You will notice that parents who are current vs prospective are marked differently within contacts.

Current Parent (this parent would generally be accessing Parent-Teacher Conferences)

Prospective Parent (this parent would generally be accessing interview like events)    Import Parent Type: Prospective in pickAtime includes Blackbaud's roles Parent of Candidate; Parent of Incoming Student. 

Helping your Prospective Parents access their events.

The roles of Parent of Candidate; Parent of Incoming Student don't have access to the resource boards. Therefore, you will need to assist them by utilizing Blackbaud's Smart Tuition SSO. This text could be added to the Admissions Progress Text Box or as a Checklist Step.


Accessing the Admission Setup


To add Blackbaud's Smart Tuition SSO you need to be able to view the Admission Setup. To see Admissions setup you need to have the "Admissions Manager" role (Note: after applying the new role to the account, you must log out and log in again).


Creating the Smart Tutorial SSO for the Admissions Text Box


1. While in Enrollment Management go to the Admissions drop-down menu and select Admissions Setup.


2. Under Admissions Setup select 'Candidate Progress Text and type out the message that you want to present to the Parents of Candidates; Parents of Incoming Students. Select the line of text that you want to hyperlink and select the hyperlink button. 


3. The URL that you want to add is the URL that is located in Core => Security => Authenticate Settings => SSO Settings (review steps 3-6 of SSO Setup)


4. If you want to customize your link with color please note that there is no built-in feature to change text color, so you need to open the Source Code viewer (by clicking the "<>" button in the left upper corner) and place style="color: red;" in <a href="Real SSO link" ...>Text visible to Parents of Candidate</a>


5. You have now set up your message and URL information. Now you can test it.


Testing your Smart Tuition SSO 

Return to Core and under your account name select the Impersonate User option. Be sure to select a user who only has the role of Parent of Candidate or Parent of Incoming Student.

You will see on the right hand side of the page the new information and URL.

Adding the pickAtime link as a Checklist Step


1. While in Enrollment Management go to the Admissions drop-down menu and select Admissions Setup.

2. Then Select 'Checklists'

3. Select the Checklist that you wish to add the step to by clicking edit.

4. Locate which stage of the checklist you want to add your step and click 'Add Step'

5. Fill out the form. Be sure to fill out the type, name, due date, staff assigned, whether it's required and click 'yes' on Candidate Publishing Options.

6. Add the Step Name, Description and then add the URL that is located in Core => Security => Authenticate Settings => SSO Settings (review steps 3-6 of SSO Setup). Optionally, you can add an image.

7. Click 'Show Details' and then click 'Save'.

8. This action may affect your candidates. If it does you can choose to update/ change which candidates need to have access.

9. Once you confirm which candidates have access you will now see the step in the checklist.


Testing the Checklist Step via Impersonation

Return to Core and under your account name select the Impersonate User option. Be sure to select a user who only has the role of Parent of Candidate; Parent of Incoming Student.


You will now see the step in the student's checklist.