BEG: Consultant Records

1. BEG: Consultant Records Iliana Ramos Redrock Software

2. How we define a “Consultant” • They are typically Tutors and Advisors, but a Consultant can represent any Group that meets or consults with Students. • In order for a User to have their own Schedule, they must be a part of the Consultant Group. • Consultants are uniquely organized within the Center Profile. There are a few steps we will need to take to begin to setup Consultant Profiles.

3. Creating a Consultant • Section Specialties • Reason Specialties • Messages • Docs • General Info • Contact Info • Subcenters • Certifications

4. Recording Consultant Hours A student ID must be assigned Consultant will log in and out When logging in they will select a “Work” subject and/or reason

5. Section Specialties Reason Specialties If the Consultant specializes in any courses that students are enrolled in, you can indicate which sections they are able to Tutor in by checking the box to the left of the Section. You may also use the Search box at the top of the page to filter your Sections by Subject, and then click Select to mark all of the filtered Sections at once. If the Consultant specializes in any reason such as Career Counseling or New Student Orientation, you can indicate which reason they are able to meet a student.

6. Consultant Report Print Specialties Report Consultant Appointments/Visits Consultant/Work Visits By??

7. Other Helpful Sessions BEG: Appointment Scheduling Friday at 8:30am in Papago Consultant Access in Your Trac System Friday at 1:40pm in Hopi Q&A: Groups, User, and Consultants Friday at 2:10pm in Hopi