Recruiting Prospective Students

This chapter lists prerequisites and discusses how to:

Add prospects through the Create/Update Prospects component.
Create prospects when posting external test scores.
Create prospects from test scores with query.
Add prospects through a system-wide query.
View prospect information.
Assign regions, recruiting categories, and recruiters on a mass basis.

Understanding Adding Prospects

You can add prospects to your system:

Individually, through the Prospect Data component.
Individually, through PeopleSoft Enterprise Campus Self Service (prospects create themselves through self service).
Individually or in a group when you create an application, depending on your setup.

See Setting Up Admission Installation Defaults.
In a group, for all individuals within a single posting of test scores.
In a group, by creating a user-defined query of individuals who have posted test scores from previous test score loads.
In a group, by creating a user-defined query of individuals in your system.

Prerequisites

Before you enter prospects into the system, set up your recruiting structure. Your recruiting structure consists of recruiting regions and recruiters. You must also define honors, awards, school types, admit types, and extracurricular activities, for example, before you can assign them to prospects.

See Building Your Recruiting Structure.

Before you add prospects, search the database to see if biographical and demographic records exist for the person. The person might already be in your database as an employee, instructor, or student in another academic institution or career. To determine if the prospect exists in your system, select Student Recruiting, Maintain Prospects, Search Match.

See Setting Up Search/Match.

If the person already exists in your database, you must determine if there is a prospect record for the academic institution and career before you create a new prospect record. Only one prospect record can exist for an institution and career combination.

Adding Prospects Through the Create/Update Prospects Component

The Prospect Data component is the first of three similar components:

Create/Update Prospects component.
Add Application component.
Maintain Applications component.

Create/Update Prospects and Add Application have a Biographical Details page and a Regional page. All three components have other pages with similar names, such as Prospect Academic Program Data page and Application Program Data page. Use these components to enter or maintain similar information at different points in time during the admissions process.

The 3C buttons are common to multiple pages within this component and are defined in the preface of this PeopleBook: Add a New Communication, Add a New Checklist, and Add a New Comment.

Note. The system automatically populates many of the values in this component according to your user defaults. These fields are indicated in the documentation by the phrase (user defaults).

This section discusses how to enter and update the following information for prospects:

Biographical details.
Regional data.
Academic career data.
Academic program data.
School and recruiting data.
Event attendance.
Event meeting information.
Communications, checklists and comments.

Pages Used to Add Prospects

Page Name	Object Name	Navigation	Usage
Prospect Career Data	ADM_PRSPCT_CAR	Student Recruiting, Maintain Prospects, Create/Update Prospects	Enter prospect career data.
Prospect Program Data	ADM_PRSPCT_PROG	Student Recruiting, Maintain Prospects, Create/Update Prospects, Prospect Program Data	Enter information about programs, plans, or subplans in which a prospect has expressed interest.
Prospect School/Recruiting	ADM_PRSPCT_RECRUIT	Student Recruiting, Maintain Prospects, Create/Update Prospects, Prospect School/Recruiting	Enter recruiting information for a prospect. This page stores information such as the last school that a prospect attended and the recruiting region to which this prospect belongs.
Attendee Events	EVENT_ATTENDEE_SEC	Click the Events link on the Prospect School/Recruiting page.	Register a prospect for events or to record events that the prospect attended.
Attendee Meetings	EVENT_MEETING_SEC	Click the Meetings button on the Attendee Events page to open the Attendee Meetings page.	Record information regarding meetings that are associated with an event.

Entering and Updating Prospect Biographical Details

Use the Biographical Details page to enter or update any personal, demographic, or address information for the prospect.

See Understanding Biographical Information.

Entering and Updating Prospect Regional Data

Use the Regional page to view, enter, and update prospect regional information.

See Setting Up Regulatory Regions.

Entering and Updating Prospect Academic Career Data

Access the Prospect Career Data page.

You can create multiple academic career records for a prospect by adding prospect records for each academic career. The Prospect Biographical Details page and the Regional page are the same for each academic career because the data on those pages is shared. The data on the remaining pages in the Create/Update Prospects component is unique to each academic career. Prospects are tracked at the academic career level.

Admit Term	Enter the admit term for the prospect's career. Define admit terms on the Term Table page. (user defaults)
Admit Type	Enter the prospect’s admit type for this career. Define admit types on the Admit Type Table page. (user defaults)
Campus	Enter a campus to associate the prospect to a specific campus. Define campuses on the Campus Table page. (user defaults)
Academic Load	Select the appropriate academic load for this career. Values for this field are delivered with your system as translate values. You can modify these translate values.
Academic Level	Select the academic level for this career. Values for this field are delivered with your system as translate values. You can modify these translate values. (user defaults)
Housing	Select any housing interest that this person indicated. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are (none), Commuter, Off Campus, and On Campus. This field is for informational purposes. (user defaults)
Financial Aid Interest	Select to indicate that this prospect has an interest in financial assistance. This field is for informational purposes only. (user defaults)
Applied	The system automatically updates this check box when the prospect applies to your institution if, on the Installation Defaults - AD page, you set up the system to update prospect records when prospects become applicants.
Recruiting Status	Select the person’s recruiting status. The recruiting status indicates the level of interest, at the academic career level, that your institution has in the prospective student. For example, you might consider a person who attended an on-campus event a suspect (someone who you suspect is interested in your institution). Conversely, you might consider a person who sends a prospect card a prospect (someone who you know is interested in your institution). This field is also helpful for targeting mass mailings. Values for this field are delivered with your system as translate values. These translate values can be modified. Values are Applicant, Inactive, Inquiry, Prospect, and Suspect.
Status Date	Enter the date, if different than the default date, on which you entered or updated the recruiting status. The default date is the system date on the day the record was added.
Created On	Enter the date, if different than the default date, on which this prospect record was created. The default date is the system date on the day the record was added.
Referral Source	Enter the appropriate referral source for this prospect. A referral source indicates how this person became a prospect. The referral source is a high level indicator of how your institution came into contact with the person. For example, a referral source could be Drop-In, Campus Event, or College Fair. Although this is a way to track your first contact with this person, record subsequent contacts with the Communications pages. Define referral sources on the Referral Source Table page.
Source Date	Enter the date, if different than the default date, on which you entered this referral source. The default date is the system date on the day the record was added.
Recruiting Center	Enter the recruiting center that is responsible for this prospect's career. Define recruiting centers on the Recruiting Center Table page. The values depend on the academic career that you select and are subject to user security established for recruiting centers. (user defaults)
Go	Click this button to go to another component for this prospect record.

Note. To enter an additional career for a prospect, re-enter the component by selecting Add and enter the new academic career when prompted by the system.

Entering and Updating Prospect Academic Program Data

Access the Prospect Program Data page.

Although you are required to enter prospect career data, you are not required to enter prospect program data because you might not have that information at this stage in the process. Your institution has several options for tracking prospects (for example, by programs under a career, by academic plans under programs, and by subplans under academic plans).

Note. Prospect records use the Last Prospect Date to determine if the program, plan, or subplan should appear in the prompts. If the Last Prospect Date is populated on the Academic Program Table (ACAD_PROG_TBL), Academic Plan Table (ACAD_PLAN_TBL), or Academic SubPlan Table (ACAD_SBPLN_TBL) and the date is less than or equal to the current date, the system does not display the value in the prompt.

Recruiting Status	Select the recruiting status for this program. Depending on your settings on the Installation Defaults - AD page, the system can update the recruiting status when the person applies to your institution. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are Applicant, Inactive, Inquiry, Prospect, and Suspect. By tracking recruiting information at the academic program level, you can designate a recruiting status that is different than the status that is designated at the academic career level.
Status Date	The status date is the system date on the day that you last modified the Recruiting Status field.
Application Number	If the prospect applies to this academic program, the system automatically updates the application number.
Recruiting Center	Enter the recruiting center that is responsible for this particular program for the prospect. Define recruiting centers on the Recruiting Center Table page. (user defaults)
Academic Plan and Sub-Plan	Enter an academic plan and subplan, if known. You can enter multiple academic plans for a program and multiple subplans under an academic plan. Define academic plans in the Academic Plan Table component and academic programs in the Academic Program Table component (user defaults).

Note. You can enter multiple program data records or a prospect because a person might be interested in multiple programs within one academic career. Additionally, a prospect can have multiple plans and subplans. Add rows to accommodate additional programs, plans, and subplans.

Entering and Updating Prospect School and Recruiting Data

Access the Prospect School/Recruiting page.

Events

Click this link to record the events that this prospect attended to which this prospect was invited. The Attendee Events Page appears.

School Information

Last School Attended	Enter the prospect's last school attended. Since a person might attend several schools in his or her external academic career, it is helpful to know which school the person attended most recently. You can use this information to target that school for recruiting visits. Define schools on the Organization Table page. (user defaults).
Graduation Date	Enter the graduation date from the last school that the person attended. (user defaults).

Recruiting Information

Region	You can assign a recruiting region manually or automatically. To manually assign a region, click the prompt on the Region field and enter as value. Define regions on the Region Table page.
Home Postal Code	Click this button to automatically assign the recruiting region, based on the home postal code of the prospect. Assigning recruiting regions based on home address postal codes requires that you define the region tree.
School Postal Code	Click this button to automatically assign the recruiting region, based on the postal code of the primary location of the prospect’s last school attended. Assigning recruiting regions based on school postal codes requires that you define the region tree. See Setting Up Your Recruiting Structure.
From	This display-only field shows you how this region was defined: Region Tree appears if you manually assigned a region. Address appears if you assigned the region when you click the Home Postal Code button. School appears if you assigned the region when you click the School Postal Code button. See Defining Recruiters.

Recruiting Categories

Category	Enter a recruiting category for the prospect within this career. In our example, the prospect’s sibling attended the institution. Define recruiting categories on the Recruiting Category Table page. Use categories to target and report on students. You can enter multiple recruiting categories and prospect supporting information for each career. Note. If you plan to assign a regional recruiter to this prospect, you must enter a category of REGN (region).
Sub-Category	Select a recruiting subcategory, if known. Subcategories can indicate the priority of this recruiting category. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are (none), High, Low, and Medium.
Group	The system automatically populates this field from the Recruiting Category Table page after you enter a recruiting category in the Category field.
Move to Application	Select this check box to copy the information in the Recruiting Categories group box to the application record when the prospect applies to your institution. The system selects this check box if you set up the system to copy prospect data to the application by selecting the Copy Data and Recruiting Categories check boxes on the Installation Defaults - AD page.

Recruiters

Recruiter assignment is tied to recruiting categories. If you entered a recruiting category, the Recruiters group box becomes available. Use this section to assign one or more recruiters to this prospect that are relevant to this category. You can add multiple recruiters under all categories that you entered.

When selecting recruiters, you might want to see all of the recruiters in your system or only recruiters that are linked to the current recruiting category. The system uses various methods to specify the selection of recruiters when you click the prompt on the Recruiter ID field.

Recruiters Prompt	Select this check box if you want all recruiters to be available when you prompt on the Recruiter ID field, regardless of the recruiting category to which recruiters are assigned. Clear this check box to view only those recruiters who are assigned to the current recruiting category to be available when you click the prompt on the Recruiter ID field. The REGN (region) category works differently. If you are adding recruiters for the recruiting category REGN, you select only from recruiters in the region that you selected on the Prospect School/Recruiting page. You can enter a region on the Prospect School/Recruiting page manually or automatically. The list of regional recruiters vary, depending on how you defined the region. If you defined the region according to the last school that the prospect attended, the Recruiters Prompt field displays the recruiters for the school’s region. If you click the prompt on the Recruiter ID field, the system displays a list of recruiters that are assigned to that school. If no recruiters are assigned to that school, then you must select a recruiter who is assigned to the region. If you entered the region according to the prospect’s home address, the Recruiters Prompt field displays the recruiters for the address region. If you click the prompt on the Recruiter ID field, the system displays a list of recruiters who are assigned to the region. If you manually assigned the region from the region tree, the system displays a list all recruiters who are assigned to a recruiting category of REGN when you click the prompt on the Recruiter ID field. Click the prompt on the Recruiters field to view the recruiters for the category. To override the system defaults, select the Recruiters Prompt check box. All recruiters for the academic career are available when you click the prompt on the Recruiter ID field.
Recruiter ID	Enter the ID of the person to assign to this prospect. You can assign multiple recruiters for any recruiting category to a prospect.
Recruiter Type	The recruiter type appears automatically, based on the recruiter ID.
Primary	Select this check box if this is the primary recruiter for this academic career. This ID appears on the Prospect School/Recruiting page in the Primary Recruiter ID field. You can also enter both primary and non-primary recruiters using this option.
Go	Click this button to go to another component for this prospect record.

Tracking Prospects Event Attendance

Access the Attendee Events page.

Event ID

Enter the ID for the event that the prospect is attending (or attended).

Description, Event Type, and Attendee

The system displays the description, event type, and attendee when you select the event ID.

Meeting

Click this button to access the Attendee Meetings Page and view a list of meetings or sessions that are associated with this event.

See Also

Creating an Event

Recording Event Meeting Information

Access the Attendee Meetings page.

Event Mtg (event meeting), Description, Meeting Date, Meeting Start Time,and Meeting End Time

Enter the event meeting number. The system then displays the event description, meeting date, meeting start time, and meeting end time.

Status

Select the attendee’s status regarding this meeting. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are (none), Attended, Invited, Not Attend, and Will Attend.

Adding Communications, Checklists and Comments for Prospects

The Communication, Checklist and Comment buttons appear next to the Institution field on the Prospect Career Data, Prospect Program Data and Prospect School/Recruiting.

By using the Communication, Checklist and Comment buttons from this component, A new window is opened for the entry pages for communication, checklist, and comments and initiate recruiting and admissions related items.

If the Communication, Checklist or Comments Pages are Accessed From the:	The Variable Data for the Following Administrative Function is Supplied:	Data that is Transferred
Prospect Program Data page	PROP Prospect Program	ID, academic career. academic program, recruiting center.
Prospect Career Data page	PROS Prospect	ID, academic career.
Prospect School/Recruiting page	EVNT Event	ID.

See Also

Using the 3C Engine

Creating Prospects When Posting External Test Scores

You can create prospect records when you post external test scores from the Search/Match/Post Test Scores page. To create prospect records when you post external tests, you must:

Load the test scores into a suspense table.
Review the suspense table to confirm that the data loaded correctly and make any necessary changes prior to posting.
Configure search/match/post parameters and select the options that enable you to create prospect records for all individuals in the test load and run the post process.
Run the post process, which creates candidate data records and prospect records for all employee IDs in the test load if they do not already exist.
Purge the suspense file.

See Understanding Performing Search/Match and Posting Test Scores.

Prerequisites

Before you create prospects from test score loads or test queries, you must:

Set up tests and test components.
Set up test ID security for all appropriate users.
Configure the External Test Load Mapping page.
Configure the Ethnicity Mapping page.
Configure Test ID mapping options for academic interests, extracurricular activities, and religious preference (optional).
Set up data entry defaults for all appropriate users (optional).

See Also

Mapping External Tests IDs

Creating Prospects from Test Scores with Query

This section provides an overview and discusses how to:

Create prospects by querying external test loads.
Select a query.

Understanding Creating Prospects from Test Scores with Query

This option of creating prospects from test scores after they have been posted enables you to define specific criteria using Query Manager to decide for whom you want to create prospects. You can define as many queries as necessary to select the specific population that you want to recruit. To create prospects from a query of previously posted test score records:

Create a query.

To access Query Manager, select Reporting Tools, Query.
Access the Create Prospects from Tests page.
Select a test ID, and enter default prospect values.
Select the query.
Run the process.

To create a query for prospects, you must:

Select the primary candidate data record for the test ID for which you are creating a query.

When you post external test score data, the system creates candidate data records. It is essential to select the primary candidate data record in your query because the system must use this record to create prospects. The student must have a candidate data record for the test ID on the Create Prospects from Test page to be selected for prospect creation. To find the primary candidate data record for a given test, navigate to the External Test Score Mapping page. You can use any additional records from the system to further define the candidates for whom you want to create prospect records. For example, you could add the Test Component record (STDNT_TEST_COMP) to your query to select only students with an ACT Candidate Date record who have an ACT Composite score greater than 24.
Employee ID must be the first field that is listed on the Fields page in PeopleSoft Query Manager.

You can select additional fields to enhance the results of your query as long as the Employee ID is the first field that is listed.

Note. Check the results of your query in PeopleSoft Query Manager before you run the query on the Create Prospects from Test page to ensure you are using the correct population.

To assist you in creating your queries, PeopleSoft delivers the following queries as examples in the demo database: PS_AD_ACT_CPTEST02 , PS_AD_ACT_CPTEST03, PS_AD_ACT_CPTEST04, PS_AD_AP_CPTEST01, PS_AD_AP_CPTEST02, PS_AD_GMAT_CPTEST01, PS_AD_GRE_CPTEST01, PS_AD_LSAT_CPTEST01, PS_AD_SAT_CPTEST01, PS_AD_SAT_CPTEST02, PS_AD_SAT_CPTEST03, PS_AD_SAT_CPTEST04

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Query

Prerequisites

Before you create prospects from test score post or test scores using queries, you must:

Set up tests and test components.
Set up test ID security for all appropriate users.
Configure the External Test Load Mapping page.
Configure Ethnicity Mapping.
Post test score data.
(optional) Configure Test ID mapping options for academic interests, extracurricular activities, and religious preference.

Pages Used to Add Prospects From Test Scores Using Query

Page Name	Object Name	Navigation	Usage
Create Prospects from Tests	SAD_PRS_CREATE	Student Admissions, External Test Score Processing, Create Prospects From Tests Student Recruiting, External Test Score Processing, Create Prospects From Tests	Create prospects from external test loads by querying the primary candidate date records that have been created through external test loads.
Select Query	SAD_QRY_SELECT	Click the Select Query button on the Create Prospects from Tests page.	Select a query of external test data to create prospects from test loads.

Creating Prospects by Querying External Test Loads

Access the Create Prospects from Tests page.

Additional Elements

Test ID

Enter the test ID for the query you want to run. When you search for a query on the Select Query page, the system searches for valid queries for the test ID that you enter. A valid query is set up to search the primary candidate data record for this test where the employee ID is the first field that you select. The system identifies the primary candidate data record from the External Data Mapping page.

For example, when you enter ACT and then click the Select Query button, the system accesses the External Data Mapping page and locates the primary candidate data record for ACT, which is SAD_ACT_CD. When you click Search from the Select Query page, the system returns only those queries that have SAD_ACT_CD selected. In other words, the system returns the valid queries for the ACT test ID by accessing the candidate data record on the External Data Mapping page.

Default Prospect Values

Select the default values to assign to the prospects that you create from the query. For example, if you select UGRD in the Academic Career field, the system assigns every prospect it creates to the undergraduate academic career. To create prospects, you must enter an academic institution, academic career, recruiting status, and recruiting center. In certain circumstances, you might also want to assign additional information, such as academic program and plan, and admit term, when your test load contains a specific set of prospects.

Academic Program

Because the Academic Program table is keyed by admit term, you must enter an admit term in order to enter an academic program.

Assign 3C

Select this check box to assign 3Cs to the prospects that you create from the query. When you select this option, the Event ID field becomes available.

Event ID

Assign an event ID to the prospects that you create from the query. Only the event IDs that have the administrative functions PROS (prospect) and PROP (prospect program) are available. Prospect program is available only if you select an academic program on this page. Define event IDs on the Event Definition page.

See Defining 3C Engine Events.

Prospect Select Query

Select Query

Click the link to access the Select Query page. You must select a query before you click the Run button.

Selecting a Query

Access the Select Query page.

When you click the Search button, the system searches for the test ID that you entered on the Create Prospects from Tests page. A valid query searches the primary candidate data record for the specified test where the employee ID is the first field you select. The system identifies the primary candidate data record from the External Data Mapping page.

In addition, you can view only those queries to which you have access. Queries can be marked private or public. You can view all public queries; however, you cannot view private queries if you are not listed as the owner even though the private queries fit the criteria for the test.

Note. When you click Search, the system evaluates every query to which you have access for the primary candidate data record. Because the system searches all queries to which you have access, leaving the search string blank might increase your wait time.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Query

Adding Prospects Through a System-wide Query

This section discusses how to:

Add prospects through a system-wide query.
Select a query.

Understanding Queries and Prospect Creation

You can create prospect records for anyone in your system who does not already have a prospect record. To create prospect records through a system-wide query:

Create one or more queries based on the demographic information for which you want to create prospects.
Define default prospect data for the prospects that the system creates on the Create Prospects from Query page.
Select and run the query that you created from the Create prospects from Query page.

You can create your query to search any record in your system that has an employee ID or ID field. When you define your query, you can set certain criteria that identifies the demographic that you want to target. For example, a medical school might create prospects for all currently enrolled senior biology majors with GPAs equal to or greater than 3.8 for recruitment purposes. To do this, you must define a query that searches the ACAD_PROG, ACAD_PLAN, and STDNT_CAR_TERM tables.

Warning! Use caution with whom grant access to the Create Prospects from Query page. Anyone with access to this page can view public queries in the system. Users can also define their own queries to search for any record in your database that has an employee ID or ID field.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Query

Pages Used to Add Prospects Through a System-wide Query

Page Name	Object Name	Navigation	Usage
Create Prospects from Query	SAD_PRS_CREATE	Student Recruiting, Maintain Prospects, Create Prospects from Query	Create prospects from any record in your database through a system-wide query.
Select Query	SAD_QRY_SELECT	Click the Select Query button on the Create Prospects from Query page.	Select the query that you created to create prospects from records that contain employee ID or ID fields and in which the employee ID is the first field selected.

Adding Prospects Through a System-wide Query

Access the Create Prospects from Query page.

Selecting a Query

Access the Select Query page.

See Also

Selecting a Query

Viewing Prospect Information

This section discusses how to view prospect information.

Pages Used to View Prospect Information

Page Name	Object Name	Navigation	Usage
Prospect Summary	ADM_PRSPCT_SUMM	Student Recruiting, Prospect Summaries, Prospect Summary	View a summary of information about a prospect, such as academic career, recruiting status, and referral source. You can also view whether or not this prospect has applied.
Prospect Programs	ADM_PRSPCT_S_SEC	Click the Program link on the Prospect Summary page. This link appears if you have entered academic program data for this prospect.	View information about a prospect’s academic career. You can click the Detail Panel link to access the person’s Prospect Career Data page at the row for this academic career.
Prospect Recruiters	PRSPCT_RCR_SUMMARY	Student Recruiting, Prospect Summaries, Prospect Recruiters Summary	View a list of a prospect’s recruiters for an academic career.

Assigning Regions, Recruiting Categories, and Recruiters on a Mass Basis

This section provides an overview and discusses how to:

Use general criteria to select the prospect group.
Use academic criteria to select the prospect group.
Use program and plan criteria to select the prospect group.
Use academic interests criteria to select the prospect group.
Assign regions, recruiters, and recruiting categories to the prospect group.

Understanding the Assignment of Regions, Recruiting Categories, and Recruiters on a Mass Basis

Use the Assign Recruiters component to assign regions, recruiting categories, and recruiters to a group of prospects at the same time. You can select the group of prospects based on selection criteria, including:

Biographical and demographic data, such as gender, ethnicity, and citizenship.
Address data, such as state and postal codes, or a range of postal codes.
Geographic region, based on last school attended, prospect’s home address, or the region tree.
Academic institution, last school attended, academic career, program, plan, and campus.
Recruiting status and recruiting center.
Other items, such as referral source, academic interest, housing interest, and financial aid interest.

You can assign regions, recruiting categories, and recruiters to prospects based on one or more of the fields on these pages. For example, you can define only one field, such as Country, and select all prospects in the U.S. Conversely, you can use multiple selection criteria fields to capture a specific prospect group. For example, you can select all Native American females whose home address is within postal code 10990, with a certain academic career and academic program, and who have an academic interest in law with a priority ranked between 1 and 5. Use additional selection criteria fields to narrow the group of prospects for assignment to a region, recruiting category, and recruiter.

Pages Used to Assign Regions, Recruiting Categories, and Recruiters on a Mass Basis

Page Name	Object Name	Navigation	Usage
General Selection Crit (general selection criteria)	ADM_PERS_CAR_PARMS	Student Recruiting, Assign Recruiters, Recruiter Assignment	Use the General Selection Crit (general selection criteria) page to specify the prospect group for which you want to assign regions, recruiting categories, and recruiters.
Academic Selection Crit (academic selection criteria)	ADM_CAR_PARMS	Student Recruiting, Assign Recruiters, Recruiter Assignment, Academic Selection Crit	Enter any academic selection criteria for the prospect group.
Prog/Plan Selection Crit (program or plan selection criteria)	ADM_PROGRAM_PARMS	Student Recruiting, Assign Recruiters, Recruiter Assignment, Prog/Plan Selection Crit	Enter any academic program or academic plan selection criteria for the prospect group.
Acad Interests Selection Crit (academic interests selection criteria)	ADM_INTEREST_PARMS	Student Recruiting, Assign Recruiters, Recruiter Assignment, Acad Interests Selection Crit	Enter any subject area selection criteria for this prospect group. You can select people for prospect groups that have expressed an academic interest in certain subject areas if you want to assign regions, recruiting categories, and recruiters based on this criteria.
Assignment Crit (assignment criteria)	ADM_RECRREGN_PARMS	Student Recruiting, Assign Recruiters, Recruiter Assignment, Assignment Crit	Assign regions, recruiting categories, and recruiters to the prospect group.

Using General Criteria to Select the Prospect Group

Access the General Selection Crit (general selection criteria) page.

Note. To select a person for a prospect group, that person must meet all of the criteria that you define on this page. For example, you can select a female from Cottonwood High School with an admit term of spring 2001 and an academic load of Full Time. The system selects only persons to whom all of these conditions apply. This is an example of AND logic. Contrast this with the discussion of OR logic in the Program Data group box on the Prog/Plan Selection page.

Academic Selection

Institution and Academic Career

Enter the academic institution and career and for this prospect group.

If you do not enter an academic institution and an academic career, no prompt values exist for fields such as admit term, admit type, and referral source on the Acad Interests Selection Crit (academic interests selection criteria) page and the Program/Plan Selection Crit (program or plan selection criteria) page.

Last School Attended

Enter the last school attended to assign regions, recruiting categories, and recruiters based on this criterion.

Bio/Demo Selection

Gender	Select (none), Female, Male, or Unknown to assign regions, recruiting categories, and recruiters based on this criterion.
Citizenship Country	Enter a county of citizenship.
Citizenship Status	Select a citizenship status to assign regions, recruiting categories, and recruiters based on this criterion. You must specify a country of citizenship for values to exist for this field.
Marital Status	Select a marital status to assign regions, recruiting categories, and recruiters based on this criterion.

Address Selection

Country and State

Enter the country and state to assign regions, recruiting categories, and recruiters based on these criteria.

Postal Code

Complete field in this group box to select a prospect group from a certain postal code or postal code range. Select the appropriate option, depending on how you want to select by postal code. Only one of these options can be selected.

Begins With and From	Select a prospect group by defining a beginning postal code. Enter the beginning postal code in the From field. For example, use this option if one prospect has a five-digit postal code (90068) and another prospect has a nine-digit version of the postal code Using a postal code that begins with 90068 finds both prospects.
Equals	Select this option to choose a prospect group by a specific postal code. Enter the postal code in the From field.
Range, From, and To	Select Range to select a prospect group by a postal code range. Enter the beginning postal code in the From field and the ending postal code in the To field.
N/A	Select N/A if you do not want to use a postal code in your selection criteria for this prospect group. This is the default setting.

Region Selection

Complete fields in this group box to define how you will select this prospect group if you want to assign regions, recruiting categories, and recruiters based on this criterion.

N/A	Select this option if you do not want to use region in your selection criteria for this prospect group.
Blank	Select this option to select people for a prospect group who do not have a region assigned.
Non-Blank	Select this option to select prospects who have been assigned a geographical region.

Ethnic Group Selection

Complete fields in this group box if you want to assign regions, recruiting categories and recruiters to a group of prospects based on specific ethnic groups.

Regulatory Region	Select the region for which the ethnic groups are defined. Once this field is populated, the Ethnic Group field will appear.
Ethnic Group	Select one or more ethnic groups to assign regions, recruiting categories, and recruiters based on this criterion. The values for this field will vary based on the regulatory region entered.

Using Academic Criteria to Select the Prospect Group

Access the Academic Selection Crit (academic selection criteria) page.

Admit Term

Enter the admit term for this career and prospect group to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career n the General Selection Crit page.

Admit Type

Enter the admit type for this career to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career on the General Selection Crit page.

Campus

Enter a campus to assign regions, recruiting categories, and recruiters based on this criterion.

Acad Load (academic load)

Select the appropriate academic load for this career to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career entered on the General Selection Crit page.

Acad Level (academic level)

Select an academic level for this career to assign regions, recruiting categories, and recruiters based on this criterion.

Note. If you have not entered an academic institution and an academic career on the General Selection Crit page, there are no prompt values for these fields.

Recruiting Status

Select the recruiting status to assign regions, recruiting categories, and recruiters based on this criterion.

Created On

Enter the date that prospect records were created to assign regions, recruiting categories, and recruiters based on this criterion.

Referral Source

Enter the referral source to assign regions, recruiting categories, and recruiters based on this criterion.

Recruiting Center

Enter the recruiting center to which prospects in this career are assigned to assign regions, recruiting categories, and recruiters based on this criterion.

Housing

Select a housing interest for this prospect group to assign regions, recruiting categories, and recruiters based on this criterion.

Interested in Fin Aid (interested in financial aid)

Select this option to select a prospect group by those who indicate an interest in financial aid.

Not Interested in Fin Aid (not interested in financial aid)

Select this option to select a prospect group by those who have specified that they are not interested in financial aid.

Not Applicable

Select this option to selects a prospect group regardless of their expressed interest in financial aid. This is the default setting.

Using Program and Plan Criteria to Select the Prospect Group

Access the Prog/Plan Selection Crit (program or plan selection criteria) page.

Academic Program

Enter an academic program for this prospect group. Values depend upon the academic institution and career that you select on the General Selection Crit page. You can enter more than one academic program. If you enter more than one academic program (for example, Liberal Arts and Fine Arts) people who are in either the Liberal Arts or the Fine Arts academic programs are selected for this prospect group. Whenever you see a field in which you can scroll (First-Next-Previous-Last links) in this component, the OR logic applies; that is, one or the other must be true for that person to be selected. Contrast this to the AND logic discussed in the Using General Criteria to Select the Prospect Group section.

Campus

Enter a campus for this prospect group to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic program selected.

Recruiting Status

Select a recruiting status for this academic program if you want to assign regions, recruiting categories, and recruiters based on this criterion.

Recruiting Center

Enter a recruiting center for this academic program to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career you select and are subject to the user security established for recruiting centers.

Academic Plan

Enter an academic plan for the academic program in the Academic Program field to assign regions, recruiting categories, and recruiters based on this criterion. You can enter more than one academic plan. If you enter one academic plan, a person must have that plan to be selected for this prospect group. If you enter more than one academic plan, a person must have only one of the plans that you enter to be included in this prospect group.

Using Academic Interests Criteria to Select the Prospect Group

Access the Acad Interests Selection Crit (academic interests selection criteria) page.

Priority

Select this option to select prospects who have expressed a prioritized interest in certain subject areas.

Non-Priority

Select this option to select prospects who have not expressed a prioritized interest in certain subject areas.

Not-Applicable

Select this option to select prospects regardless of their expressed interest in any subject area. This is the default option.

Subject Area

Enter individuals for a prospect group who have expressed an academic interest in a common subject area. This field is optional and is based on the options that you selected (Priority, Non-Priority, or Not-Applicable). You can enter more than one subject area. For example, if you enter English and Math as subject areas, the system selects those people who have expressed an interest in either English or Math for this prospect group. Therefore, the OR logic applies; one or the other must be true for that person to be selected. Contrast this to the AND logic discussed in the Bio/Demo Selection group box on the first page in this component.

From and To

Enter an academic interest priority range. For example, you can select people for this prospect group who have expressed an interest in pre-law as their first or second interest choice. These fields are relevant only if you selected the Priority option.

Assigning Regions, Recruiters, and Recruiting Categories to the Prospect Group

Access the Assignment Crit (assignment criteria) page.

Assignment Selection

Regions and Categories/Recruiters

Select the criteria for processing this prospect group, such as assign regions to the prospect group; assign recruiting categories and recruiters to the prospect group. Alternately, you can select both the options assign regions, recruiting categories, and recruiters to the prospect group. The system selects both check boxes by default.

Region From

You can automatically or manually assign a region for the individuals in this prospect group. These fields are only relevant if you select the Regions check box.

School	Select this option to automatically assign a region for this prospect group, based on the primary location postal code of the school that the prospect last attended.
Address	Select this option to automatically assign a region for this prospect group, based on the home address postal code of the prospect.
Region Tree	Manually assign a region for this prospect group when you click the prompt on the Region field. Select a region from the list.

Important! If you plan to assign a regional recruiter to this prospect, you must enter a category of REGN (region) in the Category field.

Recruiting Categories

Complete the fields in this group box to assign recruiting categories to the prospect group. Use recruiting categories to target a prospect group for special attention during the recruiting and admissions business process.

Category	Enter a recruiting category for this prospect group (for example, HTST (high test scores). You can assign multiple recruiting categories. Define recruiting categories on the Recruiting Category Table page. Use these categories in the recruiting and application processes to target and report on students.
Sub-Cat (subcategory)	Select a recruiting subcategory, if known. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are (none), High, Low, and Medium. You can use a subcategory to indicate the priority of this recruiting category.
Existing Recrs (existing recruiters)	Select an option for handling existing recruiters for people in this prospect group. You can merge them or replace them with the recruiters that you are currently assigning. Merge appears by default.
Move to Application	Select this check box to carry forward the recruiting categories to the application records when individuals in this prospect group apply to your institution. However, you must set up your installation defaults to allow the system to copy the recruiting category. Select the Recruiting Categories check box on the Installation Defaults - AD page.

Multiple Recruiters - Assign

This group box becomes active when you assign recruiters to prospects by the region category.

All	Select this option to assign to this prospect group all of the region’s recruiters in the region that you define.
One	Select this option to assign to this prospect group one of the region’s recruiters in the region that you define. The system assigns the first recruiter who is assigned to this recruiting category.
None	Select this option to assign no recruiters if there are multiple recruiters for this category.

Recruiters

Prompt Category

Use this field to assign recruiters to the prospect group for all recruiting categories other than REGN. Select Categories to view the list of recruiters for the category in the Recruiting Categories group box. Select Recruiters to display a list of all recruiters, regardless of their category.

If you chose the REGN category, the Recruiting Categories and Recruiters group boxes become unavailable.

Recruiter ID

Enter a recruiter ID for the prospect group. The list of recruiters that appears depends on what you entered in the Prompt Category field.

Primary

Select this check box if you want to designate the recruiter as the primary recruiter.

Note. Save the page before you click the Run button.

Click Run to run this request at user-defined intervals.

Event ID	Enter the ID for the event that the prospect is attending (or attended).
Description, Event Type, and Attendee	The system displays the description, event type, and attendee when you select the event ID.
Meeting	Click this button to access the Attendee Meetings Page and view a list of meetings or sessions that are associated with this event.

Event Mtg (event meeting), Description, Meeting Date, Meeting Start Time,and Meeting End Time	Enter the event meeting number. The system then displays the event description, meeting date, meeting start time, and meeting end time.
Status	Select the attendee’s status regarding this meeting. Values for this field are delivered with your system as translate values. You can modify these translate values. Values are (none), Attended, Invited, Not Attend, and Will Attend.

Admit Term	Enter the admit term for this career and prospect group to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career n the General Selection Crit page.
Admit Type	Enter the admit type for this career to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career on the General Selection Crit page.
Campus	Enter a campus to assign regions, recruiting categories, and recruiters based on this criterion.
Acad Load (academic load)	Select the appropriate academic load for this career to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career entered on the General Selection Crit page.
Acad Level (academic level)	Select an academic level for this career to assign regions, recruiting categories, and recruiters based on this criterion. Note. If you have not entered an academic institution and an academic career on the General Selection Crit page, there are no prompt values for these fields.
Recruiting Status	Select the recruiting status to assign regions, recruiting categories, and recruiters based on this criterion.
Created On	Enter the date that prospect records were created to assign regions, recruiting categories, and recruiters based on this criterion.
Referral Source	Enter the referral source to assign regions, recruiting categories, and recruiters based on this criterion.
Recruiting Center	Enter the recruiting center to which prospects in this career are assigned to assign regions, recruiting categories, and recruiters based on this criterion.
Housing	Select a housing interest for this prospect group to assign regions, recruiting categories, and recruiters based on this criterion.
Interested in Fin Aid (interested in financial aid)	Select this option to select a prospect group by those who indicate an interest in financial aid.
Not Interested in Fin Aid (not interested in financial aid)	Select this option to select a prospect group by those who have specified that they are not interested in financial aid.
Not Applicable	Select this option to selects a prospect group regardless of their expressed interest in financial aid. This is the default setting.

Academic Program	Enter an academic program for this prospect group. Values depend upon the academic institution and career that you select on the General Selection Crit page. You can enter more than one academic program. If you enter more than one academic program (for example, Liberal Arts and Fine Arts) people who are in either the Liberal Arts or the Fine Arts academic programs are selected for this prospect group. Whenever you see a field in which you can scroll (First-Next-Previous-Last links) in this component, the OR logic applies; that is, one or the other must be true for that person to be selected. Contrast this to the AND logic discussed in the Using General Criteria to Select the Prospect Group section.
Campus	Enter a campus for this prospect group to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic program selected.
Recruiting Status	Select a recruiting status for this academic program if you want to assign regions, recruiting categories, and recruiters based on this criterion.
Recruiting Center	Enter a recruiting center for this academic program to assign regions, recruiting categories, and recruiters based on this criterion. Values depend upon the academic career you select and are subject to the user security established for recruiting centers.
Academic Plan	Enter an academic plan for the academic program in the Academic Program field to assign regions, recruiting categories, and recruiters based on this criterion. You can enter more than one academic plan. If you enter one academic plan, a person must have that plan to be selected for this prospect group. If you enter more than one academic plan, a person must have only one of the plans that you enter to be included in this prospect group.

Priority	Select this option to select prospects who have expressed a prioritized interest in certain subject areas.
Non-Priority	Select this option to select prospects who have not expressed a prioritized interest in certain subject areas.
Not-Applicable	Select this option to select prospects regardless of their expressed interest in any subject area. This is the default option.
Subject Area	Enter individuals for a prospect group who have expressed an academic interest in a common subject area. This field is optional and is based on the options that you selected (Priority, Non-Priority, or Not-Applicable). You can enter more than one subject area. For example, if you enter English and Math as subject areas, the system selects those people who have expressed an interest in either English or Math for this prospect group. Therefore, the OR logic applies; one or the other must be true for that person to be selected. Contrast this to the AND logic discussed in the Bio/Demo Selection group box on the first page in this component.
From and To	Enter an academic interest priority range. For example, you can select people for this prospect group who have expressed an interest in pre-law as their first or second interest choice. These fields are relevant only if you selected the Priority option.