Overview

The purpose of this document is to document the full implementation of the Active Scheduler tool in Slate for the Advising team.

Functional Specification

The following functionality will be supported in the final solution:

• Advising Team View
  • There will be a page where students can view the current group of advisors, along with supporting information to help them determine with whom they should consult.
    • The information can include the advisor's name, the programs that each advisor supports, and any other details that will help guide the student to the right person.
  • This page will also have a component that allows the student to identify themselves, so their advisor can be pre-selected for them if one has already been assigned.
    • This will not require a login, but will require the user to enter their UNI.
    • If an advisor has been assigned, show the details page for that advisor.
  • Each advisor shown on the page will have a link to open their details and schedule.
• Individual Advisor View
  • There will be a page that is focused on a particular advisor that will include name, contact details, and a scheduler widget for booking appointments.
  • This page will use the active scheduler to pull their current availability and sync back to their Google calendar.

Technical Specification

• Advisor Portal for Students
  • Create a new portal with the following functional views
    • Advising Team
      • Show a list of all members of the advising team
        • This list is based on the role "Advisor" and the account status of "Active"
        • All Advising team members should have the advisor role; remove any that are not part of the team and ensure they have access through other roles as needed)
        • This list should contain the following details
          • Photo, Name, Email, link to more details and meeting options
    • Individual Advisor
      • Include the following details (when available) for each team member (some of this can be sourced from here)
        • Photo, Name, Biography (new field required), Email
        • Link to Active Scheduler (if exists)
        • Supported programs (new field required)
    • Find My Advisor
      • Create a form input that can allow the student to enter a UNI to find their assigned advisor
        • Result should be the Individual Advisor detail page when one is found
        • If none is assigned, show list of advisors that support the student's program
        • If no UNI is found, allow re-entry, or show form to search by program
      • Create a form input that can allow the student to filter the full advisor list based on a selected program (drop-down)
        • Result should be a filtered view of the full team list with those that support the program
        • If there is only one result, should show the detail page for that advisor