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Retention Alert Implementation

Retention Alert Implementation. Verlyn Mol Baldwin-Wallace College vmol@bw.edu August, 2009. Baldwin-Wallace Info. Liberal Arts college by Cleveland, Ohio 2950 Undergrad day students 1300 Adult and Graduate students. Reasons for Implementation.

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Retention Alert Implementation

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  1. Retention Alert Implementation Verlyn Mol Baldwin-Wallace College vmol@bw.edu August, 2009

  2. Baldwin-Wallace Info • Liberal Arts college by Cleveland, Ohio • 2950 Undergrad day students • 1300 Adult and Graduate students

  3. Reasons for Implementation • Tracking cases for our student intervention program – Because We Care. Was being done with spreadsheets, MS-Word documents, e-mail, etc. • Creating cases for student retention items such as not registered for next semester, low mid-term grades, no FASFA received, etc.

  4. Implementation Timeline • Installed & setup software Summer 2008. Most of the initial setup was done as part of Datatel consulting services packaged with the software, requiring minimal IT resources. • Started entering individual cases for BWC Fall 2008. • Customizations done throughout fall and spring semesters. • First batch cases created Spring 2009. • Currently working with Datatel on enhancements to help with administration, performance, and usability issues.

  5. Setup – Roles

  6. Setup – Resources

  7. Setup – Link Resources to Roles

  8. Setup - Parameters

  9. Setup – Case Types

  10. Setup – Batch Case Assignment Subr determines who is assigned to work the case.

  11. Batch Assignment by Subroutine Subr determines what students are selected for a case. We also included code for sending e-mails.

  12. Batch Assignment by Rule

  13. Student Balance Rule

  14. Batch Assignment E-mail

  15. Setup – Reminders

  16. Reminder E-mail

  17. Create a Case

  18. Create a Case

  19. My To Do List

  20. My Custom To Do List

  21. My Custom To Do List

  22. Work on a Case

  23. Custom Reassignment

  24. Wish List • Better tools for case management. • Administrator access. • Manual advisor assignment without a role. • Performance on My To Do list (coming in August?). • More details in reminders . (just released – SU45927.93-1805*05)

  25. Questions? Other B-W contacts: • Programming and I.T. administration: Randy Lingenfelter rlingenf@bw.edu • Academic Administration: Janet Stocks, Assoc Academic Dean jstocks@bw.edu

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