Data Entry/UI
E-Milestones and CCT
Bottom Line
DEAL Services
Access and
Transfer Advising and FAFSA

100

This is the field of the program record that captures information such as credits attempted, earned, SAP, enrollment status, etc. in any given semester

Critical Data Field 

100

This milestone should be marked as "completed" when the student has had a 1-1 conversation with (1,2,3) professional(s) working in their field of interest (most likely in the form of an informational interview or connecting 1-1 at a networking event)   

Establish 1, 2, 3 new connections related to career path of interest

100

This is the name of the software that displays things such as the caseload dashboard, goals dashboard, and e-milestone tracker

PowerBI

100

The goal of this service is to help a student create a realistic timeline toward graduation, and is often done as a precursor to Course Registration

Degree Audit

100

This refers to a page of institutions an access student or student hoping to transfer is interested in applying to or attending based on a variety of factors such as fit, affordability, location, and more.

College List 

200

The tab on a Salesforce record where exclusively career-relevant jobs, internships, and connections are logged 

Experience tab 

200

According to Bottom Line, this is the formula for what:

Action Verb + Quantity + Result = _____

Power Statement 

200

The year Bottom Line was founded

1997

200

This service is when advisors and students work collaboratively on a weekly calendar and discuss strategies for being agile when challenges arise. 

Time Management 

200

The software tool in FAFSA that allows eligible student and families financial information to be transferred from the IRS directly onto the FAFSA

Data Retrieval Tool 

300

My student is not enrolled this semester. This is what their "semester bill paid" tab should read for the semester 

Blank 

300

This is the suggested approach for advisors to help students identify and narrow down their job search by focusing on more than just the title of positions, but rather what they value and hope to have in their first workplace 

Company-First Approach

300

The new program for students not enrolled in a BL target college that provides virtual and hybrid advising

BluPrint


300

The process of helping a student explain to their institution how they will improve on their academic performance if/when they are at risk of losing federal aid

SAP Appeal 

300

This term refers to the number of people that live with the student AND receive more than half of their financial support from them or their parents 

Household size 

400

Your student has borrowed in total $18,500 in student loans so far. They have paid back $600 so their remaining balance on their Student Aid portal is $17,900. ______ is the amount that should be entered under "Total Loans" in the critical data field of the program record. 

$18,500

400

This service allows for students to be connected to a volunteer in the BL network to build their own network, mock interview, and discuss working in a certain industry

Go Far Volunteers 

400

The most recent site that Bottom Line opened 

Chicago Office

400

The meeting held with seniors at the beginning of the final year to talk through the start to their job search and finishing up degree requirements 

Senior Year Kickoff Meeting 

400

In order to complete their FAFSA, a student needs theirs and their parents tax forms. These are the two most common forms needed by a student and their family to complete the FAFSA

W2 and IRS 1040 

500

This field of the critical data field refers to a student earning more than 67% of credits attempted for the semester, earning higher than a 2.0 GPA after 24 credits, and taking no more than 6 years to earn a BA

Satisfactory Academic Progress 

500

A collaboration between Bottom Line and the four leading organizations representing life sciences in Massachusetts, creating 80 dedicated full-time internship roles in the Boston and Worcester area for summer 2022

Project Onramp

500

Our Chief Operating Officer (COO)

Darin Simmons Jr 
500

During this meeting with a first-year student, advisors take the time to go over entrance requirements for the student's respective institution and complete things such as waiving health insurance, loan entrance counseling, and more

Checklist meeting 

500

The name of the federal loan that does not accrue interest while a student is in school

Direct Subsidized Loan