Executive Summary

The purpose of this document is to detail the functional design of the tools that will be used to facilitate the Slate+Advising Platform that will be deployed with this project. It will be supplemented with a more detailed Technical Design that covers the specifics of the application elements that will comprise the overall toolchain.

Functional Components

The following sections will detail the functional components that are required to successfully implement this project.

Career Design Lab (CDL) Integration
- Data Fields
  - Years of Professional Experience (Select one with the below prompts)
    - None
    - Less than 1
    - 1 - 2
    - 3 - 5
    - 6 - 10
    - 11 - 20
    - More than 20
  - Resume (material upload type)
  - Cover letter (material upload type)
  - Relevant career materials (material upload type)
- Coach Scheduling Portals:
  - CDL Scheduling is a landing page, available to the general public. It has a button to direct users to the actual coach scheduling portal. It explains that the portal is only available to certain populations.
  - Book CDL Coach Meeting - This portal is accessible by SSO. Any students/alumni with an active UNI can access the subsequent pages.
    - Views
      - When a student/alum logs on, if they are in an eligible program:
        They will see a list of full-time and temporary coaches available to them. This is determined by:
        Full-time coaches service students and alumni of certain programs. In some cases where there are multiple coaches for the same program, coaches may be assigned to students whose last names begin with certain letters of the alphabet.
        Temporary coaches may serve all programs or specific programs.
        Each coach's card will consist of a:
        Headshot
        Bio
        Button to schedule a meeting
        List of the program(s) they represent (unless the represent all programs)
        Students/alumni are not allowed to schedule a new meeting if they already have one scheduled. Therefore, if they already have a meeting scheduled, there will be a warning message on the page, and all of the coach's scheduling buttons will be disabled.
        If the student/alum clicks the link to schedule a coaching session, they go to that user's screen, which consists of:
        Headshot
        Biography (if they have one)
        List of programs supported (or all if not specified)
        A note saying that it if the user does not see any available times to try reloading the page.
        Virtual and/or in-person scheduling widgets.
        (If the student/alum already has scheduled appointment, the note and widgets will be replaced by a message that they are not eligible to schedule additional appointments)
      - It the student/alum is not in an eligible program, they will see a warning that says that their program(s) is/are not eligible.
      - If the student/alum is in an eligible program but there are no available coaches, they will see a message to contact CDL.
    - Forms - When the user selects a date and time, they will go to a form consisting of the following fields:
      - First name (read-only)
      - Preferred name (read-only)
      - Last name (read-only)
      - UNI (read-only)
      - Columbia email (read-only)
      - Are you a current student (read-only)
      - Program of study (if "yes" for current student, read-only)
      - Are you an alum (read-only)
      - Graduated programs (if "yes" for alum, read-only)
      - Appointment type (drop-down menu with the below prompts)
        Career Change / Transition, Cover Letter Review
        Graduate School Search & Application
        Industry & Occupation Exploration
        Interview Preparation
        Job & Internship Search
        Job Offer Evaluation
        LinkedIn Profile Review
        Networking Strategy
        Personal Brand Development
        Resume Review
        Salary Negotiation
        Self-Assessment
      - Years of professional experience
      - Resume (optional material upload)
      - Cover letter (optional material upload)
      - Other relevant career materials (optional material upload)
      - Enrollment status (hidden)
    - Communications
      - Confirmation email - Upon registering, the student/alum will receive a confirmation email which will also be displayed on the screen. A copy of the confirmation email will go to the coach.
      - Reminder email - 24 hours before the event, the student/alum will receive a reminder email.
      - Update email - If any details of the meeting are update, the student/alum will receive an update email. A copy of the update email will go to the coach.
      - Cancellation email - If the meeting is cancelled, the student/alum will receive a cancellation email. A copy of the cancellation email will go to the coach.
      - No-show email - If a student is marked as a no-show, they receive a no-show email.
      - Follow-up email - 8 hours after the meeting takes place, the student/alum will receive an email inviting them to complete a survey here: csce.co1.qualtrics.com/jfe/form/SV_0DMFeCBW9uuHStf.
- Communications
  - Move CDL's aliases from Front to Slate.
  - Provide CDL advisors with Bcc email addresses to include in all of their messages with students.
  - Create mass email template.

Leave of Absence Form
- Add an internal entry field for the date upon which a student submits a Return from Leave of Absence form.
- Add an internal entry field for the date upon which a student requests an extension for their leave of absence.

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