Involvement Settings

There are a number of settings in your community that allow you to customize how involvement is entered and what involvement reports will look like. Community administrators can access these settings if they select the Admin dropdown in the top right of their screen, choose the community option, select the Settings tab, then choose Involvement from the menu on the left side of the page. These settings are divided into separate tabs. Continue reading for an explanation of each. 


The General tab allows you to determine some basic involvement settings. This page is divided into three sections that are described in detail below.

Section Purpose
Involvement Data Collection After a user is assigned participation to an event or if they're filling out a new involvement request, determine if you want to provide them the ability to complete learning outcomes, reflections, and roles. Learning outcomes come from a list that you define under the Learning Outcomes tab. The reflection is a text box that allows the user to log their thoughts. Roles allow users to define their specific role at an event. Learning outcomes and roles can be customized. This process is explained later in this article.
Section Titles Customize the two main elements of involvement: activities and memberships. Change this text to match terminology used at your school. These custom names are used in the headings of the student's personal involvement page and in their involvement reports.
Academic Terms Determine if you want to display exact dates or semesters on involvement reports and when filtering through entires.



The Co-Curricular tab is used to enable or disable the use of the co-curricular transcript in your community. If you disable this feature, users will still be able to access their involvement history but they will not be able to request an official transcript.

If this is enabled, two other settings appear. The first determines if you want new involvement entries automatically added to your student’s co-curricular records. This means as soon as a user is assigned participation or joins an organization, that involvement entry will be set to display on the user’s official record. If you do not choose this option, the user will have to manually determine which entries they would like to appear on their transcript.

The second setting allows you to enable mailing of transcripts. This will provide the user the option to enter an address and number of requested copies. This is an option for the user, not a requirement. See the screenshot below for a preview of what this looks like.

Learning Outcomes

The Learning Outcomes tab allows you to customize the learning outcomes that users can choose from when completing involvement entries. Note: users can only select learning outcomes if this setting is enabled under the General tab.

Learning outcomes come into play if a user edits an involvement entry or if they create a new involvement entry. They'll be provided three selection drop downs that are populated by the learning outcomes you define on this page. These learning outcomes will appear on the user's involvement reports (if enabled). 


The Roles tab allows you to customize the roles students can choose from for each activity entry. Note: users can only select roles if this setting is enabled under the General tab.


The Approval tab is used to set up the approval process for user-submitted involvement entries. The first two settings on this page allow you to enable automatic approval if you do not want to approve any involvement entries.

The next setting is to enable reference approvals. Users are asked for their reference's name and email address when they complete an involvement entry. If you enable reference approvals, the reference will receive an email notification prompting them to approve or deny the user's entry. Note: administrators in OrgSync still receive these requests and they retain the ability to approve or deny them.

The last setting on this page is the to ability to require users to input a reference name and email address when they submit involvement requests. The reference field always appears on the involvement entry form but this setting changes the field from optional to required.

Custom Messages

The Custom Messages tab allows you to set up custom messages that are sent to users when you approve or deny involvement & transcript requests. 


The Appearance tab allows you to customize the design of your community's co-curricular transcript. This page is divided into different sections that are described in detail below.

Section Purpose
Student Contact Information Determine if you want the user's address, email address, and phone number to display on the co-curricular transcript. This information is populated from the user's OrgSync profile.
Co-Curricular Format Determine how you want the transcript to be sorted and if you want to display reflections and learning outcomes. Note: the "sort by category" option does not display reflections and learning outcomes.
Document Headers & Footers Upload headers and footers that will display on your transcript. There are two upload options for both the header and footer because you can determine if you want them to display on all pages, or just the first (for the header), and last (for the footer). The image you upload must be a standard image format (jpeg, png, gif) with a size of 2600 pixels wide (and 200 pixels tall for every-page headers and footers).


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