Regular Maintenance
Last Modified: Nov 24, 2020
- 1 Overview
- 2 Annually
- 2.1 Care Units
- 2.1.1 Communication
- 2.1.2 Appointment Scheduling
- 2.1.3 Case Management
- 2.2 Users and Roles
- 2.3 Global and Group Configurations
- 2.1 Care Units
- 3 Before Semester Start
- 3.1 Care Units
- 3.1.1 Services
- 3.1.2 Service Categories
- 3.2 Relationships
- 3.1 Care Units
- 4 After Semester End
- 4.1 Cases
- 4.2 Users and Roles
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
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
Relationships
After Semester End
Cases
Users and Roles