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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.
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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.
- 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
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