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Appointment Tracking In MyUNLV

Appointment Tracking In MyUNLV. Training Agenda Overview. Checklists Plan of Study Appointment Type Referrals Checklist Items AT, Referrals, & Custom Comments Comments TCE’s, Exceptions, & Waivers Scenarios: A couple examples Practice:

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Appointment Tracking In MyUNLV

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  1. Appointment TrackingIn MyUNLV

  2. Training AgendaOverview • Checklists • Plan of Study • Appointment Type • Referrals • Checklist Items • AT, Referrals, & Custom Comments • Comments • TCE’s, Exceptions, & Waivers • Scenarios: • A couple examples • Practice: • Add An Advising Appointment(s) till you have it & have no questions • Question & Answer • Anytime stop me!! • I go thru things Fast

  3. Checklist Navigation • Campus Community > • Checklists > • Person Checklists > • Checklist Management - Person

  4. Checklist Search Select “Add a New Value” TAB If you where already working on a student the ID (NSHE ID) number would already be in the ID field

  5. Checklist Add a New Value Add the NSHE ID of the Student then click “Add”

  6. Checklist Management Checklist Code In Administrative Function ALWAYS type “GEN”

  7. Checklist Naming Convention • VEDxxx • V = Advising • ED = Education • xxx = Checklist or • Items • AS = ASC • BS = Business • ED = Education • EN = Engineering • FA = Fine Arts • HA = Hotel • HN = Honors • HS = Health Sciences • LA = Liberal Arts • SC = Sciences • UA = Urban Affairs

  8. Checklist Management II - Checklist Item Select Checklist “Item” magnifying glass

  9. Checklist Item Use the naming convention of your Center. Click the “Short Description” heading Select the Appointment Type (AT)

  10. Remember to SAVE SAVE

  11. “However beautiful the strategy, you should occasionally look at the results.” • Sir Winston Churchill

  12. Scenario IPlan of Study • How we have to do it now: • The field size and limitations. • Copy past browser option • Advising Summary Mod: • The Comment Field will be brought in to the page/student you are working on. • Other Suggestions?

  13. Scenario IIAppointment Type • You can add multiple types & Referrals • Watch for the “End Date” on Items • Make sure to save

  14. “Education is the best provision for the journey to old age.” • Aristotle

  15. Practice • Add an appointment and a plan of study to 1 or more students. • What problems did you encounter?

  16. CommentsTCE, Exceptions, Waivers • Same Naming Convention • Comments will have the ability to Append • Instruction will be typed in already i.e. for 1 student or a group. • Reports will to the artists formerly known as DARS Analysts • When done they will append the comment again with completion. • If they have questions they will contact the Center directly.

  17. Comments Navigation • Campus Community > • Comments > • Comments - Person > • Person Comment Entry >

  18. Comments Page Same Naming convention Instructions xxx = EXC = Exception xxx = WVR = Waiver xxx = TCE = TCE VEDxxx V = Advising ED = Education

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