Page Comparison

Overview

The purpose of this document is to provide the manual steps required within the Slate+Advising Academics instance whenever a new term is imminent. Over time, this list of tasks should decrease as more processes are automated.

Actions

Each of the sections below must be completed for each new term. The timing for this should coincide with the open enrollment date for the term.

Add New

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Teaching Term Prompt

• Go to Database > Prompts
• Click advisingteaching_term
• Click the "New Prompt" link.
  • For Folder, select "AdvisingTeaching." 
  • For Value, enter the season and year (e.g. "Fall 2024").
  • For Export Value, enter a 5 digit code where the first for digits are the year and the fifth digit is the term number where Spring = 1, Summer = 2, and Fall = 3 (e.g. Fall 2024 → 20243).
  • Click the "Save" button.

Update SIS Import Configuration

• Remap Student Core Faculty Teaching Records
  • Go to Database > Source Formats
  • Click Faculty Teaching
  • Click the "Remap" button. 
  • Click the "Prompt Value Mappings" link.
  • Click the "Term_ID" link.
  • In the "Destination Value" textbox next to the newly added term, enter the season and year (e.g. "Spring 2024").
  • Click the "Retroactive Refresh" link.
  • Click the textbox to select all in each of the two tables.
  • Click the "Retroactive Refresh" button.
  Remap Course Enrollments
  • Go to Database > Source Formats
  • Click Course Enrollments
  • Click refresh values" link.
  • Click the "Remap" button. 
  • Click the "Prompt Value Mappings" link.
  • Click the "Term Identifier_ID" link.
  • In the "Destination Value" textbox next to the newly added term, enter the season and year (e.g. "Spring 2024").
  • Click the "Retroactive Refresh" link.
  • Click the textbox to select all in each of the two tables.
  • Click the "Retroactive Refresh" button.

*** THE BELOW IS COPIED FROM ADVISING. IDENTIFY SIMILAR PROCESSES FOR FACULTY ***

Update Advisor Snapshot Dashboard

Update the underlying query

• In the Git repository, go to the file slate_advising > dashboard > advisor_snapshot.html.
• Find the "if latest-registered-term-id = (current latest term)" statement.
• Update the statement to reflect the newly created term id.
• Update the text for the else case to reflect the newly created term.
• Save and commit the changes.
• Copy the full text of the file.
• In Slate, Click Database > Queries > Active Student Snapshot
• Click the "Edit Dashboard" button.
  • Click the Source button.
    • Overwrite the code with the contents of the advisor_snapshot.html file.
    • Click the "OK" button.
  • Click the "Save" button.

Update Dashboard Landing Page

Update the widgets

• Click the "Queries" icon.
• Click the "Widget" icon (which looks like a pie chart).
• Click the "Homepage - All Statistics" link.
• On the chart "Registered for...," click the "Edit Chart" link.
  • Change the "Title" textbox to reflect the newly added term.
  • Click "Latest Term Registered" filter.
    • Select the newly created term.
    • Click the "Save" button.
  • Click the "Save" button.
• Repeat the above steps for the "Unregistered for..." chart and the "Students Registered for..." chart.
• Return to the "Widgets" screen.
• Click the "Homepage - My Caseload" link.
•  Click the "Registration Status..." link.
  • Change the "Title" textbox to reflect the newly added term.
  • Click "Latest Term Registered" filter.
    • Select the newly created term.
    • Click the "Save" button.
  • Click the "Save" button.

Update Queries

• Click the "Queries" icon.
• Click the "My Students to Validate" query. 
• Click the "Edit Query" button.
• Click the "Latest Term Validated by Advisor" filter.
  • Select the newly created term.
  • Click the "Save" button.

Forms

• The Certification for Professional Achievement form has a dropdown list of the month and year in which the student anticipates graduating. After October, the menu options should be updated to the subsequent two years.

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