starfish training welcome advisors

39
Starfish Training Welcome Advisors

Upload: dragon

Post on 23-Feb-2016

31 views

Category:

Documents


0 download

DESCRIPTION

Starfish Training Welcome Advisors. Objectives. In this training you will learn: What roles you play in managing appointments and alerts How to set up a Starfish profile to personalize your experience How to set up Office Hours How to document Appointments How to raise and clear alerts. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Starfish Training Welcome   Advisors

Starfish TrainingWelcome Advisors

Page 2: Starfish Training Welcome   Advisors

Objectives

In this training you will learn:– What roles you play in managing

appointments and alerts– How to set up a Starfish profile to

personalize your experience– How to set up Office Hours– How to document Appointments– How to raise and clear alerts

Slide 2

Page 3: Starfish Training Welcome   Advisors

What is Starfish?

We are. A Student Success Company

We believe. The campus community engaged with a student will lead to that student’s success.

We help academic institutions.Identify. Which students are at risk now?Guide. Where do I go to get/offer help? Connect. When can I get help?Optimize. How are services performing?

Slide 3

“I made a difference for

that one.”

Page 4: Starfish Training Welcome   Advisors

Starfish – Advisor roles

Advising roles can: Set up profile and office/service hours Manage alerts, document activities and communicate with students. Manage assigned cases and provide advising services to studentsConnect students to other available servicesReview student information of assigned students or students in their areaCreate and document appointments

Slide 4

Page 5: Starfish Training Welcome   Advisors

Starfish – Front Desk roles

Front Desk roles can: Manage calendars and appointments for AdvisorsManage a waiting room kiosk and student queueAssist students who sign in at an Advising CenterAdd notes to student folders

Slide 5

Page 6: Starfish Training Welcome   Advisors

Starfish – Instructor role

Instructors can:Set up office hours and a profile that students can seeRaise alerts. Respond to progress surveysCommunicate with their students via StarfishMake appointments with their students and document outcomesGuide their students to information about available servicesReview student information of students enrolled in his/her courses

Slide 6

Page 7: Starfish Training Welcome   Advisors

Starfish – Student

All students who are Starfish users can:

Set up a profile and communications preferencesMake and Track appointments with advisors or others in their ‘success network’Review flags/kudos raised and respondFind and connect to recommended /available services

Slide 7

Page 8: Starfish Training Welcome   Advisors

Try it!

Login using your normal network id and passwordIn production, you will have a link to Starfish

We are logging into the TEST version of StarfishDO NOT COPY/SAVE the URL we are using today for later use. You will be connecting to the test site. Items you create today that generate email will be sent to Patty Take because the system is in silent mode. When you sign in to the live system, emails will be generated and sent to students/staff based on the configuration of each itemThe data in your test system is recently pulled from production. Student information such as ids etc. should be treated with care

Page 9: Starfish Training Welcome   Advisors

Office Hours Wizard on First time Log in

Page 10: Starfish Training Welcome   Advisors

Your Starfish Dashboard

Page 11: Starfish Training Welcome   Advisors

Profile – Institutional Profile

Page 12: Starfish Training Welcome   Advisors

Appointment Preferences

Page 13: Starfish Training Welcome   Advisors

Email Notification Preferences

Page 14: Starfish Training Welcome   Advisors

Starfish Navigation

Page 15: Starfish Training Welcome   Advisors

Calendar Manager’s View

Page 16: Starfish Training Welcome   Advisors

Creating an Appointment

Page 17: Starfish Training Welcome   Advisors

Reserved Time and Walk-in Meetings

Page 18: Starfish Training Welcome   Advisors

Appointment e-mail

Page 19: Starfish Training Welcome   Advisors

Student Folder View

Page 20: Starfish Training Welcome   Advisors

Using the Kiosk and Waiting Room

Page 21: Starfish Training Welcome   Advisors

Using the Kiosk and Waiting Room

Page 22: Starfish Training Welcome   Advisors

Using the Kiosk and Waiting Room

Page 23: Starfish Training Welcome   Advisors

Using the Kiosk and Waiting Room

Page 24: Starfish Training Welcome   Advisors

Student Folder - Add a note

Page 25: Starfish Training Welcome   Advisors

My Students

Page 26: Starfish Training Welcome   Advisors

Respond to Progress Surveys

Page 27: Starfish Training Welcome   Advisors

Respond to a Progress Survey

Page 28: Starfish Training Welcome   Advisors

Confirm submission of a Progress Survey

Page 29: Starfish Training Welcome   Advisors

Open Progress Surveys

Page 30: Starfish Training Welcome   Advisors

SIUE Tracking Items

Flag Name Description

Slide 30

Page 31: Starfish Training Welcome   Advisors

Raising a Flag

From the Student list or from the individual student’s folder

Page 32: Starfish Training Welcome   Advisors

Raising a Flag

Page 33: Starfish Training Welcome   Advisors

Viewing a Raised Flag – Student Folder

Page 34: Starfish Training Welcome   Advisors

Clear Flag and Close Loop

Page 35: Starfish Training Welcome   Advisors

Student View – initial Logon

Page 36: Starfish Training Welcome   Advisors

Student View - Dashboard

Page 37: Starfish Training Welcome   Advisors

Review

Review– What are some features in

Starfish that you will use in your role

– Who are the primary raisers of flags?

– Who are the primary responders? – What can the student do

themselves? – What are your biggest questions

right now?

Slide 37

Page 38: Starfish Training Welcome   Advisors

You are ready to begin utilizing Starfish!

Congratulations!

Slide 38

Page 39: Starfish Training Welcome   Advisors

Support

Slide 39

Having trouble?