Follow A Student vs My Caseload
Answered
Hi, this is Monica at NC State College.
Do students that an advisor elects to follow become part of and included as the advisor's "My Caseload"? If so, is there a way to delineate the two groups? As a manager, I want to ensure that advisors are actively monitoring and proactively supporting those students who are assigned to them-- advisor assignment is managed through our student information system (Colleague).
If the advisor's "My Caseload" in Aviso Engage also includes students which they are simply following and therefor are not primarily responsible for actively engaging with these students, providing oversight becomes challenging as a manager and problematic from an advisor standpoint.
If the ability exists to create a saved filter search which consists of "followed students" -- could you program the system to automatically create a list that is called "Students I Follow", populate this list with students that I elect to follow and this becomes an option on the dashboard similarly to My Caseload?
Thank you.
Is there a way that the My Caseload view in the advisor's dashboard can reflect the advisor assignment in Colleague?
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Official comment
Hi Monica,
An advisor's caseload is made up of students which they are assigned to and students that they follow. If you would like to create a saved filter of just students that you follow, you can create a new filter with just students that you follow. Click on the plus button next to the Filter button in the upper left to create a new filter, Once the modal pops up, you can select "Only Students I Follow". We don't currently have plans to make this into a standard filter for all users. There is not a way to exclude followed students via a filter, though, this may change as we improve filters and the student search experience.
We generally try to stay away from emulating certain SIS or LMS systems as our schools use a wide variety of systems.
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