Setting Up the Make an Inquiry Portlet

1.        Log in as the JICS administrator.

2.        From the Make an Inquiry portlet, click Admin this portlet.

The Admin page appears.

3.        Click Edit the main screen content.

The Edit the portlet introduction page appears.

4.        Edit the Link Label if necessary.

This is the link the candidate will see upon entering the portlet. Clicking the link takes the candidate into the selected inquiry form.

5.        To add an image to the portlet

a.        Click the Choose File button and locate and select the image.

The file name appears in the Image File field.

b.        From the Image Placement options, choose where the image will appear on the portlet.

6.        To add text that will appear in the portlet, enter it in the Text field. You can use the editing tools at the top of the text box to customize the appearance of the text.

7.        Click Save.

The Admin page appears where you can do the following:

o      Click the Activate a Form link to choose an inquiry form as the current inquiry form for the portlet instance. Select the appropriate form and click the Choose Form button.

o      Click the Manage all inquiry forms link to view a global list of all the inquiries in your system.

Deleting an inquiry here will delete it permanently from ALL portlets (not just this one). Therefore, an inquiry that is in use in any portlet cannot be deleted here. To delete such an inquiry, first deactivate it anywhere it is currently active. Once it is not displayed in any portlets anywhere in the portal, you will have the option to delete it. Keep in mind you may want to save your inquiries even after they are not being used so you can import their settings, sections, and questions into new inquiries in the future.

o      Click the Add a new form link to create a new form. See the Form Builder 2.0 for EX User Guide on MyJenzabar.net for instructions on using Form Builder to create and work with forms.

Once a form has been activated, you can do the following:

§       Click the Deactivate this form link if you wish to remove the currently selected inquiry form from use with this portlet instance.

§       Click the Activate a different inquiry form link if you would like to deactivate the current form and select a different existing form.

1.        Log in as the JICS administrator.

2.        From the Make an Inquiry portlet, click the wrench () icon.

The Customize Portlet Make an Inquiry page appears.

3.        Click on the Permissions tab.

4.        Select the All Operations check box beside the appropriate role(s) to allow person(s) with those roles to be able to have access to all operations for this portlet.

5.        Select the Can Activate Inquiries check box beside the appropriate role(s) to allow person(s) with those roles to activate an inquiry form for this particular portlet instance.

6.        Click Save.

7.        Click Exit.

Form Builder 2.0 is an invisible portlet that is accessible through the Make an Inquiry and Apply Online portlets. It gives the Admissions Administrator the ability to build multiple online forms for inquiries, applications, etc.

You may want to create two inquiry forms: one for candidates to create and submit and one for Admission Officers/Counselors to complete and submit on behalf of the candidates.

See the Using Form Builder 2.0 with CRM Candidate topic in this help system and the Form Builder 2.0 for EX User Guide on MyJenzabar.net for instructions on using Form Builder to create and work with forms.