Working Space

Goal

AlertsThe helpMy identifyAdvisees students who may beview in needthe Faculty & Advising Portal allows an academic advisor to monitor all of additionaltheir resourcesdirect oradvisees support.from Identifyingone theseview. studentsIt earlyalso willalso helpquick access to addressa issueslist beforeof theyall becomeadvisees biggerwith oractive more complicated to increase student retention and success. alerts.

Steps

1. FromAfter logging into Slate, click on the Faculty/My Advising portal,Portal selectlink 
2. Select the My Advisees - Active Alerts tab,navigation basedbutton onat the top of the screen. This will bring up your role
   caseload of students with active alerts.
3. ClickIn the alertleft iconcolumn
   are
   • Ifbuttons for actions you can take. A key for the iconmeaning of these icons is red,at the top of the page below the navigation buttons. The top three are actions you can take on the student hasrecord: active
     alert(s)
     • View thatAlerts: requireinformation actionabout alerts can be found at Feature: Alerts
     • IfAdd Note: instructions for adding an advising note can be found at Feature: Advising Notes
     • Lookup Notes: view a listing of all advising notes on the iconstudent's isrecord
     green,
     • Student Services Center: opens a opens the studentstudent's hasrecord resolvedin alert(s)the PeopleSoft Student Services Center in a popup window
     • SafetyNet Referral Form: opens a new window to submit a SafetyNet referral 
   • IfClicking on the iconstudent's name will take you to their record in Slate
     • Below the student's name is gray,an theindicator for their Student Information Release Authorization. A green star means students have given permission to share information, a red star means they have not. Clicking on this will bring up a box with details about who student hasinformation nomay currentbe orshared historical alertswith.
   • Information about the alert such as class the alert is for, course instructor, and date of alert are provided for each alert. To address the alert, click the Address Alert button.
   • Confirm the student you are working with.
   • You will two to three options for acting on an alert:
     • Outreach Initiated: you have contacted the student to let them know you have seen the alert and make sure they have what they need to act on it themselves
     • Addressed: you have spoken to the student and helped them act on the alert. For example, if the student has missed an exam, helping them to reschedule the exam would be addressing the alert.
     • Resolved: the alert has been taken care of. For example, if a student missed an exam and needs to reschedule it, the alert will be resolved when. they have completed the retake. Note that not all alerts are able to be resolved and some (like no-login alerts) will be auto-resolved by the system when a student completes an action. (such as logging in to a Moodle class)
   • You have the option to make you comments on the alert into an advising note. Checking this box will create a separate advising noteClicking on the student's record.email address will bring up a popup allowing you to email the student directly
     • IfThis youemail clickwill be visible on the student's timeline, able to be viewed by anyone who has access to the system. With this boxin aftermind, enteringdo commentsnot (stepshare 7)any private or sensitive information through this Slate email.
     • Any replies from the student to this message will be sent directly to your textGmail mayinbox.
     be
     removed.
   Simply
   • To see information about any advisor (besides yourself) that the student has, click on the Createadvisors Advisingname.
   Note
   • The fromstudent's Commentslevel boxand again,current copyacademic standing are displayed. Clicking on the textCurrent fromClass Schedule link will open a popup with information about the commentstudent's box,current recheckclasses.
   • The final column shows information about the checkbox,student's major(s). These are shown both with the full title and pastethe yourmajor textcode.
   into
   • To see a list of all advisees, click on the commentMy box.Advisees navigation button at the top of the screen
     • All actions and information will be identical to those in the My Advisees - Active alerts view.
   • EnterAll notesscreens aboutare searchable
     • Any text that is displayed on the interactionsscreen with(name, thestanding, studentmajor, aboutetc.) thiscan alert.be This is optional in some casessearched
     • Click submit. You willcan be returned to the list of all alertssearch for themultiple student.elements (ex: MECHE Juniors) as well

Automatic Notifications

There are no automatic notification as part of this process.

Automation Notes

Are there automations happening in the system when something from this feature is submitted or updated? This might need to be updated by the Slate Developer for the feature.