Set Up Career Planning and Life Goals Infrastructure

To provide the career planning and life goals experience for students on the portal, Charlie, the Connected University advisor, creates assessments, involvement groups, and competencies. These records serve as the foundation for what students see and interact with.

Note This example uses common portal configurations and field values. Customize these settings to meet your institution's needs.

1. Create assessment questions to use in career or preference assessments. See Create an Intake Assessment Question.

   Field	Value
   Name	Learning Patterns
   Question Text	What’s your go-to way to learn something new?
   Category	Preference

   To make this question the active version, select Active.

   Similarly, create assessment questions for these questions:

   • Which words would your friends use to describe you?
   • How do you prefer to learn a complex topic?
   • How do you prefer to work?
2. Create an Omniscript assessment form for career and interest assessments. See Create a Career and Interest Assessment Library.

   Field	Value
   Discovery Framework Usage Type	Career and Life Goals

   Omniscript Details

   Field	Value
   Discovery Framework Usage Type	Career and Life Goals
   Name	Strengths Snapshot
   Language	English
   Type	StudentAffinity
   Subtype	StudentAffinity
   Step Name	Strengths Snapshot

   To find the questions, search by Preference category, and then drag selected questions to the appropriate step.
3. Build the Omniscript for the assessment that students can attempt on the portal and activate the assessment to publish it to the student portal. See Create a Career and Interest Assessment Library.
4. Create an involvement group to represent a campus club or organization. See Create Involvement Groups.
   To set up a campus club named The Ink Society and link it to learning competencies at Connected University, create the involvement group for The Ink Society.

   Field	Value
   Record Type	CRM originated
   Name	The Ink Society
   Description	For students who love creative writing, spoken word, and storytelling
   Founding Date	05/01/2024
   Type	Club
   Category	Recreational
   Activity Season	All Seasons
   Mode	Hybrid
   Status	Active
   Self-Enrollment	True
   Student Leader	Jenny John
   Student Leader Role	President

5. Create competency records to represent competencies students can earn. See Create Competencies.
   Competency 1

   Field	Value
   Record Type	CRM originated
   Name	Creative Thinking
   Type	Interpersonal Skill

   Competency 2

   Field	Value
   Record Type	CRM originated
   Name	Written Communication
   Type	Interpersonal Skill

6. Associate the first competency with the involvement group by creating a Competency Related record.

   Field	Value
   Involvement Group	The Ink Society
   Competency	Creative Thinking

7. Associate a second competency by creating another Competency Related record.

   Field	Value
   Involvement Group	The Ink Society
   Competency	Written Communication