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 ...
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 Page.
Caseloads are dependent on the individual Caseload User Settings. These settings determine which students will be included "On Caseload"....