Starfish Training Welcome Advisors

1. Starfish TrainingWelcome Advisors

2. Objectives In this training you will learn: • What roles you play in managing appointments and alerts • How to set up a Starfish profile to personalize your experience • How to set up Office Hours • How to document Appointments • How to raise and clear alerts

3. What is Starfish? • We are. • A Student Success Company • We believe. • The campus community engaged with a student will lead to that student’s success. • We help academic institutions. • Identify. Which students are at risk now? • Guide. Where do I go to get/offer help? • Connect. When can I get help? • Optimize. How are services performing? “I made a difference for that one.”

4. Starfish – Advisor roles • Advising roles can: • Set up profile and office/service hours • Manage alerts, document activities and communicate with students. • Manage assigned cases and provide advising services to students • Connect students to other available services • Review student information of assigned students or students in their area • Create and document appointments

5. Starfish – Front Desk roles • Front Desk roles can: • Manage calendars and appointments for Advisors • Manage a waiting room kiosk and student queue • Assist students who sign in at an Advising Center • Add notes to student folders

6. Starfish – Instructor role • Instructors can: • Set up office hours and a profile that students can see • Raise alerts. • Respond to progress surveys • Communicate with their students via Starfish • Make appointments with their students and document outcomes • Guide their students to information about available services • Review student information of students enrolled in his/her courses

7. Starfish – Student • All students who are Starfish users can: • Set up a profile and communications preferences • Make and Track appointments with advisors or others in their ‘success network’ • Review flags/kudos raised and respond • Find and connect to recommended /available services

8. Try it! • Login using your normal network id and password • In production, you will have a link to Starfish • We are logging into the TEST version of Starfish • DO NOT COPY/SAVE the URL we are using today for later use. You will be connecting to the test site. • Items you create today that generate email will be sent to Patty Take because the system is in silent mode. When you sign in to the live system, emails will be generated and sent to students/staff based on the configuration of each item • The data in your test system is recently pulled from production. Student information such as ids etc. should be treated with care

9. Office Hours Wizard on First time Log in

10. Your Starfish Dashboard

11. Profile – Institutional Profile

12. Appointment Preferences

13. Email Notification Preferences

14. Starfish Navigation

15. Calendar Manager’s View

16. Creating an Appointment

17. Reserved Time and Walk-in Meetings

18. Appointment e-mail

19. Student Folder View

20. Using the Kiosk and Waiting Room

21. Using the Kiosk and Waiting Room

22. Using the Kiosk and Waiting Room

23. Using the Kiosk and Waiting Room

24. Student Folder - Add a note

25. My Students

26. Respond to Progress Surveys

27. Respond to a Progress Survey

28. Confirm submission of a Progress Survey

29. Open Progress Surveys

30. SIUE Tracking Items

31. Raising a Flag From the Student list or from the individual student’s folder

32. Raising a Flag

33. Viewing a Raised Flag – Student Folder

34. Clear Flag and Close Loop

35. Student View – initial Logon

36. Student View - Dashboard

37. Review Review • What are some features in Starfish that you will use in your role • Who are the primary raisers of flags? • Who are the primary responders? • What can the student do themselves? • What are your biggest questions right now?

38. Congratulations! You are ready to begin utilizing Starfish!

39. Support Having trouble?