1. Verlyn Mol Baldwin-Wallace College vmol@bw.edu August, 2009

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

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

4. Implementation Timeline Installed & setup software Summer 2008. 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 2008. Customizations done throughout fall and spring semesters. First batch cases created Spring 2009. Currently working with Datatel on enhancements to help with administration, performance, and usability issues.

5. Setup – Roles

6. Setup – Resources

7. Setup – Link Resources to Roles

8. Setup - Parameters

9. Setup – Case Types

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

11. Batch Assignment by Subroutine Subr determines what students are selected for a case. We also included code for sending e-mails.

12. Batch Assignment by Rule

13. Student Balance Rule

14. Batch Assignment E-mail

15. Setup – Reminders

16. Reminder E-mail

17. Create a Case

19. My To Do List

20. My Custom To Do List

22. Work on a Case

23. Custom Reassignment

24. 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 – SU45927.93-1805*05)

25. Questions? Other B-W contacts: Programming and I.T. administration: Randy Lingenfelter rlingenf@bw.edu Academic Administration: Janet Stocks, Assoc Academic Dean jstocks@bw.edu