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Consultant Profile Management and Setup

Learn how to create and manage consultant profiles, set up schedules, record hours, and generate reports with Redrock Software's Consultant Profile Management system. Access the Redrock Conference Guide and evaluate sessions with ease.

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Consultant Profile Management and Setup

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  1. Consultant Profile Management and Setup Luis Frias 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.

  3. Consultant Creation • Section Specialties • Reason Specialties • Messages • Documents • General Info • Contact Info • Subcenters • Certifications

  4. Recording Consultant Hours • A student ID must be linked to the Consultants account. • Consultant will log in and out in the Fashion as students. • Upon login the Consultant will select a Work subject and/or Reason.

  5. Consultant Based Reports • Consultant Specialties Report • Consultant Appointments/Visits • Consultant/Work Visits By??

  6. On the GoRedrock Conference Guide • Download the Guidebook App on mobile device or tablet • To find the 2019 Redrock Conference Guide: Enter the passphrase 2019rrconference

  7. GUIDEBOOK: Session Evaluation and Handouts • After the session you attended to fill out the Session Evaluation: • Click on Session Schedule then the Session Title • Toward the bottom, click on Session Evaluation • Fill the out the Survey and click Submit • Want the handout for the session you just attended: • Click on Session Schedule then the Session Title • Toward the bottom, in PDFS click on the guide you want to download.

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