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Create Bookstack Documentation Using the template found here: https://bookstack.clarkson.edu/link/2708 by clicking "Edit" and copying it. It doesn't account for everything, so use it as a general guideline. If something is consistently missing from the templa...

Contact Functional User 1 Example Department: Undergrad Admissions User: Matt Rutherford Org Chart Link: https://directories.clarkson.edu/orgchart/index.php?username=mrutherf Technical User 1 Example Department: OIT User: slate@clarkson.edu ...

Purpose The purpose of the Google Sheet is to help visualize the teams lulls and peaks throughout the year with all the processes we have in place. Being able to know something is upcoming and reach out to the user in advance should allow us to minimize last ...

Instructions When creating a recurring ticket, you want the first ticket (Parent) to have everything you want the default to be when the new recurrence is created. This means you don't have to owners or requesters assigned that way when the recurrence is crea...

Contact Report Updates Department: Institutional Effectiveness Org Chart Link: https://www.clarkson.edu/organizational-chart?depart=86 Report Updates  Department: Office of the Dean - CRC User: Amy Nevin Org Chart Link: https://directories.cla...

Goal This is used to indicate what the goal or intended purpose of this feature is.  Steps Step 1 Step 1a Step 1b Step 2 Step 2a Step 2b Step 3 Step 3a Step 3b Automatic Notifications Are there Automatic Notifications happeni...

Goal Advising notes are a way for faculty and staff to document interactions with a student. This allows users to see what a student has discussed with other faculty and staff and make sure we are sharing consistent information when working with students. Add...

Goal Alerts help identify students who may be in need of additional resources or support. Identifying these students early will help to address issues before they become bigger or more complicated to increase student retention and success.  Steps From the...

Goal The My Advisees view in the Faculty & Advising Portal allows an academic advisor to monitor all of their direct advisees from one view. It also also quick access to a list of all advisees with active alerts. Steps After logging into Slate, click on t...

Goal The My Advising Circle view in the Faculty & Advising Portal allows a user to monitor all of the participants in a program or group that they oversee from one view. It also also quick access to a list of all group members with active alerts. Steps Af...

Goal The My Class Roster view in the Faculty & Advising Portal allows a user to see a list of students in the class(es) they instruct along with information about each student. Steps After logging into Slate, click on the My Advising Portal link  Select ...

Goal This explains how you would activate or deactivate a tutor.  Steps To activate or deactivate a tutor, start by searching for the student in Slate for Current Students.  Click the Tutoring Tab Click the "Edit" icon in the top right -or- Scroll to t...

Goal This shows how you would approve a tutors bio after they submitted for the first time, or edited it. Note: Administratively, you can also set the Bio on the students behalf by following the same steps to approve, but you type the bio in yourself.  Steps...

Goal Goal Steps Steps Automatic Notifications Automatic Notifications Automation Notes Automation Notes

Goal Goal Steps Steps Automatic Notifications Automatic Notifications Automation Notes Automation Notes

Goal The goal of this document is to explain how to add/update information regarding your availability for tutoring for the semester. This is used for the Tutoring Administrator (Kate Mikel) to schedule you into your preferred method of tutoring and the hours...

Goal The goal of this document is to explain how you can add/edit your subjects of interest each semester, which indicates both to the Tutor Administrator (Kate Mike) as well as students what subject areas you are interested in.  Steps From your My Tutori...

Goal The goal of this document is to explain how to track small group tutoring attendance for your tutoring sections.  Steps From your My Tutoring portal (go.clarkson.edu/tutoring), scroll to your "My Small Group Tutoring" section Click "Track Attendance...

Goal The goal of this document is to explain how to add/change information regarding your photo and bio for usage as a tutor which is displayed on the Meet the Tutors page.  Steps Steps From your My Tutoring portal (go.clarkson.edu/tutoring), scroll to y...

Goal A contact report allows us to track interactions our user are having with our records in our system.  Steps Creating a New Contact Report Step 1a Step 1b Editing a Contact Report Step 2a Step 2b Adding/Removing Records associated wi...