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webinar [2019/10/03 15:55] – [New Semester Setup/Imports] nickwebinar [2019/11/22 10:21] (current) – removed diego
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-======Accudemia Webinar Learning Series====== 
- 
-===== What Accudemia Can do for you! ===== 
-**[[http://youtu.be/aM0vVPssG7U]]** 
- 
-[[accudemia|Accudemia]] is a web-based system for tracking your students, instructors, counselors, tutors and managing your centers & classrooms.  You can schedule appointments, run center surveys, track center/classroom attendance, and generate reports that validate the centers importance/need for grants.  Available anytime, anywhere with real-time reporting through an online cloud database. 
- 
-===== Getting Started in Accudemia! ===== 
-**[[http://www.youtube.com/watch?v=iY7YHf2Lc4E]]** 
- 
-This is a webinar focused on new users setting up their college [[accudemia|Accudemia]] website. This will hopefully help you get familiar with the system and have an idea of how to get things started with [[accudemia|Accudemia]]. 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=42|Setting up Accudemia for your Center]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=63|Set your Time Zone]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=109|Set you ID Format]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=148|Setup your Centers and Add Services]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=230|Setup Semesters/Terms]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=283|Set College/Center Off-times and Holidays]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=358|How to enter College News in Accudemia]] (Optional, This is displayed to Users when they login) 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=358|Control Panel Settings]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=435|Tracking Settings > General]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=574|Tracking Settings > Walk-ins]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=659|Tracking Settings > Appointments]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=781|Tracking Settings > Class Attendance]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=841|Website Settings > Announcements]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=884|Website Settings > Appearance and Themes]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=937|Website Settings > User Accounts]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1160|Website Settings > Terminology]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1250|Website Settings > Email Templates]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1344|Website Settings > Localization Options]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1360|Website Settings > Profile Questionnaire]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1638|Setting up your Sign-in Computers]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=1892|Importing College Data]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=2377|Generating Reports]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=2711|Accudemia User Voice Feedback Website]] ([[http://accudemia.uservoice.com]]) 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=iY7YHf2Lc4E#t=2807|Q & A Session]] 
- 
-===== Generating Reports in Accudemia! ===== 
-**[[http://youtu.be/C0fitFMGDcY]]** 
- 
-This is a webinar shows you how to generate reports with [[accudemia|Accudemia]] that validate the effectiveness of your center and will become invaluable when submitting for grant funding for your institution. 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=39|Filtering Reports]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=146|Report Formats]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=186|History Options]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=321|"E-mail when complete" Feature]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=404|Report Types]] 
- 
-    - [[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=455|Administrative Reports]] 
-      * Reports related to administration information. As subjects, student list, and others. 
-    - [[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=791|Center Attendance Reports]] 
-      * Reports related to Appointments and walk-ins. 
-    - [[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=1109|Class Attendance Reports]] 
-      * Reports related to Classes Attendance 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=C0fitFMGDcY#t=1313|Q & A Session]] 
-      * Can we create a group of students based on a report? [[http://accudemiablog.blogspot.com/2013/02/did-you-know-you-can-create-groups-from.html|Yes, Here's how to do this.]] 
-===== Creating Surveys in Accudemia! ===== 
-**[[http://youtu.be/XJr68BQUWD8]]** 
- 
-This is a webinar explains how to create surveys with [[accudemia|Accudemia]] that you can have students, tutors, and center visitors complete.  Provides details on how you can have these surveys displayed.  Topics covered: 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=46|Types of surveys in Accudemia]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=70|Where to create a survey]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=78|How to create the surveys]] 
- 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=138|Example of Survey being created]] 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=467|Survey options]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=561|How to schedule surveys]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=693|Sample Student Sign-in with Survey assigned to the Center]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=862|Reports Generated from the surveys]] 
- 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=896|Survey Results]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=978|Session Survey Results]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1157|Tips on how to replace a survey with a newer version.]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1410|Previewing a Survey.]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1450|Q & A Session]] 
- 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1458|If you set a reoccuring survey where do you set the frequency?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1507|Can you set a survey to occur for a particular service type?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1544|If you make changes to surveys does it warn you that answers have already been stored?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1604|Is a survey linked to the student so you know who took the survey?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1666|How do I limit reoccuring surveys to stop at a certain date?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=XJr68BQUWD8#t=1787|How easy is it to link the survey to certain students or tutor groups?]] 
-===== Power User Features! ===== 
-**[[http://youtu.be/1C1IGvlJk4M]]** 
- 
-This is a webinar focused on learning helpful tools that a [[accudemia|Accudemia]] Power User can use to get the most out of the [[accudemia|Accudemia]] software for their institution.  Topics covered: 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=11|Customizing the Institutions Homepage]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=197|Customizing your My Homepage]] 
- 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=208|Using Google Shared Calendar]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=335|Create the College News Content]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=391|Add Content on My Homepage]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=538|Integrating iAccu with Accudemia]] 
- 
-<HTML><!--[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=693|Integrating AccuWB with Accudemia]]--></HTML> 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=835|Power User Reporting options]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=835|Format Options]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=876|Exports]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=939|Report Generated Groups]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1130|Utilizing the SMS texting feature]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1280|Customize the Sign-in Process]] 
- 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1280|Guest Sign-in]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1319|Fixed Sign-in Station]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1596|Intake System]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1827|Using the Grids Wisely]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=1981|Creating Custom e-mail templates]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2089|Custom coding for developers]] 
- 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2101|Automating Banner Imports]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2155|Custom Login placed on your college website]] 
-  * [[https://code.google.com/p/accudemiaext/wiki/AccudemiaIntegration|Single Sign-on through your Portal]] Google Docs guide since skipped in presentation. 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2272|Q & A Session]] 
- 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2315|Can I change the Sign-in Station screen for my Center?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2383|Is it expensive to send SMS text messages to a large student group?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=1C1IGvlJk4M#t=2444|Can you create a group from a profile report?]] 
- 
- 
- 
-===== New Semester Setup/Imports ===== 
-**[[http://youtu.be/cQ8cJbBWFog]]** 
- 
-This is a longer presentation than normal going through the importing process for the new semester as well as other tasks that you can do getting prepared for the next semester.  Just a warning you may want to take a few breaks and try the imports in between watching each of them. 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=27|New Semester/End of Semseter Cleanup]] 
- 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=51|Cleanup any unresolved sign-ins]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=123|Run any necessary Reports]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=186|(Optionally) Export Data you want to backup]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=262|Create a New Semester]] (These can be done in advance) 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=306|Set Semester Offtimes]] (These can be done in advance) 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=3099|Setting Tutor Schedules]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=3337|Verify Student can make appointment with Tutor]] 
- 
-Importing Basics 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=698|Downloading and installing ADX (Accudemia Data eXchange) on your PC]] 
-  - [[https://www.youtube.com/watch?feature=player_embedded&v=cQ8cJbBWFog#t=725|Logging into ADX]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=754|Creating a new Import Job in ADX]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=827|Mapping Fields on an Import Job]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2751|Determining Import Behaviors on an Import Job]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=1087|Running the Import Now!]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=1135|Verifying the import Succeeded]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=508|Primary Imports - Students, Classes, and Registration]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=562|Importing Students]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=619|Student Group Import Behaviors Tip]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=754|Student Import Example]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=1211|Importing Subject Areas & Classes]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=1348|Center/Classroom Import Behaviors Tip]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=1422|Subject Areas & Classes Import Example]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2123|Importing Student Registration]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2152|Enrollment/Registration Import Behavior Tip]] 
-    * [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2216|Enrollment/Registration Import Example]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2544|All-in-One Import]] (Students, Classes, & Registration Combined) 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=2865|Additional Optional Imports]] 
-  * Center Assignment Import 
-  * Tutor Assignment Import 
-  * Instructor Details Import 
-  * Term/Semester Import 
-  * Subject Areas Import 
- 
-Importing Student Profile Information 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=3492|Setting up the Profile Questionnaire]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=3571|Headers Format on Profile Import]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=cQ8cJbBWFog#t=985|How to map Profile Questions on import]] 
- 
-{{:accudemia:6:manual:csv-import-updated.zip|All CSV Import Sample Files}} 
- 
-===== Using the Accudemia Referral & Early Alert System (AREAS™) Effectively===== 
-**[[http://youtu.be/YSRNmTK7a4w]]** 
- 
-This webinar is on **Using the Accudemia Referral & Early Alert System**. It covers setup, managing, and tips using the Early Alerts System as well as a great Question and Answer session in regards to the Early Alerts. 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=67|Referral System Setup]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=75|Create a Referral Template]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=159|Fill-out the Referral Form]] 
-  - [[https://youtu.be/YSRNmTK7a4w?t=263|That's it, Time to take action!]] 
- 
-[[|Managing AREAS™]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=275|The AREAS™ dashboard & options]] 
-  * [[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=504|AREAS dashboard access]] 
- 
-[[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=658|Referral Workflow Walk-through]] 
-  * [[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=866|Create New Referral]] 
-  * [[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=1031|Followup on a Referral]] 
-  * [[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=1085|Example of Referral Admin's access]] 
-  * [[https://www.youtube.com/watch?v=YSRNmTK7a4w&feature=player_detailpage#t=1200|Example of Referral Issuer's access]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1309|Early Alert system tips]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1404|Use Appointment No-Shows and Class Absences for Referrals]] 
-  * [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1625|Handling Tutoring Requests]] 
- 
-[[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1703|Q & A Session]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1710|Do you automatically get a notice the referral is past due?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1745|Can only the referral owner close the referral?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1801|Can you create a referral without a follow-up person?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=1862|Are all fields required on the referrals?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=2238|If you delete a referral can I still report on it?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=2253|What kind of reports do we have for referrals?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=2320|How do the e-mails look like? Are there email templates you can edit?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=2446|Are the referral emails encrypted that go out?]] 
-  - [[https://www.youtube.com/watch?feature=player_detailpage&v=YSRNmTK7a4w#t=2485|Can you escalate e-mails to a director?]] 
- 
-======Ideas for the next Webinar?====== 
-[[mailto:support@accudemia.com|Click here]] to submit an idea for the next webinar! 
- 
-=====Please Sign-up below===== 
-[[http://www.engineerica.com/accudemia/webinars#sign-up|Accudemia Webinar Sign-up]]