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products:admin:registration:counseling_session [2017/02/27 17:50] max |
products:admin:registration:counseling_session [2019/08/05 15:40] (current) max [5. Coming Soon:] |
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- | {{tag>student_records admin}} | + | {{tag>student_records admin webinar_wednesday video}} |
====== 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: === | ||
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- | ===== 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. | ||