meta data for this page
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
accudemia:7:tutor:quickstart [2019/10/03 13:16] – nick | accudemia:7:tutor:quickstart [2019/11/22 11:53] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | {{:: | + | \\ |
====== Tutor Quick Start Guide ====== | ====== Tutor Quick Start Guide ====== | ||
- | Don't have time to review this online guide? | ||
- | |||
- | |||
- | ---- | ||
- | |||
- | ===== Where and how to Login ===== | ||
- | |||
- | ==== Your Login Credentials ==== | ||
- | In order to login to **Accudemia** you'll need the following credentials: | ||
- | - **User ID** - This is typically your existing Student ID or Employee ID. | ||
- | - **Password** - This is what you'll need to sign-in, login, and manage your school' | ||
- | |||
- | ==== Where to Login ==== | ||
- | This is the website that your school uses to login to **Accudemia** and typically is formatted like following: | ||
- | |||
- | < | ||
- | ===== How to Sign-in for Work Hours ===== | ||
- | |||
- | ==== Sign-in for Work Hours ==== | ||
- | To Sign-in for work you must do this at a designated **Sign-in Station** that your **System Administrator** has setup. | ||
- | |||
- | < | ||
- | ==== Forgot your password? ==== | ||
- | If you forgot your password but know your **User ID** and **Email** that is associated with your **Accudemia** account you can go to your school' | ||
- | |||
- | Watch this brief video to see how it is done: | ||
- | < | ||
- | <iframe width=" | ||
- | </ | ||
- | |||
- | < | ||
- | |||
- | ===== Center Management ===== | ||
- | |||
- | ==== See " | ||
- | **Purpose**: | ||
- | |||
- | //**Where to Access**: **Center Attendance** > **Who' | ||
- | |||
- | This screen allows you to quickly see what **Students** are signed into the **Centers** you've been given access to manage. | ||
- | |||
- | {{ : | ||
- | |||
- | Notice the filters for **Centers** and **Subject Areas** if you want to see **Who' | ||
- | |||
- | ==== Sign-In/ | ||
- | |||
- | === Bulk Sign In === | ||
- | **Purpose**: | ||
- | |||
- | === Bulk Sign In/Out === | ||
- | Purpose: To sign students in and out at the same time manually. | ||
- | \\ Way to Access: **Center Attendance** > **Manage Center** | ||
- | |||
- | {{ : | ||
- | |||
- | \\ This screen enables you to sign the student in and out at the same time. This feature is useful for entering visits from a sign-in sheet or off-site meetings for example. | ||
- | |||
- | \\ To sign students in and out, follow these steps: | ||
- | - Select the Sign In date and time | ||
- | - Select the Sign Out date and time | ||
- | - Select the center from the “Center” drop-down box. Option is possible for College Administrator only. The Center Administrator will only be shown his assigned center. | ||
- | - Select the subject from the “Subject” drop-down box. | ||
- | - Select the tutor from the “Tutor” drop-down box. | ||
- | - Select the instructor from the “Instructor” drop-down box. | ||
- | - Select the service. | ||
- | - Select the student or students. | ||
- | - Click on “Bulk Sign In/Out”. You will see a confirmation message. | ||
- | |||
- | |||
- | ==== Manage My Sessions ==== | ||
- | === Session Logs === | ||
- | |||
- | **Purpose**: | ||
- | |||
- | //**Way to Access**: **Center Attendance** > **Session Logs**// | ||
- | |||
- | ==Using the Search== | ||
- | |||
- | You will see a search button on this grid, use it to restrict the record search to a certain time period by entering the **From** and **To** dates. You can also restrict the viewed records to a certain center (if you are a college administrator) and also search for records that have session comments. Clicking on the “Search” button brings to the forefront a search tab (which you can access directly by clicking on it as well). | ||
- | Use the grid ordering and filtering functionality (clicking on the column headers) to order the list by Student, Course, Tutor or Instructor and also to further filter down information | ||
- | |||
- | ==Entering or Editing Comments== | ||
- | |||
- | If you wish, you can enter comments on each sign-in session Accudemia records. This is handy if you want to keep a journal of each sign-in session. For example, if you have a tutoring center, tutors can use this feature to keep track of what they did during their meeting with each student. This would serve as a progress tracker for tutors, a method for tracking meetings for administrators, | ||
- | To view a comment, simply highlight the session by clicking on it and click on the “Comments” button. | ||
- | |||
- | < | ||
- | |||
- | ==Editing a Session== | ||
- | |||
- | To edit a Session, first select the log by clicking on it, and then click on the “Edit” button. Now you can edit the Date, Time, Subject, Tutor, Instructor and Services. | ||
- | |||
- | == Tutoring Assessment == | ||
- | |||
- | In this section you can create the evaluation form that a tutor can complete about the progress of the student in this current session. | ||
- | |||
- | <note warning> | ||
- | |||
- | < | ||
- | |||
- | **How an Admin will Create a Tutoring Assessment** | ||
- | |||
- | **Purpose**: | ||
- | |||
- | //**Way to Access**: **Center Attendance** > **Tutoring Assessment**// | ||
- | |||
- | {{: | ||
- | |||
- | Once you have access to create a **Tutor Assessment** you can create your own Title (What tutors will select from), description, | ||
- | |||
- | {{: | ||
- | A questionnaire can have multiple pages. You can add or delete pages. | ||
- | For a question you can define the text to be displayed (you can use colors and various fonts), the type of question, if they are required and then answer choices if the question is multiple choice. When you select multiple choice, a new check box will be display with the option to allow multiple responses. You can move the questions up or down within a page. You can also move the questions up or down. | ||
- | |||
- | //**Note**: Notice this is very similar to survey creation.// | ||
- | |||
- | Use the Preview option to verify the presentation of the Tutor Assessment.</ | ||
- | |||
- | ==== Manage My Appointments ==== | ||
- | **Purpose**: | ||
- | |||
- | **Way to Access**: **Center Attendance** > **Appointments** | ||
- | |||
- | <note important> | ||
- | [[accudemia: | ||
- | |||
- | === New Appointment === | ||
- | Purpose: To Schedule student-tutor appointments. | ||
- | \\ Way to Access: **Center Attendance** > **Appointments** > **New Appointment** | ||
- | |||
- | Use this module to schedule appointments between student and tutor using Open Slots selectors. | ||
- | Students, Tutors and Authorized Administrators. | ||
- | |||
- | Use "Show Filters" | ||
- | \\ **From** / **To**: To filter the Start and End date of the appointments. | ||
- | \\ **Center**: To filter by center. | ||
- | \\ **Tutor**: Type the Tutor' | ||
- | \\ **Subject Area**: Type the Subject area , it will display a list with the matched subject areas available at Accudemia. | ||
- | Click the**Search** button to start filtering. | ||
- | |||
- | When Accudemia founds out the available tutors it displays two main sectors: | ||
- | |||
- | *References: | ||
- | *Search Results: It displays a list of tutor' | ||
- | *It will display a **New Appointment** pop up window. | ||
- | *Follow the steps to set an appointment. | ||
- | *Click the **Accept** button to finish setting the appointment. | ||
- | After you set the appointment, | ||
- | |||
- | If there is not available tutors Accudemia will display the following text: " | ||
- | |||
- | === View Appointments === | ||
- | Purpose: To view, cancel, edit or void scheduled appointments between a student and a tutor in a list or schedule (calendar) format. | ||
- | \\ Way to Access: **Center Attendance** > **Appointments** > **View All** | ||
- | |||
- | If you are logged in as a college administrator you will able to view scheduled appointments for all tutors and students. | ||
- | |||
- | == Appointment Status == | ||
- | After an appointment has been scheduled, its status will automatically change from upcoming, to taking place, and finally to a past appointment as long as the student signs in as scheduled. | ||
- | There are also three other status changes that can be made to an appointment. | ||
- | |||
- | **Canceled**: | ||
- | Email notifications will be sent to both the student and tutor at the time of cancellation. | ||
- | |||
- | **No Show**: An appointment is recorded as a no show if the student does not sign in within the designated time frame controlled in appointment settings. | ||
- | |||
- | **Voided**: | ||
- | When voiding an appointment the user is asked to give a reason for the void. This reason can be seen in the appointments detailed history report. | ||
- | |||
- | == Cancelling an Appointment == | ||
- | To cancel a scheduled appointment in list view, select the appointments you want to cancel and select **Cancel Appt** button at the top of the screen. | ||
- | |||
- | To cancel a scheduled appointment in schedule view, click on the appointment you want to cancel and a box will pop up with the option to cancel the appointment. | ||
- | |||
- | == Re-Schedule Appointments == | ||
- | This tool allows to re-edit your appointment. You can change your date, start time of the appointment and the duration. After made your changes to your appointment click the **Schedule Appt** button to save your changes. | ||
- | |||
- | == Restore Appointments == | ||
- | |||
- | To restore future cancelled appointments. | ||
- | -Use the filter to select the option to display canceled appointments. | ||
- | -Select the canceled appointment. | ||
- | -Click **Restore** to mark as "No Show" and restore your cancelled appointment. | ||
- | |||
- | == Edit Presence == | ||
- | This tool is displayed only for appointments administrators. It allows change the appointment status from **No Show** to **Show**. | ||
- | |||
- | -Select your no show appointment. | ||
- | -Click the **Edit Presence** button. A pop up window will display the appointment information and his current status. | ||
- | -Click the **Mark as show** button to select the appointment' | ||
- | |||
- | == Mark a Student as a Show when getting a No-Show == | ||
- | |||
- | - Go to **Appointments** > **View All** | ||
- | - Select the student with the No-Show.{{: | ||
- | - Click the button above that says “Edit Presence.”{{: | ||
- | - From here click the “Mark as Show” link.{{: | ||
- | - Now you will be prompted to select the Session Log that was created for that student. | ||
- | - Confirm by clicking “Yes.”{{: | ||
- | - They should now be counted and have a log for the session that is automatically created based on all of the appointment info already in the system! | ||
- | |||
- | === Appointment Wizard === | ||
- | **Purpose**: | ||
- | |||
- | //**Way to Access**: **Center Attendance** > **Appointments** > **Wizard**// | ||
- | |||
- | Use this module to schedule appointments between a student and a tutor. | ||
- | |||
- | When you first enter at “Wizard” you will be shown the “Student Selection” box. | ||
- | -Select the student(s) to set the appointment(s), | ||
- | -Click **Next** to be able to select the day(s) to schedule the appointment(s). | ||
- | -Click **Next** to select the Subject Area(s). | ||
- | -Click **Next** to select the Service(s). | ||
- | -Click **Next** to select the Tutor(s). | ||
- | -Click **Next** to display the Tutor' | ||
- | -Click **Next** to validate the appointments. That last step will show a description of the appointments you are trying to schedule. You might find that some of them are valid and some of them are not. You can go back and select another date or just click Finish to schedule the the valid appointments. Please take into account that the invalid appointment will never be scheduled so you might want to pick another time or tutor. | ||
- | |||
- | ===== Manage My Personal Settings ===== | ||
- | |||
- | {{: | ||
- | |||
- | You'll notice that when you login at the top of the screen you'll have several personal options on the left-side of the top navigation bar. | ||
- | |||
- | ==== My Homepage ==== | ||
- | |||
- | {{: | ||
- | |||
- | This is the Main screen all user's see when they log into Accudemia with a password. | ||
- | |||
- | You can click the **Add Gadgets** at the top of this screen to see some other gadgets such as **News Headlines**, | ||
- | |||
- | ==== My Profile ==== | ||
- | Users can update their profile data. Edit it using the My profile section at the top. Simply click the **My Profile** link. | ||
- | |||
- | {{: | ||
- | |||
- | ==== My Settings ==== | ||
- | |||
- | ===Notifications=== | ||
- | This page allows the user to set when Accudemia should send e-mails and SMS to them. | ||
- | All Items are selected by default. | ||
- | ===Send me an Email...=== | ||
- | Enables users to receive confirmations and reminders via emails. | ||
- | \\ **" | ||
- | ===Send me an SMS...=== | ||
- | Enables users to receive SMS notifications. | ||
- | |||
- | ==== My Schedule ==== | ||
- | **Purpose**: | ||
- | |||
- | //**Way to Access**: Click **My Schedule** on the top navigation bar.// | ||
- | |||
- | This page allows you to edit all tutor' | ||
- | You can edit it using the **Edit Mode** drop list. Use **Tutor** drop list to select the correct tutor. | ||
- | Use **Center** to choose the center where tutor is available. | ||
- | |||
- | === Modes when editing your Tutor Schedule === | ||
- | |||
- | Choose from the following //Calendar Edit Modes//: | ||
- | * **Merged Mode:** This is a combination of the **Term Mode** and **Exceptions Only** | ||
- | * To edit the schedule in this mode you have to choose the week which you are going to edit. Additionally you have the option to display appointments. | ||
- | |||
- | <note important> | ||
- | |||
- | * **Term Mode:** This is the default //calendar edit mode// | ||
- | * Use **Term mode** to select the Term/ | ||
- | |||
- | * **Exceptions Only:** This mode allows you to edit the Tutor' | ||
- | |||
- | <note important> | ||
- | |||
- | === To add your Tutoring Schedule === | ||
- | |||
- | - Go to **My Schedule** on the top navigation bar. | ||
- | - Next click and drag the mouse to create a block in the calendar: | ||
- | * {{: | ||
- | - Select the information for the selected time: | ||
- | * {{: | ||
- | * **Schedule As:** This is the " | ||
- | * **Description: | ||
- | * **Max Attendees: | ||
- | * **Subject Areas:** Select only what you want the Tutor to be able to help with during the time block. | ||
- | * **Services: | ||
- | - And click the **Save** button. | ||
- | * {{: | ||
- | < | ||
- | When assigning a schedule to a Tutor you have Availability Statuses such as **Available** (Green), **Not Available** (Red), **Not Working** (gray/ | ||
- | </ | ||
- | |||
- | <note warning> | ||
- | |||
- | ==== Pending Surveys ==== | ||
- | |||
- | Users can click **Pending Surveys** to see and respond to any pending surveys awaiting completion thru this screen. | ||
- | |||
- | {{: | ||
- | |||
- | |||
- | ===== Reports ===== | ||
- | |||
- | ==== Print My Tutoring Activity ==== | ||
- | **Purpose**: | ||
- | |||
- | //**Way to Access**: **Home** > **My Tutoring Activity**// | ||
- | |||
- | **Description**: | ||
- | |||
- | < | ||
- | |||
- | ===== Who do I contact for support? ===== | ||
- | |||
- | ==== How to contact your System Admin ==== | ||
- | {{ : | ||
- | |||
- | It is simple to contact your **Accudemia** **Center/ | ||
- | {{ : | + | Would you like to print this out for your Tutors? |
- | When you fill out this form and submit it **Accudemia** will automatically send it to the designated **System Admin** on your **Accudemia** account via e-mail and their **Accudemia** inbox. | + | {{:accudemia: |
---- | ---- | ||
- | [[..administrator|Back to Administrator | + | [[..tutor|Back to Tutor Guide]] |