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====== Counselor Tab: Updated, Remodeled, Robust  ======

{{ :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: ===
  * Pathway: From the **Student Dashboard**, Click on **Special Programs/Accomm>Counseling**, or
  * Click on the **Counseling** link displayed on the **Students Quick-view** \\ {{:plsis:counselor_tab1.png?nolink&500|}} \\
 

===== 1.  Granting Permission to the new Counselor Tab: =====
  * Go to **Admin>Settings>Security>Security**
  * Click on **Define Security Groups**
  * Look for **Counselor Tab Permissions**
  * Assign this permission groups to all relevant staff members \\ {{:plsis:counselor_tab2.png?nolink&700|}} \\


===== 2. Setting up and customizing the Counselor Tab =====
The main customizable areas are as follows:
  * **Domain**
  * **Target Groups/Topics**
  * **Services Provided**
  * **Contact Method**
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: \\ {{: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… \\ {{: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**.

Things to know:
  * 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. \\ {{:plsis:counselor_tab6.png?nolink&400|}} \\
 
===== 3.  Using the Counselor tab to record a Counseling Session. =====
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
  * The right-hand table provides a place to identify:
    * The Counselor and/or Psychologist assigned to a Student
    * 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… \\ {{:plsis:counselor_tab8.png?nolink&700|}} \\

 
The lower-portion of Session tracks
  * The time spent in the session
  * Notes any Previous Sessions
  * Notes any Legacy Counseling Notes
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\\ {{:plsis:counselor_tab9.png?nolink&700|}} \\

 


===== 4. Options for Saving a Session =====
There are **various options and warnings available** when it comes to SAVING a session.
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  * 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|}} \\