Subscriptions & Success Team

  • Primary Student Success Team Advisor/Coach vs. Follower

    Question What is the difference between an Advisor/Coach, eg. the primary student success team members, and student Followers? Answer Advisor/Coach "Primary" Success Team Members Only primary student success team members can import on the Person data feed via the SIS Import. Primary success team members usually import from the SIS system on the Person data feed. Admini...

  • Bulk Assignment (Subscriptions)

    Overview The Bulk Assignment interface in Relationships Administration allows advisor, coach, and staff (follower) assignments to be assigned in mass from a list of subscriptions copied or entered into SS&E. This is most helpful for the following scenarios: Initial system setup of advisors and coaches. Re-assigning students from one advisor or coach to another advisor ...

  • Advisor-Coach Mapping

    Overview Advisor Coach Mapping allows a coach to get assigned to a student success team based on the student's primary advisor at the time the mapping is created/edited or when the student's primary advisor is assigned/updated (unless through Bulk Assignment in Relationships Administration). When an advisor-coach mapping exists any time that the student's Primary Advis...

  • Program Coach Mappings

    Overview Program Coach Mappings allow coaches to automatically be assigned to students registered in the current term by their primary degree programs. A job runs every day at 5:00 AM* that performs this automatic assignment. When changes are made to Program Coach Mappings, the effects of those changes will not display on the student records coach assignments in SS&E un...

  • Automatic Following & Follow by Tag Rules

    Overview Following a student will add the student into the staff user's caseload, along with students where the staff user is set as a primary advisor or primary coach. Following a student can be done manually from the student record, or automatically using one of the methods described below. Follow Permissions In addition, each user must have Follow permissions enabled...

  • 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. Student Staff Relationship Types displayed in Relationships Administration, include: Advisor Coach Mappings...

  • How Subscriptions (Relationships) are Created

    Overview Any time an advisor or coach gets assigned to a student record, or when a staff user follows a student, SS&E records these relationships as "Subscriptions". Subscriptions can be created between staff users and students in many different ways. Each subscription method has its own subscription management/administration page. Depending on the subscription method,...

  • Subscription Labels

    Overview Subscription Labels work to help identify the title or a description of a Follower in SS&E.  This helps to identify why the Subscription/Following is in place.  Subscription labels work with the Follow by Tag functionality and rules within SS&E and help define the relationship that exists between a staff member and student. When creating the student-staff rela...

  • Bulk Expire Relationships

    Overview Bulk Expire is a way for administrators to remove all relationships, aka subscriptions, for a specific user within SS&E all at once. Bulk Expire will remove all subscriptions for the selected person and cannot be undone! The selected person can be the subscriber or a subscribee. Expiring a subscription will not prevent it from beng recreated and added back in ...

  • How Subscriptions are Expired

    Automatic Expire The following events will automatically expire a subscription in SS&E: 1. During the SIS Import Job: When a Person imports with a new advisor, the old advisor will be expired. When a Person imports with no advisor and "Allow Success Team Removal" Application Setting is set to True. When a student's advisor is assigned the Adjunct Faculty role and the ...

  • Student Success Team - Advisor and Coach Assignments

    Overview Each student may be assigned one primary advisor and one primary coach that represent their primary Success Team. When referring to a student's Success Team, many times this also includes the student's Followers.  In general, Followers are staff and faculty that are not listed as the student's primary advisor or primary coach, yet still want to be informed abo...