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Quick Reference Cheat Sheet
(For day-to-day use by Success Managers and Advisors)
- Student Success Dashboard → Overview of risk levels, alerts, and advisor activity.
- View All Appointments → Managers can see all advising calendars across staff.
- Risk Levels → Students grouped into Low, Moderate, or High Risk (green/yellow/red).
- At-Risk Students & Alerts by Advisor → Shows which advisors have the heaviest caseloads.
- Alerts by Status → Tracks Open, Completed, and Canceled alerts.
- Overdue Tasks/Phone Calls → Identifies students who may have been overlooked.
- High-Risk Student Profiles → Detailed record with GPA, enrollment, alerts, notes, and communication history.
- Reports → Prebuilt analytics like Alert Processing, Course Scores, and Success Scores.
- Resync ERP Data → Refreshes Banner data into Advise to ensure accuracy.
- Faculty Access Ranges → Limits how long faculty can view student data after a term ends.
Student Success Dashboard Overview
The dashboard gives managers a high-level overview of risk, alerts, and activities across SJR State.
- Risk-Level Snapshot → Students grouped by risk bands.
- At-Risk Students by Advisor → Caseload comparison.
- Open Alerts by Advisor → Number of unresolved alerts.
Why it matters: This is your command center for spotting risk trends.
Viewing All Advising Appointments
Managers can see all advising appointments across the institution.
- Go to Managers → Advising Calendar.
- Filter by advisor, date, or student.
Why it matters: Helps balance workload and confirm coverage.
Viewing Student Risk Levels
Risk levels are tied to the Success Score and bands (green = low, yellow = moderate, red = high).
- Access via Managers → Dashboards → Risk-Level Snapshot.
- Drill into bands to see individual students.
Why it matters: Focus attention on high-risk groups
Viewing At-Risk Students and Open Alerts by Advisor
Shows which advisors carry the heaviest caseloads of high-risk students.
- Use At-Risk Students by Advisor and Open Alerts by Severity per Advisor charts.
- Drill down to see underlying student/alert records.
Why it matters: Helps managers balance workloads and prioritize support.
Viewing Alerts by Status
Alerts are categorized by Open, Completed, or Canceled.
- Found in Managers → Dashboards → Alerts by Status.
Why it matters: Tracks how efficiently staff resolve alerts.
Viewing Overdue Tasks and Phone Calls
Overdue items indicate missed outreach.
- Navigate to Managers → Dashboards → Alert Task and Activity Management.
- Review Overdue Tasks by Due Date and Overdue Tasks by Alert Rule.
Why it matters: Ensures students don’t slip through the cracks
What if I need additional assistance?
SJRstate IT is here to help! Reach out to us by:
- Calling the Helpdesk at (386)312-4142
- E-mailing Helpdesk@SJRState.edu