Ellucian CRM Recruit
On-demand courses for CRM Recruit 5.x
| Course | Summary | Duration | Access Required | Action | |
|---|---|---|---|---|---|
| 5.0 | 5.1 | ||||
| What's New in Recruit | |||||
| What's New in Recruit | See an overview of the new features and functionality in Recruit 5.0. | 5 minutes | free | view course | |
| Managing the ERP Provisioning Process | |||||
| Managing the ERP Provisioning Process | This course contains a series of lessons on how to manage the ERP provisioning process. | 12 minutes | free | view course | |
| Recruit Overview and Navigation | |||||
| Understanding Recruit Navigation | This course contains a series of lessons on the overview and navigation of the Ellucian CRM Recruit console. | 23 minutes | free | view course | |
| Working with Prospect Records | In this introduction, you learn about the lessons that are included in the Working with Prospect Records curriculum including reviewing a profile, understanding related records, creating a prospect record manually, and merging duplicate records. | 35 minutes | free | view course | view course |
| Using Views | This course contains a series of lesson on how to use views. | 34 minutes | free | view course | |
| Managing Duplicate Detection | |||||
| Managing Duplicate Detection | This course contains a series of lesson on how to manage duplicate detection. | 40 minutes | free | view course | view course |
| Managing Web Forms and Applications | |||||
| Manage Web Facing Forms | This course contains a series of lesson on how to manage web facing forms. | 43 minutes | free | view course | |
| Developing Applications | This course contains a series of lesson on how to develop applications. | 44 minutes | free | view course | |
| Managing Opportunities and Recruitment Goals | |||||
| Promoting and Auto-Qualifying Suspects | This course contains information on promoting and auto-qualifying suspects. | 11 minutes | free | view course | |
| Working with Prospect Records | In this introduction, you learn about the lessons that are included in the Working with Prospect Records curriculum including reviewing a profile, understanding related records, creating a prospect record manually, and merging duplicate records. | 30 minutes | free | view course | |
| Working with Opportunities | This course contains a series of lesson on how to work with opportunities. | 26 minutes | free | view course | |
| Defining Territories | This course contains a series of lessons on how to define territories. | 60 minutes | free | view course | |
| Defining Enrollment Goals | This course contains a series of lesson on how to define enrollment goals. | 15 minutes | free | view course | |
| Using Ratings | This course contains a series of lesson on how to use ratings. | 22 minutes | free | view course | |
| Managing Imports | |||||
| Setting Up Common File Type Imports | This course contains a series of lesson on how to set up imports for common file types. | 39 minutes | free | view course | |
| Importing Common File Types | This course contains a series of lesson on how to import common file types. | 27 minutes | free | view course | |
| Managing Custom Imports | This course contains a series of lesson on how to manage custom imports. | 14 minutes | free | view course | |
| Configuring General Prospect Imports | This course contains a series of lesson on how to configure general prospect imports. | 47 minutes | free | view course | |
| Configuring General Application Imports | This course contains a series of lesson on how to configure general application imports beginning by creating fields. | 35 minutes | free | view course | |
| Managing Data Migration | |||||
| Managing Data Migration | This course contains a series of lesson on how to migrate data for Recruit. | 22 minutes | free | view course | |
| Managing Communications | |||||
| Managing Activities | This course contains a series of lesson on how to manage activities. | 23 minutes | free | view course | |
| Automating Communications Using Workflow | This course contains a series of lessons on how to automating communications using Workflow. | 85 minutes | free | view course | |
| Completing a Mail Merge | |||||
| Completing a Mail Merge | This course contains a series of lessons on how to complete a mail merge. | 13 minutes | free | view course | |
| Managing and Processing Applications | |||||
| Processing Applications | This course contains a series of lesson on how to process applications and supplemental information. | 27 minutes | free | view course | |
| Managing Letters of Recommendation | This course contains a series of lesson on how to manage letters of recommendation. | 25 minutes | free | view course | |
| Reviewing the Application Folder | This course contains a series of lesson on how to review the application folder. | 24 minutes | free | view course | |
| Enabling Direct Apply | This course contains a series of lesson on how to enable and manage the direct apply feature. | 12 minutes | free | view course | |
| Managing Tuition Deposits | |||||
| Managing Tuition Deposits | This course contains a series of lesson on how to configure, enable, and view tuiton deposits. | 18 minutes | free | n/a | view course |
| Integrating CRM Recruit with the ERP | |||||
| CRM Recruit to Colleague Integration | This course contains a series of lesson on how to integrate Recruiter to Colleague. | 48 minutes | free | view course | |
| Recruit to Banner Integration | This course contains a series of lesson on how to integrate Recruiter to Banner. | 51 minutes | free | view course | |
| Using the Communication Plan | |||||
| Using the Communication Plan | This course contains a series of lesson on how to create a communication plan. | 41 minutes | free | view course | |
| Managing Campaigns | |||||
| Creating a Quick Campaign | This course contains a series of lesson on how to create a quick campaign. | 18 minutes | free | view course | |
| Creating a Campaign | This course contains a series of lesson on how to create a campaign. | 41 minutes | free | view course | |
| Managing a Campaign | This course contains a series of lesson on how to managing a campaign. | 9 minutes | free | view course | |
| Communicating with Bulk Email | |||||
| Using the Bulk Email Service | This course contains a series of lessons on how to use the bulk email service. | 24 minutes | free | view course | |
| Managing Telecounseling | |||||
| Managing Telecounseling | This course contains a series of lesson on how to create and manage a telecounseling campaign. | 16 minutes | free | view course | |
| Managing Events, Dashboards, and Reporting | |||||
| Creating Events | This course contains a series of lesson on how to create events. | 35 minutes | free | view course | |
| Managing Events | This course contains a series of lesson on how to manage events. | 28 minutes | free | view course | |
| Managing Trips | This course contains a series of lesson on how to mange trips. | 19 minutes | free | view course | |
| Reviewing Delivered Dashboards and Reports | This course contains a series of lesson on how to review delivered dashboards and reports. | 9 minutes | free | view course | |
| Managing Users, Security Roles, and System Administration | |||||
| Managing Users and Security Roles | This course contains a series of lesson on how to manage users and security roles. | 22 minutes | free | view course | |
| Monitoring Workflows and System Jobs | This course contains a series of lesson on how to manage system administration. | 11 minutes | free | view course | |
| Working with Error Log Entries | This course contains a series of lesson on how to work with error log entries. | 10 minutes | free | view course | |
| Managing Data | This course contains a series of lesson on how to manage system administration. | 16 minutes | free | view course | |
| Configuring System Administration | This course contains a series of lesson on how to manage system administration. | 7 minutes | free | view course | |
| Using the Data Transfer Tool | This course contains a series of lesson on how to connect to the data transfer tool and transfer data and customizations. | 27 minutes | free | view course | |
| Using the Agent Functionality | |||||
| Using the Agent Functionality | This course contains a series of lesson on how to use the agent functionality. | 18 minutes | free | view course | |
| Changing an Academic Program of Interest | |||||
| Changing an Academic Program of Interest | This course contains a series of lesson on how to request a program change from the constituent experience and from the CRM Recruit console. | 9 minutes | free | n/a | view course |
| Completing Application Reviews | |||||
| Configuring Application Review Forms | This course contains a series of lesson on how to configure application review forms. | 12 minutes | free | view course | |
| Configuring Application Review Teams and Reviewers | This course contains a series of lesson on how to configure application review teams and reviewers. | 13 minutes | free | view course | |
| Configuring an Application Review Assignment and Rules | This course contains a series of lesson on how to configure application review assignment and rules. | 12 minutes | free | view course | |
| Configuring an Application Assignment and Rules | This course contains a series of lesson on how to configure application assignment and rules. | 11 minutes | free | view course | |
| Managing Applications | This course contains a series of lesson on how to configure application assignment and rules. | 25 minutes | free | view course | |
| Processing an Application Review | This course contains a series of lesson on how to process an application review. | 17 minutes | free | view course | |
| Admission Conditions | This course contains a series of lesson on manage admission decisions. | 18 minutes | free | view course | |
| Application Other Choice Program | This course contains a series of lesson on using the application other choice program. | 24 minutes | free | view course | |
| Configuring Decision Letters | |||||
| Creating Decision Letter Templates | This course contains a series of lesson on how to create decision letter templates. | 23 minutes | free | view course | |
| Enabling Decision Letter Creation | This course contains a series of lesson on how to enable decision letter creation. | 11 minutes | free | view course | |
| Configuring Application Status Types and Decision Reasons | This course contains a series of lesson on how to configure application status types and decision reasons. | 4 minutes | free | view course | |
| Configuring Recruit for Decisions on the Web Front End | This course contains a series of lesson on how to configure Recruit for decisions on the web front end (WFE). | 17 minutes | free | view course | |
| Processing Decision Letters | |||||
| Processing Decision Letters | This course contains a series of lesson on how to create a quick campaign. | 17 minutes | free | view course | |
| Viewing the Prospective Student Experience | This course contains an overview of the prospective student experience when using decision letters. | 12 minutes | free | view course | |
| Configuring the Constituent Experience for Applications | |||||
| Configuring the Constituent Experience | This course contains a series of lesson on how to access the Constituent Experience settings, access the CSS Style Sheet from within the CRM Recruit console, and hide the eCommerce promotion code field. | 18 minutes | free | n/a | view course |
| Configuring the Constituent Experience for Applications | This course contains a series of lesson on how to configure the Constituent Experience for applicants. | 19 minutes | free | view course | |
| Configuring Text Messaging | |||||
| Configuring Text Messaging | This course contains a series of lesson on how to configure text messaging. | 18 minutes | free | view course | |
| Configuring Mobile Apps | |||||
| Configuring Mobile Apps | This course contains a series of lesson on how to create a quick campaign. | 15 minutes | free | view course | |
On-demand courses for CRM Recruit 4.x
| Course | Version | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4.0 | 4.2 | 4.5 | 4.6 | 4.7 | 4.8 | 4.9 | ||||||
| Recruit Implementation Preparation Webinars | ||||||||||||
| Recruit Implementation Preparation Webinars | view details | |||||||||||
| Managing the ERP Provisioning Process | ||||||||||||
| Managing the ERP Provisioning Process | view details | view details | ||||||||||
| Recruit Overview and Navigation | ||||||||||||
| Understanding Recruit Navigation | view details | view details | ||||||||||
| Working with Prospect Records | view details | view details | ||||||||||
| Using Views | view details | view details | ||||||||||
| Integrating CRM Recruit with the ERP | ||||||||||||
| CRM Recruit to Colleague Integration | view details | view details | ||||||||||
| CRM Recruit to Banner Integration | view details | |||||||||||
| Using the Communication Plan | ||||||||||||
| Using the Communication Plan | n/a | view details | ||||||||||
| Managing Data Migration | ||||||||||||
| Managing Data Migration | n/a | view details | ||||||||||
| Managing Users, Security Roles, and System Administration | ||||||||||||
| Managing Users and Security Roles | view details | view details | ||||||||||
| Monitoring Workflows and System Jobs | n/a | view details | ||||||||||
| Working with Error Log Entries | n/a | view details | ||||||||||
| Managing Data | n/a | view details | ||||||||||
| Configuring System Administration | n/a | view details | ||||||||||
| Using the Data Transfer Tool | n/a | view details | ||||||||||
| Managing Web Forms and Applications | ||||||||||||
| Managing Web Facing Forms | view details | view details | ||||||||||
| Developing Applications | view details | |||||||||||
| Managing Opportunities and Recruitment Goals | ||||||||||||
| Promoting and Auto-Qualifying Suspects | view details | view details | ||||||||||
| Working with Prospect Records | view details | |||||||||||
| Working with Opportunities | view details | |||||||||||
| Defining Territories | view details | |||||||||||
| Defining Enrollment Goals | view details | |||||||||||
| Using Ratings | view details | |||||||||||
| Managing and Processing Applications | ||||||||||||
| Processing Applications | view details | view details | view details | |||||||||
| Managing Letters of Recommendation | view details | |||||||||||
| Reviewing the Application Folder | view details | |||||||||||
| Enabling Direct Apply | n/a | view details | ||||||||||
| Managing Communications | ||||||||||||
| Managing Activities | view details | view details | ||||||||||
| Automating Communications Using Workflow | view details | |||||||||||
| Managing Campaigns | ||||||||||||
| Creating a Quick Campaign | view details | view details | ||||||||||
| Creating a Campaign | view details | |||||||||||
| Managing a Campaign | view details | |||||||||||
| Communicating with Bulk Email | ||||||||||||
| Using the Bulk Email Service | n/a | view details | ||||||||||
| Managing Imports | ||||||||||||
| Setting Up Common File Type Imports | view details | view details | ||||||||||
| Importing Common File Types | view details | view details | ||||||||||
| Managing Custom Imports | view details | |||||||||||
| Configuring General Prospect Imports | view details | |||||||||||
| Configuring General Application Imports | view details | |||||||||||
| Managing Events, Dashboards, and Reporting | ||||||||||||
| Creating Events | view details | view details | ||||||||||
| Managing Events | view details | |||||||||||
| Managing Trips | view details | |||||||||||
| Reviewing Delivered Dashboards and Reports | view details | |||||||||||
| Managing Duplicate Detection | ||||||||||||
| Managing Duplicate Detection | view details | view details | ||||||||||
| Completing a Mail Merge | ||||||||||||
| Completing a Mail Merge | view details | view details | ||||||||||
| Managing Telecounseling | ||||||||||||
| Managing Telecounseling | view details | view details | ||||||||||
| Using the Agent Functionality | ||||||||||||
| Using the Agent Functionality | n/a | view details | ||||||||||
| Migrating to Ellucian CRM Recruit 4x and Up | ||||||||||||
| Understanding the Recruit 4.2 Data Model | n/a | view details | ||||||||||
| Understanding Opportunities in Recruit 4.2 | n/a | view details | ||||||||||
| Incorporating the 4.2 Changes into Territories, Enrollment Goals, Dashboards, and Communications | n/a | view details | ||||||||||
| Incorporating the 4.2 Changes into Workflows, Dialogs, and Real Time Integration | n/a | view details | ||||||||||
| Completing Application Reviews | ||||||||||||
| Configuring Application Review Forms | n/a | view details | view details | |||||||||
| Configuring Application Review Teams and Reviewers | n/a | view details | ||||||||||
| Configuring an Application Review Assignment and Rules | n/a | view details | ||||||||||
| Configuring an Application Assignment and Rules | n/a | view details | ||||||||||
| Managing Applications | n/a | view details | view details | view details | ||||||||
| Processing an Application Review | n/a | view details | view details | |||||||||
| Configuring Decision Letters | ||||||||||||
| Creating Decision Letter Templates | n/a | view details | ||||||||||
| Enabling Decision Letter Creation | n/a | view details | ||||||||||
| Configuring Application Status Types and Decision Reasons | n/a | view details | ||||||||||
| Configuring Recruit for Decisions on the Web Front End | n/a | view details | view details | |||||||||
| Processing Decision Letters | ||||||||||||
| Processing Decision Letters | n/a | view details | view details | |||||||||
| Viewing the Prospective Student Experience | n/a | view details | view details | |||||||||
| Configuring Text Messaging | ||||||||||||
| Configuring Text Messaging | n/a | view details | ||||||||||
| Configuring Mobile Apps | ||||||||||||
| Configuring Mobile Apps | n/a | view details | ||||||||||