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Starfish Training Welcome Advisors

Welcome Advisors Starfish Training Welcome Advisors

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Page 1: Welcome Advisors Starfish Training Welcome Advisors

Starfish TrainingWelcome Advisors

Page 2: Welcome Advisors 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

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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?

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“I made a difference for

that one.”

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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

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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

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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

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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

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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

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Office Hours Wizard on First time Log in

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Your Starfish Dashboard

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Profile – Institutional Profile

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Appointment Preferences

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Email Notification Preferences

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Starfish Navigation

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Calendar Manager’s View

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Creating an Appointment

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Reserved Time and Walk-in Meetings

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Appointment e-mail

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Student Folder View

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Using the Kiosk and Waiting Room

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Using the Kiosk and Waiting Room

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Using the Kiosk and Waiting Room

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Using the Kiosk and Waiting Room

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Student Folder - Add a note

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My Students

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Respond to Progress Surveys

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Respond to a Progress Survey

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Confirm submission of a Progress Survey

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Open Progress Surveys

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SIUE Tracking Items

Flag Name Description

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Raising a Flag

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

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Raising a Flag

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Viewing a Raised Flag – Student Folder

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Clear Flag and Close Loop

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Student View – initial Logon

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Student View - Dashboard

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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?

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You are ready to begin utilizing Starfish!

Congratulations!

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Support

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Having trouble?