Implementing Faculty Early Alerts
Implementing Faculty Early Alerts, Validating Advising categories , updating Page Layouts, and more.
- Implementing Faculty Early Alerts
- Steps to implement Faculty Early Alerts.
- Before you begin implementing Faculty Early Alerts
- Considerations before implementing Faculty Early Alerts.
- Installing Required Packages for Faculty Early Alerts
- List of packages required for Faculty Early Alerts.
- Validating/configuring Advising Categories and Types for Faculty Early Alerts
- Steps to review and update the values available for Advising Categories and Types.
- Updating Page Layouts for Faculty Early Alerts
- Steps to update Page Layouts for Faculty Early Alerts.
- Generating and Assigning Faculty Early Alerts Permission sets
- How to generate and assign Faculty Early Alerts Permission sets.
- Configuring Faculty Early Alerts Access
- The article outlines how to configure how faculty access the Early Alerts feature in TargetX—detailing licensing options (Salesforce tab vs. Community), permission setups, and steps to enable roster access depending on your chosen configuration.
- Configuring a Faculty Early Alerts Community
- Follow these steps to setup Faculty Early Alerts in a Community
- Configuring access to the Faculty Roster
- Steps to Configure access to the Faculty Roster.
- Configuring Faculty Early Alert Settings
- Steps to configure Faculty Early Alert Settings
- Activating your Faculty Early Alerts Community
- Steps to activate your Faculty Early Alerts Community
- Choosing which configuration option to use for Faculty Early Alerts Implementation
- Simple explanation to determine which configuration to use for Faculty Early Alerts.
- Creating a Faculty Alerts Community AND giving access to Standard Salesforce Users
- Steps to create a Faculty Alerts Community AND giving access to Standard Salesforce Users
- Customizing Email templates
- Steps to customize Faculty Early Alerts Email Templates.
- Customizing Faculty Early Alerts Settings
- Faculty Early Alerts Settings, Custom Settings, and Schedule Settings.
- Defining Categories and Types for your Kudos and Alerts
- Steps to define your Categories and Types for Kudos/Alerts in Faculty Early Alerts.
- Setting up Alerts and Kudos for Faculty Early Alerts
- Steps to configure Alerts and Kudos for Faculty Early Alerts.
- Sharing records automatically for Faculty Early Alert users
- Instructions for sharing records automatically for Faculty Early Alert users.
- Submitting Faculty Early Alerts with TX Forms
- If you prefer not to use a Community for Faculty Early Alerts, you have the option to create Advising records for student contact records using TX Forms.