Applications & Advisement
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Go-Live Checklist for Applications
APPLICATION USE
Determine whether the application will be used by students who already have Tk20 accounts (general applications) or students without Tk20 accounts (admissions applications)
SYSTEM ACCESS
For students with Tk20 accounts, assure that students are able to log in and have the correct privileges to access and create an application
Similarly, assure tha...
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Creating an Application Template
Getting Started
Before you can create an Application Template, you need to create two forms:
A form to use for the application.
A form to serve as an application review form (for assessors).
You can create these two forms by clicking on Administration on the main navigation menu and going to Form Builder.
Once you create those two forms, you can proceed to begin crea...
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Creating an ADMISSIONS Application Template
Getting Started
Before you can create an Admissions Template, you need to create two forms:
A form to use for the admissions application.
A form to serve as an admissions application review form (for reviewers).
You can create these two forms by clicking on Administration on the main navigation menu and going to Form Builder.
Once you create those two forms, you can ...
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Creating Transition Point Templates
Create Transition Points
The Unit Administrator can formulate a checklist of steps (transition points) that a student must complete to satisfy the requirements of the program.
Note: All students enrolled in a program for which a transition point template is specified will automatically be assigned the specified transition points and steps.
Here are the steps to create T...
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Editing Transition Points
Edit Transition Points
Here are the steps to edit Transition Points:
Click on Administration in the side menu.
Click on Transition Point Templates located in the side menu below.
Click on the name of the Transition Point Template you wish to edit.
Browse Transition Point Templates
If you wish to add a program to a Transition Point Template that is already active, ch...
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Manually Assign and/or Change a Program and Major for a Student
Note: Please note that we do NOT recommend that you align and/or change programs and majors manually. Instead, we recommend that you follow the Data Import process to align and change programs/majors whenever possible.
Assign and/or Change Program
This section allows you to assign and/or change a student’s program. You can also modify the Admission date or Expected Gra...
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Create and Align a Degree Plan
Create a Degree Plan
Degree Plans are used by the Administrators to create a plan for a specific Major.
Click on Administration in the side menu.
Click on Form Builder located in the side menu below.
Click on Create New Form.
Create New Form
Enter a Name, Description, and Instructions for the form.
Create New Form – General Information Entry
Check the Context(s): ...
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Viewing Transition Points & Advisement Notes
Viewing Transition Points
Once you have logged in, you will automatically be brought to your Home tab.
Scroll to the bottom of the page.
You will see a list of transition points here. There will be multiple tabs, if multiple transition templates are assigned to you. You will see a for a pending task, or a if the task has been completed.
Viewing Notes
Once you hav...
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Completing Transition Points
Advisors can use Transition Points to record the student’s progress through program transition points.
Click on Advisement in the side menu.
Click on My Students located in the side menu below.
List of My Students
Click on a student’s name to view the student’s profile, Transition Points, and other areas on the left hand side of the page.
Split Screen
Click on the...
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Search/Browse for Students
Search for Students
Click on Advisement in the side menu.
Click on Students located in the side menu below.
Enter the required information and click on the Search button to display a list of students meeting the defined criteria.
Search for Students
To view additional information about a student, click on student’s name to open the split page.
Student Profile
On t...
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Search for My Students
The My Students section displays a list of all students to whom you are an advisor.
Click on Advisement in the side menu.
Click on My Students located in the side menu below.
My Students
Click on a student’s name to view the student’s profile on the left side of the page and the degree plan for the student’s major on the right side of the page.
Student ProfileNote: Yo...
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Create Applications Template
This video article will assist you with creating Application Templates
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Create Admission Application Template
This video article will assist you with creating Admission Application Templates
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Create or Edit a Transition Point Template
This video article will assist you with creating and editing Transition Point templates
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Advisement Student View
In this video article, we will be looking at Transition Points from students' perspective
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Advisement Window
In this video, we will see both Advisor and the Administrator's view of the Student's information