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 Active Scheduler availability
- Click Scheduler > Active Scheduler
- 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
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