Regular Maintenance

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