Using Enrollment Management Targets 02j

Purpose: Use this document as a reference for using enrollment management targets in ctcLink.

Audience: ctcLink Employees

Use the Enrollment Target page to set enrollment targets for each level that your institution has defined.

Navigation:  Main Menu → Student Admissions → Enrollment Targets → Define Enrollment Targets

To set enrollment targets for your institution:

  1. On the Define Enrollment Targets page, click the Add a New Value tab.
  2. On the Add a New Value tab.
  3. Click the Add button, accepting default Target Sequence Nbr.
  1. On the Enrollment Target tab, enter your enrollment information. This can include cohort, population (academic career), and division (ethnicity, gender, academic program, etc.).

a.  Select Group if you are setting up a group enrollment management target consisting of multiple detail targets. Select Detail if you are setting up a detail enrollment management target.

b.  Enter the desired information into the Cohort field. Cohort is the highest of the three target levels that your institution has defined, and the starting point for your target development.

c.  Enter the desired information into the Population field. Population is the next level down the hierarchy. Your institution might have defined a population level by academic career, or a population level by school or college.

d.  Enter the desired information into the Division field. Division is the final, bottom level in the enrollment management target setup. Your institution might have defined a division level, for example, by gender, ethnicity, academic program, admit type, or program status.

e.  Enter the desired information into the Target field. Enter a Comment to summarize the enrollment target that you are defining.

f.  The Result / Actual and Result DateTime fields are populated by the system after you run the Enrollment Target process.

g.  Select the desired option from Select Prog field. Select Current to have the Enrollment Target process check only the most current application row. If a student is in this application program, and matches the target selection criteria, the process will include him or her in the count. Select All to have the Enrollment Target process check all the application rows. If a student has any application program row that matches the target selection criteria, the process will include him or her in the count.

h.  If you select Group to set up a group enrollment management target consisting of multiple detail targets, the Detail Sequence field becomes available. You would use the Detail Sequence field to pull in all of the detail targets that you must to specify (roll up into) this group enrollment management target.

i.  Click in the Institution field and enter the desired information into theInstitutionfield.

j.  Click in the Career field and enter the desired information into theCareerfield.

k.  Click in the  Termfield and enter the desired information into theTermfield.

  1. Click the Target Detail tab to access the Target Detail page. Use the Target Detail page to specify additional details about the enrollment target that you are creating.

a.  Click the Admit Type option in Selection Criteria check box.

b.  Click the Gender option in Selection Criteria check box.

c.  Click the Program Status option in Selection Criteria check box.

d.  Click the Ethnic Group option in Selection Criteria check box.

e.  Click the Academic Program option in Selection Criteria group box.

f.  Enter desired information into the Regulatory Region field in Selection Criteria group box (e.g. USA).

g.  Select the desired values from Admit Type list items in Admit Type Criteria group box (e.g. FYR for first year students).

h.  Select the desired values from Status list items in Status Criteria group box (e.g. Active).

i.  Select the desired values from Academic Program Criteria list items in Academic Program Criteria group box (e.g. Academic).

j.  Select the desired values from Gender Criteria list items (e.g. Female).

k.  Select the desired values from Ethnic Group list items (e.g. AFRAM for African American).

  1. Click the Save button. When you save the page, the system assigns the Target Sequence Number. If this detail comprised your entire enrollment management target, then you are finished defining the target. If you are creating a group enrollment management target and this was just one detail target, after you save the page, you must navigate back to the Enrollment Target page to specify and save each additional detail target.

Navigate to the Calculate Enrollment Targets page to run the process to calculate the enrollment target based on the criteria that you entered.

Main Menu → Student Admissions → Enrollment Targets → Calculate Enrollment Targets

You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use. A RunControlID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Add a New Value tab
  1. Click the Add a New Value tab.
  2. Enter the desired information into the Run Control ID field.
  3. Click the Add button.

Use the Calculate Enrollment Targets page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run. Use the Calculate Enrollment Targets process to process the enrollment management target and obtain current results.  After you have set up and defined your enrollment management target levels, you can run the Calculate Enrollment Targets process at any time to obtain the results and see how your institution is doing with its efforts towards these targets.

Calculate Enrollment Targets page
  1. Click in the Cohort field and enter the desired information into the Cohort field.
  2. Run the Calculate Enrollment Targets process just as you would any other Process Scheduler process.
  3. Click OK.

After you run the Calculate Enrollment Targets process, you can navigate to the Enrollment Target Summary page to view the general results. Use the Enrollment Target Summary page to search for and view enrollment management target results.

Main Menu → Student Admissions → Enrollment Targets → Enrollment Target Summary

Enrollment Target Summary page
  1. Click in the Cohort field and enter the desired information into theCohortfield (e.g. 2014).
  2. Click in the Population field and enter the desired information into thePopulationfield (e.g. ALL).
  3. Click in the Division field and enter the desired information into theDivisionfield.
  4. Click the Search button. The system displays the enrollment target results based on the criteria that you entered.

Main Menu → Student Admissions → Enrollment Targets → Define Enrollment Targets

Find an Existing Value tab
  1. Enter the desired information into the Target Sequence Nbr field (e.g. 000110).
  2. Click the Search button.
  3. Click the Target Applicants tab to access the Target Applicants page. Use the Target Applicants page to view a list of the people who meet your target selection criteria and verify the correct real number.

Congratulations! You successfully defined a management enrollment target, calculated the target, and viewed the results.

2 Comments

Frances Mayfield

Is there any more information available for recruiting and prospect. Looking for a canvas course or information that would cover Business process #'s 2a, 2b, 6a, and 6b on the master task list. Thank you.

Gretchen Fulmer

Hi Frances,

There are a variety of QRGs and Business Process Flows relating to the Business Process ID's you identified above. Recruiting and Admissions Business Process Flows can be found here http://ctclinkreferencecenter.ctclink.us/m/62241/l/642922-recruiting-and-admissions. Prospect Business Process Flows can be found here http://ctclinkreferencecenter.ctclink.us/m/62241/l/642923-prospects. And various related QRGs can be found here http://ctclinkreferencecenter.ctclink.us/m/56078. At the moment, there are no Canvas courses around this topic available.

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