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Security Roles: SPS Advising
Requested Features
Current Cycle
Features to Complete
- Career Design Lab (CDL) Integration
- Advisor Scheduling Portal - Build a portal similar to Slate + Advising for students to schedule sessions with CDL advisors.
- The portal homepage will list all advisors as well as their:
- Headshot
- Bio
- List of the program(s) they represent
- List of the types of meetings they conduct.
- Calendar to click to schedule a meeting.
- Each advisor will have two schedules: in-person and virtual
- Upon scheduling the session, students will complete a form asking them questions about:
- The purpose of their meeting (from a drop-down list of meeting types)
- Their career goals (i.e. preferred industry, location, etc.)
- Upload resume
- Students and advisors will receive confirmation emails with the details of their meeting.
- A reminder email will go to students ___ hours before the meeting.
- Remote coaching sessions will take place using Slate’s Share video platform.
- A follow-up email will be sent after the meeting takes place with a link to a survey.
- The portal homepage will list all advisors as well as their:
- Communications
- Move CDL's aliases from Front to Slate.
- Provide CDL advisors with Bcc email addresses to include in all of their messages with students.
- Create mass email template.
- Advisor Scheduling Portal - Build a portal similar to Slate + Advising for students to schedule sessions with CDL advisors.
- Leave of Absence Form
- Add an internal entry field for the date upon which a student submits a Return from Leave of Absence form.
- Add an internal entry field for the date upon which a student requests an extension for their leave of absence.
Features to Consider
- Security & Access Management
- Define role-based security model and assign users to appropriate groups based on role
- CONSIDER: Create program-level realms for segmenting individuals by program
- Students should be allowed to view personal records and student-facing forms and events only
- Dependent on the Student Portal implementation
- Define role-based security model and assign users to appropriate groups based on role
- Unregistered Student List
- Advisors will have a list of eligible students who are not registered on their main portal screen.
- Advisors can click into a student’s record to find out why s/he might not be registered.
- Advisors will be able to send form emails to students (either sent automatically or triggered by the advisor after assessing the student’s status).
- See Icebox for additional considerations
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Releases
Release FY24.2.1 [April 2024]
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