Configuration Checklist for Student Features

To use the Student features, you must place the features on your website and perform some basic procedures in J1 Desktop and your campus portal. If you are installing Student features for the first time, Jenzabar recommends that you review all documentation regarding the installation of the campus portal and Student features.

Follow the checklist below in order. This checklist provides tasks arranged in a helpful sequence that allow a user to access and start working with these features.

	Verify or create a J1 Desktop ID number (Name Entity and Users windows in J1 Desktop) for users who need to access Student features.
	Enable JICS Base and CRM Students (Maintain Config Table window in J1 Desktop).
	Verify or create appropriate Student roles to which users can be assigned (Role Definition window in J1 Desktop).
	Assign users to the Student roles (Role Membership window in J1 Desktop).
	Grant campus portal roles access to the Student page to allow users assigned to those roles access to the features on that page.
	Verify or create a campus portal login and password for each student (Maintain Web Access Code window in J1 Desktop).
	Verify or configure the display of names (Salutation Definition window in J1 Desktop).
	Set configurations for the New Account Messaging feature.
	Set configurations for the Online Payment Administration feature.
	Ensure that each J1 Desktop user who needs to receive an email notification that a submission has been received has an email address for notifications (Name Entity window in J1 Desktop).
	Place the features on a page.
	Configure each feature by entering the appropriate setup values in J1 Desktop and in the required Student features.
	Grant campus portal roles global access to features that appear on the Students page and may also appear on other campus portal pages.
	Configure the display of course titles in Student features (Registration Configuration window).
	Configure the display of cross-listed courses in Student features (Registration Configuration window).