Jenzabar Campus Portal Features Help Hub

Set Up Apply Online

You will need to have one or more Groups in Tasklist to which you will assign users who can receive notifications and process responses from the Apply  Online feature.

  1. Open the Internet Submissions window.

  2. Locate and highlight the Submission Type of Admission Application - New.

  3. Click the Assign Processing and Notification Rights button at the bottom of the window, which opens the Assign Processing and Notification Rights window.

    1. For those groups you want to be allowed to process selected submissions from the Apply Online feature, select the Can Process checkbox. If this checkbox is not selected, the group cannot process responses from the feature.

    2. For those groups you want to receive notification of submissions from the Apply Online feature, select the Must Notify checkbox. If this checkbox is selected, all users assigned to that group with an e-mail address defined in the Name Master table in J1 Desktop will receive an e-mail message with the responses listed each time a submission is sent from the Apply Online feature. If the checkbox is not selected, the group will not receive e-mail messages containing responses from the feature.

  4. Save.

Configuration settings in Campus Portal can be done by roles with permission to access and administer global and portlet settings.

Note

If you are an administrator and need help setting up and configuring this feature, see the detailed setup sections below.

After you add the Apply Online feature to the page, it does not by default contain any introductory material. You can add text and images, as appropriate.

  1. In the Apply Online feature, click Admin this portlet. The Admin page appears.

  2. In the Applications In This Portlet section, click the Add a Category link.T he Add/Edit a Category page appears.

    1. Enter the Category Name.

    2. Enter the Description (optional).

    3. In the Available to section, select the roles that can access this category (All Users or selected roles and/or Include guests).

    4. Click Save.

  3. Click the Edit the portlet introduction link. The Edit the portlet introduction page is displayed.

    1. Add an image to the feature by entering the image path in the Image File field. You can use the Browse… button to locate the image. If you are also going to add text, use the Image Placement radio buttons to specify whether you want the image to be displayed above the text or to the left of the text.

    2. Add introductory text to the feature by entering the text you want displayed in the feature in the Text field. You can use the editing tools at the top of the text box to customize the appearance of the text.

    3. Click Save.

  4. 4.    In the Global Application Management section, you can do one of the following:

    • Click the Add a New Application link to create a new application form.

    • Click the Manage All Applications link to edit, delete, and/or add new applications.

      Important

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

  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. From the in New Account Messaging use the toggle buttons to set permissions.

    • To give this user role access to a global operation on the page, click on the  No button next to the global operation. The button toggles to Yes to indicate that the role now has that permission.

    • To remove this user role's access to a global operation on the page, click on the Yes button next to the global operation. The button toggles to No to indicate that the role no longer has that permission. Repeat for each permission option attached to the role.

  6. Changes are saved automatically.

When the user clicks the Save and Finish Later button for a form (application form, inquiry form, etc.), the data is submitted to J1 Desktop only if the "SendIncompleteForms" option is set to On in the Campus Portal.The Save and Finish Later option is not available for all submission types. If it is available, users will see a setting that allows them to turn the Save and Finish Later button on or off in the Basic Form Settings page.To set the Send Incomplete Forms configuration options:

  1. Log into the Campus Portal as an administrator.

  2. Click the Site Manager link to open Site Manager. 

  3. Click the ERP settings link on the side menu.

  4. Click the On/Off toggle under Send incomplete forms to control the setting. 

    • If the toggle is moved to On, data will be transferred to the ERP when the user clicks the Save and Finish Later button.

    • If the toggle is moved to Off, data will not be transferred to the ERP until the user clicks the Submit button when the form is completed.

  5. Click Save.

  6. Click Exit.