Differences
This shows you the differences between two versions of the page.
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products:admin:registration:counseling_session [2017/02/24 00:07] max created; initial formatting |
products:admin:registration:counseling_session [2019/08/05 15:40] (current) max [5. Coming Soon:] |
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| + | {{tag>student_records admin webinar_wednesday video}} | ||
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| ====== Counselor Tab: Updated, Remodeled, Robust ====== | ====== Counselor Tab: Updated, Remodeled, Robust ====== | ||
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| + | {{ :plsis:2017-03-01_10.05_newly_remodeled_counselor_page.mp4?700 |}} | ||
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| + | ---- | ||
| === There are 2 ways to access the Counseling tab for a Student: === | === There are 2 ways to access the Counseling tab for a Student: === | ||
| * Pathway: From the **Student Dashboard**, Click on **Special Programs/Accomm>Counseling**, or | * Pathway: From the **Student Dashboard**, Click on **Special Programs/Accomm>Counseling**, or | ||
| - | * Click on the **Counseling** link displayed on the **Students Quick-view** | + | * Click on the **Counseling** link displayed on the **Students Quick-view** \\ {{:plsis:counselor_tab1.png?nolink&500|}} \\ |
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| * Click on **Define Security Groups** | * Click on **Define Security Groups** | ||
| * Look for **Counselor Tab Permissions** | * Look for **Counselor Tab Permissions** | ||
| - | * Assign this permission groups to all relevant staff members | + | * Assign this permission groups to all relevant staff members \\ {{:plsis:counselor_tab2.png?nolink&700|}} \\ |
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| * **Services Provided** | * **Services Provided** | ||
| * **Contact Method** | * **Contact Method** | ||
| - | When you first enter the **Counselor** pages, you will only see choices populated in the Domain area. | + | When you first enter the **Counselor** pages, you will only see choices populated in the **Domain** area. \\ {{:plsis:counselor_tab3.png?nolink&700|}} \\ |
| - | To set up these areas, go to **Admin>Settings>Counseling Tab Settings**. Here is what you will see: | + | To set up these areas, go to **Admin>Settings>Counseling Tab Settings**. Here is what you will see: \\ {{:plsis:counselor_tab4.png?nolink&700|}} \\ |
| - | With any of these areas you can add and use **the titles of your choice**. The next screenshot is an example of choices a school may make… | + | With any of these areas you can add and use **the titles of your choice**. The next screenshot is an example of choices a school may make… \\ {{:plsis:counselor_tab5.png?nolink&700|}} \\ |
| An entry is added by clicking on **+Add**. After adding all the choices you desire in an area - click **SAVE**. | An entry is added by clicking on **+Add**. After adding all the choices you desire in an area - click **SAVE**. | ||
| Things to know: | Things to know: | ||
| - | * You can change the order of the list by clicking on the 3 bars and doing a drag-and-drop. | + | * You can change the order of the list by clicking on the 3 bars {{:plsis:optionsicon.png?nolink&16|}} and doing a drag-and-drop. |
| - | * If you no longer want to use an item, just uncheck the box and the choice will turn gray and no longer be available. | + | * If you no longer want to use an item, just uncheck the box and the choice will turn gray and no longer be available. \\ {{:plsis:counselor_tab6.png?nolink&400|}} \\ |
| ===== 3. Using the Counselor tab to record a Counseling Session. ===== | ===== 3. Using the Counselor tab to record a Counseling Session. ===== | ||
| - | After Setup, your Counselor tab will look something like this: | + | After Setup, your Counselor tab will look something like this: \\ {{:plsis:counselor_tab7.png?nolink&700|}} \\ |
| * You will record a Session on the left-hand side of the page | * You will record a Session on the left-hand side of the page | ||
| * The right-hand table provides a place to identify: | * The right-hand table provides a place to identify: | ||
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| * Links to any Special programs, The AAPor Graduation Plan, A-G Student Page, CTE Student Page, and the Supervising Teacher’s Dashboard. | * Links to any Special programs, The AAPor Graduation Plan, A-G Student Page, CTE Student Page, and the Supervising Teacher’s Dashboard. | ||
| - | The upper-portion of the Session Log provides details of what is discussed during the session… | + | The upper-portion of the Session Log provides details of what is discussed during the session… \\ {{:plsis:counselor_tab8.png?nolink&700|}} \\ |
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| * Notes any Previous Sessions | * Notes any Previous Sessions | ||
| * Notes any Legacy Counseling Notes | * Notes any Legacy Counseling Notes | ||
| + | \\ | ||
| + | \\ {{:plsis:counselor_tab9.png?nolink&700|}} \\ | ||
| - | ===== 4. Coming Soon: ===== | + | ===== 4. Options for Saving a Session ===== |
| + | There are **various options and warnings available** when it comes to SAVING a session. | ||
| + | \\ | ||
| + | * If you try to leave the page and forget to SAVE, you will be warned to save your changes BEFORE you leave the page: \\ {{:plsis:counselor_tab10.png?nolink&500|}} \\ | ||
| + | * If you are working on several sessions at once and want to **temporarily SAVE** what you have done in the session so far, click SAVE. //**This will keep the session open for further input.**// \\ {{:plsis:counselor_tab11.png?nolink&700|}} \\ | ||
| + | * Once you are satisfied with your session and want to save the entire session, click | ||
| + | **SAVE AND FINISH**. This fully saves the session and moves you to a blank save page. The session is now moved to the **Previous Session area** of the Counseling Tab. \\ {{:plsis:counselor_tab12.png?nolink&700|}} \\ | ||
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| - | * We will be adding a Notifications capability such as now exists in Contact Manager | ||
| - | * We will also be adding a Counseling Session Log Report that is comprehensive and can be filtered to display in several different ways. | ||