Content Comparison

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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.

General Configuration

• Add new term id and name to the advising_term prompt 

SIS Import Configuration

Remap term in source formats

• Remap Student Core Records
  • Add the new term id and name to the Last Registered Term and Admission Term in the Prompt Value Mappings section
  • Retroactive refresh the latest file to import changes
• Remap Course Enrollments
  • Add the new term id and name to the Prompt Value Mappings section
  • Retroactive refresh the latest file to import changes

Advisor Snapshot

Update the underlying query

• Edit Dashboard in the Active Student Snapshot query
  • Change the Registered Term section of the markup to reference the new term id and term name

Dashboard Landing Page

Update the widgets

• All Statistics and My Caseload
  • Change the target term for all widgets to the new term id and name

Queries

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Add New Advising Term Prompt

• Go to Database > Prompts
• Click advising_term
• Click the "New Prompt" link.
  • For Folder, select "Advising." 
  • 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 Records
  • Go to Database > Source Formats
  • Click Student Core Records
  • Click the "Remap" button. 
  • Click the "Prompt Value Mappings" link.
  • Click the "Latest_Registered_Term" 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 the "Remap" button. 
  • Click the "Prompt Value Mappings" link.
  • Click the "Term Identifier" 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.

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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