Versions Compared
compared with
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Last Modified:
Table of Contents | ||||||
---|---|---|---|---|---|---|
|
Overview
It’s important to review the configuration of Spartan Connect at certain intervals to ensure the most efficient utilization.
Note |
---|
Most of the maintenance described here must be done in cooperation with the Spartan Connect Administrator. The majority of the settings are protected, campus-level configurations. |
Annually
Maintenance to occur at least once per academic year, typically during the summer.
Care Units
Communication
- Appointment Email Configuration
- Appointment Reminder Configuration
Appointment Scheduling
- No-show limit and duration
- Student Scheduler Configuration
Case Management
- Case Settings
Users and Roles
- Review and remove users no longer needing access
- Audit all roles and run comparison against PeopleSoft
Before Semester Start
Care Units
Services
- Refresh service list
Service Categories
- Reorganize service category lists
Relationships
- Update relationship assignments
After Semester End
Cases
- Archive old cases
Users and Roles
- Review and remove users no longer needing access
Page Tree | ||||||
---|---|---|---|---|---|---|
|