[Agvisors] CRM-Salesforce follow-up

Thu Feb 14 09:09:42 MST 2019

For me, the downside of putting degree audits under 'Graduation' is that some students come in to ask where graduation is or how to find information on the CALS graduation or where to get a cap & gown or similar questions that take less than a minute to answer, versus the Degree Audit Worksheet for which I require that they send me verification of the CALS exit survey in advance of their appointment.

Currently, in Wise Advising students at least have to write down what they are coming in for when they schedule an appointment, and are very specific - saving me time when preparing for appointments.  What is proposed by CRM, especially condensing categories, would be less efficient for me.  I like the idea of including drop-downs under general topic areas. I also thought Study Abroad should be included under Student Engagement.

________________________________
From: Rodriguez Lorta, Nancy G - (nancyr)
Sent: Thursday, February 14, 2019 8:59:13 AM
To: Buhrow, Danielle Pilar - (danielleb); Linares-Gaffer, Ashlee L - (alinares); Landeen, Kathleen A - (klandeen)
Cc: agvisors at list.cals.arizona.edu
Subject: Re: [Agvisors] CRM-Salesforce follow-up

Thanks again Danielle for the detailed summary.

Great feedback shared, keep it going.

The intent is to condense the list but the group is also open to making it work for all, hence the detailed feedback is appreciated. Degree audits should be covered in Graduation.

The pre-major, major may be confusing since not all students are aware of the differences but that’s speaking to many things in place.  Good thing it’s mainly the same Advisor that sees students for either category; at least the case in CALS.

The student group is in the works (prospective vs. current) from what I understood. This would address the transfer category suggestion.

As a side reminder, please also send me feedback on the probation policy proposal by this Friday at noon.  I’ll send a separate email with this reminder. Proposal documents are in the Box folder.

Thanks again to all.

Best,
Nancy

Nancy G. Rodriguez-Lorta, M.Ed. | SeniorDirector, Advising and Student Services
UA College of Agriculture and Life Sciences | Office of Career & Academic Services

Forbes Room 203 | PO Box 210036 |Tucson, AZ 85721-0036

Phone: 520-621-3616 | Fax: (520) 621-8662<tel:(520)%20621-8662>

Website: cals.arizona.edu/students/advising<http://cals.arizona.edu/students/advising>

The University of Arizona

Arizona's Land-Grant University

Reasons reap results - J. Kwik

On Feb 14, 2019, at 8:38 AM, Linares-Gaffer, Ashlee L - (alinares) <alinares at email.arizona.edu<mailto:alinares at email.arizona.edu>> wrote:

Hi Danielle,

I wasn’t able to attend the meeting but I am glad that the University is moving forward with a scheduling tool because Wise Advising has serious limitations.

I am not sure if this is being considered but it would be nice if students could select a category and also write a comment with a little bit more detail on why they are requesting a meeting.

I also think this list of categories is very long and should be consolidated a bit. Students just start clicking when they are given too many options. I think any redundancy in the categories should be minimized or the categorization will be less meaningful for retroactive analysis of appointment types. It would also be nice if the student could select if they are a transfer student, pre-major, major, minor, or “not a major” as a separate drop down before they select the reason for their appointment. That would eliminate the need for categories for transfer student, pre-major, major/minor advising categories and would help minimize the number of categories on the appointment type list. For example, it would be nice to know if someone is a transfer student AND if they want help with their schedule or if they are exploring the major, etc. I see it as separating the student population from the appointment type and I think the two are sort of blended on the list below.

·       Hold on UAccess

·       Class Planning

·       Academic Eligibility/Agreement

·       Major Exploration

·       Declare Major/Minor

·       Internships/Research/Engagement/Study Abroad

·       Career and Professional Development

·       Graduation

·       Honors

·       Forms (List Form Title in Details)

·       Other (Provide Specifics in Details)

Recommend adding:

·       Scholarships and Financial Aid- Many students come to their advisor for ideas on where to look for discipline specific scholarships, navigating financial aid and on-campus offices etc. It seems like this category will be highly utilized.

Recommend removing from appointment reason list and replacing with a student population question so the student can identify whether they are a: pre-major, major, not a major, transfer student, minor

·       Transfer Advising- Can this be eliminated and moved into a student group question? (select transfer, pre-major, major, minor, not a major)

·       Major/Minor Advising- Does this need to be here? This list includes virtually every reason a major or minor would need to come in for advising with regard to their program, and then there is an “other” category to catch miscellaneous things.

·       Premajor Advising- Does this need to be here? Same comment as above for major/minor advising.

Recommend removing:

·       Advanced Standing-I don’t think the vast majority of students will know what this means. Relatively few programs have an advanced standing requirement and it seems like these appointments would fall under “class planning” or could be described in “other”

·       Study Abroad- Could study abroad get added to the engagement category? Again, this list of categories is very long and study abroad fits within the student engagement theme.

·       Pre-Health/Pre-Law- I don’t think this requires a separate category. If the student is scheduling with a pre-health or pre-law advisor, they are still going to have a reason for their visit that could be reflected in the appointment type. If the student is their major advisor, the major advisor will be doing career advising/professional development which has a spot on the list already.

Thank you for collecting input and sharing it with the group,

Ashlee Linares-Gaffer, MS, RDN

Assistant Professor of Practice | ISPP Dietetic Internship Coordinator

Dept. of Nutritional Sciences|College of Agriculture and Life Sciences|The University of Arizona

President, Southern Arizona Academy of Nutrition and Dietetics

1177 E. 4th Street Tucson, AZ, 85721, Shantz Rm #238B

Pronouns: She/Her/Hers

From: Agvisors [mailto:agvisors-bounces at list.cals.arizona.edu] On Behalf Of Buhrow, Danielle Pilar - (danielleb)
Sent: Wednesday, February 13, 2019 5:01 PM
To: agvisors at list.cals.arizona.edu<mailto:agvisors at list.cals.arizona.edu>
Subject: [Agvisors] CRM-Salesforce follow-up

All,

Regarding the points brought up yesterday in our Agvisors meeting in regards to the CRM-Salesforce platform:

·       Confirmation that the time set for appointments will be noted that it is “Arizona time” and not Mountain Standard Time verbiage.

·       SalesForce and Outlook talking to each other is not likely.  Per Meredith Aronson “2-way integration is a holy grail of calendaring and not done well with any available tool  You would manage appointments in Outlook but anything with students would happen in Salesforce.  All appointments woudl be visible in Outlook but you would manage appointment/availability for students in Salesforce.  You would manage each type of interaction in the appropriate tool.  That really is the best we can do for MVP.”

·       Per Meredith, regarding Student Center notices/to-do items into the platform:  “intent is to bring in service indicators (question might be whether we limit them to holds?)”

Please see the below item and respond as you would like and I will report the feedback to “The Engine” group.

What do you think of these categories for students to choose from for appointments?

Any to add?  If any to remove?  Please provide your rationale for any additions/removals.

·       Hold on UAccess

·       Class Planning

·       Academic Eligibility/Agreement

·       Major/Minor Advising

·       Premajor Advising

·       Major Exploration

·       Declare Major/Minor

·       Advanced Standing

·       Study Abroad

·       Internships/Research/Engagement

·       Career and Professional Development

·       Transfer Advising

·       Graduation

·       Honors

·       Pre-Health/Pre-Law

·       Forms (List Form Title in Details)

·       Other (Provide Specifics in Details)

Best,

Danielle Buhrow

Senior Academic Advisor I & Graduate Program Coordinator

McClelland Park 308A

520-621-2421

http://cals.arizona.edu/arec<http://cals.arizona.edu/arec/>/

See my weekly advising availability by clicking here<https://eagle.sbs.arizona.edu/advising/student/login.php>
“Like” our Undergrad Facebook page!<https://www.facebook.com/ARECWildcats/>

Pronouns: She/Her/Hers
http://diversity.arizona.edu/

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