Event Template

Person-scoped event templates

Event registration for an event associated with the specified Event Template

Registration date

Registration for any person-scoped event

Event Folder

Event folders that contain person-scoped events

Event registration for an event within the specified folder

Registration date

N/A

Event Attended Template

Person-scoped event templates

Event registration with Attended status for an event associated with the specified Event Template

Event date

Any person-scoped event registration with the Attended status

Event Attended Folder

Event folders that contain person-scoped events

Event registration with Attended status for an event within the specified folder

Event date

N/A

Interview Template

Person-scoped interview templates

Interview registration for an interview associated with the specified Interview Template

Registration date

Registration for any person-scoped interview

Interview Folder

Interview folders that contain person-scoped interviews

Interview registration for an interview within the specified folder

Registration date

N/A

Interview Attended Template

Person-scoped interview templates

Interview registration with  Attended status for an interview associated with the specified Interview Template

Interview date

Any person-scoped interview registration with the  Attended status

Interview Attended Folder

Interview folders that contain person-scoped interviews

Interview registration with  Attended status for an interview within the specified folder

Interview date

N/A

Form

Person-scoped forms

Form registration for the specified form

Registration date

Registration for any person-scoped form

Form Folder

Form folders that contain person-scoped forms

Form registration for a form within the specified folder

Registration date

N/A

Source Format

Source Formats

Inclusion in a source file associated with the specified Source Format

Upload date of source

Inclusion in a source file associated with any Source Format

Source Folder

Source folders (excluding source formats)

Inclusion in a source file within the specified folder

Upload date of source

N/A

Test

Test types

Existence of a test score with the specified type, regardless of status

Test creation date

Existence of any test score

Application Creation

N/A

Creation of an application

Application creation date

N/A

Interaction

Interaction codes

Existence of the specified interaction code or a child code of the specified interaction code

Interaction date

Existence of any interaction (including the SOURCE interaction)

Material

Custom materials

Existence of the specified material on the person record

Material creation date

Existence of any material associated with the person record

Form Folder vs Form

Use the Form Folder source type as a shortcut if all or most of the forms that are organized within a single folder will have the same Origin Source configurations. If necessary, use the  Form source type to override one or some of the forms within a folder if there are a few forms that need different configurations.

Organize your forms into logical folders. Not only will this allow you to effectively use the  Form Folder source type, it also makes the Form Builder easier to navigate. For example, if you have different inquiry forms for different student types or campuses, consider keeping them in a single  Inquiry Forms folder.

Event Folder/Interview Folder vs. Event Template/Interview Template

Use the  Event Template and  Interview Template source types to capture registration for specific templates, regardless of the folder.

Events and interviews associated with different templates are often organized into a single folder when they are similar. For example, if all of your travel events (e.g., High School Visits and College Fairs) are grouped into a single folder, you may wish to include this travel folder as a single Origin Source.

You are also able to assign events and interviews to a folder regardless of the template, which means that the Event Folder and Interview Folder source types allow you to include events in a specific folder while not including events or interviews associated with the same template that are saved in a different folder.

Strategize your event and interview folders. Not only are folders used to group events and interviews together when they are viewed administratively, these are also used to determine the specific event and interview instances to display on Event Landing Pages and within Related Events.

Attended Template/Folder vs Template/Folder

Use the  Event Attended Template,  Event Attended Folder, Interview Attended Template, and  Interview Attended Folder source types to capture attendance for events or interviews.

Other than only considering registrations that have a status of  Attended, these source types use the date of the event or interview, rather than the registration date, within the Origin Source calculation.

Since registration is one step of an event/interview, and attendance typically happens at a later time, these two types of Origin Sources can be used together.  Since registration typically occurs before the date of the event/interview, if the same folders or templates are selected for both types, the attendance would never be a  first source, but it could be a  last source.

For example, if someone submits a registration form on January 1 for a campus visit that occurs on February 16, the form registration on January 1 might become the  last source for this particular Origin Group. On February 16, the registrant attended the campus visit. Now, the February 16 visit would become the  last source for the Origin Group.

The  Attended types can also be used within a separate Origin Group to determine who stepped foot on campus and when the first and last visits occurred.

Source Format vs. Source Folder

All recurring imports should be configured as a source format, even if the recurrence is infrequent. Not only will this allow you to effectively use the Source Format source type, it also streamlines the import process because your mappings will be saved, obviating the need to repeat the remap process for each import. It also will allow you to run a Retroactive Refresh if any mappings need to be updated. 

Since the  Source Folder source type excludes any sources associated with a source format, this source type should be used sparingly, and only with sources that are truly a one-time import.

Test vs Source Format

Score Data File source formats can be configured as Origin Sources if you want to specifically capture only  verified test scores as an Origin Source.

The  Test source type checks for the existence of the test score, regardless of the status.

Application Creation

The Application Creation source type is often used to find  stealth applicants.

Interaction

If the majority of the interaction codes associated with a parent code will have the same Origin Source configurations, select the parent code as the source. If you need to override one or a few of the interactions, just add those child interactions separately, since the calculation will use the most specific origin source in the case of a tie. This will save you the steps of adding multiple Origin Sources with the same information.

Likewise, if an Origin Source is created for  All Interactions, then any interaction code will meet this criteria.  If the parent interaction code  Contact has two child codes:  Phone and  Email, then the most specific Origin Source will win the tie, as demonstrated here:

Example 1:

All Interactions and  Contact are both configured as Origin Sources. The record has the  Phone interaction code. Since  Contact is the parent code, the record will be assigned the  Contact Origin Source.

Example 2:

All Interactions,  Contact, and  Phone are all configured as Origin Sources. The record has the  Phone interaction code. Since  Phone is the specific interaction code on the record, the  Phone Origin Source will be assigned.

Example 3:

All Interactions, Contact, and  Phone are all configured as Origin Sources. The record has the  Email interaction code. Since  Contact is the parent code, the record will be assigned the  Contact Origin Source.

Because of this behavior, the  All Interactions source type can be used to include any interaction code, but you are able to control specific interaction codes or parent codes with more granularity, if necessary.

Organize your interactions using parent codes. This will allow you to use the parent code to configure Origin Sources as a shortcut, and it will also make your list of interaction codes much more manageable, whether you are adding an interaction on the Timeline tab of a student record, using Interaction Management, or importing interactions. 

Material

Use the  Material source type to configure an Origin Source for custom material types. Select  All Materials if you want to capture any Folio material as an Origin Source, and all or most of your material types will have the same configurations. Add Origin Sources for specific material types to override the configurations for those materials.