On-Demand Course Index

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Colleague Navigation, Features, and Functionality (Colleague Navigation 4) – Course

This course is designed for all beginner Colleague users. It is also suitable for new hires, executives, anyone who is upgrading from a previous version, or for those who need a refresher in the basics of Colleague. After successful completion, learners can describe the key features, functionality and components of Colleague User Interface, and will be able to navigate in the Colleague System.
Free
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Banner Navigation (Banner GE 8.0) – Course

Introduces you to the Banner suite of products as well as teaches you how to navigate in and personalize Banner.

Note: This course does not include audio.

Free
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Adding Alerts to the Students in the Faculty Portal (Advise 1.3) – Course

Is one of your students at-risk or struggling? Do you need to submit an alert? Learn how to submit an alert and review alert submission history through Ellucian Faculty Experience.
Free
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Ellucian CRM Advise Overview (Advise 1.3-2.1) – Course

Do you want to learn the basics for developing a successful intervention strategy for student success at your institution using Ellucian CRM Advise? Watch this overview and pre-recorded webinar that provides a demonstration of Ellucian CRM Advise from multiple perspectives.
Free
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Managing Alerts and Activities (Advise 1.3-2.1) – Course

Ready to reach out to at-risk students? Learn how to create and manage alerts and activities such as phone calls, emails, appointments, mobile notifications and more.
Free
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Managing Communications and Engagement Plans (Advise 1.3-2.1) – Course

Do you want to learn how to set up automated communications to connect with students? Do you want to create activity templates, engagement plans, or templates? Learn how to manage communications and engagement plans.
Free
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Managing Dashboards and Reports (Advise 1.3-2.1) – Course

Do you want to monitor the performance and effectiveness your early alert system? Learn how to review delivered advisor, faculty, and student success manager dashboards. Also see how to run delivered reports or download a database schema for use in custom reports.
Free
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Managing Data (Advise 1.3-2.1) – Course

Want to keep your system running in peak performance? Built something in test and want to move it to production without rebuilding? Learn how to update current and prior terms, use pre-configured data, and use the data transfer tool to export multiple types of data between Advise instances.
Free
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Managing System Administration (Advise 1.3-2.1) – Course

Do you monitor workflows and system jobs? Do you know how to troubleshoot basic workflow errors? See common practices for monitoring workflows and system jobs.
Free
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Managing the Success Engine (Advise 1.3-2.1) – Course

How do you identify at-risk students and reach out to them quickly? Learn how to automate identifying these students by creating risk conditions, indications, alert rules, and using the scoring engine.
Free
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Managing Users, Security Roles, and Teams (Advise 1.3-2.1) – Course

Do your users have access to the right data in order to perform their daily tasks? Learn how to manage users, security roles, and teams.
Free
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Navigating in Ellucian CRM Advise (Advise 1.3-2.1) – Course

New to Advise? Navigate through Advise as you learn to review a student record and perform a quick search.
Free
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Technical Integration (Advise 1.3-2.1) – Course

Are you planning a technical integration with Ellucian CRM Advise? Learn at a high level, about the architecture involved in integrating Ellucian CRM Advise with your ERP and LMS.
Free
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Using Advanced Finds and Views (Advise 1.3-2.1) – Course

Need to find specific data based on criteria? Learn how to use views and the Advanced Find feature to search for, select, and display multiple records.
Free
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Working with Imports (Advise 1.3-2.1) – Course

Need to set up imports? IT Leads and System Administrators learn how to set up automated entity imports, create entities, relationships, and custom fields. Also learn how to work with data maps and source data.
Free
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Elevate Overview (Elevate) – Course

This course provides an overview of Ellucian Elevate.
Free
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Managing Academic Offerings (Elevate) – Course

This course contains a series of lessons on maintaining courses and course sections.
Free
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Managing Campaigns (Elevate) – Course

This course provides information on managing campaigns.
Free
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Performing Faculty-Related Tasks (Elevate) – Course

This course contains information for faculty to perform basic tasks in Elevate.
Free
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Managing the ERP Provisioning Process (Recruit 4.2-4.7) – Course

Do you need to bring in data and validation lists from either Banner or Colleague? Learn how you can provision data from these systems.
Free
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Managing Data Migration (Recruit 4.2-4.7) – Course

Do you have prospective student data in your ERP that isn't in Recruit? Learn how to provision and troubleshoot pre-application prospective student data into Ellucian CRM Recruit from Banner, Colleague, or another ERP.
Free
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Managing Duplicate Detection (Recruit 4.2-4.7) – Course

Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs.
Free
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Completing a Mail Merge (Recruit 4.2-4.7) – Course

Do you print and mail out paper letters with personalized greetings? Learn how to use the mail merge dashboard to send personalized letters to prospective students.
Free
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Managing Telecounseling (Recruit 4.2-4.7) – Course

Do you want to call prospective students as part of your communications? Connect with inquiries and prospects personally using a telemarketing campaign.
Free
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Managing the ERP Provisioning Process (Recruit 4.0) – Course

Do you need to bring in data and validation lists from either Banner or Colleague? Learn how you can provision data from these systems.
Free

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