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Step #7a: READ - Need to Know - Opportunity Layout

Step #7a: READ - Need to Know - Opportunity Layout

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Author: TERESA URANGA
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Tutorial

ODI

This section displays the Orion Doc Imaging (ODI) Tree View

Admissions Advisor clicks on the ODI Tree View in SRM and it opens up the actual ODI window in Orion.

ODI works the same exact way it does today, there are no changes in what a user can or cannot see/do (i.e. Document status, iCertify, etc.).

We will learn more about scheduling documents later on in our training.


The fields in this section read from SEP and cannot be updated by the Admissions Advisor.


Funding Notes

if applicable

Additional Information

Additional Notes section, If applicable

Scholarship

Note the name of the Non-Military Scholarship to be used in this field, if applicable

Agency Sponsor

This must be entered by the Admissions Advisor if/when applicable.

Note: Prior to SRM, this field was known as Discount/B2B/ELS.

In SRM, Admissions Advisors must update this field to ensure the student is packaged correctly.

If this field is not updated correctly, there will be financial impacts to the student and the Enrollment Wizard will not allow the enrollment to move forward.

Educational Mapping checkbox

Check this box if an Educational Mapping General Task has been assigned to Education Advising

Alternative Admissions checkbox

Check this box if the Alternative Admissions has been followed and approved

Military Information



Fields in this section:


Military Status
Drop down list

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Military Spouse Type
Drop down list available if Military Spouse is selected as Military status During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Military Branch
Drop down list

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Military Rank
Drop down list based on Military Branch selection

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Date of Separation
Date field

Military Outreach Program
Drop down list

Manual update by the Admissions Advisor

Military Occupation: Primary
Open text box

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Military Occupation: Secondary
Open text box

During the Inquiry stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Inquiry screen

In the Opportunity screen, it may be overridden by the prospective student’s entry in SEP but it is a read only field.

During the Opportunity stage, Admissions Advisor can update the information based on his/her discussion with the prospective student via the Person Account screen

Miltary Scholarship InformationThis section pulls information from the Person Account’s Military Scholarship section. The MLT Ombudsman team is the only team with permissions to update this section. .