Consultant Profile Management and Setup

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Presentation transcript:

Consultant Profile Management and Setup Luis Frias Redrock Software

How we define a “Consultant” They are typically Tutors and Advisors, but a Consultant can represent any Group that meets or consults with Students. In order for a User to have their own Schedule, they must be a part of the Consultant Group. Consultants are uniquely organized within the Center Profile.

Consultant Creation General Info Section Specialties Contact Info Subcenters Certifications Section Specialties Reason Specialties Messages Documents

Recording Consultant Hours A student ID must be linked to the Consultants account. Consultant will log in and out in the Fashion as students. Upon login the Consultant will select a Work subject and/or Reason.

Consultant Based Reports Consultant Specialties Report Consultant Appointments/Visits Consultant/Work Visits By??

Other Helpful Sessions 1:00pm Going Paperless with TutorTrac Using Consultants Certifications and Docs 2:00pm Scheduling Options 10:00am - FRI Admin Scheduling Preferences