Verlyn Mol Baldwin-Wallace College August, 2009

Baldwin-Wallace Info Liberal Arts college by Cleveland, Ohio 2950 Undergrad day students 1300 Adult and Graduate students

Reasons for Implementation Tracking cases for our student intervention program – Because We Care. Was being done with spreadsheets, MS-Word documents, , etc. Creating cases for student retention items such as not registered for next semester, low mid-term grades, no FASFA received, etc.

Implementation Timeline Installed & setup software Summer Most of the initial setup was done as part of Datatel consulting services packaged with the software, requiring minimal IT resources. Started entering individual cases for BWC Fall Customizations done throughout fall and spring semesters. First batch cases created Spring Currently working with Datatel on enhancements to help with administration, performance, and usability issues.

Setup – Roles

Setup – Resources

Setup – Link Resources to Roles

Setup - Parameters

Setup – Case Types

Setup – Batch Case Assignment Subr determines who is assigned to work the case.

Batch Assignment by Subroutine Subr determines what students are selected for a case. We also included code for sending s.

Batch Assignment by Rule

Student Balance Rule

Batch Assignment

Setup – Reminders

Reminder

Create a Case

My To Do List

My Custom To Do List

Work on a Case

Custom Reassignment

Wish List Better tools for case management. Administrator access. Manual advisor assignment without a role. Performance on My To Do list (coming in August?). More details in reminders. (just released – SU *05)

Questions? Other B-W contacts: Programming and I.T. administration: Randy Lingenfelter Academic Administration: Janet Stocks, Assoc Academic Dean