Student Success Center
Sample Training Objectives
- Fluently navigate the Student Success Center and search for students
- Understand and manipulate activities in the Student Success Center
- Describe key fields in the Student Record in the CRM
Training Outline Example
Approximately 1.5 hours
Student Success Center
- Logging Into the CRM
- Intro to SSC + Navigation
- Using your Dashboard
- Searching for Students
- “Roles”
- Filtering
- Understanding Student Details
- Profile
- Activity + Other Records
- Success Scores
- Success Team
- What you can’t see → Get into CRM/Student
- Taking Action(s)
- Types of Actions
- How they are created
- Advising
- Closing Open Records
Training Activity Examples
Present the following scenarios and have participants think through and perform the correct action. (The steps to follow are in the End User Slide deck)
- It’s time for your appointment with a student. Look them up in the SSC so you can get a sense of their current status and review any open issues.
- You have an advising meeting with the student. During the session, you note there’s been a significant improvement in their grades this term, but they continue to struggle in their composition coursework. You refer them to the Writing Center for additional support.
- You want to schedule a task for yourself to follow up with the student in 3 weeks to ensure they received the assistance they needed.
- The due date for your follow-up has arrived. Depending on the student, you may want to set subsequent follow-ups as well.
- You work at the Writing Center and handled the referral. You want to close the referral and notify the staff.