Page Comparison

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This section displays the number of advisor appointments and provides comparisons with the advisor’s college. You can select a college in the Filter Panel if the advisor works in more than one college. The statistics show the following: (YES we want calculations here – get with Yonelbysdeveloper)

• • Avg Daily Appts: Represents the average daily appointments for the
selected
• • advisor. The basis for this average is the number of days the advisor holds appointments and is not a daily measure.
  • Total Appts: Represents the total number of appointments for this advisor.
  • Avg. Daily Appts for College: Represents the average daily appointments for advisors in the same college as
the selected
• • this advisor.
  • Total Appts for College: Represents the number of appointments for all advisors in the same college as
the selected
• • this advisor.

For example, Jane Advisor has 74 appointments in March and has nine days on which she holds appointments. Her average daily appointment measure is thus eight. The advisors in her college have a total of 808 appointments for the month. Based on the calculations using the actual days those advisors hold these appointments, the average daily appointment count for the college is 11.

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This section displays the number of appointments for the selected advisor or college by month. If you filter by a date range in the Filter Panel, it displays numbers only for that time period. You can drill down using the “drill” buttons at the top left of this section. The default selection displays numbers of appointments by month.

• Drill down to view the days of a selected month to show appointments on particular dates in the month. (VERIFY)
• Drill down again to show appointments by hours of the day, such as 7 am or 2 pm. (VERIFY)
• Drill up to show appointments by year.

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This section lists reasons for the advisor appointments in a bar graph. Each advisor appointment has one reason based on these selections:

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• Student UID
• Count of Appts
• Appointment Date Recent Appt
• Campus
• College
• Department
• Major
• Full Name
• Email

You can expand the student listing to a full screen by clicking the “Focus mode” icon. To see this icon, hover over the Appointments by Student section and select the icon on the far right. Your screen changes to display a full list of the appointments. You can sort by any of the columns in the table by clicking the column label in the Header. To return to the previous display, click “Back to Report.”

Sample Tasks

The visuals in this dashboard work best when either a College or College and Advisor are selected. The following are a few examples of ways you can view the data as well as explore the interactivity among the elements in the display.

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Advisors Working with Multiple Colleges

You can view metrics for advisors that work on working with students in different colleges.

1. Select an advisor the drop-down in the filter panel to show the number of appointments the advisor held.  Select the drop-down in the Advisor College field to view the colleges with which this advisor is Advisor College field to view the colleges with which you are working.
2. Select each college (if more than one) to see how the appointments are concentrated.
   Alternatively, select the Focus mode icon in the Appointments by Student section to view the students this advisor you met with, then click the College column label to view the students grouped by college.

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You can focus on appointment cancellations using both the metrics in the Data Panel and the filters in the Filter Panel.

1. Select Optionally select a college in the filter panel.
2. Select “Student Canceled – Fault” to view the appointments canceled by students.
3. View the calendar concentration for the times of the year and times of the month when these cancellations occurred.
4. View the reasons the appointments were made to see if there are trends in the types of appointments.
5. Finally, open the Appointments by Student listing and sort by Full Name to view a list of these students; identify students with multiple cancellations.

Types of Cancellations for a College

With this task, you can view the types of cancellations for a college or advisor.

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Students Changing Majors

You can view metrics based on selected appointment reasons, such as students changing majors, to view appointment statuses or calendar concentrations.

1. Optionally select a college in the filter panel. You can also optionally select an advisor.
2. Select the “Canceled” segment of the chart in the Appointment Status “Change of Major/Major Reselection” in the Reasons for Appointments section.
3. Select the Appointment Outcome filter in the Filter Panel by type of cancellation to reveal the numbers for the types cancellations: SPP Cancel, Student Canceled – Fault, and Student Canceled – Not Fault.

Students Changing Majors

You can view metrics based on selected appointment reasons, such as students changing majors, to view appointment statuses or calendar concentrations.

1. Select a college in the filter panel.
2. Select “Change of Major/Major Reselection” in the Reasons for Appointments section.
3. View the appointment statuses and concentration of this appointment type by month or day.
4. Expand the Appointments by Student table to view a list of the students looking for advisor help in changing majors.

Filters

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Future Appointments

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1. View the appointment statuses and concentration of this appointment type by month or day.
2. Expand the Appointments by Student table to view a list of the students looking for advisor help in changing majors.

Filters

Advisor College

Appointment Outcome

FIF Cohort

SRKALL Cohort

Select Date

Report Elements

Avg Daily Appts

Avg Daily Appts for College

Total Appts

Total Appts for College

Appointment Status

Appointment Reason

Student UID

Count of Appts

Date Recent Appt

Campus

College

Department

Major

This report provides The IC – Supervisor Summary dashboard provides metrics of advisor appointment data from a supervisor or coordinator viewpoint. Note that security permissions are set to enable viewing of this data according to permission level. 

This dashboard provides a summary view of the appointments of all academic advisors in the department/college and ; the data can be filtered .

Filters

College

Department

Report Elements

Future Appointments

Total Future Appointments

Appointment Status

Appointments by Outcome

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Tab 2: Supervisor Details

This report provides the ability to 

Filters 

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Advisor Appointments

Appts for Advisor

All Appointments

Avg Appointments for Advisor

Average Appointments

Daily Appointment Capacity

Daily Appointment Capacity All 

Appointments by Outcome

Appointment Status

Advisor Name

Number of Appointments

Working Days

Average Appointments

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Tab 3: Students With No Appts Details

This report provides the ability to 

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Report : Intelligent Communication

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Tab 1: Intelligent Communication

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Filters

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Future Appointments

Total Future Appointments

Average Future Appointments

Future Daily Appointment Capacity

Appointments by Day of Week

Appointments by Hour

Total Appointments

Average Appointments

Daily Appointment Capacity All

Contact Methodby college and department. The report has three tabs: Supervisor Summary, Supervisor Details, and Students With No Appts Details. These are described in detail below. 

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 advisor, campus, or cohort; the right panel displays the appointment data in different formats with charts, graphs, and tables.

Filter Panel

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 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.

Section 1: Capacity Planning:

This section displays the daily appointment capacity based on the filters you have selected. The default daily appointment capacity is set to 100 and can be adjusted using the slider or by typing in a different value. The maximum capacity is set to 200.  

The calculation used to derive the average daily appointments is:

x x y x z

Section 2: Total Appointments

This section displays the number of appointments for the selected filters by month. If you filter by a date range in the Filter Panel, it displays numbers only for that time period. You can drill up and down using the “drill” buttons at the top left of this section. The default selection displays numbers of appointments by month.

• Drill down to show appointments on particular dates in the month.
• Drill up to show appointments by year.

Using an additional feature in this section, you can drill down to see the appointments by dates for a particular month. To use this feature, click the down arrow at the top right of this section, then select a month. The display shows the calendar appointments by date for the selected month.

Section 3: Appointment Status

This section displays the status of appointment. Each advisor appointment has one status based on these selections:

• Canceled
• Completed
• Confirmed
• Scheduled
• Walk-in

You can click on any segment of the pie chart to display the data in other sections for that appointment type.

For example, if you select “Completed” in the pie chart, the other sections display actual numbers for the completed appointments. Select “Completed” again to return to all statuses.

Section 4: Reasons for Appointments

This section lists reasons for the advisor appointments in a bar graph. Each advisor appointment has one reason based on these selections:

• Academic Dismissal/Reinstatement
• ACR Petitions
• Career Advising
• Change of Major/Major Reselection
• Form Completion
• General Advising
• Holds
• Minor & Certificates
• Not Available
• Pre-Orientation/Transfer Advising
• Scheduling/Course Planning/Degree Progression

As with the other sections, you can click on one component or selection to adjust the numbers in the other sections for that appointment reason.

Section 5: Student Appointments # Distribution

This section displays the number of appointments by college based on the filters selected. The numbers represent the colleges of the students having appointments with advisors of the selected college. For example, Jane Advisor in the Engineering college has seen seven students in Engineering, but also two students in Arts and Sciences and one student in Science & Mathematics.

Section 6: Appointments by Advisor

This table displays a list of advisors and is filtered based on your selections in the Filter Panel. This provides information on the number of advisor appointments by advisor as well as the number of working days and averages per day. You can expand the table by clicking the “Focus Mode” icon at the top right of this section. 

The table layout displays the following fields: 

• Advisor UID
• Name
• # Appts
• # Working Days
• Avg Appts

You can sort by any of the columns in the table by clicking the column label in the Header. To return to the previous display, click “Back to Report.”

Section 7: Currently Enrolled Students With No Appointments

This section displays data on the number of students without advisor appointments in the selected college. When you select the Click Here For The Details hyperlink, you move to the Students With No Appts Details tab of the report.

Sample Tasks:

The visualizations in this dashboard work best when either a College or College and Advisor are selected. The following are a few examples of ways you can view the data as well as explore the interactivity among the elements in the display.

Note: Depending on your security permissions, you may be restricted in viewing some of the selections.

Advisor Averages by Month

You can view average appointments by advisor for a selected college by viewing the table in the Appointments by Advisor section. Note that you can also narrow this down to averages by month in one of two ways: 

1. Once a college is selected, filter the date range in the Select Date filter of the Filter Panel.

Alternatively, select a month in the Total Appointments section of the Data Panel. Note that the Appointments by Advisor table adjusts the number of appointments.

1. Click on the Avg Appts column header in the Appointments by Advisor table. The table lists the advisors’ average daily appointments in descending order. You can expand the table to full screen by clicking the Focus Mode icon at the top right.

Advisor Appointment Statuses

You can view appointments for a selected college and work with the data to view various statuses for the different advisors within that college: 

1. Once a college is selected, view the data in the Data Panel.
2. In the table, select an advisor to see that advisor’s appointment statuses relative to the department totals.
3. Hover over individual segments of the pie chart. The chart displays highlighted numbers in a darker shade but retains the numbers for the department.
4. Click the advisor name again to return to the original display.

Filters

College

Department

Report Elements

Future Appointments

Total Future Appointments

Appointment Status

Appointments by Outcome

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The report on this tab lists all students in a table format with the following details. You can change the results by selecting filters in the Filter Panel, and you can sort by selecting a column label in the Header.

Filters 

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Advisor Appointments

Appts for Advisor

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Daily Appointment Capacity All 

Appointments by Outcome

Appointment Status

Advisor Name

Number of Appointments

Working Days

Average Appointments

This tab provides a list all students for selected filters that do not have a record of an appointment with an advisor. You can sort the table by clicking on a column label in the Header.  

The table below lists all the elements used in the Advisor Reports. 

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