[8] Switchboard

  1. Switchboard is a standalone application that allows staff to identify their role and the geography for which they are responsible for. This is turn allows one to find colleagues responsible for staffing a specific classes, booking a venue and room for an event, driving enrollments into at risk classes and creating new inventory in designated geographies. The site can be accessed at: switchboard.kaptest.com and can be found, linked in our directory site at apps.kaptest.com.

    This Switchboard overview shows how to use the tool to search for employees responsible for field activities by Market, Cost Center, Name or Postal Codes. Users can search for colleagues to find out who is responsible for which areas in multiple ways: by Name or Staff ID, by SBU+Market, by SBU+Cost Center and by SBU+ Postal Code.

    NOTE: Switchboard is linked in Goldmine when viewing specific classes and events. See the Goldmine integration training video for more.

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  2. When you need to assign yourself a role and define the area in which you are responsible for, you would use the profile section of Switchboard. This video shows how to assign and edit your information.

    Defining Jurisdiction: Employees can perform this functionality for their own record via the Profile tab. Employees define their Job Function (one per employee) Example: Faculty Manager Grad. Employees select their geographic areas of responsibility which is done by selecting either Market(s) or Cost Center(s) by SBU. Example: One can be responsible for Grad Markets and PC Cost Centers, but cannot be responsible for a mix of Grad Markets and Grad Cost Centers. Save... and you are done.

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  3. The Admin functionality allows you to search for employees, by Market, Cost Code, Name or Postal Code and Add/Edit their roles and geographic jurisdictions.

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  4. When looking at class and events in Goldmine, you will be able, with a single click of the Switchboard icon, find out all of the employees responsible for the class or event. How does it work?

    Look up classes or events by code. Click on the Switchboard Icon on the right-hand side of the page and you will see a complete list of employees (name, email, phone and job function) that have identified themselves in Switchboard as being associated with either the Market or Cost Center associated with the class or event you have searched for. You will be able to select one, multiple or all employees listed and email them directly from Goldmine. This will not open your mail, but sends an email on your behalf using the Primary Email on your KBS Staff record. Since you will not see this in your Sent mail in GMail, you will have the option to CC yourself and add other recipients to the email.

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  5. When looking at classes and considering them for cancelation, you will be able, with a single click of the Staff button, to find out all of the employees responsible for the class.

    Look up classes or events by code. Click on the Staff Button in the Action Log and you will see a complete list of employees (name, email, phone and job function) that have identified themselves in Switchboard as being associated with either the Market or Cost Center associated with the class you have searched for. You will be able to select one, multiple or all employees listed and email them directly from the application. This will not open your mail, but sends an email on your behalf using the Primary Email on your KBS Staff record. Since you will not see this in your Sent mail in GMail, you will have the option to CC yourself and add other recipients to the email. The Subject and Body of the email will automatically populate with pertinent information about the class, such as revenues and expenses.

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[8] Switchboard

Kaplan

Switchboard allows employees to find colleagues responsible for classes, events and geographies across the country. Staff who are responsible for field operations (faculty staffing, classroom ops, sales and inventory) assign themselves roles and indicate…


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Switchboard allows employees to find colleagues responsible for classes, events and geographies across the country. Staff who are responsible for field operations (faculty staffing, classroom ops, sales and inventory) assign themselves roles and indicate which geographic areas they are responsible for. Swtichboard is also integrated into Goldmine, where one can find all staff responsible for a class or event and send emails, directly in-app to them.

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