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Overview

It’s important to review the configuration of Spartan Connect at certain intervals to ensure the most efficient utilization.

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

  • No labels