Student Activities

The Student Activities form is an integral part of the contact management process within CAMS. Track events/activities that have taken place or need to be scheduled for future action (phone calls, letters, interviews, etc.). Items placed here can be displayed in To-Do lists generated through Student Correspondence. Activities can be added individually or as a predetermined group (See Letter Sequences). Student activities are maintained in the Student Admissions Information window, Activity tab.

It is also possible to mass add an activity or sequence of activities to a group of students through the Add Student Activity process in Tools >Processes >Admissions Module >Add Student Activity.

To add a single activity:

In the Student Activity form, right-click within the list box to display the activity entry form.
Select an activity from the drop-down list (Activity Lkup reference table).
Enter description of the activity, or in the case of recording details of a meeting of phone conversation, enter those notes.
If the activity is being added as it is occurring (i.e. phone call), enter the completion date. Otherwise leave the field blank at this time.
Select the Activity Type: To-Do, Export, Email, or History.

If Export is selected for activity type, then enter the Document Name (field only appears after clicking Export).
If Email is selected, then select the email template from the drop-down list. See Correspondence Email Setup for more detail on this topic.
If History is selected, the activity is already complete and is being recorded for historical purposes only. History is available for student activities only. This option is not available for prospects at this time.

Click Add to save the entry or Cancel to exit the form without saving.

To add a sequence of activities:

Click the Sequences button.
Select the Group and its associated activities (previously defined in Create Activity Sequences).
Enter Start Date (Default is current date).
Click Load to save additions and return to the Activities screen. Use Cancel to exit without saving changes.

To update/edit an existing activity:

Double-click the activity to be changed.
Make appropriate entries or adjustments, such as completion date.
Click Update to save changes or Cancel to exit without saving changes.