Advisors can create a tagged list, or a group of colleges, that can be used for searching and to provide additional college information for all advisors, students and connections within their organization.
Watch Tutorial on Creating Organization Tagged Lists
Directions for Creating Organization Tagged Lists
The tagged lists are created in the My Accounts area. From here, advisors can create a new list, modify an existing list or remove a list. The Search Type identifies which tab of the search page the list will be available: General, Academic, Financial or Social. The list of schools can be exported if needed.
A second way that a tagged list can be created is using the results of a search. Once a search has been executed, an advisor will have a button to "Save Results as Tagged List". The name of the tagged list and description can be entered after the Save. Note that the Guided Search will have to be refreshed before the new list is available for additional searches.
Once a list is created from the search area, it can be updated or removed using the method above under My Accounts on the Tagged Lists tab.
Once a list is created, all other users in the organization will be able to see and use the list in the following two areas:
1. College Information Details will list the all tagged lists that include the selected college.
2. Guided Search can be used to find and compare schools on the tagged list. Be sure to select the correct tab on the correct tab on the left based on how the tagged list was defined. In this example, the Great Honors Colleges list added above is on the Academic tab. Notice that the description can be seen by hovering over any tagged list in the Guided Search dropdown list.