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1. Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Copyright CSO Research Inc 20 CSO RESEARCH INC Memo Student Login Page Update System Refresh Setup Options Select Memo to Edit Example 5 Editing Role Student Login Page Memo Memo Step 1 Select the Role cr econ Where is the memo Skill Selection Window located Memo ID student_login aspx_Login Step 2 Select the Memo page or section you want to edit Step 3 Enter the text that Student Login will appear in the memo Welcome to the CSO University Career Services System Step 4 Click the Save button For further assistance please contact our office at 561 297 2694 or 1 pport h Step 5 Click the REFRESH UDport bcsoresearcn com button Welcome to our site please login below to get started You can enter raw HTML code ee in the text box or edit the HTML code created by the editor if you click the HTML tab You also have the option to preview your Memo by clicking the Preview Tab Student Login Page Student Login Welcome to the CSO University Career Services
2. From Default If the system event is triggered by a user action the e mail will sent using the e mail address in the user s profile as the From address unless the profile does not contain an e mail address then it will use this address For example if a student submits a Job Referral for a job and the Employer Job Referral Submitted system event is active then a e mail will be sent to the applicable employer and the From address will be the student s e mail address from their profile unless they do not have one Note Any system event noted as nightly is not generated by a user action They are generated every night at midnight based on certain dates that relate to the event The e mails sent for these events will always use the e mail address in the From Default field BCC Any e mail address entered here will be entered as a BCC on any e mail generated for an event Subject This is the default subject that will be used for the generated e mail Enabled Check this to turn on a system event If Enabled is not checked no e mail will be generated for a given event Any system event that is Enabled will have an asterisk next to it s name Lag Days Some nightly system events have a Lag Days option This option determines how many days prior to an event occurring will the e mail for this event be sent For example in the graphic above the Student Schedule Approaching Interview system event sends a reminder e mail to students signe
3. Step 1 Login as a student or employer Step 2 In the Resource IG Office Policies a Library section on the Home Ga Tips and Other Helpful Documents amp User Guides m page click the next to any Open View an Event Double click the event Hover over event for more info folder you wish to expand Create New Event Double click in the empty space on desired date time Export to Outlook Click the small Outlook icon in the desired event Once you have located the desired resource click it Step 3 A new browser window opens displaying the resource Student Home Page Resource Library The organization of resources within the library is managed by creating categories in which documents can be stored These categories appear in a tree like majors and can be nested to create main and sub categories with documents contained in each if necessary a TURN ON OFF RESOURCE LIBRARY TOOLS gt SETUP gt PERMISSIONS For Admins Menus gt Administrator gt Tools For Students Employers Admins Forms gt Home NOTE The permissions for the Resource Library are on by default for administrators but off by default for students and employers Creating a New Resource Sign Out Reports Packets Announcements Firewall Record Merge Resume Books Resource Library To Upload Categorize and Manage a Upload Library of Information Documents Setup Last edited August 2009 1
4. 9 30 AM 9 50 AM Default Admin 11 00 AM 11 20 AM Default Admin 11 30 AM 11 50 AM Default Admin This is your Slot Display Memo 12 00 PM 12 20 PM Default Admin that appears to Students and 12 30 PM 12 50 PM Default Admin Admins 2 30 PM 2 50 PM Default Admin 3 00 PM 3 20 PM Default Admin 3 30 PM 3 50 PM Default Admin Last edited August 2009 47 Unit 2 Interfase Supervisor s Guide Confirmation Memo This is a customizable memo that will appear in two places 1 After the Admin or Student has selected a time This text appears in the site on the Appointment Confirmation page Appointment Confirmed You have been confirmed for your Appointment If you need to cancel this appointment please click on the Cancel button or contact our office at 555 1234 Thanks Career Services Appointment Type Counselor Appt Date Thursday March 12 2009 Thisi Confi tion M Time 9 00 AM 9 20 AM Is Is your Connrmation Memo Description Default Admin that appears to Students and Admins cancer 2 This Confirmation Memo also appears in the Confirmation Email that is sent to the student along with the Appointment Type Date Time and Description Confirmation Email text You have been confirmed foryour Appointment If you need to cancel this appointment please click onthe Cancel button or contact our office at 555 1234 Thanks Career Services Appointment Type CounselorAppt Date
5. Interfase SUPERVISORS GUIDE Revised August 2009 advanced solutions for career services offices TRADEMARKS amp REGISTERED PRODUCTS The following products are registered and or trademarked to the listed companies Microsoft is a registered trademark and Internet Information Server Internet Explorer Windows and Windows NT are trademarks of Microsoft Corporation NetScape is a trademark of NetScape Inc All other names are registered trademarks of their respective companies CONVENTIONS The following conventions are used in this manual CSO represents CSO Research Inc WWW represents the World Wide Web URLs and e mail addresses are printed in blue and underlined LICENSING With the purchase of Interfase you are authorized to install the Interfase software on one 1 machine for the period of one 1 year 12 months Continued use of the Interfase software beyond this period requires the payment of a yearly every 12 months license and maintenance fee Refer to your purchase agreement for more details about this fee SUPPORT Every attempt has been made to make this documentation complete If questions or problems do arise you can get technical support from CSO Research Inc CSO Research Inc P O Box 340819 Austin TX 78734 866 705 4201 toll free ext 1 support csoresearch com TABLE OF CONTENTS Unit 1 Tools eI CUO EO PR E EEA 6 Audit Log HIStory Jesien E ETE EEA 6 Delete LOG enirn
6. PRE ors When the Admin Type is selected Followup Date in the Visit Reason it will display a list of Followup Required Administrators to students save cancel When Miscellaneous Visit Reasons are not linked to a database they create an Observation note in the student s activity Therefore when setting up the Miscellaneous Visit Reason you can default some of the observation field selections In the observation note the submit date time is your students Check In date time Reason Name The text you type here will correspond to the drop down box students will see when the Check In for an event Other examples e Use the Career Resource Library e Walk In Resume Critique e Practice Interview Admin Type This field matches a field in the Administrator profile called Admin type Whichever administrators have this selected in their profile will appear to students when they select this miscella neous visit reason Students will see a list of your Administrators and once checked in an e mail will be sent notifying them the student has checked in If no Admin Types are selected the students will not see a list of Administrators only a text box to type in notes that will appear in the Observation note Adding Administrators to the Check In list If you want an administrator to appear in the Counselor list go to the administrators profile and add it to their profile e Databases gt Admin gt Search e Click Edit in the Control Inf
7. There are two types of templates Packet and System Events Packet templates include the cover pages for resume packets and the Career Event Invoice and Receipt There is a separate template for each type of packet in the system Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Last edited August 2009 35 Unit 2 Interfase Supervisor s Guide Update System Refresh Setup Options Legend Download CSV Sample File P Download Default Template File ch Download Custom Template File Manage Packet Templates Event Settings Templat Action Career Event Resume Drop Packet iiir packet of students that dropped to a career fair Edit Career Event RSVP Packet E ume grea of students that submitted an RSVP to a Edit Student A resume packet generated from a student search arep Subject CSO University Here is the requ Hello Body Below you will find a link to the resume packet you requested Please click the link to see the resumes for those students that met your search criteria gt HTML Q preview A resume packet of students on a waiting list W
8. EJ award period aa a Step 1 Enter a Start Work study Award Periods Date and End Date in start Date End Date Action Add New Award Period 9 1 2009 12 15 2009 Edit Remove section 1 5 2010 5 31 2010 Edit Remove 6 1 2010 8 15 2010 Edit Remove Step 2 Click Add Period J Bu Add New Award Period Step 3 Click the Start Date Refresh button Job Menu Categories End Date This function allows you to define Job Menu Categories for student job search You can have up to 10 separate categories Each category appears as a separate menu option under Jobs on the student main menu Job menu categories will allow you have different student roles see a separate set of jobs Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes To create a Job Menu Category go to Tools gt Setup gt Job Menu Categories Tools Help Sign Out Activity Log Reports Packets Codes Memos Announcements Firewall Menus Record Merge Forms Resume Books A Roles Resource Library Upload Permissions Settings T
9. Form Type and Password Form Item Failure Message invalid letters numbers punctuation Required Yes M STEP 2 Check the Password E STEP 3 Click the Save button Password Security Update System Refresh Setup Options STEP 4 Go to Tools gt n Setup gt Permissions Open Manca ddiemmian Student and select Personal Categories Information Menus Permissions Action Confirm Password View Student v AdminNoEditRole p Personal Information V AdminRole Demographic Information ae STEP 6 Check each Role that r sn History rr MS e n i x then pp ae v ConsAdminRole click the p ate link z v CoopStudentRole Additional Information Control Information V GuestStudentRole STEP 7 Click the REFRESH Qualifiers JBAdminRole button me Documents v 28StudentRole Copyright CSO Research Inc 24 CSO RESEARCH INC Password shows up as dots astericks in Student Profile Home MyProfile Databases Tools Help Sign Out Home gt Student Profile Page Functions Viewing Student Lynn Berger Make Appointment Disable Required Fields Print Forms gt 3 View Documents gt Profile View Personal Information Demographic Information Skills Additional Information View Activity gt Miscellaneous Information Coop Timeline Control Information Qualifiers Delete Quick Search seve With the Password c ee confirm field turned on Last
10. In the Create New Template section type in the name of the template in the Template Name field Create New Template Template Name SS Merge File Users Admins L Students Employers Generate PDF STEP 3 In the Merge File field click the Browse button to locate the merge document that will be uploaded and click Upload Last edited August 2009 9 Unit 1 Interfase Supervisor s Guide STEP 4 Select Users Check Admins Students and or Employers to make this merge template available to each of those respective user types STEP 5 Select Generate PDF if applicable When a record merge is generated it will by default be produced as a Word document If you check Generate PDF the Word document will be converted into a PDF document before it is presented to the user STEP 6 Click the Add button The template will now appear in the Available Templates section Available Templates Name PDF Admin Student Employer Actions Chris Job Report O sw C C Download Update Remove Job Flyer O wd Ti F Download Update Remove Job Printout 1 with contact 0 Wf C Download Update Remove Job Printout 2 O W Download Update Remove Job Printout for Students O wx Ti Download Update Remove Running a Record Merge from the Job Profile Page Functions Viewing Job 1560 Assistant Editor Intern Copy Job gt Copy To New ViDisable Required Fields c Schedule Print Forms
11. Last edited August 2009 51 Unit 2 Interfase Supervisor s Guide Code Mapping Code Mapping allows specific job codes in your Interfase site to be mapped to corresponding codes in MonsterTrak If you use the Consortium module please note that MonsterTRAK code mapping works just like Consortium code mapping There is one TRAK code for Job Stream MonsterTrak Occupation Job Category Edit Occupation Code Mapping 1 To map your codes click Edit Occupation Code Mapping NOTE You can link one MT code to multiple CSO codes Career Ad Network CAN Setup is located in Tools Setup MonsterTrak Features To turn on the Career Ad Network CAN Monster Code Mapping Code Type i MonsterTrak Industry save cancel MonsterTrak Code Industry Accounting and Auditing Services Advertising Marketing Agribusiness Architecture Urban Planning MEME RUM E Advertising Marketing Architecture Urban Planning 1 Click Turn Feature On MonsterTrak Career Ad Network Feature The MansterTrak Career Ad Network CAN will allow a student to instantly view target job ads The job ads will appear to a student in three locations 1 on the home page 1 on the right 1 on the job search page 1 on the right and 1 on the job search results page 1 on the right The job ads are targeted to the student based on the Site Definition Current Status Off Turn On Feature Copyright O CSO Research Inc 52 ADVANCE
12. You can use this function to mass upload entries into the firewall The import routine will append the entries from the import VT file to the entries already in the firewall and will disregard any duplicates Pending voc Last Viewed v If you wish to overwrite the entries already in the firewall you must Clear All first and then Import Quick Links v o The import file must have a CSV extension The format for the import file must be don t include the ssn first name last name Import Firewall Data Select File to Upload Browse Import Data The firewall import file format is ssn student first name student last name This must be a CSV comma delimited file and does not require column headers OA B 0172358 Jessica Zell 184348 an Tamlin 3 0010877 Tonya France 4 0439778 Val Corder 5 0753347 Angela Calebson 88555 Sandra Hendrickson Copyright CSO Research Inc 60 CSO RESEARCH INC An Administrator can add students on an individual basis All that is needed is the student ID or SSN first name and last name Firewall Search SSN iM First Name Last Name Add Firewall Entry SSN 987654321 First Name Susan Last Name Chen Ol Add Miles m An Administrator can Edit or Remove the Firewall entry too Firewall Search Results Change Criteria SSN First Name Last Name Action 987654321 Susan Chen Add Firewall Entry SSN First Name Las
13. or 2 1 will cause this site to ignore Daylight Savings Summer Time 1 will use U S Daylight Savings Time and 2 will use E U Summer Time Last edited August 2009 33 Unit 2 Interfase Supervisor s Guide System Email Body View Documents Timed Out Enter the text you wish to appear in the email that will be sent to a user if a request to view documents times out The email will contain a link to the documents System Email FROM View Documents Timed Out Enter the FROM address you wish to appear in the email that will be sent to a user if a request to view documents times out System Email Subject View Documents Timed Out Enter the subject you wish to appear in the email that will be sent to a user if a request to view documents times out System Employer Search Wildcard Enter True or False If true this setting will automatically add a wildcard to the beginning of any employer organization name search criteria If false it not automatically add it but it can be added manually System Enable Major Category Selection Enter True or False True will turn this function on and false with turn this function off System External Services CollegeRecruiter Enter True or False True will enable CollegeRecruiter links and images to appear for students System Jobs New Job Expiration Default Enter the number of days from today s date that new jobs should expire This option will default the Post Date to today s
14. 5 Profile View Position Informa Chris Job Report j Qualifiers Job Flyer Position Information Job Printout 1 wit j Job tact ob Form mad P Job Listing Date 02 16 2009 Job Printout 2 2 dj Major Job Printout for organization Nar Students Linked COMPANY oe EEE Glad Company Name BNP Media Company Contact Address Step 1 Click the arrow iin eo next to Print Forms to E Mail view selections TT Job Number 1560 c Job Title Assistant Editor Intern Step 2 Select the Wage Unpaid template you wish to use Hours per week Description Your merged report opens in another browser window Qualifications Desired majors English Journalism Communications LA OMA 7f Note Along with the Admins Students and Employers user setting in each record merge template permissions also play a part in which users have access to Record Merge The users setting in each template defines when a particular user type will have access to that template at all But permissions can control whether Record Merge is available for a specific groups of user and a specific record type For example you have a job record merge template that has Employers checked for users Unless a given employer has the permission for the Function Print Forms View for a specific record type then even though the employer technically has access to the template they still can t run it because they cannot access
15. Days Allowed for Edit Administrators System Appointments Future Signup Days Allowed For Edit Students System Base URL https www myinterfase com training Edit System Check In Enable swipe scan true Edit System Checkin Event Id for 2nd Quick Checkin Edit System Checkin Event Id for 3rd Quick Checkin Edit System Checkin Event Id for 4th Quick Checkin Edit System Checkin Event Id for 5th Quick Checkin Edit System Checkin Event Id for Quick Checkin 226 Edit System Check In Print nametags during event checkin false Edit System Check In Print student graduation date on name tags true Edit System Check In Print student major on name tags true Edit System Check In Student Profile Field Student ID SSN Edit System Daylight Savings Summer Time 1 Edit System Email Body View Documents Timed Out Below is a linkto the documents you requested Edit System Email FROM View Documents Timed Out jason csoresearch com Edit System Email Subject View Documents Timed Out Requested Documents Edit System Employer Search Wildcard true Edit System Enable Major Category Selection true Edit System External Services CollegeRecruiter false Edit System Jobs New Job Expiration Default 30 Edit System Login Allow Reset of Forgotten Password true Edit System Login Failed Login Account Inactivation false Edit You requested that your
16. Fmnlaver Inh Posting Pavment Amount 0 Copyright O CSO Research Inc 28 Edit a System Setting STEP 1 Click the Edit link to view a description of the setting Action STEP 2 Enter a value in the text Edit box The description of the Edit setting contains information on Edit what values are applicable for Edit each setting Edit Edit STEP 3 Click the Update link Fditl STEP 4 Click the REFRESH button CSO RESEARCH INC Settings Defined Admin Name Value Action Admin Career Events Registration E mail Address RegistrationContact Edit Admin Disable Required Fields Default true Edit Admin Home Maximum Number of Last Viewed Records per category 10 Edit Admin Session Timeout 240 Edit e Admin Career Events Registration E mail Address Enter LinkedContact or RegistrationContact This determines what e mail address will be used when an administrator sends an e mail from a career event registration e Admin Disable Required Fields Default Enter True or False True will automatically check the Disabled Required Fields function e Admin Home Maximum Number of Last Viewed Records per category Enter a number of records to keep of last viewed profiles e Admin Session Timeout Enter a number of minutes This equals the amount of time the system will allow an open session to sit idle before automatically logging out Employer Employer Job Posting Paym
17. Thursday March 12 2009 Time 01 00 PM 01 20 PM Description Step Four Click Save Note The administrator will receive an email that an appointment has been made with the student information Copyright CSO Research Inc 48 CSO RESEARCH INC MonsterTrak Features Integrated Job Stream Setup is located in Tools gt Setup gt MonsterTRAK Jobs Help Sign Out Activity Log Reports Packets Announcements Memos Firewall Menus Record Merge Forms Resume Books Roles Resource Library Permissions Settings Upload Templates Timelines Timeslots Document Categories Default Sorts Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features D a To setup MonsterTRAK Site Definition 1 Click Edit Setting MonsterTrak Site Definition The Site Definiton setting will provide MonsterTrak with specific site information necessary when students apply to MonsterTrak job postings and to supply target MonsterTrak Career Ad Network CAN information This setting must be configured for Jab Stream and or MonsterTrak Career Ad Network CAN to function properly Current Setting not configured Edit Setting 2 Select your school from the drop down list AIT OTCE INSTITUTE or 1ecnnoiogy Akron Institute Alabama A amp M University Alabama Southern Co
18. a session is active how your system works overall before system times out Make a resume required for registration Allow students to self register Turning on or off the completeness check to see that students filled out all required fields and or uploaded a resume Templates Customize the cover pages of the various Turn on the STET email that alerts the resume packets as well as the System A a that a student cancelled Timelines TEE cle templates to use on When CETT a new interview schedule Interview interview schedules with common a timeline template can be selected to Schedules timeline configurations Each template automatically populate the timeline can be made up of any number of section with predetermined sign up timeline entries and you can have as many methods and CONES PBa dates based Timeslots Interview Schedules Create timeslots templates to use on When creating a new session you interview schedules with common can import a timeslot template to timeslot configurations Each template automatically populate the interview can be made up of any number of session with timeslots timeslots and an unlimited number of For example 8am 9am 10am 11am Create additional document categories Create a new category called Cover and setup permissions and document Letters Students then select a cover forwarding on those categories letter and resume to submit to a job or Document Categories Default Sorts Set
19. and Action Target Jobs 3 Choose a Start and or End Date range if necessary Click Retrieve Log 5 ACSV file is created with the requested audit log entries that you can download and use in other applications Note The Audit Log Download only pulls historical audit records This means the results will not include any records from the current day JI Per Record As an administrator you can view the audit log for any main record in the system by clicking the A under Activity for that record Viewing the audit log for a specific record will Show both the log entries for which that record is the source and the target For example the audit log for a specific student might show a log entry that an Administrator source edited the student target and an entry that the student source viewed a job target Note When viewing audit information for a record you will initially only see the last seven days worth You must click History at the bottom of the Audits section to view audit information beyond the last seven days This information will not include any records from the current day Student Search Results Page Student Search Results Change Criteria Save Search 4 Prev 1 2b Di i 1 of 157 items 1 to 10 of 1565 O Record ID User Name First Name Last Name Applicant Type Classification Majors click Add Primary Email Status Activity M lvl lh bl kh bie A 1 pending JR Pendster Full time Part Sophomore Accoun
20. com site studentregistration aspx Click here to register lt a gt Last edited August 2009 5 Unit 4 Interfase Supervisor s Guide lt div gt lt div style padding left 115px padding top 8px font size 10pt font family verdana arial helvetica sans serif gt I NOTE replace site with your site and change ac to applicable noted below lt student ac 274 mentor ac 174 employer remove ac completely faculty ac 074 gt lt a href https www myinterfase com lt site gt passwordreset aspx ac 274 gt Forgot Password lt a gt S cw div Sca lt form gt lt body gt html Copyright O CSO Research Inc 76 CSO RESEARCH INC 4 3 Shibboleth The Shibboleth integration allows for the creation and update of student data in CSO Interfase based on data attributes passed during the Shibboleth interaction Shibboleth provides a secure and standardized structure for the passing of data in a single sign on scenario If you use Shibboleth you would not need to upload student data as you would with the regular Student Passthrough Authentication This option can be setup to update data when a student logs in each time and also automatically fill out data fields if the student is registering for the first time Shibboleth is very customized to each school please contact your account manager for further information about this feature Last edited August 2009 7 adv
21. created it will initially appear at the root level of the tree To nest a folder select it and drag and drop it in the desired location See To re organize an existing or folder in the Managing the Resource Library section for more information on organizing the Resource Library Once you have completed the process of creating a new resource the resource is available in the Manage Resource Library section under the applicable folder It is also immediately available to students and or Employer contacts in Resource Library on the respective Home pages Copyright O CSO Research Inc 12 CSO RESEARCH INC Managing the Resource Library Managing the Resource Library consists of editing and re organizing existing resources and folders To edit a resource or folder in the Resource Library go to Tools gt Resource Library resis Help Sign out Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Resource Library To Upload Categorize and Manage a Library of Information Documents Upload Setup STEP 1 In the Manage Resource Library section select the folder or click the next to the folder category to select the resource that you wish to edit STEP 2 Make the necessary changes a Resource When editing an existing resource you have the ability to change the resource title and the Available To options You can use the Action links to View the resource Upload an u
22. span panelLabel float left width 115px text align right font size 10pt font family verdana arial helvetica sans serif div panelRow span panelFormw float right width 150px text align right lt style gt lt head gt lt Dpody I NOTE replace site with your site and change user to applicable type student employer mentor faculty gt lt form method post action https www myinterfase com site student home aspx gt lt input type hidden name offsite id offsite value 1 lt div id container gt div id main style width 400px gt lt div class panelRow gt lt span class panelLabel gt User Name lt span gt lt span class panelForw gt lt input type text id username name username gt lt span gt lt div gt lt div class panelRow gt lt span class panelLabel gt Password lt span gt lt span class panelForw gt lt input type password id pwd name pwd gt lt span gt lt div gt lt div style padding left 115px gt lt input type Submit id submit value Login gt lt div gt div style padding leitu l 5px padding top Lops iontesize I0pt font family verdana arial helvetica sans serif gt I NOTE replace site with your site and change page to applicable reg page sSLudentregisLraLi0Dn aspx CONLACL ZegisLragLlOD aspx mentor reg aspx s a href https www myinterfase
23. token retrieve the key and iv from our protected storage byte key Convert FromBaseo4string Application setting key Tostring byte iy Converl FromBbaseo4ouring Application setting iv Tostring create the AES transform RijndaelManaged crypt new RijndaelManaged ICryptoTransform tx crypt CreateEncryptor key iv Last edited August 2009 71 Unit 4 Interfase Supervisor s Guide create the stream storage for encrypting using MemoryStream mem new MemoryStream using CryptoStream cstream new CryptoStream mem tx CryptoStreamMode Write using StreamWriter writer new StreamWriter cstream write the user name gt lt 0x08 gt lt timestamp gt into the encryption stream Wwrliier Wriile student user name T Convert ToChar 0x0 Tostring DateTime Now ToString writer Flush cstream Flush cstream FlushFinalBlock mem Position 0 read the encrypted bytes using BinaryReader reader new BinaryReader mem the data byte array contains the encrypted bytes byte data reader ReadBytes int mem Length convert the byte array into a base 64 string string sData Convert ToBaseo4String data url encode the string to remove invalid query string characters sData System Web HttpContext Current Server UrlEncode sData build the final pass through link string sLink http www myinterfase com demo student school lo
24. work study award period Tools Help Sign Out Activity Log Reports Packets Memos Announcements Menus Firewall Forms Record Merge Roles Resume Books B Permissions Resource Library Settings Upload Templates Timelines Timeslots Document Categories Default Sorts Work study Award Periods Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features You can create as many work study award periods as you wish assuming you know the exact dates for each period Additional periods can be set up at any time Please note that not all Interfase sites are enabled with the Student Employment module This feature requires fees in addition to the Interfase license fee The Work Study menu item will be turned on to offices utilizing this feature Last edited August 2009 41 Unit 2 Interfase Supervisor s Guide Note The dates entered in each work study award period must not overlap any other period Interfase will prevent you from creating this situation Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Setup a work studey Update System
25. 1 Unit 1 Interfase Supervisor s Guide STEP 1 Enter the Resource Title In the Add Resource Item section enter the name of the resource in the Resource Title field This is the name that will be displayed Add Resource Item Resource Title Tips for Interviewing Available To Admin F Student D Contact L Faculty Add To Folder Tips and Other Helpful Documents ka Create New Folder STEP 2 Select who the document will be available to Check Student if the resource should only be available to students Check Contact if the resource should only be available to contacts Select Admin Student Faculty and Contact if the resource should be available to all STEP 3 Identify folder category Select the folder category the resource will appear in by either selecting an existing folder from the Add To Folder drop down list or by entering the name of a new folder in Create New Folder STEP 4 Click the Add Resource button STEP 5 Browse for document Enter the path of the document or click the Browse button to locate the document that will be uploaded into the Resource Library Accepted document types are Microsoft Word doc Microsoft Excel xls Microsoft PowerPoint ppt or a PDF You may also choose to enter a web address Upload Resource Select File to Upload Browse OR Insert Full URL ex http xxx xxx com STEP 6 Click the Upload button New Resource Tip 9 When a new folder is
26. 42 Mo dsuppot cob Agent Yes 42 2008 1 42 No Copyright CSO Research Inc 8 consuming to search through Clear Email Log will clear all processed entries in the log Any unprocessed entries will remain because they may be related to e mails that are currently queued and waiting to be sent CSO RESEARCH INC 1 2 Record Merge The Record Merge setup tool allows an Administrator to create Record Merge templates to easily merge the data from a single record For example if an Administrator wanted to print a particular job for a student instead of printing the Job Profile which would include everything on the screen screening options control information contact information and so on the Administrator could select a job template and merge print only the relevant job information for the student Note For information on creating record merge documents please see the information contained on the Record Merge screen in your Interfase system To upload a new merge template go to Tools gt Record Merge Help Sign Out Activity Log Reports Packets Announcements Firewall Record Merge z To Upload Update Download or Remove Record Merge Report Templates Resume Books Resource Library Upload Setup STEP 1 In the Template Category section choose a template category Template Category n Administrator Mentor 2 pu Observation 2 an Placement a Referral STEP 2
27. 8 Job Applicant Types ok iMenu Rem 9 Monu item i0 Teeseeeee enne een g i e fee 2 Select the Job Menu Item s under which you d like the MonsterTRAK Jobs to appear 3 Check the Show MonsterTRAK Jobs box EXAMPLE You may decide to show the MonsterTRAK Jobs in Full Time and Part Time Job Menu Categories but have it turned off in the Work Study Job Menu Category Last edited August 2009 53 Unit 2 Interfase Supervisor s Guide Student Roles To control the Student Roles that can view the MonsterTRAK Jobs Go to Tools gt Setup gt Permissions Go to Searches gt Search Results gt Job Click Edit next to MonsterTRAK Job Search Results Select the Student Roles you wish to view the MonsterTRAK Jobs Click Update Click Refresh Manage Permissions 9 Ido GEL IO ues Permissions Action Activity View Ed Activity Audits View Activity Observations View Activity Placements View Activity Referrals View ApplicantTypes View Employer OrganizationName View ExpireDate View Job Category View Job Location View JobDescnption View JobStatus View JobTitle View MonsterTrak Job Search Results Update Cancel SERRE m a pH StudentOCRAccessRole StudentStdAccessRole PositionTypes View Edit PostDate View Edit Save Search Job Agent Option View Edit I Copyright O CSO Research Inc 54 CSO RESEARCH INC
28. AR nest am E E R 7 Eal Mere MN 8 122 reef MEG Emm 9 1 3 Resourca D RTT 11 creating a New RESO UICC siisii rE EEIE RUNE DIR OH EN SE SETE AA SCOE ai TUE 11 Managing the Resource EIDEM svsszssvnscssevevsscsssaseonsunsancssocesuesuenivoxsessnndexssirsevoteissnvsasiaunsacessustuenieuceonsneasasvenenssands 13 Unit 2 Configuration amp Setup Options SSD Me E E E E A E E ee E E E T EE 16 UD MO OR A A A E NI MINE 16 4o c AE M A E N E E A A A T E tt 18 MENO eei E E E E ss 20 BUSTS E E E E I T E A E E A A 22 FON esa mmm 23 Melt P 25 XAR RETE E Om 27 empor 28 DAS m T t 35 Interview Schedules Timeline Templates sn 37 Interview SCINC ONES Ties IO ES sese inre nuit tmo nn a no di ni 38 Document Cala d OBS ne Rm D iiim EU 40 Dergult SOIfSoosodomutmna diuina edi mio nac diu MEM UIIDUI ad ID NO 40 ER reinii aaea E EAT E NEEE E 41 Workotudy Award Periods SE ae a eo E dm ni 41 Job Menu t atedoridso a a a a lan 42 UTS COT don 43 LocaliZdtiofie csse E E E E A peas ooaestousanes aaeeeiaies 45 lees uibs A eee eae 46 Mo nsterirak AU BS ne a eva a D onu 49 arre lom m 55 Unit 3 Uploading Data Bia OO a au nn 60 BZ UDO 0 MM RER RNROCERTC O 62 Student DICO PONT A UPS 62 JOD ROA go URS iN ON a rh 0 64 ODA OS F
29. Check In Please note that not all Interfase sites are enabled with the Check In module This feature requires fees in addition to the Interfase license fee The Check In menu item will be turned on to offices utilizing this feature As an administrator you can setup 5 different Visit Reason types that will allow for students to check in for a variety or reasons Below are the 5 types of reasons Reason Types 1 2 3 Career Events Only 1 Career Event Reason Type can be created Any student can Check In for a Career Event Reason Type whether they have RSVP d for the event or not Interview Schedules Only 1 Interview Schedules Reason Type can be created Only students who have signed up on an interview session timeslot can check in Information Sessions Limited to an Interview Schedule Only 1 Information Session Reason Type can be created Only students who have RSVP d for the Information Session can check in If a student has not RSVP d for the event it will not display to them at Check In Appointments Only 1 Appointment Type can be created Only students who have scheduled an Appointment using the Appointment Scheduler can Check In for an appointment Miscellaneous Unlimited Miscellaneous Reason Types can be created A student does not need to have taken any previous action to check in for this type Creating Visit Reasons 1 Log into your Interfase site as a Supervisor Administrator Create Visit R
30. D SETUP OPTIONS Job Menu Categories CSO RESEARCH INC To control which Job Menu Categories in which MonsterTRAK Jobs appear Go to Tools gt Setup gt Job Menu Categories Tools Help Sign out Activity Log Reports Packets Announcements Codes Firewall Record Merge Resume Books dum Resource Library A Upload Permissions Settings Templates Timelines Timeslots Document Categories Default Sorts Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features For each Job Menu Category there is an option called Show MonsterTrak Jobs Note The Job Stream MUST be turned on to see this option Additionally the Job Stream option will not function in any Job Menu Category for which you have checked Screen Only The MonsterTRAK Jobs option will not be available if you have the Screen Only option checked nd OS i Refresh Setup Options Refresh Complete S UU iJob Monu Links i Configuration M i poc EE EE EE eee iMenu Rem 1 ij Menu item i by default vue i ii an applicant type on it ata i Menu Item ij d i n enon os ii types you specify below i Menu Hem 3 i 1 ti Menu Item 4 ij Name Menu item H i quum eres Menu Rom 5 i Display Job Search u A MonsterTrak Job Search Results cannot be i ii v f enabled Screen menu opti Menu Item 6 H Screen Only ivi uncus i ij iMenu Rem 7 Work study i Hm D iMenu Item
31. Employer Jobs Self Referral Employer E mail Address Enter LinkedContact or JobContact This function tells the system which e mail address to use for sending the employer e mail LinkedContact will use the e mail address contained in the profile of the contact linked to a job JobContact will use the e mail address contained in the contact information section that is part of the job profile This function if not valid unless Self Referral Employer E mail is set to True Last edited August 2009 29 Unit 2 Interfase Supervisor s Guide Faculty Mentor Employer Login URL Enter the employer URL for your system The employer URL for your system should be the employer root address of your Interfase system ie http www myinterfase com employer Employer Registration Allow Self Registration Enter True or False True will turn this function on and False turns it off Employer Registration Click here to register text Enter text to be used as registration link Employer Registration Completeness Check Enter True or False True will turn this function on and False turns it off This function will require an employer to complete the required fields in their profile before they can submit it to your office Employer Searching Students Resume Required for Inclusion Enter True or False True will turn this function on and False turns it off This determines whether students available to employers in a student search m
32. Enter the base URL for your system The base URL for your system should be the root address of your Interfase system ie http www myinterfase com e System Check In Enable swipe scan Enter True or False True will enable swip scan for the student check in system System Checkin Event Id for 2nd Quick Checkin Enter Event Record Id for 2nd Quick Checkin System Checkin Event Id for 3rd Quick Checkin Enter Event Record Id for 3rd Quick Checkin System Checkin Event Id for 4th Quick Checkin Enter Event Record Id for 4th Quick Checkin e System Checkin Event Id for 5th Quick Checkin Enter Event Record Id for 5th Quick Checkin System Checkin Event Id for Quick Checkin Enter Event Record Id for Quick Checkin e System Check In Print name tags during event checkin Enter True or False True will print student name tags when they checkin to a career event Requires Dymo label printer attached to Kiosk e System Check In Print student graduation date on name tags Enter True or False True will print the additional information of student graduation date on the name tags Available only for those using the Check In Module e System Check In Print student major on name tags Enter True or False True will print the additional information of student major on the name tags e System Check In Student Profile Field Select Profile Field e System Daylight Savings Summer Time Enter 1 1
33. For this reason the school must use caution in storing and protecting the key If the key is ever stolen an Administrator can quickly enter Interfase and generate a new key to prevent the old key from being used Encryption Settings Block size 128 bits Feedback Size 128 bits Key Size 256 bits Mode CBC Padding PKCS7 Time Synchronization for CSO Hosted Sites Clients hosting their Interfase application on CSO s production servers will need to synchronize the clock on the machine creating the timestamp with our domain CSO uses NTP to keep all of our servers in sync with time nist gov Troubleshooting Passthrough Authentication Message An error has occurred on this page This message indicates one of the following problems The timestamp is not synchronized with the time nist gov NTP server The timestamp is not sent using the central time zone The encrypted token is not valid Message Either your session has timed out or you have requested a secure page without logging in Please log in and try again This message can occur if the Interfase site is launched within a frame in the school s portal The Interfase site should be launched in a new window or should be used as a redirect from the portal Code Samples The following samples show how to generate the login link in different languages C Sample Code The following sample code shows how to use the Microsoft NET framework v1 1 to create the query string
34. Interfase The second value is a timestamp formatted as MM DD YYYY HH MM SS representing a 2 digit month and day 4 digit year and 24 hour 6 digit time of the day All timestamps are compared to CST time The values combined should look like user name gt lt 0x08 gt lt MM DD YYYY HH MM SS gt This entire query string is then encrypted using the AES block cipher The resulting cryptographic array of bytes is then base 64 encoded to a string Finally the base 64 string is html encoded so that it can safely be passed in the query string c id value Once the encrypted query string c id token has been generated the token will only be good for 10 seconds The short lifetime of the token prevents malicious users from retrieving tokens contained in proxy and web server logs and using them to automatically authenticate as the student The redirect should be formatted http student school login aspx c id lt token gt Key and IV The key and IV are generated in each Interfase site and are used for encryption decryption of passthrough data See the Key Management section in this guide for more information on how to obtain or change your key and IV The key and IV for Interfase need to be rigorously protected by the campus system If a malicious user Copyright O CSO Research Inc 70 CSO RESEARCH INC were to steal the key and IV they could determine the token format and login as any student by brute force guessing of user names
35. Manage System Events section are system emails Each event listed is an email that is sent by the system based on when that event occurs and certain options in that event Manage System Events Event Settings Action ADMIN Employer Submitted s See eats es Noe TO ROM uem Schedule Preselect Picks Occurs when an employer submits preselection picks Edit ADMIN Preselects Incomplete Occurs if preselect picks have not been completed It is sent Edit frninhthrt arhan tha mracalact diia data ic tha mimhar nf lan Aawe auia STUDENT Schedule Approaching Occurs to remind a student of an upcoming interview It is Upload Update Interview nightly sent when the interview is the number of lag days away Clear Cancel From Default support csoresearch com To turn on An asterisk BCC ee a system appears next Subject REMINDER Approaching Interview event email to the event Enabled a check the box name to Lag Days 2 P dra indicate that ee hs Occurs to remind an accepted student that the FCFS sign up nabieda Nela ENT Schedule Approaching opone e Aur ES EX TR lost period for a schedule is approaching It is sent when the n Ret eth Edit the yam C sign up period is the number of lag days away email is enabled Copyright O CSO Research Inc 36 CSO RESEARCH INC Each system event template may contain the following options System Events are plain text and cannot contain logos
36. OR a a ne ee 65 PAV TOM MTV a FOTOS E re ne an deu aie nil 65 Scheduling an Upload to RU nee t 66 MISTI l e c nale o e er a a le 67 Creating a Custom Student Upload Project 67 Running a Custom Upload POS nu ne alerte 68 Unit 4 Login amp Authentication Options 4 1 Student Passthrough Authentication ss ssessseseessessesseeseeseessesseeseeseesseoseeseoseesseoseosesseoseessessesseoseessessesseoseoseeseesss 70 D RIC NN TRE 75 aie MON Hg A E E E EE E E AAE E E A EAA EAN 77 BLANK PAGE Tools Sections Unit 1 1 1 Activity Log Unit 1 of the Supervisor s Guide will contain information 1 2 Record Merge Log Record Merges and the Resource 1 3 Resource Library Unit 1 Interfase Supervisor s Guide 1 1 Activity Log To access the Activity Log go to Tools gt Activity Log The Activity Log menu includes access to three 3 activity logs Audit Log for searching and viewing audit records history Delete Log for viewing logged information about the deletion of main records by admins Email Log for viewing logged information about any emails sent from within Interfase Tools Help Sign Out Activity Log JD To View and Search the Activity Logs Reports Packets Announcements Firewall Record Merge Resume Books Resource Library Upload setup Audit Log History The Audit Log function allows administrators to search and view the audit history records of main records Interfase logs m
37. Packets It is important that the uploaded file Announcements and its data be in the proper format Firewall for the upload process to function correctly It would be advisable to let CSO Research Support review the first upload file to make sure the format and data in the file is correct and ensure a successful import Record Merge Resume Books Resource Library Upload Setup Student Upload Format There are two student upload formats that can be used for importing student data The second format listed below is the same as the first option plus some additional fields If are using Interfase to handle student employment and you want to import work study information for student use format 2 If not use format 1 FORMAT 1 Overwrite Match SetStatus GeneratePasswords lt options data gt FirstName MiddleName LastName UserName StudentID EMail BirthDate Passwor d LocalAddress Address1 LocalAddress Address2 LocalAddress City LocalAddress State LocalAddress ZipCode LocalAddress Country LocalPhone LocalPhone2 PermanentA ddress Address1 PermanentAddress Address2 PermanentAddress City PermanentAddress State PermanentAddress ZipCode PermanentAddress Country PermanentPhone PermanentPhonez2 Cit izenship Classification ExpectedGraduationDate ExpectedDegree Major GPA Advisor Applype lt upload data gt Copyright CSO Research Inc 62 CSO RESEARCH INC FORMAT 2 Overwrite Match SetStatus GeneratePasswords AwardDate lt op
38. Screen Only and Work Study Step 4 Select the Applicant Type s that the jobs must have in order to be shown under this menu under Job Non Active Statuses Step 5 Click the Save button Step 6 Click the Refresh button to post these changes to the system Employer Edited Job Show MonsterTrak Fl Jobs Nu Note Once you have completed the set up of a job menu category you must use Permissions to turn that category on for applicable student roles They are located in Menus Student Jobs in Permissions Custom Fields This function allows for the setup of an unlimited number of customized fields in Interfase Every aspect of these from what type of data it collects to where it appears on a screen can be customized Sign Out Activity Log Reports Packets Codes Announcements E Memos Firewall Menus Record Merge Forms Resume Books Roles Resource Library Permissions Upload Settings Templates Timelines Timeslots Document Categories Default amp orts Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features Last edited August 2009 43 Unit 2 Interfase Supervisor s Guide Update System Refresh Setup Options Please select a Record Administrator These are all the STP Custom Field _ databases that can be added in Interfase To Add a Custom Field STEP 1 Go to Tools gt Setup gt Custom Fields STEP 2 Select a record type for which to add a custom field S
39. Student Passthrough Authentication Overview This authentication functionality is designed to allow a school to authenticate students with their local campus system After the student has authenticated with the campus system they can be seamlessly directed into the Interfase site without a second login The pass through authentication provides the feel of a single portal solution for the students Each student will use only one user name and password to enter the campus system and Interfase The pass through is designed to only send the student s user name to Interfase Passwords and other sensitive credentials never leave the school s system The school can use the new Student Upload feature to populate the student database with student data The only requirement for the pass through authentication is that the user name in the campus system and the user name in Interfase match Technical Details The pass through authentication is accomplished through the use of an encrypted query string token The token is encrypted using the AES Rijndael block cipher algorithm The AES algorithm is very secure and has been recommended by security analysts as a replacement for the 3DES algorithm that is used extensively in banking and finance applications The encrypted token contains two values separated by a hexadecimal delimiter The first value is the student user name This user name should be the campus user name and needs to match the user name in
40. System e Registered Users Enter your username and password below and click LOGIN e New Users If you have NOT registered with this site before click the Click Here to Register link below to create a new account Login Page e Using a PC We recommend Internet Explorer version 6 0 or higher If you need to upgrade or install your browser Click here e Using a Mac We recommend Firefox version 1 5 or higher If you need to upgrade or install your browser click here e You should disable any popup blocker when using this site For further assistance please contact our office at 561 297 2694 or support csoresearch com Welcome to our site please login below to get started User Name Password Click here to register Forgot your password Last edited August 2009 21 Unit 2 Interfase Supervisor s Guide Select the Menus option from the Setup menu to access the Manage Menus tool This is where an Administrator can rename any menu and add tool tips to menus Tool tips will be displayed when the mouse pointer hovers over that menu Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with al
41. TEP 3 Click Add New Field STEP4 Select a Type Code show a set predefined list of options to select from Can be single or multi select Type Date can allow for a date or date time entry Decimal used mostly for a currency or gpa type field Number can allow for numeric only entry Text can be a basic text field allowing a single line of entry or can be a text area field where it allows for multiple lines of entry Yes No shows Yes and No option to select from Only one can be selected STEP 5 Enter a Display Name this entry will be used as the field label when the field is viewed in a profile STEP 6 Enter a Help Tip optional any text entered here will show for this field when the user s mouse pointer is hovered over the icon that will appear next to the field STEP 7 Select a Display Position this setting shows all fields for the selected record type that can be used for custom fields Select the field that you want this custom field to appear next to in the applicable profile STEP 8 Select a Location this setting will determine if the custom field will appear before or after the field selected in Display Position STEP 9 Order optional this setting is only applicable if there are multiple custom fields for the same record type that have the same field selected in Display Position so that multiple custom fields will appear in one spot In this case the order will determine what order they show in Orde
42. Types This function is to be used in conjunction with the appointment scheduler In appointment types you will be able to add all of the different types of appointments your offices conducts with various ranges of length Create a New Appointment Type Appointment Type is a specific reason as to why a student might want to make an appointment with your office You may wish to create different appointment types that include Resume Review Cover Letter Review Job Counseling Changing Major Graduate School Counseling Career Planning etc When a student selects this Appointment Type the administrator will be notified of the scheduled appointment including the appointment type student name date and time To setup an Appointment Type follow these instructions below Step One Go To Tools gt Setup gt Appointment Types Update System Refresh Setup Options Refresh _ Appointment Type Definitions Title Duration Duration Display Active Action Counselor Appt 30 20 v Edit Mini Resume Review 15 15 w Edit Full Resume Review 60 45 v Edit Step Two Click Add New Step Three Fill out the Appointment Type form Type Definition Email Definition From Address bryan csoresearch com Title Appointment 15 d Duration minutes Subject appointment i Appointment Lag RENS Duration Displayed 15 Days To Student minutes Lead Period minutes Freeze Period 24 hours Active 30 Me
43. Vi S Dn Interfase will verify that Quick Links First Name ynn the student entered the same password into both Password fields when saving the record lt lt Middle Name Last Name Berger User Name csostudent a Password eeeeece Password confirm seecceece ie NOTE Even Administrators will see the password as dots asterisks Roles can best be described as user groups Each role user group contains its own set of permissions in the system Permissions are essentially the rights and access levels to each item in the system An Administrator can create additional roles for any group administrator student employer faculty or mentor To create a new role the Administrator first selects an existing role to copy This creates a clone of the existing role The Administrator must then go into Permissions and modify the new role s permissions Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Home My Profile Databases Help Sign Out Reports Packets Announcements Firewall Record Merge Resume Books Resource Libr
44. act purposes e Room Reservations Enabled Enter True or False True will turn this feature on and False turns it off e Room Reservations Maximum Room Allotment Enter a number of maximum rooms an employer can select for a given date e Room Reservations Require Approval Enter True or False True will require approval of room reservations before use Student Student Activity Allow Student View of Self Referrals Only false Edit Student Guest Student Login 1652 Edit Student Jobs Screen Events Upon Job Search true Edit Student Jobs Screen Jobs Upon Job Search true Edit Student Jobs Screen Jobs Upon Screen Only Search true Edit Student Jobs Screen Schedules Upon Job Search true Edit Student Login URL httos www myinterfase com training student Edit Student Mentors Monthly Mentor Contacts 3 Edit Student Registration Allow Self Registration true Edit Student Registration Click here to register text Click here to register Edit Student Registration Completeness Check true Edit Student Registration Completeness Check Require Documents true Edit Student Schedules Allow Multiple Signups For Shared Sessions true Edit Student Schedules Allow Signup for Waitlist Without Full Schedule false Edit Student Schedules Require Future Schedule to contain a future session true Edit Student Schedules Submission Limits Duration weekly Edit St
45. address and use a constructed email address as the new FROM email address System Number of Record Per Page in Search Results Enter a number between 0 and 40 This is the number of records that will appear per page in the search results for all main records System Organization Name Enter the organization name to be recorded during credit card transactions System Payroll Payroll Alert Threshold Enter a dollar amount This amount will be used as a threshold for payroll that will trigger a warning when a student s accumulated payroll exceeds their work study award by the amount of the threshold If a positive amount is entered the warning will show when the difference between accumulated payroll and the work study award is within that amount If a negative amount is entered the warning will trigger when accumulated payroll exceeds the award by that amount System Require Login to View Document Links Enter True or False System Site Id Enter your Site Id System Status Change Expired Jobs Enter the exact text of the inactive Job Status you want a job to be setto when the job expiration date passes This change is made by an automatic nightly routine System Status Change National Trigger Job Status Enter the exact text of the Job Status to be triggered by the national date System Time Zone Select the local timezone for your site System Use Mass Email System for All Email Links Enter True or False Copyright O CSO R
46. aiting List D alert Edit Each packet template contains the following options From Default If a packet is e mailed by an administrator or employer the e mail will sent using the e mail address in the administrator s or employer s profile as the From address unless the profile does not contain an e mail address then it will use this address Click the Word icon mi to 89 view the template _ Click the Excel icon to view the data source fields Customize a Template 89 STEP 1 Click the Word icon El and then the Excel icon and save them both STEP 2 Open the saved Word template and connect it to the Excel data source STEP 3 Make necessary changes to the Word template AND save STEP 4 Click the Edit link under the Action column for the applicable template STEP 5 Click the Upload link and upload the saved Word document template STEP 6 The custom icon now appears next to the template name Note If you have uploaded a custom template you can use the Clear function in template to remove it Once remove the template will revert to using the default Word doc Subject This is the default subject that will be used if a packet is e mailed Body This is the default text that will be used in body of the e mail if a packet is e mailed You can used the HTML editor controls to add formatting such as bold and italics bulleted lists or inserting web links The events listed in the
47. anced solutions for career services offices CSO Research Inc P O Box 340819 Austin TX 78734 866 705 4201 toll free Press 1 for Support support csoresea rch com
48. any types of activities in Interfase that are not logged in some other fashion For instance a student submitting a referral to a job is recorded as a referral so that activity is not additionally recorded in the audit log But if a student simply views a job listing this activity is recorded in the audit log This function will basically provide a historical record of activity in your system Audit Log Delete Log Email Log Audit Activity Examples ee Creating and editing of all u main records ee students Sus s jobs l Admins Action Performed Action Target Employers viewing PSS ILL students Le Students When a user logs in Employers When students view Elmentors Contacts W oO Faculty both main records and on line application Start Date Employer websites End Date O What does the audit log record contain Ej Each audit log record consists of 1 A source who did the activity 2 An action performed what was done and 3 Atarget to whom the activity was performed on Optional Copyright O CSO Research Inc 6 CSO RESEARCH INC There are 2 ways an Admin can access the Audit Logs Download Audit Logs As administrator you can search and download all audit log entries in the system 1 Go to Tools gt Activity Logs By default the Audit Log tab is selected 2 Select your search criteria by selecting the Action Source Students Action Performed Viewed
49. ary Upload Last edited August 2009 25 Unit 2 Interfase Supervisor s Guide By default Administrators have two roles Supervisor AdminRole and Staff AdminStaffRole Employer contacts have four roles Full Access EmployerContactRole Jobs and Students JobsStudentContactRole Jobs Only JobsOnlyContactRole and Pending status PendingContactRole Students have three roles Full time StudentRole Co op CoopStudentRole and Pending status PendingStudentRole Faculty has three roles Full Access FacultyRole Employers Jobs Only FacultyJobsRole Students Only FacultyStuRole Mentor has one role MentorRole Update System Refresh Setup Options Create a New Role Hew Role Name 5elect a role to copy Administrative Roles Tools Menu Option By default the following is the submenu an Administrator with a Supervisor Access level AdminRole would be able to access when clicking the Tools menu option vols Help Sign Out Activity Log Reports Packets Codes Announcements T Memos Firewall Menus Record Merge Forms Resume Books Roles Resource Library Permissions Settings Upload Templates Timelines Timeslots Document Categories Default Sorts Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features Copyright O CSO Research Inc 26 CSO RESEARCH INC By default the following is the submenu an Ad
50. ch category will appear as a separate menu option under Jobs on the student main menu Job Menu Categories are defined based on applicant type For a job to appear within a Job Menu Category the job must contain at least one of the applicant types defined i Custom Create a new field Set the type of data Create a new field in the student profile Fields entered in the field Set requirements called Are you willing to travel for work validation and permissions for these fields Set the options for the field as Yes No Codes Codes are the values in the drop down and multi select fields that are seen throughout the system Majors skills statuses classification states ethnicity and qualifiers are all examples of fields whose codes can be modified in Interfase To add a new code or modify an existing code for a drop down or multi select field go to Tools gt Setup gt Codes Home My Profile Databases Help Sign Qut Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Codes Memos Resource Library Upload Menus Forms To view all of the available drop down and multi select fields click the Code Type drop down menu All of the drop down and multi select fields with some exceptions in Interfase are listed When you select a field from the Code Type drop down menu the values that have been created for this field
51. d up on an interview schedule when the interview date is approaching The lag days setting in this example it s 2 tells Interfase to send this reminder e mail 2 days prior to the interview date Note The body text for a system event e mail is the contents of the Word doc template associated with a system event This Word doc is a merge document as the e mail can contain data merged in from Interfase However system event e mails are sent as text only e mails therefore you should not include any formatting bold italics etc in the Word doc as it will not appear in the e mail that is generated for an event Interview Schedules Timeline Temp Timeline templates can be setup so an Administrator can easily create new schedules with common timeline configurations Each template can be made up of any number of timeline entries and you can have as many templates as are necessary Create a new Timeline Template Step 1 Enter a name for the template in New Timeline Step 2 Click Create Add Timeline entries to a template Note When you create a schedule timeline and you select a template to use you will enter a schedule date This date will be used in conjunction with the options below to determine the dates for each timeline entry Last edited August 2009 37 Unit 2 Interfase Supervisor s Guide Step 1 Click Add Step 2 Select Options Signup Method Select a signup method for the timeline entry Weeks Before Enter a
52. date and the Expiration Date to the date that corresponds to the number of days entered Leave this option blank to disable this functionality System Login Allow Reset of Forgotten Password Enter True or False True will turn this function on and False turns it off This will allow users to reset their own passwords for themselves if they forget what it is It will create a new randomly generated password for them and email it to the main email address in their profile System Login Failed Login Account Inactivation Enter True or False True will turn this function on and False turns it off If on this function will only allow a valid user 3 attempts at logging in before it will temporarily inactivate their account Once inactivated their account will be automatically re activated at midnight the following day or can be re activated manually by an administrator System Login Password Reset E mail Text Enter the text to be sent as the body of password reset emails System Mass Email Default Create Observations Enter 0 to default to Text Only No Observations Enter 1 to default to Text Only With Observations Enter 2 to default to HTML Text Only No Observations System Mass Email Display Name for Constructed Email Address Enter a display name for the sent email System Mass Email Use Constructed Email Address as FROM Address Enter True or False True will set the specified FROM email address as the reply to email
53. e Document Categories screen in your Interfase system Default Sorts Default Sorts can be changed under this menu An Administrator can change the sorting order on any of the Search Results screens For example an Administrator can change the Job Search Results page for students to display jobs in ascending order by expiration date Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes CHANGING THE DEFAULT SORT ORDER 59 STEP 1 From the Search Type list select the Search Results page Update System you want to change the default sort order of Refresh Setup Options Default Sort Settings STEP 2 Under the Action column click Edit next to the user you Search Type a want to change the default soft for Mentor Search al Pending Contacts a Pending Jobs STEP 3 Select the Default Sort option all columns available User Type Default Sort Default Direction Action will be listed and the Default Direction option Ascending or Admin Post Date DESC Edit Descending Faculty Edit main Iupdatc Cancel STEP 4 Click Update to save your changes STEP 5 Click the Refresh button Copyrig
54. e including case This means that if the code you want to use is Active with a capital A that needs to be the entry for this option The third row in the file will consist of the column headings as exactly defined above No column headings should be removed or re arranged Additional columns can not be added to the format The fourth row is the first row for data records Note Each row must consist of columns that correspond to each column header regardless of whether there is data for that column for a given record or not If there is no data for a column just leave it blank but the placeholder for the column must be there Payroll Upload Format This upload only creates new payroll records based on the data in the upload file It will not edit existing payroll records The format for the payroll upload is ssn fund paydate wages hours lt upload data gt Note There is no options header row or option selections row like there is in the student and job formats in the payroll format Last edited August 2009 65 Unit 3 Interfase Supervisor s Guide Scheduling an Upload to Run To upload a data file go to Tools gt Upload Uploading a File Help Sign Out Step 1 Enter a Task Name It is just used for ioe reference and does not have any bearing on the Activity Log import iteself Reports Step 2 Enter the e mail address in the Report E mail field if you wish to be notified when the Packets import is co
55. eason Reason Type career Events 3 Reason Name 35h Fairs and Workshops AO aa 0 m UR M m GM VA 2 d Select the checkbox next to each career event below far which you would like to check in Once you have selected all applicable career events click Check In 2 Go to Tools Setup Check In Last edited August 2009 59 Unit 2 Interfase Supervisor s Guide Reason Name The text you type here will correspond to the drop down box students will see when the Check In For example Career Events Reason Type may be called Job Fairs and Workshops Interview Schedules Reason Type may be called On Campus Interviews Information Session Reason Type may be called Company Information Sessions Appointment Type may be called Scheduled Appointment Miscellaneous Reason Types may be called Career Exploration Use the Career Resource Library and many more Message Students will see this text after they select their Reason Type This is how this visit reason will appear to students This ts where the Reason Marre will appear Instructions Please select the reason for your visit below Jab Fairs and Warkshaps This ts where the Message text Select the checkbox next to each career event below for which you would like to check in Once you have will appear selected all applicable career events click Check In Career Events Creating Miscellaneo
56. ecks to see if the organization name for the record matches the organization name in an existing employer record If it does this employer will be used for the corresponding jobs If not anew employer record will be created Existing employer records are not updated with data from job import Employer records are only created If the job record in the import file has a job reference number entry job import will try to match that job reference number with the job reference number of an existing job If it finds a match it will update that job with the data If not it will create a new job Any fields left blank will be skipped in import This means that instead of importing a blank entry it just skips the field Note Each record in your file should contain at least an organization name and a job title In order to upload job data you will need to extract data from the desired source and put it in a comma delimited CSV file in a specified format Below is the CSV format for the job upload CSO Research Support can provide you with a sample csv file if desired Copyright CSO Research Inc 64 CSO RESEARCH INC Job Import Format NewEmpStatus NewJobStatus lt options data gt EmployerName EmployerLocation EmployerWebsite EmployerCategory EmployerAddress Address1 EmployerAddress Address2 EmployerAddress City EmployerAddress State EmployerAddress ZipCode EmployerAddress Country EmployerPhone EmployerFax EmployerProfile Emplo
57. ed all settings for it can be edited except for the Type If a custom field was created originally as the wrong type it must be removed and recreated Please contact support if you have been using this field and do not want to lose the data collected Ke LB Es lus Update System Refresh Setup Options Please select a Record Custom Fields Add New Field Name Display Name Type Required Location Custom63 Geographic Preference Code No After Job Preference e e Localization This function allows an administrator to change the names of certain icons and buttons Update System Refresh Setup Options Manage System Strings Name Value Action Schedule Cancel Request Button Cancel Request Edit Event Dropped Resumes Dropped Resumes Edit Event Drop Resume Drop Resume Edit Schedule Interview Request Button Request Interview Edit MonsterTrak Job Apply Button Apply Edit Report A Hire Links amp Icon Report a Hire Edit Job Submit Resume Button and Page Function Submit Resume Edit Student View Resume View Resume Edit Editing Schedule Interview Request Button After making changes in the Oo setup menu always hit the Step 1 Click edit next to Schedule Interview Request Button Refresh button so the changes Step2 Change the text to desired language will be immediately updated to Step 3 Click Update all servers Last edited August 2009 45 Unit 2 Interfase Supervisor s Guide Appointment
58. emplates Timelines Timeslots Document Categories Default Sorts Job Menu Categories Custom Fields Localization Appointment Types MonsterTrak Features Copyright CSO Research Inc 42 Job Menu Links Menu Item 1 Menu Item 2 Menu Item 3 Menu Item 4 Menu Item 5 Menu Item 6 Menu Item 7 Menu Item 8 Menu Item 9 Configuration Menu Item 1 by default will include any job that does not have an applicant type on it as well as jobs with those applicant types you specify below Name Menu Item 1 Display Job Search Screen Only Work study Job Applicant Types Fit CSO RESEARCH INC Setup a Job Menu Category 59 Step 1 Select the menu item to edit Step 2 Enter the display text This is the text that is Shown on the menu Step 3 Select the other options Screen Only and Work Study Step 4 Select the Applicant Type s that the jobs must have in order to be shown under this menu Step 5 Click the Save button Full time and Part time Menu Item 10 Step 6 Clickthe Refresh button to post these changes to the system Note For detailed information on each job menu option refer to the information on the Job Menus Category screen in your Interfase system mee Setup a Historical Jobs Menu Item Statuses Step 1 Select the menu item to edit Step 2 Enter the display text This is the text that is show on the menu Consider using Historical Jobs Step 3 Select the other options
59. ent sInput sInput char 8 sinput sinput 06 16 2004 14 55 05 byte input sInput getBytes ASCII KRKKKKKKK KKK KKK KKK KK KKK byte outputFinal outputRegular outputFinal cipher doFinal input String sBase64 Baseo4 encodeBytes outputFinal String sToken java net URLEncoder encode sBase64 TODO replace myschool with your site name System out printin http www myinterfase com myschool student school _ logan aspx co ide Srloken Jj catch Exception e System out println e getMessage Copyright CSO Research Inc 74 CSO RESEARCH INC 4 2 External Login The process for creating an external login page for each user type in Interfase is a straightforward HTML solution In any external HTML page the following code could be added for each user type to enable it to serve as an external login page for Interfase Sample HTML Here is some basic HTML code to create the necessary login boxes as well as the registration and reset password links if desired This sample is for student login but contains comments for creating necessary page for student employer faculty or mentor lt DOCTYPE html PUBLIC W3C DTD XHTML 1 0 Transitional EN http www w3 org TR xhtml1 DTD xhtmll transitional dtd html xmlns http www w3 org 1999 xhtml lt head gt title Offsite Login lt title gt lt style gt div panelRow clear both div panelRow
60. ent Fiscal Year Start 1 Edit Employer Job Posting Payment Use CSO CC Processing false Edit Employer Job Posting Payment Amount 0 Edit Employer Job Posting Payment Methods Check Credit Card Edit Employer Jobs Self Referral Employer E mail Address JobContact Edit Employer Login URL https www myinterfase com training employer Edit Employer Registration Allow Self Registration true Edit Employer Registration Click here to register text Click here to register Edit Employer Registration Completeness Check true Edit Employer Searching Students Resume Required for Inclusion true Edit Employer Session Timeout 240 Edit Employer Status Change Employer Closes Job Closed By Employer Edit Employer Status Change Employer Edits Job Edit Employer Status Change Employer Edits Profile Edit Employer Job Posting Payment Fiscal Year Start Enter the Month that your fiscal year begins Valid entry is a number that equates to a month 1 to 12 This value is used for job payment check requests A check request is allowed once per quarter and this value is used to determine the dates for these quarters e Employer Job Posting Payment Use CSO CC Processing Enter True or False e Employer Job Posting Payment Amount Amount charged for each job posting e Employer Job Posting Payment Methods Payment types allowed for employers Options Cash Check Credit Card P O e
61. ent to view and or apply to these jobs The Code Mapping settings must be configured for this feature to work properly before it is turned on The Cover Letter Document Category setting ts optional To setup the Cover Letter Document Category By default a student can select from resume category but TRAK also has the option of accepting cover letters Resumes and cover letters are the only two document categories that can be selected from for MonsterTRAK Jobs 1 If you want to allow cover letters to be submitted click Edit Setting Cover Letter Document Category The Resumes document category is automatically included for selection when a student applies to a MonsterTrak job MonsterTrak will also allow a cover letter to be sent along with the resume If you wish to allow students to optionally submit a cover letter as well select your cover letter document category in this setting Cover Letter Document Category Cover Letters Edit setting e 2 Select the appropriate Cover Letter Document Category from the drop down Cover Letter Document Category The Resumes document category is automatically included for selection when a student applies to a MonsterTrak job MonsterTrak will also allow a cover letter to be sent along with the resume If you wish to allow students to optionally submit a cover letter as well select your cover letter document category in this se Cower Letter Doc 1Y Cover Letters 3 Click Save
62. esearch Inc 34 CSO RESEARCH INC j mome e e eee e e ee L 3 System Employer Search Wildcard true Edit System Enable Major Category Selection true Edit System Jobs New Job Expiration Default 30 Edit System Login Allow Reset of Forgotten Password Enter True or False True will turn this function on and False turns it off This will allow users to reset their own passwords for themselves if they forget what it is It will create a new randomly generated password for them and email it to the main email address in their profile System Login Failed Login Account Inactivation false Edit You requested that your password be reset This email contains the new password that has System Login Password Reset E mail Text been generated for you You can continue to Edit use this password or once you log in you can change the password in My Profile Update Cancel System Mass Email Default Create Observations 1 Edit System Number of Record Per Page in Search Results 10 Edit System Organization Name Edit System Payroll Payroll Alert Threshold 300 Edit System Require Login to View Document Links false Edit System Site Id training Edit Student Login Page Password Reset For further assistance please contact our office at xxx xxx xxxx User Name Password Click here to register Forgot your password o
63. f Faculty Session Timeout Enter a number in minutes Mentor Login URL https www myinterfase com training mentor Edit Mentor Registration Allow amp elf Registration true Edit Mentor Registration Click here to register text Click here to register Edit Mentor Session Timeout 60 Edit Mentor Status Change Mentor Edits Profile Edit Mentor Login URL Enter the mentor login url for your site Mentor Registration Allow Self Registration Enter True or False True will turn this function on and False turns it off Mentor Registration Click here to register text Enter text to be used as registration link Mentor Session Timeout Enter a number of minutes This equals the amount of time the system will allow an open session to sit idle before automatically logging out Mentor Status Change Mentor Edits Profile Enter the exact text of the Mentor Status you want a mentor to be set to when a mentor edits their profile If you leave this field blank a mentor will retain it s current status following an edit Copyright CSO Research Inc 30 CSO RESEARCH INC Room Reservations Room Reservations Adminstrator Email Address Edit Room Reservations Enabled true Edit Room Reservations Maximum Room Allotment 10 Edit Room Reservations Require Approval true Edit Room Reservations Adminstrator Email Address Enter the administrator email address for cont
64. g options upon performing the search so that all jobs viewed by a student in Job Search are only those they qualify for If false this function will show a student all jobs but once the job is accessed it will inform them they do not qualify and not allow any further capability Last edited August 2009 31 Unit 2 Interfase Supervisor s Guide Student Jobs Screen Jobs Upon Screen Only Search Enter True or False True will turn this function on and False turns it off The function will allow the job screen to apply all screening options upon performing the search so that all jobs viewed by a student in Job Search are only those they qualify for If false this function will show a student all jobs but once the job is accessed it will inform them they do not qualify and not allow any further capability Student Jobs Screen Schedules Upon Job Search Enter True or False True will turn this function on and False turns it off The function will allow the job search to apply all screening options upon performing the search so that jobs in the Job Search will only show related schedules that the student is qualified for If false this function will show a student all job schedules Student Login URL Enter the student URL for your system The student URL for your system should be the student root address of your Interfase system ie http www myinterfase com student Student Mentors Monthly Mentor Contacts Enter the number of men
65. gin aspx o 1d sData VB Net Sample Private Function CreateToken ByVal user As String As String Dim crypt As System Security Cryptography RijndaelManaged Nothing Dim tx As ICryptoTransform Nothing Dim mem As MemoryStream Nothing Dim cstream As CryptoStream Nothing Dim writer As StreamWriter Nothing Dim reader As BinaryReader Nothing Try p di dir div di div dir div di dir dir dir di di dir div di di dir dir di di dir dir dio di di dir di dio di dir di di di dir dir di di dir di di di dir dir di div dir dio dio di dir dir dio div dir dio di di dir dir di di di securely load these keys with your values Dim key 16 As Byte Dim iv 16 As Byte key Convert FromBase64String 7 iv Convert FromBase64String hy 7 Copyright CSO Research Inc 72 CSO RESEARCH INC M di di div di div di div di dir div di dir di dir div di di dir dir di di dir dir di di di dir di dio di dir di di di dir di di di dir dio di di dir dio di div dir dio di di dir dir di div dir dio di di dir KKK crypt New System Security Cryptography RijndaelManaged tx crypt CreateEncryptor key iv mem New MemoryStream cstream New CryptoStream mem tx CryptoStreamMode Write writer New StreamWriter cstream writer Write user amp Convert ToChar 8 ToString amp DateTime Now ToString MM dd yyvy HHimumtss writer Flush cstream Flush cstream FlushFinalBlock mem Position 0 reader New Bi
66. ht O CSO Research Inc 40 CSO RESEARCH INC The Key Management function is used in conjunction with student passthrough authentication This function can only be turned on by contacting CSO Research Support Key Management provides access to each site s unique AES key This key is generated through the Interfase system This page contains the current Key and Initialization Vector IV The key and IV are displayed over an SSL connection to prevent them being intercepted by a third party The key and IV are used for encryption decryption purposes for data that is passed to Interfase through passthrough authentication The key management page also has a Generate New Key function CSO recommends that the schools create a process to change their key and IV at set intervals Once the key is changed the school must change their passthrough code to encrypt using the new key For more information see the Student Passthrough Authentication section in this guide Work Study Award Periods This function allows an administrator to define work study award periods for the system Each period equates to the date span for which you would grant a single work study award to a student Most institutions use either academic years or semesters quarters as the work study award periods You must have work study award periods set up in order to enter work study award records for students as the entry of a work study award requires the selection of a
67. l changes EXAMPLE 6 Renaming p Home My Profile Databases Schedules Menu amp Adding Tool Tip The Manage Menus tool is divided into the five 5 user groups of the system Any menu that a group sees can be renamed STEP 1 Select the menu that should be renamed or that tool tips should be added to STEP 2 In the Menu Information box the menu s current Menu Name and Tool Tip are displayed These are modified here as well STEP 3 Click the Save button to save your changes STEP 4 Don t forget to click the REFRESH button to update the Interfase system Help Sign Out Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Resource Library Upload Update 5ystem Refresh Setup Options Manage Menus H Admin Menu Information B Student Poo Menu Name On Campus Interview Schedule My Account Tool Tip Click here for OCI opportunities 2 gs Employer Directory g Job Search a On Campus Interview Schedules g Career Events 2 Mentor Search j Sign Out a Employer H Mentor a Faculty Hot Key Copyright CSO Research Inc 22 CSO RESEARCH INC The Forms option is the where an Administrator can manage each field form item on a form These changes are global An Administrator can decide on the following options Display Text The field name on the form How will the field name read Validation An expression that
68. limits the values that can be entered by a user in that field Failure Message If the information entered in a field is not in the correct format this message appears Required Determine whether or not a field must be completed before a section is saved Required Message If a required item is not completed this message appears Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes EXAMPLE 7 Renaming Validating Requiring the Post Date Field in the Job Update System Profile Refresh Setup Options STEP 1 In the Display Text box enter the name of the field as it should read in the Job Select Form to Edit Profile Form Type STEP 2 In the Help Tip Text enter any tips to Form Item Post Date La assist your users in what kind of information you would like them to enter in this field Display Text STEP 3 In the Validation drop down list select the appropriate validation for the field Once the date has been reached A students will be able to being applying to your position Help Tip Text STEP 4 Enter the message that the user receives if the field is not comple
69. m Any item you do not currently have access to can be turned on in Permissions Menus Admin Tools Setup Crank ri pr tery 1 Com D in Fm li dann a ee as A Bau Lars Fa amis Hum dus en Sn LL NT Income dou ale Ip xd Tir du riag I Tes ii lemin i E ra dose ia ak T emn ratum Ua mad Sos ee m Ta rimi SUME EI STATUT CE ee Ce Setup Menu Grid Codes Create a list of values codes for drop Add a new Major or Status value down and multi select fields 1 Memos Create instructions messages for a given Edit the text on the Student Login Page MN page section on the site to include your office phone number and Rename menus and add tool tips J Le wala Forms Rename a field Make a field required Change Overall GPA to read just GPA Assign validation to a field Provide Make the field required and have the error message if field format is filled out system make sure students fill out the ncorre A using a NUM 4 0 or UNC Roles Create a new Role GuestStudentRole this role might be used to grant limited access to the site Permissions Turn on off permissions to view edit Fields Menu Turn on the Resume Books menu tab so Tabs Search Criteria Search Results or other info that Employers can access Resume Books Copyright CSO Research Inc 16 CSO RESEARCH INC Setup Menu Grid Settings Manage global system settings that affect Determine how long
70. ministrator with a Staff Access level AdminStaffRole would be able to access when clicking the Tools menu option Tools Help Sign Out Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Resource Library Upload setup Permissions As discussed in the Roles section each role contains an independent set of permissions rights Permissions are divided into four 4 categories Manage Permissions Categories a Menus Turn on off menus Gr Forms Jp Turn on off fields or entire sections make fields read only H Searches gt Turn on off fields for the search criteria or search results screens gg Activity We Turn on off Activity records placements referral observation etc Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Turning Off Fields The student profile has a field labeled Career Goal which is located in the Additional Information section If you do not want this field available you can turn it off from the student view To turn the Career Goal field off go to TOOLS gt SETUP gt PERMISSIONS click the
71. mmunity College Alabama State University finition Alamance Community College ton Alaska Bible College ah Alaska Pacific University Albany College of Pharmacy Albany Law School Albany Medical College Albany State University Albany Technical College 3 Click Save Last edited August 2009 49 Unit 2 Interfase Supervisor s Guide To turn on the Integrated Job Stream Feature Note The Job Stream option will not function in any Job Menu Category for which you have checked Screen Only Before turning on the Integrated Job Stream check the Job Menu Category settings in your site 1 Go to Tools gt Setup gt Job Menu Categories As shown below the MonsterTRAK Jobs option will be not be available if you have the Screen Only option checked Dy monstertrak Job Search Results cannot be enabled for a Screen Only menu option Copyright CSO Research Inc 50 CSO RESEARCH INC Once you have confirmed that the Screen Only option is not checked 1 Go to Tools gt Setup gt MonsterTRAK Jobs 2 Click Turn Feature On beneath Job Stream Feature Job Stream Feature The MonsterTrak Job Stream Feature will allow students to view jobs posted on MonsterTrak that match selected local job search criteria When a student searches for local jobs a second tab will be presented in the job search results that will show the applicable jobs from MonsterTrak allowing the stud
72. mos Slot Display Memo HTML Q Preview Copyright O CSO Research Inc 46 D b b b Lp Th 4b 4b b 4 3 E A hs 6 t Ir 4 CSO RESEARCH INC Type Definition Explained Title This is the name that appears in the single select code box when an admin or a student select the type of appointment they want to schedule This also becomes the Subject of the Observation note Appointment Duration minutes This is the length of time in minutes of the appointment that is scheduled on the Administrator Appointment Calendar The admin can enter the minutes in an increment of five minutes Appointment Duration Displayed to Students minutes This is the length of time in minutes of the appointment that a student and admin see when they schedule an appointment When a student views their Appointment Activity and receive the confirmation appointment email it will display this time not the total Appointment Duration This allows the admin to set the displayed minutes less than the appointment duration Example The admin could set the Appointment Duration to 30 minutes but the Duration Displayed to Students as 20 minutes thus leaving the admin 10 minutes to create an observation note The admin can enter the minutes in an increment of five minutes Lead Period minutes This is the length of time in minutes that allows a student to see an available appointment before the appointment happens Example If an appoi
73. mplete Announcements Step 3 In the Upload File field enter the path to o your upload file Firewall Step 4 Select Student Job Payroll or Check in Record Merge Step 5 Enter a process date This date must be in Resume Books the future Your upload will automatically run at midnight on the date entered Resource Library Step 6 Click Upload Upload Check In is an option only for sites utilizing the Setup check in module New Upload Task Task Name Student Import Report Email support csoresearch com Upload Type Job Import Upload File Check In Import mms Available only for m sites using the Process Date Check In module Upload Log Reload Task Name Type Scheduled Records Processed Skipped Action oe ee Student 3 27 2009 12 00 AM 3 o 3 Remove T usernamel Student 3 27 2009 12 00 AM 3 3 0 Remove After an import has run successfully it will be marked with a green check mark You can then click the Task Name and see details about the import including the import log The log will show you information regarding any errors or exceptions encountered during the import Copyright CSO Research Inc 66 CSO RESEARCH INC 3 3 Custom Student Upload The Custom Student Upload allow administrators to create a Student Upload Project that can be used over and over again Once a custom student upload project has been created it can easily be selected when creating an upload task to actually run a
74. n upload so that the file being uploaded is associated with the project and the settings and mappings saved in that project Unlike the regular student upload this allows the administrator to upload into almost any field including custom fields It also allows for files that do not require specific formatting and headers Creating a Custom Student Upload Project To create a Custom Student Upload project go to Tools gt Upload gt Student Custom Upload Projects Home MyProfile Databases Tools Help Sign Out Activity Log Reports Mass Email Packets Announcements Firewall Record Merge Resume Books Resource Library Upload Upload Tasks Setup Student Custom Upload Projects Create a Custom Student Upload Project by selecting the options you want to use for the upload Existing Student Upload Projects Project Upload Type Apply Status Default Status Match Generate Passwords Date Format Pending Uploads Action Add a New Student Upload Project Project Name fo Generate Passwords C Update and Create I Date Format Apply Status to New Records Only status Report Email Select File for Mapping Select the file format you will be using ee for each upload of this project type Then map each column to a field in the student profile Project Name Name the project something generic that you will recognize each time For instance Spring Semester Student Upload Upload Type Choose between Upda
75. naryReader mem Dim data mem Length As Byte data reader ReadBytes CInt mem Length Dim sData As String sData Convert ToBaseo4String data sData System Web HttpUtility UrlEncode sData CreateToken sData Catch ex As Exception MsgBox error amp ex Message Finally crypt Nothing tx Dispose tx Nothing mem Close cstream Close writer Close reader Close mem Nothing cstream Nothing writer Nothing reader Nothing End Try End Function Java Sample Add the following imports Last edited August 2009 73 Unit 4 Interfase Supervisor s Guide import java security import Javax crvypto import javax crypto spec import Java io inporte Javacutil import java security spec AlgorithmParameterSpec public static void main String args Ey Security addProvider new com sun crypto provider SunJCE TODO replace with your specific key and iv byte myKey Baseo4 decode key byte myIV Baseo4 decode iv f KKKKKKKK KKK KKK KK KKK KKK AlgorithmParameterSpec paramSpec new IvParameterSpec myIV SecretKeySpec key new SecretKeySpec myKey AES byte keyBytes key getEncoded String keyFormat key getFormat Cipher cipher Cipher getInstance AES CBC PKCS5Padding cipher Init Cipher ENCRYPT MODE key paramspec TODO replace sInput with the student data and current timestamp String sInput stud
76. nize an existing resource or folder simply select the resource or folder and drag and drop it into the desired location For instance if you wanted to nest one folder underneath another simply click the folder you want to nest and drag it on top of the folder you want to nest it underneath This same action applies to resources as well Manage Resource Library The Sample n Resumes folder 3 Contact Forms Folder Information a aga category was a Co op Application Forms Action Delete dragge dand I amp y Office Policies GE Folder Name Sample Resumes dropped into the i P Sample Resumes ii ES d C3 Tips and Other Helpful Documents Office Policies amp F3 User Guides category Now it is a Lf Faculty User Guide sub category Last edited August 2009 13 Unit 1 Interfase Supervisor s Guide BLANK PAGE Copyright CSO Research Inc 14 Configuration amp Setup Options Sections Unit 2 2 1 Setup Menu Unit 2 of the Supervisors Guide will contain information on the Configuration and Setup of your site Unit 2 Interfase Supervisor s Guide 2 1 Setup Menu Setup allows an Administrator to edit all options available in the system In the grid below the setup menu items are listed including what setup functions are modified for each and an example of each item Note Not all the Setup items listed below are on by default in Interfase The grid below lists all the available Setup options in the syste
77. ntment is at 10 00 AM and the Lead Period is 30 minutes the student can only see the available appointment until 9 30 AM Past 9 30 the student will no longer see the 10 00 AM as available Freeze Period hours This is the length of time in hours that allows a student or admin to cancel the appointment Example If a student has an appointment at 10 00 AM and the Free Period is 2 hours then the student or admin cannot cancel the appointment after 8 00 AM Email Definition Explained From Address This is the default From address in the email if the administrator that the appointment is made with does not have an email address in their admin profile Subject After an appointment is made an email is sent to the student and to the administrator tied to the appointment this is the subject line of the email Lag Days This is used to send a reminder email to the student when the appointment is a number of days away Memos Explained Slot Display Memo This is a memo of text that will appear above the available timeslots after an admin or student selects an Appointment Type w Open Appointments Appointment Type Counselor Appt M v can discuss any career related information with a Career Counselor Please contact Career Services at 512 555 1234 if you have any questions about your appointment i Please select a time below that best fits within your schedule In this Counselor Appointment you i 9 00 AM 9 20 AM Default Admin
78. number that corresponds with the number of weeks prior to the schedule date this signup period should occur Target Day Select the target day on which this signup period will occur Note Refer to the example graphic below to see how each of these settings are applied Timeline Schedule Type Preselect Preselections Due Date 5 25 2009 Freeze Date Time 5 28 2009 5 00 PM Current Signup Method Request Period Open Scheduled Timeline Changes Add Event Import Events Activation Date Signup Method Action 4 30 2009 Request Period Open Edit Remove 5 21 2009 Request Period Closed Edit Remove 5 26 2009 Sign up Open Edit Remove 5 28 2009 Sign up Closed Edit Remove Add New Event Activation Date 5 21 2009 Signup Method Request Period Closed Interview Schedules Timeslots Timeslot templates can be setup so an Administrator can easily create new sessions with common timeslot configurations Each template can be made up of any number of timeslots and an unlimited number of templates can be created Create a New Timeslot Template Step 1 Enter a name for the template in New Timeslot Template Step 2 Click Create Add Timeslot Entries to a Template There are two methods for entering timeslots into a template Add Manual Entries Manage Timeslots Step 1 Click Add New Timeslot Step 2 Enter a time Step 3 If the time will be available for sign up leave Reserved Slot blank If you wish to reserve this time
79. oad Delete Log Start Date End Date SSS m tmd BEREIT Oa E TIG S CERT SE E E LS STREET HT IE SUNT MSN i DeleteDate Description l EN E 25 2009 3 06PM Single Job Deleted 1539 by Admin Sally Ryan Links deleted referrals D placements 0 observations 0 audits 0 Feb 25 2009 3 07PM Job Deleted 1542 by Admin Sally Ryan LinkSRleted referrals 0 placements 0 observations 0 audits 0 Feb 25 2009 3 07PM Job Deleted 1545 by Admin Sally Ryan Links Weleted referrals 0 placements 0 observations 0 audits 0 Feb 25 2009 3 07PM Job Deleted 1546 by Admin Sally Ryan Links deleted referrals 0 placements 0 observations D audits 0 6 Feb 25 2009 3 07PM Job Deleted 1549 by Admin Sally Ryan Links deleted referrals 0 placements D observations D audits 0 Feb 25 2009 3 07PM Job Deleted 1552 by Admin Sally Ryan Links deleted referrals 0 placements 0 observations 0 audits 0 8 Feb 25 2009 3 07PM Job Deleted 1555 by Admin Sally Ryan Links deleted referrals 0 placements D observations D audits 0 9 Feb 25 2009 3 07PM indie sog E Ai by aia sS ITO aise BELT TER D pun D Re 0 audits 1 An Ir zi AC 7 AMAIKA TOL ala 6 4 Fai MATN ss f donnes mes P ai l ial 4 1 al a 4 ala wel um ee uasna The Email Log function allows administrators to search and view logged information about any e mails sent from within Interfase Each e mail
80. oad File Upload Type Job Import Check In Import 9 Custom Student Import i Choose Custom Student Import Project Name Student Upload 7 15 f Choose the project you want to use Vp 3 4 Secure FTP Transfer for Custom Student Upload With the basic student upload an administrator must manually upload when they wish to run it This additional option however allows you to securely FTP files to CSO automatically Your tech person would simply programmatically create a script process to automatically pull the data and then FTP it directly to CSO to upload This option is ideal because your tech person would only need to initially set it up and then it would run without intervention from that point forward Contact support csoresearch com for more information on Secure FTP Copyright O CSO Research Inc 68 Login amp Authentication Options Sections 4 1 Student Passthrough Authentication 4 2 External Login 4 3 Shibboleth Unit 4 Unit 4 contains information you may need regarding External Login Passthrough and Shibboleth Passthrough Authentication and Shibboleth single sign on Authentication allows a school to first authenticate users through their university or college system i e Portal login system or Student registrations system External Login HTML provides you with the HTML to move your username and password boxes to your Ca reer Services main website Unit 4 Interfase Supervisor s Guide 4 1
81. ontact JobPreferences View Edit are in For this Mentor OtherInformation Edit Edit screenshot you Gr Schedule OtherInformation View Edit are in Student amp Admin Section Edit Additional H Referral anm Information H Placement section Note If you wish to turn off an entire section or make it view only you only need to change the permission setting for the Section permission You do not need to change the permissions for every field in the section The Settings setup tool allows an Administrator to manage the global system settings Click the Edit link next to the setting name to see a description of the function Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Update System Refresh Setup Options Manage System Settings Name Value Admin Career Events Registration E mail Address RegistrationContact Admin Disable Required Fields Default true Admin Home Maximum Number of Last Viewed Records per category 10 Admin Session Timeout 240 Employer Job Posting Payment Fiscal Year Start 1 Employer Job Posting Payment Use CSO CC Processing false
82. ormation Control Information Status Active M Administrator Type Administration Resource Librarian Access Level inistrative Only Obs Private Type EY Created 5 13 2008 10 31 AM Modified 5 13 2008 10 31 AM save JC cance Private Type This is your Observation Private Type field that determines which Administrators will see which Observation Notes See the user s manual for more info Note If you need more information or are unsure If Obs Private Type is activated in your site contact support csoresearch com The support team can help you to turn this on in permissions or add any codes that you may need Last edited August 2009 57 Unit 2 Interfase Supervisor s Guide BLANK PAGE Copyright CSO Research Inc 58 Uploading Data Sections 3 1 Firewall Upload 3 2 Uploads Student Job Payroll Check In 3 3 Custom Student Upload 3 4 Secure FTP Transfer for Custom Student Upload Unit 3 Unit 3 of the Supervisor s Guide will contain information on the firewall and uploading data to the Firewall as well as general uploads for Students Jobs and Check in Only for offices that use the check in module Unit 3 Interfase Supervisor s Guide 3 1 Firewall Upload With Interfase an Administrator can allow new students that is students who do not have a student record to register create a new record However an Administrator may want to control which students are allo
83. ows which period to link the initial awards to that are being uploaded in this file Last edited August 2009 63 Unit 3 Interfase Supervisor s Guide The third row in the file will consist of the column headings as exactly defined above No column headings should be removed or re arranged Additional columns can not be added to either format The fourth row is the first row for data records Note Each row must consist of columns that correspond to each column header regardless of whether there is data for that column for a given record or not If there is not data for a column just leave it blank but the placeholder for the column must be there Important If you are using format 2 there are some student employment fields that require at least a default entry in the import file The fields below are all Yes No fields so they require a Y or N entry IsFullTime IsGraduate IsDependant FamilyContribution The fields below are monetary fields therefore they require at least an entry of 0 if there not is an actual entry for these fields FamilyAGI InitialFederalAward InitialStateAward Job Upload Format The job import function allows for jobs to be created and updated in Interfase from an outside source on a scheduled basis Uploads run automatically at midnight Central Time on the date you specify The job import can do a number of different things with the data Below are the rules for the job import Job import first ch
84. password be reset This email contains the new password that has System Login Password Reset E mail Text been generated for you You can continue to Edit use this password or once you log in you can change the password in My Profile System Mass Email Default Create Observations 1 Edit System Mass Email Display Name for Constructed Sora University of CSO Career Services Edit System Mass Email Use Constructed Email Address as FROM x Edit Address System Number of Record Per Page in Search Results 10 Edit System Organization Name Edit System Payroll Payroll Alert Threshold 300 Edit System Require Login to View Document Links false Edit System SiteId training Edit System Status Change Expired Jobs Inactive Edit System Status Change National Trigger Job Status Edit System Time Zone Central Edit System Use Mass Email System for All Email Links true Edit System Activity Log New Event Enter a number of minutes This equals the number of minutes that must elapse between edits in order for the action to be considered a new log entry e System Appointments Future Signup Days Allowed for Administrators Enter a number of days to allow for appointment slot generation Maximum value is 30 e System Appointments Future Signup Days Allowed For Students Enter a number of days to allow for appointment slot generation for students Maximum value is 30 e System Base URL
85. pdated document for this resource or Delete the resource altogether Manage Resource Library Use the counter tq Contact Forms Resource Information to manage how ta Co op Application Forms Action View Update Delete External Link 39 many views TT Se pet ce Po our resources Re You cannot ed It i ll Co op Application Semester 2 Display Format Can only display as pdf y i permissions for p CQ E mail Attachments get You may Resource Title Co op Application Semester 1 items in the Email Policies Available To Admin Student v Contact E Faculty also choose i Z3 Tips and Other Helpful Documents to reset the Attach ments E Tips for Students Cse fold tes counter at an older amp User Guides E y D Faculty User Guide point b Folder When editing an existing folder you have the ability to change the folder name You can use the Action links to Delete the folder altogether Important If you delete a folder that has resources in it or has other folders nested underneath it Manage Resource Library G Gg Contact Forms Folder Information ti Lf Co op Application Forms Action Delete Gr Z3 E mail Attachments Folder Name Co op Application Forms G 23 Office Policies nd a Tips and Other Helpful Documents E Z3 Tips for Students E 23 User Guides D Faculty User Guide everything contained in that folder and everything contained in any folders underneath are deleted To re orga
86. ption is username or studentid The username option defines that the upload should look for an existing student record by matching the username in the file with the usernames in the student database The studentid option defines that the upload should look for an existing student record by matching the studentid in the file with the student ids in the student database Student ID in Interfase CS is called SSN by default but it is the same field 3 SetStatus this option defines what student status each uploaded student record will be set to by default The entry for this option needs to exactly match the text of an existing Student Status code in Interfase CS including case This means that if the code you want to use is Active with a capital A that needs to be the entry for this option 4 GeneratePasswords this option is primarily used if you are using the student upload to populate student records for use with pass through authentication The entry for this option is Y or N Y means the upload should set a randomly generated password for each new student record created by the upload N means that it should not generate passwords and should set the password to whatever is entered in the password column in each record in the file 5 AwardDate this option only appears in format 2 as it relates specifically to work study The entry for AwardDate should be a date mm dd yyyy This date will correspond to a Work study Award Period so the upload kn
87. r a Break Er pr n simply click the Edit 10 00 AM Break Edit Reserved Slot link and type in the 10 15 AM Reserved Slot s name 9 00 AM 9 30 AM Bob Johnson I 425 10 45 AM Click the Update link 11 15 AM when done 11 45 AM 12 15 PM Lunch Edit Reserved Slot 1 15 PM 1 45 PM 2 15 PM Break Edit Reserved Slot 3 30 PM 4 00 PM DX PPS PS ES ES SO ON ES E93 ooo 4 30 PM email packet to self employer employer amp self none Last edited August 2009 39 Unit 2 Interfase Supervisor s Guide Document Categories Document Categories can be setup so that student documents can be organized into different employment and non employment related categories When applying to a job or schedule a student can select one document from each employment related category that is setup in your system If an Administrator wants the students to be able to select a resume and a cover letter set up a document category for each 1 Document Categories Add New Confidential i D DERE fe Checking the confidential box will not allow the Cover Letters No Yes No 20 Edit e Ta Tas a zE student to see the document but allow them to References No Yes No 1 edit submit it to a job This is usually used by schools eruditione E iin bis us for evaluations that students can submit to a Placement Evaluation No No No 1 Edit E Co op Evaluations No No No 1 Edit job for the employer to see without the
88. r will default to 0 for most custom fields STEP 10 Control only if Custom Field Type Text select Text or Text Area If Text the field will allow one line of entry If Text Area the field will allow multiple lines of entry STEP 11 Required optional check the Required box if a user should be forced to fill out this field STEP 12 Required Message optional if Required is checked enter a required message This text will appear to a user when they try to save a record without filling in this field as it is required STEP 13 Multi select only if Custom Field Type Code check this box if the custom field should be a multi select code This means a user would be able to select multiple options in the fields If unchecked a user can only select one option STEP 14 Allowed Values only if Custom Field Type Code for each code option that should appear in the custom field enter a value Each value that should be a code option should appear on its own line STEP 15 Validation optional not available for all Custom Field Types select a validation type if you wish the entry for this field to be validated against a certain pattern For instance if the desired entry for a field were a phone number you could select a Phone Number validation type and Interfase would force the entry to match a set phone number pattern STEP 16 Validation Message optional not available for all Custom Field Types if a validation type is
89. selected enter a validation message This text will appear to a user when they try to save a record and the entry for this field does not match the validation type selected STEP 17 View Edit Search Roles these settings are the permissions for custom fields For each setting the available roles in Interfase can be selected Any role that is selected in each setting will have that ability regarding this custom field For example if AdminRole is selected in View Edit and Search then all administrators with that role will have the ability to view edit and search on this custom field Field Name Display Name Add New Location After Access Level Edit Delete Code Custom54 Geographic Area Help Tip v Display Position Location Order 0 Required Required Message Multi select Allowed Values View Roles AK Code Display Text Central Texas Code is Active Add as New Code Edit Roles Search Roles Py Copyright CSO Research Inc 44 CSO RESEARCH INC Note Some Custom Field record types do not have Search options for custom fields For example Search Roles can not be set for a Referral custom field because there is no search screen for Referrals Papa TI ary uH ur i Ry IT ur IR DI Ry TR ummy GT ce TR TR ur RS uH DR T DR i IS DR TR arm a View Roles Edit Roles dminwWorkStudentRole Anonymous After a custom field has been creat
90. sent in the system is logged in the Email Log including packet e mails system event e mails and mass e mails It logs the date the e mail was sent the function the e mail was generated from reason who it was to from whom it was sent the subject of the e mail and some additional information regarding whether the email was processed when and any errors encountered To access the Email Log 1 Go to Tools gt Activity Log and select the Email Log tab 2 Enter a Start Date End Date and or Reason if necessary and click Generate Log 3 A CSV file is created with the requested email log entries that you can download and use in other applications Download Email Log cea 4 03 cn E o pra Al Submit dete AReason From To Subject Prog rogessed processed dato Error 4 1 2009 9 21 stern Ene csoresearc Your job hiNo W 4 1 2009 8 21 Yes Email Log Start Date End Date TT Rese WARNING Clear E mail Log E The Clear Email Log function allows an Administrator to delete the entire contents of the Email Log This can be useful for instance at the end of each semester or the end of a year to start with a clean log making it easier and less time EESTI 4 2 2008 1 42 4 2 2008 1 42 A 2 2008 1 42 4 2 2008 1 42 A 2 2008 1 42 Document Document Document Document Document candace Job T 4 2 2008 1
91. sign next to Forms and click the sign next to Student All of the sections within the Student Form are displayed Select Additional Information Once selected this section turns bold to indicate where you are in Permissions on the left side Last edited August 2009 27 Unit 2 Interfase Supervisor s Guide Update System Refresh Setup Options Manage Permissions Categories E Menus Permissions B Forms l ERE a lob AllowEmployerViewing Edit B Student AllowEmployerViewing View Personal Information CareerGoal Edit Demographic Information Each field permission eo is listed twice one with an Edit option and the other with a View option Mmm EDIT To make a field or Edit A section read only just Edit c take away the role s Update Cancel permission to Edit AdminRole hot Fade VIEW To turn off a field D minStaffRole Po rv Work Experience i or section take away j L skills AdminStudentRole r cci pm Skills Fla the role s permission to Additional Information Rol View AND Edit i r Control Information oles CoopstudentRole rv Qualifiers C GueststudentRole Documents tnterimStudentRole aa slab PendingsStudentRole FCD tee seres i be New Student Sections d EL D StudentRole Oo permissions TEE T CareerGoal View Edit i Student Awards are for the a ler JobPreferences Edit Edit section you a C
92. slot for something like a break or lunch enter the reason in Reserved Slot Step 4 Click Update Copyright O CSO Research Inc 38 CSO RESEARCH INC Add Multiple Entries Configure Timeslots Step 1 Enter an Interview Duration This entry is the number of minutes each interview will last Step 2 Enter a Timeslot Break Period This entry is the number of minutes that will be additionally given for each timeslot but is not included in the length of the interview For example if Interview Duration is 30 and Timeslot Break Period is 5 each timeslot will be 35 minutes in length but the interview duration will only be noted as 30 minutes Step 3 Enter the First Timeslot Start Time and Last Timeslot Start Time These times will be used in conjunction as a range in which the timeslots will be created For example if First Timeslot Start Time is 8 00 AM and Last Timeslot Start Time is 4 00 PM and the number of minutes for each timeslot is 35 then these setting will create the timeslots as 8 00 AM 8 35 AM 9 10AM etc with the last timeslot Starting no later than 4 00 PM Step 4 Click Add Timeslots Note Once timeslots are created in the template using Configure Timeslots the Manage Timeslots section can be used to make any individual changes or additions to the template Timeslots Add Timeslot Interview Time Student Submitted Documents Change Documents Reference Schedule ID Action 6 30 AM To reserve a timeslot E EXEC for Lunch o
93. student Suggested Resume Changes No No No 4 Edi being able to see the document The student Faculty Evaluation No Yes Yes 3 Edit 5 must have the category permission to view See 2 Category Permissions eK screenshot for Letters of Recommendations en min Name view Edit Upload Delete view Edit Upload Delete Action Changing Category Permissions Cover Letters M ux ge e MN CA af Edit To change the Administrator or Student s pu y y x J x M y pesn permissions to the category click the Edit References Edit 2 e do EE K M M w v E Edit link Click the Update link when done Placement Evaluation TA w ww TA M T ad TA Edit Docu ment Fo rwa rding a x A A x x x x a An Administrator can enable three 3 ug esume nges 9 temper x x x w V ox ge T document forwarding emails per category For example an Administrator can have the system Roae BORNE email the student a copy of the resume as soon Name Forwarding Action t Cover Letters 0 forward s enabled Edit do It ix ploaded Resume 1 forward s enabled Edit References 0 forward s enabled Edit Letters of Recommendation 0 forward s enabled Edit Placement Evaluation 0 forward s enabled Edit Co op Evaluations 0 forward s enabled Edit Suggested Resume Changes 1 forward s enabled Edit Faculty Evaluation 0 forward s enabled Edit Note For detailed information on all the options for Document Categories refer to the information on th
94. t Name e o IMPORT STUDENTS INTO THE FIREWALL TOOLS FIREWALL IMPORT TO ADD INDIVIDUAL STUDENTS INTO THE FIREWALL TOOLS FIREWALL SEARCH Add Firewall Entry How do you search the Firewall To search the Firewall go to Tools gt Firewall gt Search Should I clear the Firewall befoe uploading my latest student file Clearing the Firewall before doing a new upload will depend on your office s processes Some schools decide to clear their firewall and upload all students who are registered for the semester Other schools choose to simply continue adding to their firewall to ensure alumni can still register even after they are enrolled If you have any questions about what process your office should use contact support at support csoresearch com Last edited August 2009 61 Unit 3 Interfase Supervisor s Guide 3 2 Upload The Upload function allows Administrators to upload student job and or payroll data from an outside source into Interfase on a scheduled basis Uploads run automatically at midnight Central Time on the date you specify In order to upload student job or payroll data you will need to extract data from the desired source and put it ina comma delimited CSV file in a specified format Below are the CSV formats for the student job and payroll uploads CSO Support can provide you with a sample csv file if desired Home My Profile Databases Help Sign Out SEINY EO Upload Tip Reports V
95. te and Create Create New Only or Update Only Status Choose the Status that will be applied to each record Choose whether to check the box to Apply Status to New Records Only Match Choose whether to match on Username or SSN most commonly this is Student ID Generate Passwords Choose whether to check the box to generate passwords Date Format Choose the correct date format Report Email Choose who the report email will be sent to Select File for Mapping Browse for your upload template file to map the column headers to each field in the student profile Last edited August 2009 67 Unit 3 Interfase Supervisor s Guide Running a Custom Student Upload After a custom student upload project has been created you can upload a file based on it To do this go to Tools gt Upload gt Upload Tasks Home MyProfile Databases Tools Help Sign Out Activity Log Reports Mass Email Packets Announcements Firewall Record Merge Resume Books Resource Library Upload Upload Tasks Setup Student Custom Upload Projects To run a custom upload type a Task Name and fill in the Report Email Browse and upload your file then choose the Upload Type of Custom Student Import You can then choose from the projects that have been created under Student Custom Upload Projects Upload Tasks Task Name 1 O O Basic Student Import Report Email support csoresearch com O Payroll Import Upl
96. ted in the Validation proper format Failure Message invalid date only mm dd yyyy STEP 5 In the Required drop down list select Required Yes to make the field required STEP 6 In the Required Message box enter the message the user receives if this field is not completed STEP 7 Click the Save button STEP 8 Click the REFRESH button Post date Help Tip text will appear once a mouse is scrolled over the question mark next to the post date The help tip will ee a M p Mure admins students employers etc who Post Date z 4 16 2009 C Expiration Date 5 16 2009 Show Contact Info Yes Allow Online Referrals lt 5 Last edited August 2009 23 Unit 2 Interfase Supervisor s Guide Post Date Field entered in the wrong format Failure Message Dost Date today invalid date only mm dd wyyyy Expiration Date 5 13 2009 Show Contact Info Yes ka Allow Online Referrals Post Date Field left blank Required Message Post Date required Expiration Date 5 1 3 2009 Show Contact Info vac v Allow Online Referrals a Form Type EXAMPLE 8 Turning on fe Password Security Field in Form Item Student Profile password will show up as dots asterisks Display Text In the example we will not walk you through the validation and required options See Example 7 Help Tip Text for those steps STEP 1 Go to Tools Setup Validation Forms and select Student
97. the Print Forms link This gives you the ability to make a record merge template only available to particular groups of admins students or employers To assign permissions for record merge functions go to Permissions and select Forms form type such as Job Student etc In each you will see a Function Print Forms View which can be turned on for specific roles See the Permissions section in this guide for more information on permissions Copyright O CSO Research Inc 10 CSO RESEARCH INC 1 3 Resource Library The Resource Library is a function that allows administrators to upload categorize and manage a library of information that can be available to students and or employers This is a library of static resources that can provide information about your programs hiring or employment guidelines forms for various purposes or even a map to your office You can maintain any information here that may need to be posted and available for your students or employers For admins students and employers the Resource Library will appear as an additional section on the Home page Quick Links Welcome Lynn Berger To navigate the system use the menu options above Report a Hire m View All gt T Welcome to the CSO Training DB My Task List Saved Searches This is the training installation for Schedules s 5 j Interfase by CSO Research Inc To View the Resource Library o as a Student or and Employer
98. the default sort of the various search Change the default sort for the Job results pages Search Results page for students you want them to see the ips listed in Manage the encryption key information View the existing encryption key used with student pass through Generate a new encryption key if AULOEL ALOT Work Study Create and manage work study award The typical work study award period Award periods Each period consists of a Start would correspond to either the dates for Periods and an End date that defines a timeframe an academic year or for each semester for work study awards When work study quarter awards are entered they will be linked to a CollegeRecruiter Manage wh olog categories will appear Turn off the Financial Aid ci category if it i MM recon Add Edit or Remove Cell Phone Carriers Cricket i isa popular ce carrier in your area ames fostisnoton necro there urn on off features adjust mapping mapping for Job Categories Features Appointment Add new appointment types edit existing types You have a new type of appointment you ypes would like to add Note Work Study Award Periods is only available in Student Employment module Last edited August 2009 17 Unit 2 Interfase Supervisor s Guide Setup Menu Grid Jobs Menu Defines Job Menu Categories for the Examples All Jobs Co op Jobs Work Categories student job search You can have up to 10 Study Jobs separate categories Ea
99. ting e Pending PRO time g gr 2 csostudent Lynn Berger Co op Intern Junior A Active PROSA Full time and Part time Guest Interim Click the T s Chen_Susan Susan Chen eaae Alumni Advertising Active PROSA A viewthe O tj 4 Smith Natasha 4 Natasha Smith F ll time Part Sophomore Petroleum Active PROSA Audit Log tine Engineering 0 Referrals 1 Placements 0 Schedules 0 Meftors 0 RSVPs 2 Observations 0 Survey Responses 0 Appointments 0 Job Agents 2 Audits View All Cha 4 Prev 1 Next gt gt i i 1 of 1 items 1 to 2 of 2 Description Action __iy 4 14 2009 8 36 AM Student 1 logged in Student JR Pendster 3 27 2009 1 50 PM Student 1 logged in Student JR Pendster Cha 4 lt Prev 1 Next gt gt i i 1 of 1 items 1 to 2 of 2 History Delete Log The Delete Log function allows administrators to search and view logged information about the deletion of main records Each main record that is deleted in Interfase is logged in the Delete Log It logs the record ID and a main piece of information about the record that was deleted It also logs the date the record was deleted the Administrator who deleted the record and the counts of any linked records that were deleted along with the main record Last edited August 2009 7 Unit 1 Interfase Supervisor s Guide 3 A CSV file is created with the requested delete log entries that you can download and use in other applications Audit Log Delete Log Email Log Downl
100. tions data gt FirstName MiddleName LastName UserName StudentID EMail BirthDate Passwor d LocalAddress Address1 LocalAddress Address2 LocalAddress City LocalAddress State LocalAddress ZipCode LocalAddress Country LocalPhone LocalPhone2 PermanentA ddress Address1 PermanentAddress Address2 PermanentAddress City PermanentAddress State PermanentAddress ZipCode PermanentAddress Country PermanentPhone PermanentPhonez2 Cit izenship Classification ExpectedGraduationDate ExpectedDegree Major GPA Advisor Applype IsFullTim e lsGraduate sDependant FamilyAGI FamilyContribution nitialFederalAward nitialStateAward Eligible StartDate EligibleEndDate lt upload data gt The first row in the formats will be exactly as above and defines the global options that exist for each upload The second row will consist of the selected entries for each of the global options The options are 1 Overwrite this option defines whether the upload will overwrite data in existing records that match records in the upload file with any changed data in the file The entry for this option is Y or N Y would mean it should overwrite with data in the upload N would mean that it should not Note Even with Overwrite set to Y the upload will never overwrite passwords for existing records 2 Match this option defines how the upload process will match records in the upload file with records in the system when it tries to determine if a record currently exists The entry for this o
101. tor contacts each student is allowed per month Student Registration Allow Self Registration Enter True or False True will turn this function on and False turns it off Student Registration Click here to register text Enter text to be used as registration link Student Registration Completeness Check Enter True or False True will turn this function on and False turns it off This function will require a student to complete the required fields in their profile before they can submit it to your office Student Registration Completeness Check Require Documents Enter True or False True will turn this function on and False turns it off This function will require that a student upload a default resume before they can submit their profile to your office This function is not valid unless Student Registration Completeness Check is set to True Student Schedules Allow Multiple Signups For Shared Sessions Enter True or False Student Schedules Allow Signup for Waitlist Without Full Schedule Enter True or False True will turn this function on and False turns it off This function would allow a student to signup on the waitlist for any schedule that has a waitlist at any time during the signup regardless of whether all timeslots are full or not Student Schedules Require Future Schedule to contain a future session Enter True or False True will turn this function on and False turns it off This determines if the Future Schedules f
102. udent Schedules Submission Limits Enabled false Edit Student Schedules Submissions Limit 10 Edit Student Session Timeout 240 Edit Student Show Non Qualifying Criteria When Alerting true Edit Student Status Change Student Edits Profile Edit e Student Activity Allow Student View of Self Referrals Only Enter True or False True will turn this function on and False turns it off If on this function will only allow a student to view their self referrals instead of viewing all referrals for that student e Student Guest Student Login Enter the Student Record ID numbers only you wish to use as the Guest Student Login Leave blank if you do not wish to use as the Guest student When this student logs into Interfase they will get the permissions assigned to the GuestStudentRole rather than those associated with the applicant types set in that student profile e Student Jobs Screen Events Upon Job Search Enter True or False True will turn this function on and False turns it off The function will allow the job search to apply all screening options upon performing the search so that jobs in the Job Search will only show related events that the student is qualified for If false this function will show a student all job events e Student Jobs Screen Jobs Upon Job Search Enter True or False True will turn this function on and False turns it off The function will allow the job search to apply all screenin
103. unction for students shows schedules that do not contain any sessions with future dates Student Schedules Submission Limits Duration Enter daily or weekly Student Schedules Submission Limits Enabled Enter True or False True will enable Submission Limits for students Student Schedules Submissions Limit Enter a number of activity items a student can take when signing up for a timeslot or requesting an interview Student Session Timeout Enter a number of minutes This equals the amount of time the system will allow an open session to sit idle before automatically logging out Student Show Non Qualifying Criteria When Alerting Enter True or False True will turn this function on and False turns it off When a student views a job or schedule they do not qualify for this function will show the student each screening criteria for which they do not qualify For example if a student did not qualify for a job that was screening on gpa because their gpa was too low it would tell the student they didn t qualify because of gpa Student Status Change Student Edits Profile Enter the exact text of the Student Status you want a student to be set to when the student edits their profile If you leave this field blank a student will retain it s current status following an edit Copyright CSO Research Inc 32 CSO RESEARCH INC Syste m System Activity Log NewEvent 5 Edit System Appointments Future Signup
104. us Visit Reasons The purpose of this worksheet is to create all the additional reasons a student may come to your office that you would like to have a student Check In for data that is not in your system The example below is if a student is about to Check In for a non scheduled Counselor Appointment Why are you here today Please select a visit reason below to begin DNE _ iu M This is the Reason Name Add any additional information about why you are utilizing the Career Resource Library in the Visit Description box below then n This is the Message click Check In Visit Description Al Check In Creating Miscellaneous Visit Reasons Log into your Interfase site as a Supervisor Administrator 2 Go to Tools gt Setup gt Check In 3 Reason Type Miscellaneous Copyright CSO Research Inc 56 CSO RESEARCH INC Create Visit Reason Reason Type Miscellaneous Reason Name counselor Appointment Message LA SS SS SHES HE 09 40 Now that the Check In module has been enabled in your system you now Select the counselor you are here to see from the list below Add any additional information about the reason for your visit have a new field in your Administrator in the Visit Description field then click Check In profile called Admin Type Admin Type Go to each Administrator s profile and p select the Admin Type if you want that TRES Admin to appear in the list of Counsel
105. ust have a resume Employer Session Timeout Enter a number of minutes This equals the amount of time the system will allow an open session to sit idle before automatically logging out Employer Status Change Employer Closes Job Enter the exact text of the Job Status you want a job to be set to when an employer uses the Close Job function to close a job This setting is only valid if the Close Job function has been turned on for employers using permissions Employer Status Change Employer Edits Job Enter the exact text of the Job Status you want a job to be set to when an employer saves edits If you leave this field blank a job will retain it s current status following an employer edit Employer Status Change Employer Edits Profile Enter the exact text of the Contact Status you want a contact to be set to when the contact edits their profile If you leave this field blank a contact will retain it s current status following an edit Faculty Login URL https www mvyinterfase com training faculty Edit Faculty Screen Jobs by Major false Edit Faculty Screen Students by Major false Edit Faculty Session Timeout 60 Edit Faculty Login URL Enter the faculty login url for your system Faculty Screen Jobs by Major Enter True or False True will turn this function on and False turns it off Faculty Screen Students by Major Enter True or False True will turn this function on and False turns it of
106. w Code Control Information Status Access Level Chris Test Field Obs Private Type Created 5 13 2008 10 31 AM Modified 5 13 2008 10 31 AM Update System Refresh Setup Options Select Code to Edit Code Type Code Short Name ACCT Code is Active Code Long Name Accounting Resides in Category All Majors v Add to a New Category Arrange Category Hierarchy Add as New Code Last edited August 2009 19 Unit 2 Interfase Supervisor s Guide Codes gt Majors Arrange Category Hierarchy Example 3 Update System o Rearranging Category Hierarchy Refresh Setup Options i i i step 1 Open categories Code Categorization Step 2 Drag and drop Expand Minimize to arrange category hierarchy For example i drag College of 2 Major Communication on to All Majors All Majors to have it sub e College of Business e College of Engineering Qe College of Communication Minors e Specialties menued Memos are customizable text fields that appear on each page section in Interfase Memos are generally used to provide instructional information about that page for the users For example the student login page would have informative text on how to successfully login to the system Home My Profile Databases pols Help Sign Out Activity Log Reports Packets Announcements Firewall Record Merge Resume Books Resource Library Upload
107. wed to self register This can be done with the Student Firewall tool Tools Help Sign Out Activity Log Reports Packets Announcements Search To Search the Student Firewall and add individual entries Record Merge Clear All To Clear Delete All Students in the Firewall Resume Books Import To Import a New List of Students Appends to Existing List Resource Library Upload setup The Student Firewall is separate from the student database and will verify two things before allowing the student to register That the student is in the Student Firewall matches with the SSN Student ID field only That the student does not have a record in the Student database already matches with the SSN Student ID field only Note SSN as it is mentioned above is purely a reference to the original name of the field being referenced The entries in the student firewall do not have to specifically be student SSN They could be any unique student ID How is the Firewall populated There are two ways An Administrator can easily mass populate the firewall by using the student firewall import The import routine appends the entries from the import file to the entries already in the firewall if there are any and disregards any duplicates An Administrator can also delete all entries in the firewall before importing the newest firewall file using the Clear Firewall function Firewall Import Quick Search
108. will be displayed in the Values box Important The Refresh button at the top of every Setup screen is used to apply any changes you make in Setup to your Interfase system Clicking Refresh on any Setup screen applies all changes made in any Setup function All examples listed below include clicking Refresh as a step although if you are making multiple changes in Setup this is only required once when you are finished with all changes Copyright CSO Research Inc 18 Example 1 Adding New ee Values to Admin Status Step 1 Select the field down list that is to be added Step 2 In the Code Display Text box type in the name of the value to add as it should appear in the drop down list Step 3 Select the Role that the status will be assigned to Step 4 Click the Add as New Code button Step 5 Click the Refresh button CSO RESEARCH INC Update System from the Code Type drop Refresh Setup Options Select Code to Edit Code Type Administrator Status Values Code Display Text Code Status Active Active v Inactive cer Inactive rails new Pending Administrator Status Field Codes gt Majors Example 2 Adding eo New Majors Step 1 Type new major in Code Short Name and Code Long Name Step 2 Make sure Code is Active Box is checked Step 3 Choose which category the new major will be under of type in a new one in Add to a New Category Step 4 Click Add as Ne
109. yerO nlineAppAddress EmployerMajors AllowStudentViewing ContactFirstName ContactMiddleN ame ContactLastName ContactAddress Address1 ContactAddress Address2 ContactAddress City ContactAddress State ContactAddress ZipCode ContactAddress Country ContactPhone ContactFa x ContactEmail ContactAddress Website JobTitle JobReferenceNum NumOpenings WorkSchedule Hou rsPerWeek WageSalary StartDate EndDate Supervisor JobDescription Qualifications ApplicationInstruc tions JobLocation JobCategory Positionlype ApplicantType MinimumGPA Citizenship GradStart GradE nd Classification Degrees Majors PostDate ExpireDate ShowContactInfo AllowOnlineReferrals lt upload data gt The first row in the format will be exactly as above and defines the global options that exist for each upload The second row will consist of the selected entries for each of the global options The options are 1 NewEmpStatus this option defines what employer status each new employer record created by import will be set to by default The entry for this option needs to exactly match the text of an existing Employer Status code in Interfase including case This means that if the code you want to use is Active with a capital A that needs to be the entry for this option 2 NewJobStatus this option defines what job status each new job record created by import will be set to by default The entry for this option needs to exactly match the text of an existing Job Status code in Interfas

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