Group Settings
School Settings

Group Settings

Evaluation Settings
This section outlines options for which types of reports are visible to students within the platforms and determine which potions of advising and tutoring reports to use.

Configuration Decisions:

• Should students be able to view progress reports faculty submit about them?
• Should students be able to view tutor summary reports (i.e., notes tutors take in reference to specific tutor appointments)?
• Should students be able to view their advisor reports (i.e., notes advisors take in reference to specific advising appointments)?

Appointment Settings, Appointment Emails, Appointment Cancellation Emails & Appointment No-Show Emails

Configuration Decision:

• Do you want advisors to receive an email when one of their assigned students schedule an appointment?
• Do you want to include attendee phone numbers in appointment email reminders to advisors?
• When an advising appointment is cancelled, should the student's assigned advisor or coach receive an email?
• Should the tutor coordinator for that location receive an email?

Absence Emails

• Do you want to send an email to a student's assigned advisor to receive an email when they are reported absent from class?
• Do you want to send an email to a student when they are reported absent from class?

Text Message Settings

Configuration Decision:

• Do you want to send text message reminders to students about their appointments?  if so, which of the following options do you prefer?
  • Do you want this to always occur (i.e., advisors cannot control whether or not this text goes out)?
  • Do you want this option to be checked by default (i.e., box is checked when advisors schedule an appointment, but advisors may uncheck it if they prefer not to send a text)?

Tutor Setting & Advisor Settings

Configuration Decisions:

• Would you like to use the Tutor Request feature?  If so:
  • What email should tutor requests be routed to?
  • Should a student's assigned advisor be emailed when tutor requests are submitted?
• Would you like to use the Advisor Request feature?  If so:
  • What email should advising request be routed to?

Campaign Settings

Configuration Decision:

• Would you like students to receive a custom message when attempting to schedule through an advising appointment campaign whose time frame has already passed?  If so, what message would you like them to receive?
• Would you like faculty to receive a custom message when attempting to complete a progress report whose time frame has already passed?  If so, what message would you like them to receive?

School Settings

General Settings

Configuration Decision:

• Would you like to display dropped courses on the Class Info tab of a student's profile?
• Would you like to customize what displays on the button that allows students to schedule advising appointments?  If so, what would you like it to read?
• Would you like to customize what displays on the button that allows students to schedule tutoring appointments?  If so, what would you like it to read?
• Would you like to customize what displays on the tab that allows students to contact their assigned advisors, tutors, coaches, and faculty members?

Communication Settings

Configuration Decision:

• If using text messages, what number would you like undeliverable text messages intended for students or other users delivered to?