Prospect Templates

You can use the Prospect Templates page to configure the template design to gather the information necessary to quickly enter new prospect in Anthology Student.

If your institution selected Yes for Accept International StudentsClosed Select Yes to use the SEVIS features. To use this feature, your institution must accept International Students covered by the Student and Exchange Visitor Program (SEVP) regulations and you must gather the required data. and Extract Data to SEVISClosed Select Yes to specify that you want Anthology Student to extract the necessary data for transmission to SEVIS. If you select No, the extract process becomes unavailable for this campus. when it configured the international settings for the student campus, Anthology Student automatically includes the fields for the data required by SEVIS.

Prerequisites

To view the page, you must have Admissions - Configuration - View authorization.

To edit the page, you must have Admissions - Configuration - Manage authorization.

Access Method

Select the Configuration tile > locate Admissions > select Prospect Templates.

Procedure to Add or Edit Items

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the name in the list

  3. Review, specify, or change the following values.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    NameClosed The descriptive name of the item.

  4. Review the following values in the grid.

    Conditionally Required SetClosed Select this option to designate sets of fields in which one data entry is sufficient for each set.

    Field NameClosed The name in the field.

    Field TypeClosed The field type. The options are: Student Profile and School Fields.

    NumberClosed The field number.

    RequiredClosed Select whether or not you want to indicate if the data entry person is required to type information in the designated field.

  5. Take the appropriate action in the grid. 

    Task Action to Take
    Add field
    1. Select the Add Field button. Anthology Student displays the select fields dialog box.

    2. Review, specify, or change the following values.

      Field TypeClosed The field type. The options are: Student Profile and School Fields.

      NameClosed The descriptive name of the item.

    3. In the required check box, select the Select button.

    Anthology Student adds the field.

    Remove field
    1. Select the row in the grid.

    2. Select the Remove button.

    Anthology Student removes the field.

    Preview
    1. Select the Preview button. Anthology Student displays a dialog box.

    2. Review, specify, or change the following values. The fields that are displayed depends on the Field TypeClosed The field type. The options are: Student Profile and School Fields..

      Admissions RepresentativeClosed The Admissions Representative for the student. If a staff member is removed from an Admissions Representative group after having been assigned to a student, Anthology Student retains the name of the former representative on the student record.

      Agency SponsorClosed The agency or sponsor that the student is associated with. If you want to add additional agencies or specify specific branches of the agencies, use the Agency Affiliations tile (Select the Students tile > select the student name in the list > expand Contact Manager).

      Alien NumberClosed If the student is not a U.S. citizen, the alien registration number for the student. The number is up to 9 digits.

      Ar Account StatusClosed The account statuses that apply to the student.

      Assigned Rep NameClosed The assigned representative for the student.

      Best Time to ContactClosed The best time mentioned by the student when he can be contacted.

      CitizenshipClosed The citizenship status of the student. The citizenship status is used to determine whether a student is eligible for financial aid. A citizenship status of a Non-Citizen is usually associated with an alien registration number. A Non-Citizen who is eligible for financial aid should be designated as an Eligible Non-Citizen. A Non-Citizen who is not eligible for financial aid should be designated as an Ineligible Non-Citizen.

      CityClosed The name of the city.

      CollegeClosed The college to which the prospect belongs to.

      CountryClosed The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country.

      CountyClosed The county for the address.

      Cumulative GpaClosed The cumulative grade point average (GPA) for the benchmark. The cumulated GPA for an enrollment is calculated from the time the student entered the institution under that enrollment. The Cumulative GPA column includes all courses taken that are selected to be included in the GPA calculation. In the case of a cumulative GPA displayed on a term, it consists of all the courses taken up to and within the terms that are also selected to be included in the GPA calculation. The current GPA is made up of only the courses that occurred in that term.

      Cumulative Gpa PointsClosed The cumulated GPA points for the student at the enrollment level, calculated from the time the student entered the institution.

      Current EmployerClosed The name of the current employer.

      Current LDAClosed The student's last date of attendance.

      Date of BirthClosed The date of birth (DOB) in the format MM/DD/YYYY.

      Default Address CodeClosed The associated addressrecord set as default.

      Dep. of Deceased VeteranClosed For academic years with award years 2009-10 and later, select this check box if the student is the dependent of a veteran that perished in Iraq or Afghanistan after September 11, 2001. Anthology Student automatically selects this check box if the ISIR for award year 2011-2012 or later is imported and the ISIR indicated that the student is a dependent of a deceased veteran (DOD Match flag). Eligible students receive the maximum Pell award as well as all Title IV aid based on a zero estimated family contribution (EFC) and may also qualify for an Iraq and Afghanistan Service Grant (IASG).

      DisabledClosed Disability status of the student. When you are adding the Student Profile, Unspecified is the default.

      Driver's License NumberClosed The driver's license number for the student or person.

      Driver's License StateClosed The state where the driver's license for the student or person was issued.

      Education History GPAClosed The grade point average (GPA) for the highest level of education for the student.

      Education History LevelClosed The highest level of previous education for the student. If selected in a report, the report contains the name of the institution, and the status (such as graduated). If the student graduated, it also shows the graduation date and year.

      EFT as Default Stipend Return MethodClosed Specifies whether or not electronic funds transfer (EFT) has been set as default stipend return method.

      Email AddressClosed The email address.

      Employment StatusClosed The employment status for the student.

      Enrollment DateClosed The actual date when the student enrolled in the program version.

      EthnicityClosed The ethnicities of the student. The values are configured by your institution.

      Expected Start DateClosed The date the student is expected to start enrollment at your institution.

      ExtensionClosed If needed, the extension for the work phone number.

      Extracurricular InterestClosed The extracurricular activities that interest the student (such as intramural sports and clubs). The label for this field and the values that it contains are configured by your institution.

      First NameClosed The first name of the student or person.

      GED Awarded DateClosed The date when the General Educational Development (GED) was awarded to the student.

      GenderClosed The gender of the student or person. The values that can be selected are configured by your institution.

      Gpa CreditsClosed The GPA credits for the student.

      Grade LevelClosed The grade level for the student. Grade levels are configured by your institution and do not have to correspond to the option on the FAFSA or Stafford loan forms. The grade level is assigned to a student under Academic Records > Enrollment > Progress section. For a student to qualify for federal financial aid, a college grade level (1st year, 2nd year, etc.) must be assigned. For a Graduate PLUS loan, the grade level must be configured with the Department of Education ID 7 (Graduate/Professional or beyond).

      GraduatedClosed Specifies that the student graduated from the institution. If you are adding or editing a college, it is automatically selected when you specify a value for Graduation Date.

      Graduation DateClosed The date when the student graduated or is scheduled to graduate from the program version.

      Graduation SessionClosed The session in which the student graduated (such as spring or fall).

      Graduation YearClosed The year that the student graduated.

      High SchoolClosed The High School to which the transcript request was sent.

      High School GPAClosed The grade point average (GPA) for the student at high school.

      Hispanic/LatinoClosed Indicates whether a student is of Spanish or Latin American descent.

      In DistrictClosed Specify the In District for the student.

      InterestClosed The program group that the student is interested in. Program groups classify program versions that have some common characteristic and are configured by your institution. The interest determines that program related documents and required tests that are added to the student profile.

      Invalid Student AddressClosed When selected, specifies that there is one more error in the address for the student (such as the address is incomplete or mail has been returned).

      Invalid Student PhoneClosed When selected, specifies that there is an error in the phone number for the student.

      Last Activity DateClosed The last active date for the student.

      Last Interest DateClosed The last interest date for the student.

      Last NameClosed The last name of the student or person.

      Last Statement Begin DateClosed Specifies the start date of the last statement.

      Last Statement Close DateClosed Specifies the closing date of the last statement.

      Last Statement DateClosed Specifies the date of the last statement.

      Maiden NameClosed If any, the maiden name of the student or person.

      Marital StatusClosed The marital status of the student. The values are configured by your institution.

      Middle NameClosed The middle name of the student or person.

      Mobile Phone NumberClosed The mobile phone number.

      NationalityClosed If your institution enrolls international students, the nationality of the student. The values can be configured by your institution.

      NicknameClosed If the student has a substitute for their proper name, the name.

      Non-Immigrant StudentClosed Specifies whether or not a student is an international (non-immigrant) student.

      NotesClosed Area that displays, or that you can use, to specify comments or additional information.

      NullClosed When selected for a criteria field, specifies that all items, even those that have no value in the database, will be included in the report. The default is selected. You must remove the check to edit or specify a value in the corresponding field.

      Original Start DateClosed This is the original student start date at the time of enrollment. The date is determined at the time of the student's first enrollment.

      Other Email AddressClosed If the student has more than one email address, the secondary email address.

      Other Phone NumberClosed If the student has a phone number where they can be contacted in addition to their mobile or work phone, the phone number. The format will depend on how your institution configured phone numbers (such as whether it uses parentheses and hyphens).

      Phone NumberClosed The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

      PINClosed The 4-digit personal identification number (PIN) selected by the student. The portal requires the student to enter his or her Student ID and PIN to log in. If you do not specify the PIN or change the social security number, the program defaults the PIN to the last four numbers of the social security number. If the last four characters begin with a zero, the PIN defaults to a 1 followed by the last 3 characters of the number. For example, if the last 4 digits of the social security number are 0398, the PIN is 1398.

      Postal Code First ThreeClosed First three digits of the postal code.

      Preferred NameClosed The preferred name of the student, prospect, or alumnus. The preferred name is stored in the SyStudent table in the database. The Advanced Search tool provides the option to search by preferred name if the staff member has the specialized permission “Allow User to Customize Search Form". The header of the student, prospect, or alumnus profiles can be customized to display the Preferred Name. The Preferred Name option can also be selected in the Student Name field of the Class Roster by Course and Class Roster by Instructor reports under Academic Records.

      PronounsClosed The preferred pronoun of the student. The values that can be selected are configured by your institution.

      ProgramClosed The name of the program. Programs are configured by your institution.

      Prospect DateClosed The date when the prospective student contacted the institution.

      Prospect SourceClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

      Prospect TypeClosed The type of prospect. The values are configured by your institution. They are categories that classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources into groups to analyze market effectiveness and determine the category of prospect sources that generates most prospects.

      School SizeClosed Total number of students in the graduating class for the student.

      SMS ProviderClosed Specifies the cell phone provider for the student. If you select the Subscribe to SMS check box, you must also specify a value for Mobile Phone Number for the student to receive the text messages.

      Social Security NumberClosed The person's Social Security Number (SSN). You must be authorized to work with SSNs.

      StateClosed If within the United States, the name of the state.

      Statement CommentClosed Area to specify comments or notes that will appear on the student statement produced by an outside vendor or source.

      Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

      Student StatusClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

      Street AddressClosed The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated.

      Subscribe to SMSClosed Specifies that the student wants to receive SMS text messages. If you select the check box, you must also specify a value for the Mobile Phone Number for the student to receive the text messages. The student can also use Portal.

      SuffixClosed Select the suffix for student or person's name. Anthology Student displays the description of the suffix. For example, Anthology Student displays Third instead of III.

      TitleClosed The title for the person.

      Transcript TypeClosed The type of transcript for the student. The values are Unofficial, Partial, and Official/Final.

      VeteranClosed The veteran status of the student.

      Work Phone Number Closed The work telephone number for the student, staff, or person. The format will depend on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). When a student is placed in a job using student placement, the program automatically updates the number with the phone number for the employer. If it applies, the extension is also updated.

      Work Phone Number ExtClosed If needed, the extension for the work phone number.

      ZIP Code/Postal CodeClosed The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

    3. Select the OK button.

    Anthology Student displays the preview of the template.

    Move field
    1. Select the row in the list.

    2. Select the Move Field button. Anthology Student displays a dialog box.

    3. Review or change the value in the list.

      FromClosed The sequential number from where you wanted to move the field.

      ToClosed The sequential number to which you want to move the field name.

    4. Select the Move button.

    Anthology Student moves the field name.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button