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The Intelligent Communication (IC) reports are a set of interactive dashboards that provide the academic advising community (advisors, coordinators, and leadership) with metrics they can use to measure the effectiveness of the university’s academic advising initiatives. Using the two dashboards, IC - Advisor Summary and IC - Supervisor Summary, users can view academic advising efforts in managing caseloads and improving student success through many perspectives, including the following:
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The IC – Advisor Summary dashboard provides diagrams and charts of advisor appointment data. Note that security permissions are set to enable viewing of this data according to permission level; that is, each advisor sees only the data pertaining to his or her appointments.
Tab 1: Advisor Summary |
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This report provides a summary dashboard of academic advisor appointments. The dashboard consists of two panels: the left panel allows you to filter the data by elements, such as appointment outcome or date range; the right panel displays the appointment data in different formats with charts, graphs, and tables.
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The panel on the left allows you to filter the data in the data panel. Select to filter by one or more of the following options:
Show panel with labels
- Advisor College: Select a college to view appointment data for that college; the list is filtered for the advisor.
- Appointment Outcome: Select an appointment outcome among the following choices:
- Attended
- No Show
- SSP Canceled
- Student Canceled - Fault
- Student Canceled – No Fault
- Walk-in
- FIF Cohort: Select from the list of available FIF cohorts.
- SRKALL Cohort: Select from the list of available SRKALL cohorts.
- Select Date: Move the slider to select a date range or click in each date field to select from a calendar.
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The panel on the right of the dashboard is the main workspace and consists of five sections. These sections are described in detail below.
Show panel with labels
Notes:
- The displays for these sections are interactive; that is, if you select a component in one display, the numbers in the other sections adjust accordingly.
- To select an item in the display, click the segment of the pie or bar chart. To return to the full display, click the segment again.
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Tab 1: Supervisor Summary |
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This report The dashboard on this tab provides a summary dashboard of academic advisor appointments. The dashboard consists of two panels: the left panel allows you to filter the data by elements, such as advisor, campuscollege, or cohort; the right panel displays the appointment data in different formats with charts, graphs, and tables.
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The panel on the left allows you to filter the data in the data panel. Select to filter by one or more of the following options:
Show panel with labels
- Campus: Select from the list of campuses.
- College: Select a college to view appointment data for that college; the list is filtered if an advisor is selected.
- Department: Select a department to view appointment data for a department within a college.
- Appointment Appointments Outcome: Select an appointment outcome among the following choices:
- Attended
- No Show
- Not Available
- SSP Canceled
- Student Canceled - Fault
- Student Canceled – No Fault
- Walk-in
- FIF Cohort: Select from the list of available FIF cohorts.
- SRKALL Cohort: Select from the list of available SRKALL cohorts.
- Select Date: Move the bars to select a date range or click in each date field to select from a calendar.
- Advisor Name: Select an advisor name to view appointment data for that advisor; the list is filtered if a college is selected.
Data Panel
The panel on the right of the dashboard is the main workspace and consists of five sections. These sections are described in detail below.
Show panel with labels
Notes:
- The displays for these sections are interactive; that is, if you select a component in one display, the numbers in the other sections adjust accordingly.
- To select an item in the display, click the section of the pie or bar chart. To return to the full display, click the section again.
- To view the data in a table rather than a pie or bar chart, for example, right click the section title and select show data.
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The report on this tab lists all students in a table format with the following detailsReport Elements shown below. You can change the results by selecting filters in the Filter Panel, and you can sort by selecting a column label in the Header row of the table.
Filters
Campus
Appointments Outcome
FIF Cohort
SRKALL Cohort
Report Elements
Daily Appointment Capacity All
Appointments by Attendee UID
Student Name
Student Email
Advisor Name
Appointment Type
Contact Method
Reason of Appointment
Appointment Outcome
Appointment Status
Average AppointmentsAppointment Date
Student Campus
Student College
Student Department
Student Major
SRK Cohort
FIF Cohort
Tab 3: Students With No Appts Details |
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This tab provides a list all students for selected filters that The report on this tab lists all students who do not have a record of an appointment with an advisor in a table format with the Report Elements shown below. You can sort the table by clicking on selecting a column label in the Header . row of the table.
Filters
None
Report Elements
Student UID
First Name
Last Name
College
Deaprtment
Major 1
Major 2
FIF
SRK
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The table below lists all of the elements used in the Intelligent Communication reports.
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| Element | Source (System->Table->Column) | Description | Frequency of Update | ||||||
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College
| appiandb.AS_unitBookingTreeLogic->levelOneDesc | College served by advisor. | Daily | ||||||
Department | appiandb.AS_unitBookingTreeLogic->levelTwoDesc | Department served by advisor. | Daily | ||||||
Select Date
| appiandb.AS_appointment->startDate | Time range of appointments. | Daily | ||||||
Daily Appointment Capacity
| Calculated Upper limit is hard coded to 200 | Capacity for the number of appointments targeted per day, established by department and college. | Daily | ||||||
Advisor Name
| [SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME | Name of advisor. | Daily | ||||||
Future Appointments
| Calculated | Number of future appointments by day. | Daily | ||||||
Total Future Appointments The o | Calculated | Total number of future appointments. | Daily | ||||||
Average Future Appointments
| Calculated | Average of the number of future appointments. | Daily | ||||||
Future Daily Appointment Capacity
| Calculated | Operating Capacity (Future) | Daily | ||||||
Appointments by Day of Week
| Calculated | Calculated number of appointments by day of the week. | Daily | ||||||
Appointments by Hour
| Calculated appiandb.AS_appointment ->startDateTime | Calculated number of appointments by hour of the day | Daily | ||||||
Total Appointments
| Calculated | Total number of appointments (Historic). | Daily | ||||||
Average Appointments
| Calculated | Average number of appointments per day (Historic). | Daily | ||||||
Daily Appointment Capacity All
| Calculated | Operating Capacity (historically) | Daily | ||||||
Contact Method
| appiandb.AS_appointment ->formatRefId in (2,3,4,5) | The method used to set up the appointment, such as Phone or Office. | Daily | ||||||
Appointment Status
| appiandb.AS_appointment ->statusId in (18,19,25,26,28,29) | The status of the appointment, such as Completed or Canceled. Two calculations display for each status: historic number of appointments for the selected advisor and the average for all advisors in the selected filter. | Daily | ||||||
Appointments by Outcome
| appiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24) | The outcome of the appointment. | Daily | ||||||
Advisor Appointments
| appiandb.AS_appointment ->appointmentid Calculated | The number of appointments for the selected advisor compared to the average of all advisor appointments. | Daily | ||||||
Appts for Advisor
| appiandb.AS_appointment ->appointmentid | The total number of appointments for the advisor. When an advisor is not selected, this value is null. | Daily | ||||||
| Calculated Number of Appts/Total number of Working days in the selected time period | The average number of appointments for the advisor per working day in the selected time period. | Daily | ||||||
Daily Appointment Capacity
| Calculated | Operating capacity of the selected filters. | Daily | ||||||
All Appointments
| appiandb.AS_appointment ->appointmentid | The total number of appointments for all advisors. | Daily | ||||||
Average Appointments
| Calculated | The average number of appointments for all advisors per working day in the selected time period | Daily | ||||||
Daily Appointment Capacity All
| Calculated | Operating capacity of all advisors. | Daily | ||||||
Appointment Status
| appiandb.AS_appointment ->statusId in (18,19,25,26,28,29) | Appointment status of selected advisor in comparison to average appointment status of dept/college. Advisor: Number of appointments for the advisor for a particular appointment status Avg: Total Number of appointments for a particular appointment status/ Total number of advisors | Daily | ||||||
Appointments by Outcome
| appiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24) | Outcomes appointments of advisor in comparison to all other advisors. Advisor: Number of appointments for the advisor for a particular outcome Avg: Total Number of appointments for a particular outcome/ Total number of advisors | Daily | ||||||
| [SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME | Name of advisor. | Daily | ||||||
| appiandb.AS_appointment ->appointmentid | Number of appointments for the advisor. | Daily | ||||||
| appiandb.AS_appointment ->startDateTime | Number of days advisor had appointments. | Daily | ||||||
Average Appointments
| Number of Appts/Total number of Working days in the selected time period | Average appointments per working day for the advisor. | Daily |
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