Quick Start Guide for EAB Campus Advisors

Transcription

1 Student Success Cllabrative Quick Start Guide fr EAB Campus Advisrs Clemsn has launched the EAB Campus platfrm fr advisrs and thers, with the gal f helping students explre a path t timely graduatin cmpletin with data, services, and supprtive cnnectins. Use this Quick Start Guide t make the mst f yur experience. GETTING STARTED Lgin t EAB Campus using yur university credentials! Cnfigure Availability and Calendar fr Appintment Scheduling Set Up Yur Availability - This is an imprtant first step that will allw yu t then create appintments with students by selecting the Add Time frm yur Staff hme screen - see Appendix A fr detailed instructins n setting up yur Availability. Sync Yur Calendar - This initiates the tw way sync between EAB Campus and yur Outlk r Ggle Calendar. See Appendix B fr detailed instructins. KEY PLATFORM FEATURES Perfrm These Key Actins t Identify, Cmmunicate With, and Supprt Students Reference the Student Prfile After clicking n a student s name thrugh the search results, yur Staff Hme, r the Quick Search, nte their Academic prgress and any areas f cncern with the varius tabs n a student s prfile Add Ntes r Advising Summary Reprts Recrd yur interactins and fllw-ups frm student meetings by adding an Advising Summary Reprt (recrd assciated with an appintment) r a Nte (general recrd nt assciated with a specific meeting) Bth are accmplished thrugh the Actins menu n yur Staff hme r search results, r frm a student s prfile. Reminder! Fr scheduled appintments, add summary reprts frm the Upcming Appintments tab f the staff hme. Mass a Grup f Students Use Send a Message frm the Actins drp-dwn t cntact yur Assigned Advisees list r ther lists yu ve created in the platfrm. Create an Appintment Campaign - Use this t invite students set up an advising appintment during times yu have designated Frm the Actins menu n yur list, select Appintment Campaign See Appendix C fr detailed instructins n creating a campaign.

2 Appendix A: Setting Up Yur Availability Availability As a new user, the first thing yu need t d is set up availability s that students can schedule appintments t see yu. It is imprtant t nte that lcatins and services are created by university administratrs. Add Time - Step 1: Click the Add Time buttn in the Actins Menu Step 2: Select the days and times when yu are available t meet with students. Step 3: Select whether yu will meet with students via appintments r drp-ins during that time. The campaign ptin is availability reserved specifically as dedicated time fr targeted students t make appintments with yu. Step 4: Chse the lcatin where yu will be available. Step 5: Lastly, select which student services yu can prvide t students during this availability. Nte: Leaving this student services field empty means yu will appear t be available fr all advising student services EAB Glbal, Inc. All Rights Reserved 2 eab.cm

3 Appendix A: Setting Up Yur Availability Step 6: Click the Save buttn. Repeat this prcess until all f yur availabilities have been defined. Nte: Yu can have as much availability as needed. There are tw ther ptins when adding Times Available. Cpy Time - t cpy a time, select the time yu wuld like t cpy and then click the Cpy Time buttn. The availabilities will be cpied and a dialg will pen allwing yu t make edits r t save yur newly created availability. Delete Time- t delete yur time, simply select the time and click the Delete Time buttn. Nte: Inactive availabilities are highlighted in red in the Times Available grid. Tip Use the Special Instructins bx under Add Availability t include persnalized infrmatin, such as yur ffice rm number and lcatin. Tip Yu are nw able t create availability fr grup appintments by indicating hw many students are able t schedule int the same appintment EAB Glbal, Inc. All Rights Reserved 3 eab.cm

4 Appendix B: Sync Yur Outlk Calendar Integrating Yur Calendar The availability yu set up within Campus dictates students ability t schedule appintments with yu. Yu have the added ptin t integrate yur calendar with the Campus platfrm t pull in Free/Busy times frm yur persnal calendar and push appintments scheduled in Campus t yur persnal calendar. Navigate t the Subscriptins tab and then select nly Set-Up Exchange Integratin, the third ptin n the right. The next screen will prmpt yu t enter yur address and then hit the blue Cnnect with Exchange buttn EAB Glbal, Inc. All Rights Reserved 4 eab.cm

5 Appendix B: Sync Yur Calendar Integrating Yur Calendar The availability yu set up within Campus dictates students ability t schedule appintments with yu. Yu have the added ptin t integrate yur calendar with the Campus platfrm t pull in Free/Busy times frm yur persnal calendar and push appintments scheduled in Campus t yur persnal calendar. Navigate t the Subscriptins tab and then select Setup Calendar Integratin. On the next page, click n the Ggle Integratin tab. Finally, click n the Click here t set up Ggle Calendar Integratin link. Yu can nw sync yur calendar by clicking the Cnnect with Ggle buttn. Yu will be prmpted t cmplete the sync frm yur Gmail accunt cnfirming yur request t sync. Click Allw. Yu will then be relcated back t SSC Campus. Click n the drp dwn fr calendar fr tw-way sync and select yur Gmail address. Click n the drp dwn fr Calendars fr Free-Busy Sync and select yur Gmail address. Finally, click the Save and Update buttn. This shuld cmplete yur calendar sync. Please lg int Gmail t view yur calendar and cmpare it against the calendar within SSC Campus. Yu can reach ut t yur Business Analyst fr any technical questins. Yu can als reach ut t yur Dedicated Cnsultant fr management and use f the calendar frm a functinal aspect. The Tw-Way Sync will enable that any agenda item created frm the platfrm will sync back t yur Ggle Calendar.The Busy-Free will bring in existing appintments and shw yur availabilities t anyne with access t yur calendar fr scheduling. All existing events and events that are created frm Ggle Calendar will be shwn as Busy EAB Glbal, Inc. All Rights Reserved 5 eab.cm

6 Appendix C: Creating an Appintment Campaign Navigating t Campaigns: While n the staff hme screen, select Appintment Campaigns frm the left hand side Quick Links sectin. This will take yu t the Campaigns tab. Frm there, select Appintment Campaign frm the right hand side, under Actins. Define Campaign: Name yur campaign (Students will nt see the name f the campaign) Select Advising as the Care Unit (r the applicable Care Unit fr yur campaign) Lcatin- Chse yur lcatin. NOTE: Ensure that fr the campaign availability yu have created under My Availability yu have selected that yu will be available in the same lcatin (Advisr s ffice). Under Service, chse the services fr which yu are available. NOTE: This must match the availability yu have set up n yur staff hme page, under My Availability. In that screen, yu must have selected matching appintment reasns. Fr example, if in yur advising campaign yu say yu will be available fr Registratin, yu must als have chsen Registratin as a service yu are available fr in yur campaign appintment availability. Begin Date and End Date- chse the date range fr which yu want the campaign t run. If a student tries t schedule utside f that time perid, they will receive a message stating that the campaign has expired. NOTE: This must match the availability yu have set up n yur staff hme page, under My Availability. Ensure that yu have created CAMPAIGN availability (as ppsed t appintment r drp in availability) during the timeframe that yu wuld like yur campaign t run. Appintment Limit- hw many appintments can the student schedule fr the campaign? (default is 1) Appintment Length- hw lng d yu want the appintment t last? Select 1 slt per time (select mre if yu d like mre than 1 student t select the same time slt) Adding Students: Use the advanced search feature t search fr students yu wuld like t participate in the campaign. Or, chse ne f yur saved searches by clicking the drp dwn arrw beside Saved Searches. If yu want t ensure that yu nly return a list f students assigned t yu, als click the bx beside My Students Only) next t the Search buttn. Select the students yu wish t include in yur campaign. Cnfirm the list f students included and remve r add students as needed EAB Glbal, Inc. All Rights Reserved 6 eab.cm

7 Appendix C: Creating an Appintment Campaign Adding Staff: If yu have crrectly set up yur availability fr Campaigns then yu shuld see yur name n the next page under Add Advisrs t Campaign. If applicable, select ther advisrs t jin yur campaign. Cmpse Yur Message: Create a Subject Line fr yur In the next bx, edit the text fr the . Default is Please schedule yur advising appintment. NOTE: Always be sure t keep the Schedule Link in yur bdy, if that is remved students will be unable t schedule appintments. In the instructins and ntes bx, add any details abut the appintment that yu wuld like t display n the scheduling landing page. Fr example, This is a registratin appintment t ensure yu register fr Fall 2018 classes. Please bring a list f curses yu are interested in. As yu edit these fields, the text in the bx belw will shw hw yur edits will appear in the message. Scrll dwn t the bttm f the screen. On the left tab, yu will see a snapsht f what the the student receives will lk like. On the right tab, yu will see the scheduling landing page. This is where the student will be directed t chse a time fr their appintment when they click the link in their . Cnfirm & Send: Review the details f yur campaign. When yu are ready, click send t issue the t students n the list EAB Glbal, Inc. All Rights Reserved 7 eab.cm