Service Administration
This page contains details of the roles and configuration available to the Careers Service Administrator. Instructions for maintaining these are given in the platform Administration Guides
User Roles
| User Type | Role | Description |
|---|---|---|
| Feedback Administrator | FeedbackAdmin | This person has visibility over ALL feedback (and the additional ability to view an associated Application ID) |
| District Manager | DistrictManager | This person can view all applications/feedback for schools attached to advisers attached to unit managers attached to them. |
| Unit Manager | UnitManager | This person can view all applications/feedback for schools attached to advisers attached to them (and the additional ability to assign feedback to advisers) |
| Careers Adviser | Adviser | This person can view all applications/feedback for schools attached to them - action all applications for schools attached to them - action all feedback assigned to them. |
| Careers Administrator | CareersAdmin | This person can configure the service (District Manager, Unit Manger, Advisor and School mappings). They have visibility of all applications. They can remove and re-instate applications. |
Service Roles
| User Type | Role | Description |
|---|---|---|
| Service Administrator | ServiceAdmin | This role allows a user to provision additional users for service |
| Template Administrator | TemplateAdmin | This role allows a user to manage and maintain the email templates |
| Static Data Administrator | StaticDataAdmin | This role allows the user to manage and maintain any configurable text or dropdown lists displayed to users on the service. |
Note
These roles can be granted singly, together or in conjunction with other roles.
Templates
Currently there are two email templates set up within the system:
10946 CareersSubmitted - This email is sent to the student once they have submitted their online student form.
10947 CareersEmailActionPlan - This email is sent to the student and school contact when the adviser generates and emails the student action plan.
In the Edit Email Template screen, the user is able to edit the 'From Address,' 'Subject,' 'Bcc List,' and 'Template Content.'
Any text which appears within curly parenthesis {} is a variable which will be replaced by real data when the email is sent. The parameters that have been set up for the email templates are:
{name} - student full name
{referencenumber} - unique reference number attached to an application on submission
{className} - student class name
{interviewdate} - date adviser selects for interview in 'Interview Notes' panel
{advisermessage} - message imputed by adviser in 'Email Action Plan'
Once saved, the changes will take effect immediately – therefore any emails issued by the service from this point onwards will contain the changes saved by the TemplateAdmin.
Static Data - List Management
For further information about updating and making changes to Static Data please see Static Data Admin Guide
Student Flow
Subject List Option
List of subjects displayed when student adds subjects in Step 2
Like or Dislike Options
This list displays when the student is adding their subjects in Step 2
Target Grade
This list displays when the student is adding their subjects in Step 2
After Year Options
List of checkbox options for the question 'What would you like to do after this year?' in Step 4
Future Plan Statement Options
This is the list of statements the student responds to in Step 4
Feedback Statement Options
This is the list of statements the student responds to whilst completing the feedback form.
Academic Year Options
This list displays when Adviser is selecting students Academic Year
Adult Flow
Adult Qualifications List
This list displays qualification options for the applicant in Step 2
Adult Present Status
This list displays when applicant is selecting present status question in Step 1
Adult Future Plans Statement Options
This is the list of statements the adult responds to in Step 4
Adult Feedback Statement Options
This is the list of statements the adult responds to whilst completing the feedback form
Trigger Words Feature Static Data
If this list is edited/amended there is a corresponding impact to applications already on the system.
New Trigger Words Added
Implications: Previously unflagged records may become flagged and require action.
Trigger Words Removed
Implications: Previously flagged records may become unflagged and will no longer require action.
Important
The 'Action History' panel will reflect any additional alerts caused by new trigger words added to static data.
Previous Action History will be maintained if matched trigger words are removed from static data.
Trigger Words
Feedback Trigger Words
Static Data - Text Management
Child Intro Alert Txt
Alert text on the first screen of online student form.
Personal Alert Txt
Alert text at the top of Step 1
Subject Alert Txt
Alert text at the top of Step 2
Minimum Mandatory Subjects
Minimum subjects student must enter to proceed to Step 3. This number will also be included in warning text if student which displays if the next button is clicked and the minimum mandatory subject entries has not been met
About You Alert Txt
Alert text at the top of Step 3
Confirm Summary Alert Txt
Alert text at the top of Step 5
Final Student URL Txt
Link opens in a new browser when the 'Continue' button is pressed.
Link to Rate It
Link opens in a new browser when the Rate It button is pressed.
Verify Identity Alert Txt
Alert text at the top of the verify identity page where a student can access feedback form/action plan
Feedback Alert Text
Alert text at the top of the student feedback form screen
Final Feedback URL Txt
Link opens in a new browser when the 'Return to Home' button is pressed.
Adviser Notes Alert Txt
Alert text at the top of the interview notes screen in Student Application Details View
Within Action Plan Alert Txt
Alert text at the top of the action plan screen in Student Application Details View
