Student Profile - Student Information Tabs

Overview A student's graduation date can import on the Transcript Degree data feed along with their Program and Degree name/title earned. Once imported, this data will appear: On the student's Transcript Tab under Degree/Program, Date Granted. In Reporting, where it can be reported/filtered on (for example on the Enrollments or Students report source). Another way tha...

Overview Program Degree Students who attend college often declare groupings of coursework that earn them a certain credential, which is represented by the pursued program/degree. For example, in two-year institutions the coursework is mainly referred to as the student's Program, such as Accounting. While completing the coursework within a Program earns the student a Cre...

Overview Filtering on students based on how recently they've engaged with their coursework via assignment submission is an important factor in a student's success. When optionally applied, filtering on the Last Assignment Submission in the Student Filter will include students based on their most recent assignment submission date. Depending on the value(s) entered in ...

Filtering on "Has Open Alerts" includes results for open alerts that are missing from the student record. In most cases, the reason that the student filter returns open alerts that are not displayed on the student record is that by design, the student filter finds all open alerts, regardless of whether the signed-in user has permission to actually view the filtered ale...

Overview The most common reason students do not display the correct program/degree information on the Student Header is that this data is either missing or incorrect in the Transcript data feed. The program data displayed on the Student Header is imported on the Transcript data feed. The program data displayed on the Student Programs Tab is imported both on the Transcr...

Reported Issue When applying a Student Filter by a Program and/or Degree, the filtered results are missing students, or  including students that should be excluded by program/degree. Resolution Most likely, the reason this is happening is that the student's transcript record does not have a primary degree program importing on the Transcript data feed. A quick way to co...

Overview The last attendance date displays differently by design for different course sections, as this depends on whether or not the course section is online. To check if a course section is set to online=yes, check the course section details in Course Sections Administration. Last Attendance Date Rules The last attendance date displayed on the Student Courses tab on...

To create a filter: Select a person type from the People page dropdown or go to the Students page of Student Success & Engagement. From there, click on the plus symbol (+) next to the word Filter to add a new filter.  This will open a pop up menu where you can specify all the filter criteria for the filter you are creating. The first step in building a filter, is alw...

Action Plan An Action Plan is simply a group of Impact Tasks in a multi-step process. This is helpful when multiple tasks are needed to be completed in order to accomplish a larger goal. To apply an action plan to a student record users will need to click Add Action Plan under the task tab in a student profile.  This will then allow users to select the appropriate Act...

Overview Impact tasks allow institutions to understand whether a student has completed an assigned responsibility, how long it took to complete and can be used for follow-up by an advisor/coach if the student has not completed their assigned tasks. Impact Tasking permits any user to assign a task to any other user. Tasks have due dates and can link information from a ...

The Courses Tab on the Student's Profile provides details for each class a student has on their transcript, organized by term.  Details about found for the courses include: Instructor Course Dates Location Registration Status Current Grade Credits Last Login Date Last Assignment Submitted Date Last Attendance Date In Depth Attendance Details In the top right of each ...

What is the Student Status? Student Status is a field that the Student Success & Engagement determines based on each student's registration data. It is updated multiple times per day by a background job. The different Student Statuses* are: Current Continuing Inactive *In addition, under special circumstances, upon an institution's request, inactive students can furth...

Overview Students phone numbers can often change. By clicking on a student record, you are able to view a student’s last verified phone number directly under their person ID. The check mark directly next to the phone number indicates that this number being displayed was the last verified number used to contact the student. When hovering over the checkmark indicator, us...

If a student or group of students falls outside a caseload and students success staff would still like to be informed about anything happening with that particular student, the Following feature within Student Success & Engagement provides that opportunity. By clicking the star icon above the student photo, that student is then added to the news feed of that student suc...

Overview Caseloads are a list of students (eg. Caseload Filter) where the logged-in staff user is listed as the  students primary advisor, primary coach, or staff follower. A caseload of students can be viewed from the Students or People Page. Caseloads are dependent on the individual Caseload User Settings. These settings determine which students will be included "On ...

Quickly orient yourself to a student and take swift action within the student Profile tab.  From a student’s profile tab, you can view the following information: General Demographic Information  Activity Tab Alerts  Achievements  Note Activity  Notes  Tasks Meetings  Course information  Transcript Test Scores  Finances  Applications Associates Documents  Programs  Cus...

There is no way to delete an assigned task in Student Success & Engagement. However, if there is a need to remove an action plan and/or task from a student record, this can be done by selecting each task that needs to be "deleted" and then changing the status to "Cancelled". Once cancelled, the task will no longer display on the student record.

Overview If a person has multiple addresses imported into the Student Success & Engagement database from the SIS, the system displays a "preferred" address by selecting an address according to the following rules: Does the user have a "Permanent" address? Is there a "Current" address? Is there an "Active" address? Restrictions All the above steps only look for addres...