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Overview

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

Actions

Each if the sections below must be completed for each new advisor.

User Configuration

  • Add the advisor as a new active user with login access
  • Add the user to the following roles:
    • Advisor
  • Download the advisor's photo from the external facing advisor web site and add it to the static image folder in Slate
    • This is done in the Configuration / Files section under Database through the Slate web UI
    • The file name MUST be the advisor's UNI with a .jpg extension (e.g., ab1234.jpg)
  • Add the advisor's Google calendar to the configured Calendar Feeds 
  • Add an Active Scheduler component for the advisor
    • Configure the time slots based on advisor's preferences (this can be changed later as needed)
    • Ensure the advisor's uni and the class names "hidden" and "advisor" are in the "CSS Class Name" section for any scheduler parts in the "Meet Our Advising Team" portal
      • E.g., "ab1234 hidden advisor"
      • Hidden is required to ensure the component is not displayed by default
      • Advisor is required because when we want to unhide all of the advisors' schedules (in the case where the user can choose between multiple advisors' schedules), we use the "advisor" class to select them all.


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