TDS Training GuideTDS Training Document Brochure Tab The majority of your tasks will live under the...
Transcript of TDS Training GuideTDS Training Document Brochure Tab The majority of your tasks will live under the...
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TerraDottaSystems(TDS)
TerraDottaSystemsisprogramandenrollmentmanagementsoftwarespecificallydesignedforstudyabroad.TDSenablesustocoordinateapplicationmaterialsandtheinformationgatheringprocessnecessaryforasuccessfulstudyabroadexperience.YoucanaccessTDSatsnc.studioabroad.com.Thistrainingwillallowyoutobecomefamiliarwithsomeoftheadministrativefunctionsofthesoftware,sothatyoucanreviewapplicantdetails,approveordenyapplications,andedityourprogrampage.CreatinganAccount
1. StudyAbroadwillgrantyoupermissionstoaccessTDS.2. Youwillreceiveanemailcontaininginstructionsforyoutosetupyouraccountandaccessyour
assignedapplicationsandprogrampage.3. Theemailinstructionswillleadyoutothefollowingpage:
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4. YourusernameisyourSNCemailaddress.YouwillusetheTDStemporarypasswordtoinitiallylogin.
5. Followthewizardinstructionstosetupsecurityquestionsandcreateanewpassword.6. Youwillbedirectedtothehomescreen(AdminHome).7. FromtheAdminHome,youcanaccessthedrop-downnavigation,whichwilldirectyoutoeither
applicantinformation(Applicants)oryourprogrambrochurepage(Programs).
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Applicants
Themajorityofyourtaskswillberelatedtotheapplicantadminfunctionality.Applicantsallowsyouto:
• Searchforapplicants• Viewapplicantdetails• Printandsaveapplications• Approveordenyapplicants• Emailapplicants
ApplicantSearch
IntheApplicantSearchscreen,youcansearchforaspecificapplicantbyname,bytheGlobalSeminartowhichtheyareapplying,orbyprogramterm.YouonlyhaveaccesstoapplicantsofyourGlobalSeminar,soleavingthefieldsblankandselecting“Search”for“Any”programtermwillreturnafulllistingofthosewhohaveappliedtoyourprogram(s).
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ViewApplicants
Theapplicantsearchresultsscreenwillshowthestudentswhohaveappliedtoyourprogram,theircurrentapplicationstatus(pending,accepted,orcommitted),theprogramtowhichtheyhaveapplied,andstudyabroadterm.Toaccessastudent’sapplication,clickontheprogramnameinthesearchresults.Ifyourresultsshowmultipletermsorprograms,youcansortyourresultswiththe“Groupby”drop-downmenujustabovetheresultslisting.Fromtheapplicantsearchresultsscreen,youcanemailallapplicantsusingthe“Options”drop-downmenuonthisscreen.Simplyselect“Sendemail”tonavigatetothesystememailform.SaveSearchYoucanalsosaveanysearchqueryinTDSbyselecting“SaveSearch”atthebottomoftheresultsscreen.Thiswillsaveyoutimeifyouareconsistentlyaccessingthesameresults(e.g.applicantstoyourprogram).Enteranameforthequeryandselectsave.ThequerywillshowinyourAdminhomepageunder“SavedQuery.”
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ApplicationOverviewClickonthestudent’sprogramnametoaccesstheirapplicationprofile.FromtheApplicationOverviewscreen,youcanviewstudents’progressastheycompletetheirapplication.Utilizethenavigationtabstoaccessspecificitemsofastudent’sapplication.
Theprimarytabsofastudent’sapplicationareQuestionnaires,Materials,andRecommendations.QuestionnairesandMaterialshousethemajorityoftheapplicationrequirements.TheRecommendationstabiswhereyouwillfindthestudents’recommendationforms.Tosavetimeandreviewastudent’sapplicationasoneconcisedocument,clickthe“PrintApplication”linkbelowthetabs.Thiswillallowyoutoprintorsavethestudent’sentireapplicationasaPDFdocument.
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QuestionnairesTab
Whenastudentfinishesaquestionnaireitem,thetitlewillboldandlinktothecompletedsubmission.TDSwillalsoshowthesubmissiondate.Clickonthetitleoftheitemyouwanttoreview(e.g.,“Essay”)toaccessthestudent’ssubmission.ClicktheprintericontoprintorsavethespecificitemasaPDFdocument.MaterialsTabTheMaterialstabshowsitemsreceivedbyStudyAbroad.Italsoshowsifastudenthascompletedatask.Tochangethestatusofamaterialsubmission,markasreceived,andthenclick“SaveAll>”.Note:MostoftheseitemswillbecompletedbythestudentorStudyAbroadstaff.
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RecommendationsTabStudentsarerequiredtorequesttworecommendationsthroughTDS.AtleastonemustcomefromanSNCfacultymember.TDSwillgenerateanemailrequesttothestudent’sreferences.Therecommendationwillshowasreceivedonceastudent’sreferencehascompletedtheonlineform.Toviewit,clickonthereference’sname.ToprintorsavetherecommendationasaPDFdocument,clicktheprintericon.Note:The“PrintApplication”optionincludesthecompletedrecommendationsinthegeneratedPDFdocument.
StatusTabUnderStatus,youcanupdateastudent’sapplicationstatusfrom“Pending”to“Accepted”;“Rejected”;or“Waitlist”.Theseoptionsareavailablefromthe“Status”drop-downmenu.Click“Update>”tosavethestatuschange.Astudent’sapplicationdeadlinecanbeextendedintheStatussection.Chooseanewdateunder“Waiveuntil”tochangethestudent’sdeadline.Note:AnychangesshouldbefirstdiscussedwithStudyAbroadtoensurethatprogramandlogisticaldeadlinesarenotcompromised.
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AdditionalComponentsCommentsTabThecommentstaballowsyoutomakenotesregardingastudent’sapplication.Forexample,thismaybeusefulifyouhavealargenumberofapplicantsandneedtorankapplicationsaccordingly.Studentscannotviewcommentsthatareentered.
EmailTabTheemailtaballowsyoutoemailastudentdirectlyfromthesite.Thisishelpfulifyouneedtosendthemanyremindersregardingtheirapplication.
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DocumentsTabUsethedocumentstabtoviewanyitemswhichhavebeenuploadedtothestudent’saccount(e.g.,transcript,passport).Youcanattachanynecessarydocumentsbyclicking“AttachNewDocumentToApplication.”Note:MostdocumentswillbeuploadedbyStudyAbroadstaff.
Programs
Theprogramadminfunctionalitywillallowyoutolocateandmakeminoreditstoyourprogrambrochurepage.UsetheProgramsdrop-downtab>ListAlltoaccessthesearchscreen.Youcanlocateyourprogrambysearchingforanypartoftheprogramname.
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Toaccessyourprogramadmin,clickonthetitleofyourprogram.
Similartoapplicantadminview,theprogramadminviewisalsoorganizedwithnavigationtabs.
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BrochureTabThemajorityofyourtaskswillliveundertheBrochuretab.TheprogrambrochureisthedetaileddescriptionanditineraryofyourGlobalSeminar.Thisservesastheprimarymarketingtooltoinformandinspirestudents.
UsetheWYSIWYGeditor(WhatYouSeeIsWhatYouGet)tomakeanyminoredits.Click“Update>”tosaveanychanges.Note:PleasediscussanymajoreditstoyouritineraryorprogramdescriptionwithStudyAbroad.AdditionalComponentsStudyAbroadwillmanageallinformationsharedviatheremainingtabs.