Managing Alerts and Activities (Advise 1.3-2.1)

Summary

Ready to reach out to at-risk students? Learn how to create and manage alerts and activities such as phone calls, emails, appointments, mobile notifications and more.

Description

Lessons:

  1. Introduction to Managing Alerts and Activities
  2. Creating a Task
  3. Creating a Phone Call Activity
  4. Creating an Email Activity
  5. Creating an Appointment
  6. Creating a Mobile Notification
  7. Creating an Alert
  8. Marking an Alert Complete 
  9. Marking an Activity Complete
  10. Adding Notes to a Student Record
  11. Adding Private Notes to a Student Record

Printable resources:

  • Creating Activities and Notes Quick Reference Guide
  • Managing Alerts Quick Reference Guide

Duration

28 minutes

Enroll

To register for this course please click "Register" below. If you are registering for someone else please check "This is for someone else".

This training is free.


FREE

Duration: 28 minutes

This course is available to you as a benefit of your institution's maintenance agreement for Ellucian products.