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Consultant Profile Management and Setup
Luis Frias Redrock Software
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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. There are a few steps we will need to take to begin to setup Consultant Profiles.
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Consultant Creation General Info Section Specialties
Contact Info Subcenters Certifications Section Specialties Reason Specialties Messages Documents
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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.
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Consultant Based Reports
Consultant Specialties Report Consultant Appointments/Visits Consultant/Work Visits By??
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Data In and Data Out Focus Path
9:00am Communication and Retention with SAGE 10:00am Power Search, Lists, & Watch Lists 11:00am Handling Sections and Reasons With Ease 1:00pm Consultant Mgmt, Access, & View in Trac 2:00pm Appointment Scheduling
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