Technical Details

Release Version: FY23.1.0

Release Date: 12 Aug 2022

Security Roles: SPS Advising

Requested Features

Current Cycle 

Release FY23.1.0 [August 12, 2022]

• Student Relationship Management
  • Advisor Snapshot Dashboard (Student Profile)
    • Add button to open the term validation form for the student
      • Used for managing caseload review for each term
      • Validate the student's registration for the selected term
      • Update any other custom fields that are set per term
        • Completed Stellic Plan
    • Add link to open student profile in SSOL
    • Add link to open Stellic Plan (if it exists)

Release FY23.0.4 [August 5, 2022]

• Data Management
  • Incoming Data
    • Update source formats to process incoming files via SFTP
    • Create the sps-integration service account for file transfers
• Security & Access Management
  • Define role-based security model and assign users to appropriate groups based on role
    • Create the following roles: Advisor, Student Affairs Leadership, Program Administrator
      • Update all advisors to include the "Advisor" role
      • Update all program admins to "Program Administrator" role
    • Create "Advising" realm for segmenting all advising specific functionality

Release FY23.0.3 [July 29, 2022]

• Update the Staff Assigned value for all records to map to the Primary Advisor from the SIS feed
  • Completed rules for all current advisors
• Advisor Snapshot Dashboard (Student Profile)
  • Add indicator whether student has registered for the current enrollment term
  • Show any active holds on the account
  • Show count of courses by status (e.g., #complete, #in progress, #future)
• Homepage widgets
  • Advisors (all charts scoped to the current user)
    • Only show this widget to people with the Advisor role 
    • Add New/Continuing registration chart for Fall 2022
    • Add list of names for registered and unregistered students
    • Add counts of Uncleared Holds by student status
    • Create links to queries and reports that are tailored for the current user
      • Active Students, Active Holds, On Leave, Withdrawn Students
  • All Users
    • Registered and unregistered counts for all students (Fall 2022)
• Import users for launch
  • Advising Leadership
  • Advisors
  • Program admins and faculty (as needed)

Release FY23.0.2 [July 22, 2022]

• Update the Staff Assigned value for all records to map to the Primary Advisor from the SIS feed
  • Requires a Rule for each advisor that marries the Advisor Name from the SIS feed to the user in Slate
  • Completed for core working group; pending all advisors after user upload
• Configure the Person Status prompt for Advising cases
  • New Student, Continuing Student, Former Student, Alumnus
  • Deactivate Admissions values; validate no impact
  • Update the Person Status rules for new values
    • Use the Cohort Status from SIS feed to set primary status
      • New or Continuing
• Configure the Enrollment Status prompt list and field
  • Dismissed, Enrolled, Graduated, Leave of Absence, Withdrawn
  • Add rules to manage the status value based on the state of their profile
    • Active Withdrawn Hold = Withdrawn
    • Active LOA Hold = LOA
    • Enrolled = Fallback

Release FY23.0.1 [July 15, 2022]

• Add a banner for Advising to distinguish from the Admissions version of Slate
• Add CUID to the functionality in the main search nav
• Student Relationship Management
  • Create an overview of profile details in an Advisor Snapshot on the student profile dashboard tab
    • Include CUID, Program, and Cumulative GPA
  • Create Advising Notes form and underlying entity to contain the data for each student
    • Add tab to the student record for easy viewing and entry of notes
  • Create Holds form and underlying entity to contain all holds for each student
    • Add tab to the student record for easy viewing of holds
  • Create Class Schedule form and underlying entity to contain schedule for each student
    • Add tab to the student record for easy viewing of schedule