Wrap-Up and Q&A: Prepare for a New Semester

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Presentation transcript:

Wrap-Up and Q&A: Prepare for a New Semester With Iliana Visser

10 Steps to Prepare for a New Semester New Semester Checklist Have IT import Files Change Term Run Import Activate Sections Update Consultant Specialties Update preference with last semester dates Are you prepared to get your Trac application ready for a new semester?

Center Profile Setup Do you need to add a new Center or Profile? Should Confirmation, Reminder, and No Show email go out to the students and consultant? How do I ask a custom question when the student logs out?

How to Determine the Different Levels of User Access Did you hire new staff that need different access to visits, appointment and student information?

Sections and Reasons When you run reports or look at the students visits, do you need to see why they came in?

Consultant Management and Setup My tutor will not be tutoring this semester, how do I remove them from the schedule? I just hired a new advisor, what now?

Utilities and Preferences What access do you need in order to run the import, and change the term?