Overview
The purpose of this document is to provide the manual steps required within the Slate+Advising instance whenever a new term is imminent. Over time, this list of tasks should decrease as more processes are automated.
Actions
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 Advisor 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
- My Students to Validate
- Change the filter to the new term id
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.
0 Comments