The Candidate Routing portlet allows the JICS Administrator to create combinations of divisions and majors (identified in EX as "programs") and to set up assignments. The defined assignments are utilized by portlets in both CRM Candidate and CRM Admissions Officer.
· In CRM Candidate, you can use these assignments to specify the persons to whom to send email messages concerning a requested contact or visit initiated by the Candidate. Then when a Candidate makes a request via the Initiate Contact portlet, an email message is sent to the Admissions Administrator or Officer/Counselor assigned to the division/major combination which the candidate has defined in their current candidacy.
· In CRM Admissions Officer, these assignments can allow Admissions Officers and Counselors to search for Candidates within the specified division and major combination.
Perform the following steps to configure EX to support the Candidate Routing portlet.
1. Open the Division Definition window.
a. If divisions have not been defined, define them for your institution by selecting Add Row from the right-click menu and entering/selecting the appropriate information.
b. Select the Show on Web check box if you want the division to be available for selection in the Division drop-down list on the Division and Major/Program Assignment page in the Candidate Routing portlet.
c. Save.
2. Open the Program Definition window.
a. Select the Show on Web check box if you want the program to be available for selection in the Major drop-down list on the Division and Major/Program Assignment page in the Candidate Routing portlet.
b. Save.
Configuration settings in JICS can be done by roles with permission to access and administer global and portlet settings.
If you are an administrator and need help in setting up and configuring this portlet, see the Configuration Guides on MyJenzabar.
See the Setting Global Permissions to Portlets help topic for instructions on how to set up global operations for JICS portlets.