FY24.3.x: Development (Slate+Advising)

Current Release Version: FY24.2.1

Release Date: 15 Jun 2024 

Security Roles: SPS Advising

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
• 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

Releases

Release FY24.3.1 [June 2024]

• Career Design Lab (CDL) Integration
  • Coach Scheduling 
    • Created new fields for CDL coaches: 
      • Biography
      • CDL Coach Start Date
      • CDL Last Initials Covered
      • CDL Programs Covered
    • Created new materials types for CDL coaching:
      • Resume
      • Cover Letter
      • Relevant Career Materials
    • Created separate Scheduler Templates for virtual/in-person meetings
      
      • For each template, created a form based on existing form in 12twenty.
      • For each template, created the following communications:
        • Career Coaching Appointment Scheduled
        • Career Coaching Appointment Cancellation
        • Career Coaching Appointment Reminder
        • Career Coaching Appointment Follow-Up
        • Career Coaching Appointment No-Show
        • Career Coaching Appointment Updated
    • Created User accounts for all CDL coaches.
    • Added a managed Scheduler calendar for each coach.
    • Created blank Active Scheduler calendars for each coach (virtual and, when appropriate, in-person)
    • Built "CDL Scheduling" landing page
    • Built "Book CDL Coach Meeting" portal
      • Created a method for each coach
      • Created a view page for each coach with widgets for the modes of appointments they conduct (virtual and/or in-person)
  • Communications
    • Moved CDL's aliases from Front to Slate.
      • Created a CDL inbox group.
      • Had CDL forward CDL alias emails to the new inbox group.
      • Created a CDL Inbox role
      • Associated CDL Inbox role with CDL inbox group.
      • Assigned CDL Inbox role to appropriate users.
    • Provided CDL coaches with Bcc email addresses to include in all of their messages with students/alumni.
    • Created mass email template.
• Leave of Absence Form
  
  • Added an internal entry field for the date upon which a student submits a Return from Leave of Absence form.
  • Added an internal entry field for the date upon which a student requests an extension for their leave of absence.