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 of the sections below must be completed for each former advisor.
Advising Staff Assignment
- Access the Rules page: https://advising.sps.columbia.edu/manage/database/rules/
- Click the rule "Assign Advisor - (Advisor Name)"
- Click the "Edit" button
- Click the "Delete" button
Active Scheduler
- Remove the advisor from the Meet our Advising Team portal
- Go to the Meet our Advising team portal page: https://advising.sps.columbia.edu/manage/database/portal/edit?id=a458ae30-9c5d-4d55-b774-938506ac0fd4
- Click the link to the "advisor_scheduling" view page
- Double-click the advisor's virtual scheduling widget
- Click the "Delete" button
- Double-click the advisor's in-person scheduling widget
- Click the "Delete" button
- Remove Active Scheduler components for the advisor
- Click Scheduler > Active Scheduler
- Click the advisor's virtual schedule
- Click the "Edit" button
- Click the "Delete" button
- Click the advisor's in-person schedule
- Click the "Edit" button
- Click the "Delete" button
- Remove advisor's calendar from list of calendar feeds
- Go to the Manage Calendar feeds page: https://advising.sps.columbia.edu/manage/database/calendar?fg=all
- Click the advisor's calendar
- Click the "Delete" button
- Click the "OK" button to confirm delete
User Account / Permissions
- Access the User Permissions page: https://advising.sps.columbia.edu/manage/database/security/?view=active
- Click the advisor's name
- Uncheck the "Enable account for access." box
- Click the "Save" button
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