Axiom and CRM

Overview

Axiom is the Veracross administrative platform used by school point people, administrative staff, and Veracross personnel to configure, manage, and maintain the overall system. This module introduces a completely new user to the basics of Axiom navigation and showcases its core CRM (customer relationship management) along the way. It assumes no prior knowledge of Axiom or Veracross and should be completed by anyone new to Veracross. 

Learn the basics of navigating Axiom homepages, detail screens, and crafting basic queries. Pick up the fundamentals of the core CRM (persons, households, relationships) along the way. 

Logging into Axiom

After Watching The Video

1. Log into your school's Axiom database. If you want, also try logging into the Veracross demo database (credentials provided in our customer support portal).

Exploring the Axiom Layout

After Watching The Video

1. Navigate to four or five different homepages.
2. Use the search bar to search for a homepage and at least three different people.
3. Use the History button to navigate back through Axiom screens you have visited.
4. Navigate to at least three different workspaces.

Elements of Axiom Homepages

After Watching The Video

1. Click on three "Find..." queries on different homepages.
2. Hover over the "Add" button on at least two homepages to see what types of records you can add.

Questions

Answer the following based on the demo database:

1. On the Main homepage, how would you describe the location of the "Where is Student Now?" query?
2. On the Main homepage, what are the yellow "Employment" and "Registrar" links in the General section?
3. What is the keyboard shortcut for the Rocketship menu?
4. What does the Action menu (lightning bolt) do?

Basic Querying

After Watching the Video

Answer the following:

1. What is a query in Axiom?
2. Identify the different parts of the query design screen. 
3. In a query result screen, what do the Action and Organize menus do?

Complete the following academically-oriented searches. You will likely need to modify the tasks a bit to fit with your data if you do not use the demo database.

1. Find the following people:
   • All people whose last names start with "P"
   • All parents missing an email address (what is a "parent" in Veracross?)
   • Students in a certain grade
   • Coaches who have a Gmail address (what is a "coach" in Veracross?)
2. Create a student query that pulls in important health information (allergies, blood type, insurance info, etc.). Hide irrelevant fields and sort by household. 
3. Find the following classes:
   • All homerooms in a single school level
   • All classes with 0 term credit hours
   • All middle school science classes
   • All classes that meet in Rooms A, B, or C

Exploring a Student Detail Screen

Questions

After watching the video, answer the following:

1. What is a detail screen?
2. How can you tell what kind of screen you are on?
3. What information can you derive from the URL?
4. Why might you click on the audit log of a given detail screen?
5. Why are some fields editable and some are not?
6. How could you change someone's household address?
7. Distinguish people and households in the Veracross CRM. 

Related People and Organizations

After watching the video, answer the following:

1. What is a relationship in Veracross? 
2. Distinguish the three terms: person, household, and relationship.
3. What is a reciprocal relationship?
4. How would you add a nanny who has emergency and pickup permissions for a student (student and nanny can be anyone)? 
5. A parent calls up and would like a student's grandparent to get "all the emails." How would you do this?
6. A parent just got a new job at Microsoft. How would you update the parent's info to display this? 

Add a Person

This video brings together many of the above concepts. Add a person, associate them with a household, and check the relationships. 

After watching the video, answer the following:

1. What type of information should you add when adding a person manually?
2. When adding a new person, how do you add their address?
3. Distinguish person, household, and relationship records.