Retention Alert

1. Retention Alert Updated July 21, 2011

2. Click on Faculty and Staff.

3. Enter your User ID And Password. Click Submit to continue.

4. To enter a case for a student, click on Contribute Retention Info.

5. Enter the Student ID or Name of Student, e.g., 0123456 or last name, first name, e.g., Tyler, Steven. Click Submit to continue.

6. Select a type of issue from the drop down box, e.g., Academic Difficulties.

7. Enter a Summary and detailed notes. Notice: The Type of Issue, Summary, and Detailed Notes are required entries.

8. If you contacted a student regarding this matter, check the appropriate box or boxes, e.g., E-Mail.

9. If you would like to enter additional issues about this student, check the box. If not, click submit to continue.

10. Click on a Worklist item to read more case information. (New Info) indicates that a new case has been entered or new info has been added to a case.

11. After viewing the case information, click close window to return to the work the case screen.

12. Choose an Action from the drop down box, e.g., Add a Note. Click Submit to Continue. Notes added using this process are internal and can not be accessed by students.

13. After viewing the case information, click close window to return to the work the case screen.

14. Enter Summary information. Detailed notes and information about student contact are optional. To set a case reminder, check the Set a Case Reminder box. Click Submit to continue.

15. Enter a Reminder Date, e.g. 07/25/2011 and a Summary, e.g. Additional Follow Up. Click Submit to continue.

16. Choose an Action from the drop down box, e.g., Send E-Mail. Click Submit to Continue.

17. Here’s an example of the E-Mail that the recipients would receive.

18. Choose an Action from the drop down box, e.g., Manage Reminder Dates. Click OK to continue.

19. Put a check in the box next to the reminders that you want to clear. Click Submit to Continue.

20. Choose an Action from the drop down box, e.g., Add Another Type to Case (Low Final GPA, etc). Click Submit to Continue.

21. Choose an Additional Case from the drop down box, e.g., Academic Standing Alert – Academic Restriction. Click Submit to Continue.

22. Choose an Additional Case Type from the drop down box, e.g., Academic Standing Alert – Academic Restriction. Click Submit to Continue.

23. Choose an Action from the drop down box, e.g., Change Priority. Click Submit to Continue.

24. Choose a priority from the drop down box, Medium or Low. Click Submit to Continue.

25. Choose an Action from the drop down box, e.g., Reassign Case. Click Submit to Continue.

26. Select or Deselect whom you would like to reassign the case.

27. Enter detailed notes if desired. Click Submit to Continue.

28. Choose an Action from the drop down box, e.g., Go to My To Do List. Click OK to continue.

29. Click on a case item to view more information.

30. Choose an Action from the drop down box, e.g., Close the Case. Click OK to continue.

31. Choose an Action from the drop down box, e.g., Academic Improvement.

32. Enter a Summary. Enter Detailed notes if desired. Click Submit to continue.

34. To view a student’s cases Click Find Student.

35. Enter the Student ID or Name of Student, e.g., 1234567. or last name, first name, e.g., Tyler, Steven. Click Submit to Continue.

36. Click on Contribute Retention Info to contribute information to a case. If not, click main menu to return to the main menu street.