The Visit form is a single-row form used to record relevant data about the client's visit to the campus.
The client's Person form must be created or navigated to in order to open the client's Visit form.
- Visit. Use the Person Search link located at the top of the CIS forms window to open the client's Person form. If the client has not been entered in the Person form, then create the client's Person form before continuing. Select Visit from the drop-down list in the toolbar. Finally click on the GO button to open the Visit form.
- New. A new Visit form can be opened by clicking on the New link on an existing Visit form. This form will be linked to the client's Person form. Therefore a client can have several Visit forms.
- Next|Prev. The Next and Prev links allow for selecting the desired Visit form when there are more than one form linked to the client.
The following describes the fields for entering the client's campus visit information.
- Student. Select, using the LOV, the name of the client. The linked person will be the default entry.
Note: See LOV (Person Search).
- Officer. Select the name of the counselor or employee who hosted the client's visit.
Note: A counselor can be selected from the drop-down list. Any employee can be selected from the LOV (Person Search). See Combination Entry Box.
- Visit Date. Enter the date that the client visited the campus.
Note: See LOV (Calendar).
- Visit Type. Select, from the drop-down list, whether this visit was an information session or a campus tour.
- Comments. Enter in any comments relevant to this visit by the client.
Suggestion: See Pencil.
- Add Record. Click on Add Record when all of the fields are correct.
- Don't Save. Click on Don't Save to not record the information
Note: Clicking on Don't Save will close the form without saving the information and will open the previous form.
Navigating Client Information Services (CIS)
Client Information Services Overview