180 likes | 314 Views
Appointment Tracking In MyUNLV. Training Agenda Overview. Checklists Plan of Study Appointment Type Referrals Checklist Items AT, Referrals, & Custom Comments Comments TCE’s, Exceptions, & Waivers Scenarios: A couple examples Practice:
E N D
Training AgendaOverview • Checklists • Plan of Study • Appointment Type • Referrals • Checklist Items • AT, Referrals, & Custom Comments • Comments • TCE’s, Exceptions, & Waivers • Scenarios: • A couple examples • Practice: • Add An Advising Appointment(s) till you have it & have no questions • Question & Answer • Anytime stop me!! • I go thru things Fast
Checklist Navigation • Campus Community > • Checklists > • Person Checklists > • Checklist Management - Person
Checklist Search Select “Add a New Value” TAB If you where already working on a student the ID (NSHE ID) number would already be in the ID field
Checklist Add a New Value Add the NSHE ID of the Student then click “Add”
Checklist Management Checklist Code In Administrative Function ALWAYS type “GEN”
Checklist Naming Convention • VEDxxx • V = Advising • ED = Education • xxx = Checklist or • Items • AS = ASC • BS = Business • ED = Education • EN = Engineering • FA = Fine Arts • HA = Hotel • HN = Honors • HS = Health Sciences • LA = Liberal Arts • SC = Sciences • UA = Urban Affairs
Checklist Management II - Checklist Item Select Checklist “Item” magnifying glass
Checklist Item Use the naming convention of your Center. Click the “Short Description” heading Select the Appointment Type (AT)
Remember to SAVE SAVE
“However beautiful the strategy, you should occasionally look at the results.” • Sir Winston Churchill
Scenario IPlan of Study • How we have to do it now: • The field size and limitations. • Copy past browser option • Advising Summary Mod: • The Comment Field will be brought in to the page/student you are working on. • Other Suggestions?
Scenario IIAppointment Type • You can add multiple types & Referrals • Watch for the “End Date” on Items • Make sure to save
“Education is the best provision for the journey to old age.” • Aristotle
Practice • Add an appointment and a plan of study to 1 or more students. • What problems did you encounter?
CommentsTCE, Exceptions, Waivers • Same Naming Convention • Comments will have the ability to Append • Instruction will be typed in already i.e. for 1 student or a group. • Reports will to the artists formerly known as DARS Analysts • When done they will append the comment again with completion. • If they have questions they will contact the Center directly.
Comments Navigation • Campus Community > • Comments > • Comments - Person > • Person Comment Entry >
Comments Page Same Naming convention Instructions xxx = EXC = Exception xxx = WVR = Waiver xxx = TCE = TCE VEDxxx V = Advising ED = Education