Student Profile - Student Information Tabs
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...
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 ...
My Caseload View
A caseload of students can be viewed from the Students Page.
To view students listed in a staff member's Caseload, navigate to the Students tab at the top of the Student Success & Engagement menu bar. From here, Caseload is listed as one on the Default Filters on the left-hand side of the screen.
A staff member's default Caseload consists of current students where ther...