Overview
Each staff and faculty user has their own individual user settings that allow each user to decide how to best utilize Student Success & Engagement based on their duties and preferences.
To access the individual user settings, click on the “Settings” link from the top right menu that displays by clicking on your profile picture.
Caseload
"CASELOAD” user settings are filters that determine which students are included in your Dashboard, the initial view of your Caseload (displayed immediately after you log in), and your Caseload Summary (the view once you click into a Student’s profile from your Dashboard).
You can toggle between Current Students (Registered in current or future terms) and Continuing Students (Non-registered that have attended in the previous year).
Alerts
The “ALERTS” settings determine which automated alerts you want to be informed about via your news feed on the dashboard and on your Daily Digest.
Automated alerts can be triggered for “Advisees”, students that are a part of your caseload, or “Advisees and Students I Follow”, which includes students that are not a part of your case load but you have elected to follow within the system.
Automated alerts currently configurable within the system are as follows: low current grade, low mid-term grade, low overall GPA, not attending an on-ground class, and not following an academic plan.
- In order for end-users to opt-in to Alerts, users will need to have access to alerts, however, the alerts themselves do not need to be enabled/active Yes.
- If you do not want users to be able to opt-in to certain alert types, you will need to remove their role based permissions to prevent them from being able to access certain alerts.
- Remember that SS&E Reporting (via built-in reports and/or report sources) does not apply any permissions, so alert data may be visible via the Report module.
- The Staff Initiated Alert is checked by default and cannot be removed.
Achievements
The “ACHIEVEMENTS” settings determine when you want to be informed on your news feed and daily digest of automated achievement alerts.
Automated achievements can be triggered for “Advisees”, students that are a part of your caseload, or “Advisees and Students I Follow”, which includes students that are not a part of your case load but you have elected to follow within the system.
The following Achievements are currently configurable within SS&E:
- Current grade
- Mid-term grade
- Final grade
Events
The “EVENTS” settings determine when you want to be informed of events.
Events can be triggered for “Advisees”, students that are a part of your caseload, or “Advisees and Students I Follow”, which includes students that are not a part of your caseload but you have elected to follow within the system.
Events currently configurable within the system are as follows:
- When a staff adds a note to my advisee
- When you become a student’s advisor/coach
- When a staff member follows my advisee
- When a student views their academic plan
- When a student submits their academic plan
- When staff submits a plan to your advisee
- When staff approves a plan for your advisee
- When staff closes a plan for your advisee
- When a student drops or withdraws from a course
- When a student completes orientation
- When a student you advise has an excused absence
Special Events
The “SPECIAL EVENTS” settings determine whether you want to be informed about special events for your “Advisees”, students that are a part of your caseload.
- This will only apply to any students for which you are the primary advisor or primary coach.
Here, you can choose the following special events:
- To be notified when any of your advisees have a birthday
- Optionally have the system automatically send out a birthday greeting to your advisees on their birthday.
Note: Unlike alerts and achievements which are associated with a student, events are created specifically for a staff member.
Events that have been delivered to a staff member will remain available to them even if they are no longer a part of the student's success team. This is because an event is a custom notification within the context of a student, but specifically for that staff member - each staff member that receives such an event receives their own "copy" of the event.
Instructors
The "INSTRUCTORS" group of settings determines when you want to be informed of specific events tied to the courses you teach. The system will trigger automated alerts based on the following events: students being marked with an excused absence.
Staff Settings Administration
Staff Settings configuration settings allow each institution to configure which sections of the User Settings are able to be modified by individual non-student users, and which User Settings are configured by the institution, eg. apply by default to all users.
Attributes
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Staff Settings Configuration applies to all logged-in non-student staff users.
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Staff Users are all users that are not associated only with a student role.
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Student-Staff users, eg. users that are assigned both a student and a non-student role, are considered Staff.
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Un-checked (eg. disabled) staff settings will still appear on each individual staff user's Settings menu, however they will not be editable.
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The configuration settings that were set in place before the specific staff setting section was disabled (unchecked) is what will display on the UI and apply to all current staff users.
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User Settings are accessible for every Staff user by selecting their profile picture in the top right, then Settings.
To change the available user settings, check or uncheck any item on the Staff Settings Administration menu:
Follow By Course Section Location
The “AUTOMATIC FOLLOWING” group of settings allows the system to automatically allow you to “Follow” students by course section location. Simply, type the course section location into the box provided and SS&E will automatically fill in the box with the associated course section location listed in your institution’s student information system.
- To enable this setting, "Enable Automatic Following Management" must be checked on the Staff Settings Configuration.
- For more details about User Settings configuration, click here.
Meeting Requests
Once your institution has configured SS&E Meeting Scheduler, then you will also see the ability to set the days, times, and modalities for which you accept meetings from students. When a student attempts to schedule a meeting through SS&E, SS&E will look at the combination of your institutional calendar (Outlook, for example) as well as the defined availability times within your settings, to determine when a student can schedule time with you.
See Advisor instructions for Meeting Scheduler for instructions on configuring meeting availability.
Meetings using Next
The Meeting Requests section of the User Settings allows a user to set whether they are available for walk-in appointments if your campus is using Next.