Intelligent Communication Reports
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Report Elements Glossary Table
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Report: IC - Advisor Summary |
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- For example, select “Change of Major/Major Reselection” in the Reasons for Appointments section.
- View the appointment statuses and concentration of this appointment type by month or day.
- Right click the bar for “Change of Major/Major Reselection,” then click See Records to view the list of the students looking for advisor help in changing majors.
- Select Back to report to return to the dashboard.
Filters
FIF Cohort11885511520SRKALL Cohort
Report Elements
Appointment Status11885511520Appointment Reason
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Report: IC - Supervisor Summary |
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Note that you can view the same features if you select a Department in the Filter Panel, such as Applied Science, Social Work, or Finance.
Filters
FIF Cohort11885511520SRKALL Cohort
Report Elements
Daily Appointment Capacity11885511520
Student Appointment Distribution
Currently Enrolled Students With No Appointments
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Tab 2: Supervisor Details |
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The report on this tab lists all students in a table format with the Report 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
FIF Cohort11885511520SRKALL Cohort
Report Elements
Appointment OutcomeAppointment Status
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Tab 3: Students With No Appts Details |
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Filters
None
Report Elements
First Name11885511520Last Name
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Report: IC - Drop-In Queue |
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The IC – Drop-In Queue provides a workspace displaying the metrics for the Archivum advising queue used by students who request tele-conference meetings with an advisor (e.g., Teams, phone). Queues are defined by Archivum and data are available to view for one or more queue.
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- Hover over the table, then click the ellipses in the top right corner of the table display.
The report displays a menu:
- Select Export Data, then work with the data in Excel.
Filter Panel
Queue Name11885511520Advisor Name
Report Elements
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Report Elements Glossary Table
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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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Advisor Appointments
| appiandb.AS_appointment ->appointmentid Calculated | The number of appointments for the advisor in the selected date range. | Daily | ||||||
| appiandb.AS_unitBookingTreeLogic->levelOneDesc | The advisor's home college. | Daily | ||||||
| Advisor Email | (SID.HUB_CIMS_CURR_ID_V_Staging -> NETID) + "@usf.edu" | The email address of the advisor. | Daily | ||||||
Advisor Name
| Crete.FIF_SPRIDEN_Staging -> SPRIDEN_LAST_NAME] + Crete.FIF_SPRIDEN_Staging -> SPRIDEN_FIRST_NAME | The name of the advisor. | Daily | ||||||
Advisor UID | appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 17 | The advisor's university identification number. | Daily | ||||||
Appointment Outcome
| appiandb.AS_reference -> displayValue in (20,21,22,23,24) | The result of the advisor appointment. Available values for this field are:
| Daily | ||||||
Appointment Reason OR Drop In Reason
| appiandb.AS_reference -> displayValue in (6,7,8,9,10,11,12,13,14,15) | The reason the student requested the appointment. Available values for this field are:
| Daily | ||||||
Appointment Status
| appiandb.AS_reference -> displayValue in (18,19,25,26,28,29) | The status of the appointment. Available values for this field are:
The Appointment Status pie chart displays numbers for each of the above appointment statuses based on the filters selected. | Daily | ||||||
Appointment Type
| appiandb.AS_reference -> displayValue in (typeRefId=1) | Need values (displays in table) | Daily | ||||||
# Appts
| Count of (appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 17 | The total number of appointments for this advisor. | Daily | ||||||
Attendee UID
| appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16 | The appointment attendee is the student attending the appointment with the advisor. | Daily | ||||||
Avg Daily Appts for Advisor
| Calculated: AVERAGE(DISTINCTCOUNT (appiandb.AS_appointment -> appointmentId)) per day | The average number of appointments for all advisors per advisor working day in the selected time period. | Daily | ||||||
Avg Daily Appts for College
| Calculated: | The average number of appointments for advisors within the college. The calculation averages the number of appointments per advisor divided by that advisor's number of working days. | Daily | ||||||
Campus | SID.IC_StudentList_Vw -> CampusTitle | The student's or advisor's home campus. | Daily | ||||||
Capacity
| Calculated | Calculated as a percentage, this value represents the average number of appointments divided by the selected Daily Appointment Capacity target. The Daily Appointment Capacity is set by the user with a maximum of 200. | Daily | ||||||
College
| SID. IC_StudentList_Vw -> CollegeTitle | The student's home college. | 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 | ||||||
Count of Appts | Calculated: DISTINCTCOUNT(appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 16 | The number of appointment records for this student. This includes all appointment statuses: Confirmed, Scheduled, Walk-In, Completed, and Canceled. | Daily | ||||||
Currently Enrolled Students With No Appointments (count)
| count(SID. IC_StudentList_Vw->UID ) + Count(appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16) where Adviser College != Student college | The number of students who are currently enrolled who do not have a record of an advisor appointment. | Daily | ||||||
Daily Appointment Capacity
| Calculated | The targeted capacity for the number of appointments an advisor holds per day, established by the department and college. The default appointment capacity is set to 100 and can be adjusted by using the slider or by typing in a different value in the field. An upper limit of 200 is hard-coded. | Daily | ||||||
Date
| Data Refreshed on this date | The date on which data has been loaded. | Daily | ||||||
Date Recent Appt | appiandb.AS_appointment -> startDate | This date represents the most recent appointment recorded for the student. | Daily | ||||||
Department | appiandb.AS_unitBookingTreeLogic->levelTwoDesc SID. IC_StudentList_Vw -> DepartmentTitle | Department to which the student or advisor belongs. | Daily | ||||||
Drop-In
| appiandb.AS_v_dropInQueueDetails -> Drop_In | The date and time the student entered the queue. | Daily | ||||||
FIF Cohort | Crete.IC_StudentList_Vw.FIFCohort -> | The Finish in Four (FIF) cohort to which the student belongs. | Daily | ||||||
First Name
| SID.IC_StudentList_VwNAME_FIRST | The first name of the student. | Daily | ||||||
Full Name
| SID.IC_StudentList_Vw.NAME_LAST + SID.IC_StudentList_VwNAME_FIRST | The full name (first name, last name) of the student. | Daily | ||||||
Last Name
| SID.IC_StudentList_Vw.NAME_LAST | The last name of the student. | Daily | ||||||
Major 1 | SID.IC_StudentList_Vw -> MAJORTITLE | The student's major or primary major if double-majoring. | Daily | ||||||
Major 2
| SID.IC_StudentList_Vw -> MAJOR2 | The student's second major, if any. | Daily | ||||||
Queue Name
| appiandb.AS_v_dropInQueueDetails -> queue_name | The name of the queue the student chose for his or her advisor drop-in appointment. | Daily | ||||||
Pick Up
| appiandb.AS_v_dropInQueueDetails -> Pick up | The date and time the advisor made the connection with the student for the appointment. | Daily | ||||||
Select Date
| appiandb.AS_appointment->startDate | The date range of appointments, used to filter the number of appointments to display in the data panel. Note: The IC Drop-In Queue report adds a relative date filter, which lets you select relative dates, such as Next 2 Months, or Last 1 Year. The filter has three select fields:
| Daily | ||||||
SRKALL Cohort | SID. IC_StudentList_Vw -> SRKALLCohort | The SRKALL cohort to which a student belongs. | Daily | ||||||
Student Appointments # Distribution | DISTINCTCOUNT(IC[appointmentId]) | The distribution of advisor appointments across colleges. | Daily | ||||||
Student College
| appiandb.AS_v_dropInQueueDetails -> collegedesc | The student's home college | Daily | ||||||
Student Email
| SID. IC_StudentList_Vw -> GOREMAL_EMAIL_ADDRESS | The student's email address. | Daily | ||||||
Student Phone #
| appiandb.AS_v_dropInQueueDetails -> phoneNumber | The student's phone number | Daily | ||||||
Student UID | appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16 | The student's university identification number. | Daily | ||||||
Students in Queue
| Calculated | Indicates the number of students who selected a queue to receive a connection with an advisor via Teams or phone. | Daily | ||||||
Students Left Queue
| Calculated | Indicates the number of students who removed themselves from the queue and did not wait for a connection with the advisor. | Daily | ||||||
Total Appts
| Calculated: DISTINCTCOUNT(appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 17 | The total number of advisor appointments for the selected date range. When selecting more than one advisor on the Supervisor Summary report, this represents a sum of the selected advisors' appointments. | Daily | ||||||
Total Appts for College
| Calculated: | The total number of appointments for all advisors in the selected college. | Daily | ||||||
Wait Time
| Calculated | The number of minutes between the time the student entered the queue to the time the advisor made the connection for the appointment. | Daily | ||||||
# Working Days
| appiandb.AS_appointment ->startDateTime | Number of days the advisor held advisor appointments. | Daily |
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