Client Information Services (CIS) Overview

Data must be captured at the source in order to ensure that information is maintained in the timeliest fashion.  Capturing data at the source involves a client or her designee. The CIS system has standardized client and professional data entry enabling more data to be entered by clients. Professional data entry screens are available, however, for all data entry. A limited number of employees will have access to these professional data entry screens.

The CIS professional data entry screens allow for entering the client's:
 

General Information

Admission Information

 

Types of CIS Forms

There are three types of CIS forms to capture the appropriate client information:

  1. Single-Row Forms.  Single-row forms have been created for entering data where a client is allowed one record.  For example, a client's name is stored once. 

    Note: Some single-row forms may have more than one record per person.  Prev | Next navigation links will be present in the toolbar when this is the case.

    Single-row forms include the following:

Prev | Next.  The Previous and Next Links appear on forms that may have more than one entry per person. For example, a person may have more than one High School Credential record, although most clients will have only one.  Prev | Next Forms include the following:

  1. Multi-Row Forms.  Multi-row forms have been created for entering data where a client is likely to have more than one record. For example, a client is likely to have more than one Activity record.  Multi-row forms include the following:

 

The CIS Toolbar

The CIS Toolbar is used for navigating from one form to another.  Navigate from form to form by clicking on the appropriate client content link.  Use the "New" link to create a new Person record, except when on a "Prev | Next" form.  On a "Prev | Next" click the "New" link to add a new record to that form.

New | Person | Address | DigiComm | Relationship | Activity | International | AD Info 

 

Data Entry in CIS

Each form has a Toolbar and an information header containing the student name and  identification number.  When a form is in INSERT mode,  the Add Record button will be displayed.  When a form is in UPDATE mode,  the Save Changes button is displayed.  When  clicking on the Add Record or Save Changes button, the data on the form will be sent to the database, and the form will be refreshed on the screen. If an error occurs with the data transfer, an error form will appear listing the problem and any steps to correct it.

Note:  SQL errors will be logged in the database.

Interface controls include text boxes, drop-down lists, Lists of Values (LOVs with the flashlight symbol), radio buttons and larger comment boxes.

Note: See CIS Navigation Overview for more information concerning these interface controls.

 

Entering Client Information

The CIS forms make client data entry standardized and centralized.  These forms are linked to the client for quick data entry and retreival.  The following gives the type of client information and the forms used to record that information.

 

Entering Parent Information

The parent information is used to link the client to their parents.  The following lists the parent relevant information and forms used to enter that information.

Entering Sibling Information

The sibling information is used to link the client to their siblings.  The following lists the sibling relevant information and forms used to enter that information.

 

Entering High School Information

High school information is used to link the client with their high school.  The following lists the high school relevant information and forms used to enter that information.

 

Entering High School Counselor Information

High school counselor information is used to link the counselor with their high school.  The following lists the counselor relevant information and forms used to enter that information.

 

CIS Search Forms

The CIS Search forms allow for locating specific client information.  The Search form is customized based on the user's audience group.  For example Admission support staff can view prospective student information while Financial Aid staff can view prospective and current student information.

Note: See LOV (Search), Person Search and Organization Search.

 

Client Information Screens

There three types of information screens that allow for looking at the client's information that has been entered:  Prospective Student Information Screen, Current Student Information Screen and Alumni Information Screen. 

Note:  See Prospective Student Information Screen, Current Student Information Screen and Alumni Information Screen

Related Items

CIS Navigation Overview

Person Form

Address Form

Digicomm Form

Relationship Form

Activity Form

International Form

AD Info Form

DPU Info Form

HS Credential Form

Score Form

Program Form

App Info Form

Interview Forms

Acad Credential Form

Concern Form

HS Course Form

Payment

DPU Visit Form

Misc Mail Form

Person Search

Organization Search

Organization Form

Prospective Student Information Screen

Current Student Information Screen 

Alumni Information Screen