Functional Requirements
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Capture the desired functionality to be completed.
- Tutoring
- Allow students to submit a tutoring request that can be routed to Phong/Erin for fulfillment.
- CDL Inclusion
- Allow the CDL team to view the student profiles, and integrate some of their services into the platform.
- Requires more review to determine functional requirements for this teamthese users.
- Birthday Notifications
- Send birthday messages to students
- Show upcoming birthdays on advising landing page(s)
- Data Management
- Alumni data integration
- Add the degree details to the Schools table for new degree conferrals
- Update the source format to place data in the right locations when status becomes Alumni in feed
- Backload all alumni degrees to the Schools table (for history)
- Add the degree details to the Schools table for new degree conferrals
- Add new detail fields for the person record
- Other (not in source)
- CU employee flag
- From Admissions
- Home institution (for visiting population)
- Home high school (for pre-college)
- Part-time/full-time preference
- Other (not in source)
- Incoming Data
- Include the Expected Return Date for students that have an active Leave Status (students feed)
- Create scheduled exports based on last modification date for the required data points in the following systems
- Canvas
- Course progress information
- Canvas
- Create one-time exports from the following systems
- Slate+Admissions
- Additional personal data not available in SIS
- Job history, previous institutions, etc.
- Potentially extended contact details
- Additional personal data not available in SIS
- Slate+Admissions
- Other potential fields/data to include
- Pronouns?
- Transcripts
- HBCU fellow
- Student Government
- Reports and queries
- Determine best reports for leadership view of advising status
- Audit queries to validate imported data
- Alumni data integration
- Event & Appointment Management
- For Advisors
- Event Template for Registration Webinars
- Custom CSS to align request form layout with SPS Advising home page
- Default settings stored in the template
- Includes defined email communications for typical milestones
- Event announcements, RSVP instructions, upcoming date reminders, follow-up after attendance or no show
- Pending final communications text from Advising team
- Event Template for Registration Webinars
- For Students
- Form to see primary advisor's calendar for availability and book an appointment
- Personal calendar view of scheduled appointments and events with Advising
- Allow update and delete to scheduled entries
- For Advisors
- Student Relationship Management
- Custom form(s) to collect information from students as required to support requests and process flows and store in the student profile
- Slate-based forms
- College Edge course interests
- Slate-based forms
- Advisor Snapshot Dashboard (Student Profile)
- Add button link to send a canned communication to the student directly from the dashboard
- E.g., nudge to register, follow-up about return from leave, reminder of upcoming meeting, etc.
- Create additive dashboard snapshots based on the population to allow for more specific information to be displayed based on the audience
- Auditors, Visiting, Pre-college?
- Add button link to send a canned communication to the student directly from the dashboard
- Homepage widgets
- Advisors
- Create links to queries and reports that are tailored for the current user
- Graduates (pending graduate load from SIS)
- Advisors will have a list of upcoming birthdays on their portal landing page.
- Create links to queries and reports that are tailored for the current user
- Advisors
- Define and build interaction categories required for reporting and tracking purposes
- Placeholder for specifics; need to confirm if we will be using interactions for tracking
- E.g., Phone calls, Zoom meetings
- Placeholder for specifics; need to confirm if we will be using interactions for tracking
- Advising Notes
- See if the user can default to currently logged in user
- Not currently possible in an Entity Widget; results in an error on form submission; revisit in a future Slate release
- See if the user can default to currently logged in user
- Portals
- Student Portal
- Show relevant details to students, including their history, interactions with advising, upcoming events, others?
- Links to external and PDF-based process forms
- Student Portal
- Custom form(s) to collect information from students as required to support requests and process flows and store in the student profile
- Communications & Outreach
- For Advisors
- Message templates for common communications (non-event)
- Registration "starts soon/now open" reminders
- Student-specific messages based on population criteria
- Hold notifications
- General message templates for ad-hoc announcements via email
- Students will receive an automated email on their birthdays.
- Pending list of common comms to students from working group
- Message templates for common communications (non-event)
- For Advisors
- Import latest swipe and login history (not allowed according to campus safety, but can be requested any time)Advising NotesSee if the user can default to currently logged in userNot currently possible in an Entity Widget; results in an error on form submission; revisit in a future Slate release
Technical Design
Purpose
Define in detail the technical work that will need to be completed to deliver the final solution.
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