for a Student

• Add or Edit Tasks for Students from Your Tasks List

• Add or Edit Task Templates

• Close Tasks for a Student

• Close Tasks for Students from Your Tasks List

• Delete or Deactivate Scheduled Tasks

• Delete a Student Address

• Look Up Phone Numbers on the Do Not Call List

• Manage Student Tasks

• Print Letters for Letter Tasks

How do I: 

• Add an Enrollment

• Add or Edit Advertising Expenses

• Add or Edit Entrance Tests

• Reassign Prospects and Students

• Change the Status of a Student

• Delete Advertising Expenses

How do I: 

• Add or Edit Fund Sources

• Add or Edit Packaging Methods

• Add or Edit Academic Year Definitions

• Add or Edit Budget Definitions

• Add or Edit General Ledger Funds

• Configure Fund Source Security

• View Loan Information

• Edit Work-Study

• Create a Batch to Approve Awards

• Match ISIRs

• Print ISIRs

• Correct ISIRs

• View ISIRs Received

• Perform Clearinghouse Degree Verify

• Perform Clearinghouse Enrollment Reporting

• Perform Application Data Import

• CommonLine V4 Export

• Servicer Export

How do I: 

• Add or Edit Banks

• Add or Edit Transaction Codes

• Create a Batch to Generate Student Payment Statement

• Configure Billing Methods

• Configure Program Versions for Student Accounts

• Generate Student Account Balance Report

• Generate Title IV Credit Balance Report

• Manage the Payment Schedule for a Student

• Post Charges for a Student

• Post Payments for a Student

• View Adjustments on the Ledger Card

How do I: 

• Add or Edit Books and Supplies for Courses

• Add or Edit Programs

• Add or Edit a Program Version

• Add or Edit Catalogs, Categories, and Courses for the Program Version

• Add or Edit Courses

• Associate a Course as a Parent Course

• Register Students to a Term

• Add or Edit Lesson Types

• Add a Class Extension

• Assign or Edit a Fee

• Associate a Course

• Drop a Course

• Post Final Grades

• Change the Status of a Student

• Post Attendance

• Post or Edit a Final Grade for a Student

• Background for SAP

How do I: 

• Customize the Placements & Internships Form

• Review and Edit Placement Statuses

• Manage a Student's Certifications and Skills

• Add or Edit Employers

• Add or Edit Jobs

• Review the Placement History for an Employer

• Add, Edit, or Delete a Placement for a Student

• Employers

How do I: 

• Manage Housing Applications for a Student

• Add or Edit Housing Applications and Deposits

• Edit a Housing Lease for a Student

• Switch Rooms

• Add Housing Related Deposits

• Manage Billable Services

• Manage Housing Related Deposits

How do I: 

• Configure General Settings for Anthology Student

• Configure Campuses and Campus Groups

• Configure Campus Groups

• Add Prospects Quickly

• Add or Edit a Student or Prospect Profile

• Add or Edit a Staff Member

• Add or Edit General and Module Permissions for Staff

• Activate, Deactivate, Lock, and Unlock Staff Accounts

• Remove Staff Members from Staff Groups

• Add or Edit Staff Groups

• Delete Staff Groups

• Add or Edit Student Statuses

• Update Status Category Colors

• Configure All General Settings for Academic Records

• Configure All General Settings for Career Services