Prospect Templates

You can use the Prospect Templates page to configure the template design to gather the information necessary to quickly enter new prospects 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. Select or assign the code for this item.

    NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

  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 of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

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

    NumberClosed The field number.

    RequiredClosed Select the Required check box for each item that you want to designate as required.

  5. Take the appropriate action in the grid. 

    • Add field

      1. Select the Add Field button. Anthology Student displays the Select Fields dialog.

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

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

        NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

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

    • Remove field

      1. Select the row in the grid.

      2. Select the Remove button.

    • Move field

      1. Select the row in the list.

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

      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.

    • Preview the template

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

      2. Review, specify, or change the following values. The fields that are displayed depend 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. This property is populated based on the campus selection. This property supports Equals and Starts With as operator options.

        Agency SponsorClosed The agency or sponsor that the student is associated with. If you want to add 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).

        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 the mail has been returned).

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

        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.

        Last Activity DateClosed The last active date for the student.

        Last Interest DateClosed The date of the last interest charge. The difference between Last Interest Date and Transaction Date must be less than or equal to 9999 days.

        Assigned Rep NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

        Best Time to ContactClosed The best time to contact the person.

        Last NameClosed The last name of the student, staff member, or other person.

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

        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 where the building, person, or organization is located.

        Last Statement Close DateClosed Cutoff date used to gather transactions to be included in the statement.

        Last Statement DateClosed Specifies the date of the last statement.

        CollegeClosed The college to which the prospect belongs.

        CountryClosed The country of residence. If you are specifying a country, the field 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.

        Maiden NameClosed If any, the maiden name of the student or person. The character limit is 19 to 50.

        Marital StatusClosed The marital status of the person.

        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.

        Middle NameClosed The middle name of the student or person.

        Mobile Phone NumberClosed The mobile phone number.

        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 item (e.g., data set, batch, job, process, task, person, organization, entity, file).

        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. The character limit is 14-50.

        Current LDAClosed The student's last date of attendance. On the Student Courses page, the LDA column is hidden by default and is populated based on the LDA for that course.

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

        Non-Immigrant StudentClosed Specify whether the student is an international (non-immigrant) student.

        NotesClosed Area that displays, or that you can use, to specify comments or additional information related to the record or subject.

        Default Address CodeClosed The associated address record set as the 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 who 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 indicates 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).

        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.

        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.

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

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

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

        Phone NumberClosed Phone number associated with the record. 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. If you do not specify the PIN or change the Social Security Number, the program defaults the PIN to the last four characters 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 characters of the Social Security Number are 0398, the PIN will be 1398.

        Education History Level (Previous Education)Closed The highest level of previous education for the student. Select a value from the drop-down list if the field is not pre-populated based on the Application record. The values available for selection will depend on the policies and procedures at your institution. When "College" is selected in Recruitment Information on the Student Profile or in Configuration > Education Levels, the system requires an ATB record under Student Profile > Admissions > Previous Education. This ATB entry triggers the correct StudentEligibilityCode for COD. Without the ATB record, COD returns a "Missing Previous Education" validation. High School and GED automatically map to Student Eligibility Codes 06 and 07. These do not require additional ATB configuration. By contrast, "College" can correspond to multiple eligibility codes (02, 09, 14), so the ATB record is necessary to determine the correct one.

        EFT as Default Stipend Return MethodClosed Specify whether electronic fund transfer (EFT) has been set as the default stipend return method.

        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.

        Email AddressClosed The email address of the student, person, or organization.

        Employment StatusClosed The employment status for the student.

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

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

        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.

        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 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. This property is populated based on the campus selection. This property supports Equals and Starts With as operator options.

        Expected Start DateClosed This field represents the student's expected first day of attendance. It is used for planning and reporting purposes. The value may differ from the actual start date if the student delays or defers. The field is often auto-populated based on the Version Start Date selected during application entry. It can also be manually adjusted during enrollment setup.

        ExtensionClosed Extension for the phone number.

        Prospect TypeClosed The type of prospect. The values are configured by your institution to classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources to analyze market effectiveness and determine the category of prospect sources that generates the most prospects. In the Task Schedule, this field only appears when you select Applicant/Enrollment, Document Lists, Documents, Prospective Student, or Task in the "Schedule Task For" list.

        School SizeClosed The total number of students in the graduating class.

        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. staff member, or other person.

        SMS ProviderClosed Specifies the cell phone provider for the student. If you select the Subscribe to SMS check box, you must also specify a Mobile Phone Number for the student to receive the text messages. This field is not displayed when "Enable SMS via Anthology Cloud" is set to Yes under Advanced Settings.

        Social Security NumberClosed The Social Security Number (SSN) or an equivalent value associated with the person. You must be authorized to work with SSNs. If the SSN format is defined for the country selected in the profile, this field will display the appropriate input mask to specify a value. You can specify free-form text values (maximum 30 characters) in this field if there is no SSN format defined for the selected country.

        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.

        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.

        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).

        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 The prospect or student status at your institution is configurable and may differ by school. When you change a student's status, you must confirm the update in a dialog box, and if there are pending tasks from the previous status, another dialog lets you choose which tasks to keep or close as canceled. A student's current status (like Active) depends on their history and activation units; simply entering a Version Start Date does not automatically activate them without proper status progression. Status values help filter student records in lists, processes, and reports. Alumni statuses include "complete" or "graduated."

        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.

        Street AddressClosed The street address. For student addresses, if an address exceeds 40 characters, the additional characters in the address line will not be extracted and sent to COD but will be truncated. For this property, the Advanced Search Operator list displays the Starts With option only.

        Subscribe to SMSClosed Specifies that the student wants to receive SMS text messages. If you select the check box, you must also specify the Mobile Phone Number for the student to receive text messages. The student can also use the Student Portal. When a student sends a STOP message, the system changes the field to No and updates the Audit. When a Student sends a START message, the system updates this field to Yes and updates the Audit.

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

        Graduation YearClosed The year that the student graduated.

        SuffixClosed Select the suffix for the 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 associated with the record.

        High SchoolClosed The details (e.g., name, code, address) of the high school associated with the record.

        High School GPAClosed The student's grade point average (GPA) in high school.

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

        VeteranClosed The veteran status of the student.

        Hispanic/LatinoClosed Indicates whether (Yes/No) a student is of Spanish or Latin American descent.

        In DistrictClosed Specify the In District for 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 Extension for the phone number.

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

        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, state, or both, the list contains the valid ZIP codes.

      3. Select the OK button.

  6. 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