Relationships Administration

Overview

From the Administrative screens, users assigned the Administration role are able to navigate to Relationships - Relationships in order to view and manage current and past connections made between Staff (included on a student's Success Team) and Students.

  • To learn more about how relationships, aka subscriptions can be created, click here.
  • To learn more about how relationships, aka subscriptions can be expired/removed, click here.

Student Staff Relationship Types displayed in Relationships Administration, include:

Relationships

By navigating to the Relationships page in Administration - Relationships - Relationships, by selecting a staff, student, or both, you can see exactly how, when, by who, and why students are/were assigned specific staff/faculty on their success team both in the past and the present. To review how relationships/subscriptions may be created, click here.

  • Select "Include Expired" to view past relationships/subscriptions.
  • Uncheck "Include Expired" to only view relationships that are currently displayed on the student profile Success Team.

Each column provides additional information regarding how the subscription was established.

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  • Relationships display on the student profile on the student's Success Team which includes the student's Primary Advisor, Primary Coach and Staff Followers.
  • When looking at the Student Profile, it does not show how the success team members got assigned.
      • Use the relationships screen to see how, when, who and why relationships are/were assigned.
  • Check "Include Expired" to find out why and when relationships were expired and removed from the student profile.
  • Advisors and Success Coaches assigned via the SIS Import can be removed from the UI by passing in a null value IF the institution's Applications Administration setting allowSuccessTeamRemoval is set to True.
      • To check if this is what happened, from Relationships Administration, check "Include Expired" and also verify the application setting in Application Administration by clicking here.
      • If a primary advisor or primary coach was removed by the SIS Import, the relationships page will show "expired by user SS&E System" with the reason "Other System".
      • For new clients, allowSuccessTeamRemoval defaults to "true" so that advisors and success coaches who were assigned via the SIS import can also be removed from the SIS import. 
      • Primary advisors and success coaches who were not assigned via the SIS import will not be removed by blank/null advisor/coach values imported on the Person data feed.

Expire Relationships

One way to expire relationships is by searching for a specific staff member and/or specific student on the Relationships screen.

  • From here, SS&E administrators can expire one to many relationships by clicking on the box to the left of the individual's name and then clicking on the Expire button.
  • Manually assigned relationships that cannot be removed and replaced with an empty/null value importing from the SIS can be removed via Relationships Administration > Expire Relationship.
  • It's important to remember that this cannot be undone!

In addition, if a subscription is being applied through an automated process, this will not prevent the relationship from automatically being applied in the future.

To prevent subscriptions from being re-created, these types of changes will first need to be made within the institutions existing systems to appropriately reflect the updated relationship in the system.

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Troubleshooting

When troubleshooting why staff are missing, mismatched, or incorrect on the Student Success Team, always check the Relationships page, filtering by the staff and/or student to view past and present details. If this does not resolve what happened or if there is any confusion, please open a support ticket including all details and screenshots.

 

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