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Overview
It’s important to review the configuration of Spartan Connect at certain intervals to ensure the most efficient utilization.
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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
Global and Group Configurations
- Global footer message
- Case Closed email text
- Search form fields
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
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