Task: Advisor Offboarding (Slate+Advising)

Overview

The purpose of this document is to provide the manual steps required within the Slate+Advising instance whenever an advisor leaves the SPS advising team.

Actions

The following actions must be completed for each former advisor:

• Remove user permission
  • 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

The following advisor components can be left in place pending a periodic clean-up process:

• Assign Advisor Rule
• Active Scheduler widget(s) on portal page
• Active Scheduler availability
• Calendar feed in Managed Calendars

Periodic Cleanup

To completely remove all components related to an advisor, complete the following actions:

• 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
  • Click the "OK" button to confirm.
  • Repeat the above steps for the advisor's in-person scheduling widget
• Delete the advisor's Availability
  • Click Scheduler > Availability
  • Click the advisor's virtual schedule
  • Click the "Edit" button
  • Click the "Delete" button
  • Click the "Ok" button to confirm
  • Repeat the above steps for the advisor's in-person schedule
• 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