Salesforce
What you check when seeing if a specific student is already in Salesforce
What is name, date of birth, and school?
The KIT Card tray order
What is New Salesforce, New Select Scholar, Done Salesforce, Done Select Scholar?
When a student checks off “Yes” to being convicted of a criminal offense but no provides no explanation you...
What is create/put KIT card in a missing information pile?
The action you take if a student is in Salesforce already
What is tag student to the tour, click attended, and update any information off of the card if needed. Then hit save.
When there is no graduation date you..
What is figure out their age/compare to their classmates?
You can't find a school when inputting a KIT card...
What is ask a coordinator and then if they don't know, ask an advisor?
When you're all done with a stack of Salesforce or Select Scholars KIT Cards you...
What is Sign and date the KIT Card Checklist, Check off the correct box on the KIT Card Checklist, and Put the stack in the correct tray
You can't find the Group Tour to tag the student to
What is Click on the group in the organizational calendar and when contacting new event, click on the group that is listed at the top (after clicking in the organizational calendar)?
It is open when you are logging KIT cards
What is the KIT card guide?
The GPA you put in select scholars if the GPA is not listed on the KIT Card you're inputting
What is 0.001?
When handwriting is illegible you...
What is ask a co-worker or coordinator what they think it may say?
What you do before inputting a KIT card
What is check to see if there is a pre-existing profile for the student?
You double-check this after logging KIT cards
What is...
The student is tagged to the Group Tour
The student is marked as attended
The mailing address is the student's, not the school's
The checklist attached to the KIT Card pile is filled out
Your name is signed on the KIT Card checklist
The KIT Card pile is on the correct shelf.
What you mark when the test score isn't provided
What is mark "Have Not Taken Yet"?
When there is no birth date listed you...
What is create/put KIT card in a missing information pile with a KIT Card checklist with the school name and explaining the situation?
When a student's profile is pre-existing you do this...
What is update their information, tag them to the GT event, and mark as attended?
Ask Tyler and Emily
What is ONLY when an answer cannot be found in the KIT card guide or your fellow CTGs aren't certain either (Should be rare)?
What a student provides if they mark 'yes' for disciplinary questions
What is an explanation? If they don't, their card goes into the 'Missing Information' pile.
When you have a pile of Missing Info KIT cards, after putting the done KIT cards away you...
What is
Grab a new Kit Card Checklist, write the school's name and visit date on it, write missing info on the checklist and attach the checklist to the pile
Put pile in red 'Have not Contacted' folder in the bottom left drawer of Emily's and Tyler's desk