promotional scholarship data entry training scholarship search and management project
TRANSCRIPT
Promotional Scholarship Promotional Scholarship Data Entry Training Data Entry Training
Scholarship Search Scholarship Search and Management and Management
ProjectProject
Project GoalsProject Goals
Raise the profile of all promotional Raise the profile of all promotional scholarships on the Twin Cities scholarships on the Twin Cities campuscampus
Make it easier for students to apply Make it easier for students to apply for promotional scholarshipsfor promotional scholarships
Increase the efficiency and Increase the efficiency and consistency of scholarship consistency of scholarship administrationadministration
Improve the connection between Improve the connection between donors to recipientsdonors to recipients
Sponsors: Craig Swan, Susan Van Voorhis, Kris WrightSponsors: Craig Swan, Susan Van Voorhis, Kris Wright
Project Values
Teacher/Learner model– Learn from you during training– Use your feedback to develop best practices and improve the tools
Use existing resources– Scholarship student selector (UM Reports)– CLA and Carlson’s web-based systems– UMFoundation’s DMS system
Stay in scope– Undergraduate– UMTC Campus
Progress ReportProgress Report
Holistic Business Process AnalysisHolistic Business Process Analysis Holistic Business RequirementsHolistic Business Requirements Promotional Scholarship Database and Promotional Scholarship Database and Search Functional RequirementsSearch Functional Requirements
Promotional Scholarship Database Promotional Scholarship Database Development & TestingDevelopment & Testing
Promotional Scholarship Data EntryPromotional Scholarship Data Entry Search Development & TestingSearch Development & Testing Search Launch - Fall ‘07Search Launch - Fall ‘07
The Promotional Scholarship
A “promotional scholarship” is different from a UMF fund.
A “promotional scholarship” may be made up of one or more aligned fund sources that are grouped together for strategic and promotional purposes.
A “promotional scholarship” can be shared by “DEPTID” units, often simplifying divided administration.
Goal: Complete data on 85% of Goal: Complete data on 85% of Twin Cities promotional Twin Cities promotional scholarships entered before scholarships entered before launchlaunch..
Promotional Scholarship Promotional Scholarship Data EntryData Entry
Scholarship Data Requested
Scholarship DescriptionHow you present your promotional scholarships to students– Title, description, links, contact info
Opportunity CriteriaWhat are the eligibility and awarding requirements?– Demographic– Academic
Data entry directly into PeopleSoft and then linked to promotional scholarships
Why divide description and criteria?
Short-term– Efficiency: Can associate more than one promotional scholarship to a criteria set.
Long-term– Will use criteria sets for other sorts of opportunities
– To search for internships, research opportunities, etc.
How will the search How will the search work?work?
Student Profile / Criteria MatchStudent Profile / Criteria MatchVia x.500 Students will get an Via x.500 Students will get an automatic match to a customized automatic match to a customized list of promotional scholarshipslist of promotional scholarships
“ “What if” scenarios to adjust “My What if” scenarios to adjust “My Profile”Profile”
Wire frame exampleWire frame examplehttp://duck.asr.umn.edu/scholarship
RSS Feeds/XML StandardsRSS Feeds/XML Standards
Descriptive Information Title (255 character limit) Brief search results description (Very important!)
Contact email (Best practice: alias for a role?)
Contact phone Application URL or link to more info Detailed description Active/Inactive Public/Private DEPTID
Demographic Criteria
Preferred gender Preferred age Preferred ethnicity Preferred citizenship status Preferred UM residency status Country / State / County / Zip Code
None of these are required!
Academic Criteria
Minimum GPA / Preferred GPA Honors Credits in progress (Min and max per semester)
Academic Standing Academic Program / Plan / Sub Plan Student Group
None of these are required!
The Concept of “Tags”
Flexible descriptors Used to sort results within the result set
Vocabulary still open for discussion
Must be clear to students and administrators
Security
The DEPTID “tree” reflects the hierarchy of departments and units at the University
DEPTIDs are assigned to promotional scholarships and opportunity criteria sets
Staff are assigned access to one or more “nodes” on the DEPTID tree, and have access to all scholarships at or below that level.
Data Entry
Entering Data into PeopleSoft. – Due NOW!– Go to One Stop Staff and click on People Soft HR/SA.
– Use the Training Manual to navigate to the UM Promotional Scholarship pages.
Best Practice Issues The Search description is the key to attracting a good student fit.
The use of “Tags” should be limited but consistent: a scholarship that will pay for study abroad is different from a scholarship designed to fund study abroad
Name your criteria set something useful Your personal DEPTID may not match your scholarship responsibilities.
Best Practice Q & A on the Wiki
Support
OSF Scholarship Team will be your primary contact.– [email protected] – Nate Rosckes 612-624-6043– Shannon Schaaf 612-624-2324– Dianne Danov 612-624-2057
Visit the Visit the project’s websiteproject’s website
https://asr.umn.edu/scholarship/OR
Got to asr.umn.edu & click on Scholarship project
Thank YouThank You