SUNAPSIS SERVICES
Full list of services
Our team is here to help with large projects such as an initial implementation, focused process roll-outs, or even individual feature support and coaching. Below is a list of many of the services we can provide but contact us if you don’t see something listed.
COLD FUSION
❏ | Cold Fusion initial setup & configuration
❏ | Cold Fusion scheduled task creation and schedule setting
❏ | Review of Cold Fusion configurations and scheduled tasks
USER MANAGEMENT (IOM)
❏ | Create initial user records in the database
❏ | Configure user account preferences
❏ | Configure user alert selections
❏ | Develop custom user roles
❏ | Develop user role reports and audit process
MISCELLANEOUS TECHNICAL TASKS
❏ | Configuring encryption during initial installation
❏ | Configuring encryption in a pre-existing installation
SUNAPSIS IOM CONFIGURATIONS
❏ | Campus setup (including office, map campus applications, and enrollment totals configurations)
❏ | Term configurations
❏ | Institution mappings (tables that translate academic and employment data into the expected sunapsis data)
❏ | Institution specific codes (data that can be displayed in accordance with your institutional systems)
❏ | Document & Document Storage Configurations
❏ | Open doors configuration
❏ | Profile/record configurations
SUNAPSIS SEVIS CONFIGURATIONS
❏ | SEVIS program/school configurations
❏ | SEVIS batch configurations
❏ | SEVIS registration configurations
❏ | SEVIS batch setup (for schools new to SEVIS batch)
❏ | SEVIS address transformation replacement configuration
❏ | SEVIS address transformation swapping configuration
❏ | SEVIS address override reason rule configuration
E-FORMS
❏ | Custom e-form development
❏ | E-form group configuration
❏ | E-form configuration (istart settings, extension configuration, form letter association, and template/action configuration)
❏ | E-form custom communication template creation or configuration
❏ | Default e-form email configurations
❏ | Custom e-form extensions
❏ | Custom wildcards for use in e-form communication templates
❏ | Second approver list configurations
❏ | eshipGlobal Integration Configuration
❏ | Miscellaneous configs (scholar financial, access to document driven e-form)
CHECKLISTS
❏ | Custom checklist development (stages, stage movement, tasks, etc.)
❏ | Configure checklist containers
❏ | Custom checklist extensions
E-MAIL SERVICES
❏ | E-mail/account reader & note configurations
❏ | E-mail footer configurations (varies by service type)
❏ | Custom mass e-mail extensions
REPORTS
❏ | Create client-configurable reports using custom report builder
❏ | Create custom static database reports
❏ | Develop scheduled database reports
❏ | Report review/tune-up
WILDCARDS
❏ | Develop general custom wildcards
❏ | Wildcard review/tune-up
TRAINING
❏ | IOM user training content
❏ | IOM user training facilitation
❏ | Department user training
❏ | Department user training content
❏ | International student/scholar training content
❏ | Custom training videos
❏ | Additional custom training content
❏ | Custom component development training
INSTALLATION REVIEW OR EXISTING INSTALL TUNE-UP
❏ | Review of sunapsis delivered/client created e-forms
❏ | Review of sunapsis delivered/client created document structure
❏ | Review of sunapsis delivered/client created default e-form emails
❏ | Review of sunapsis delivered/client created alerts and configurations
❏ | Review of sunapsis delivered/client created istart setup
❏ | Review of Cold Fusion setup and task setup
❏ | Review of user setup and roles
❏ | Student Datafeed review
❏ | Employee Datafeed review
❏ | Review of sunapsis IOM configurations (see IOM configurations table below)
SUNAPSIS DATAFEED
❏ | Datafeed explanation (overview, hot topics, compliance concerns, etc.)
❏ | Datafeed consulting
❏ | Datafeed testing
❏ | Datafeed user-focused documentation
DATA CONVERSION TASKS
❏ | Initial conversion of records from SEVIS to sunapsis
❏ | Business process conversion review
❏ | ISSM conversion assistance
❏ | Convert other legacy data to sunapsis records
ALERTS
❏ | Custom alert development
❏ | Alert communication template creation or configuration
❏ | Configure/add alert groups
❏ | Configure/add subcampus settings
❏ | Custom wildcards for use in alert communication templates
❏ | Minimum credit configurations
❏ | Done with coursework configurations
❏ | CPT exception configurations
❏ | Prevailing wage alert configuration
CUSTOM TABLES
❏ | Configure custom tables
❏ | Configure custom fields
❏ | Custom table/fields review/tune-up
DATA TEMPLATES
❏ | Custom templates (moves data from e-forms or inserts standard data into sunapsis records)
❏ | Automatic I-20 template configuration
❏ | Document check template configuration
❏ | Template review/tune-up
SCHEDULE MANAGEMENT
❏ | General schedule configurations
❏ | Event specific configurations
❏ | Schedule management review/tune-up
FRONT DESK
❏ | Front desk configurations
❏ | Creation of custom front desk landing page
❏ | Assist with frontdesk and cardreader integrations
FORM LETTERS
❏ | Create custom form letters (printable letter templates)
❏ | Form letter review/tune-up
DOCUMENTATION
❏ | Business process workflows
❏ | Client operations manual
❏ | Custom documentation
OTHER SERVICES
❏ | sunapsis version update review
❏ | sunapsis updates consulting
❏ | Business process review
❏ | Term tune-up/configuration
❏ | Annual project reviews
❏ | General support/troubleshooting
❏ | Client advocacy