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Career Coach Setup

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Overview

Schools that use Emsi Career Coach can now integrate it with J1 Web and the Campus Portal. This allows students to view their own assessment in the Campus Portal, and advisors to see their advisee's assessment results in J1 Web.

The Career Coach block appears on a student's Advisee Spotlight page.

Assumptions

Before the setup steps below, it is assumed that the institution has an existing contract with Emsi Career Coach, and has implemented the Jenzabar Unity platform with J1 Web.

J1 Web Setup

  • Permissions. In order for advisors to have access to see an advisee's assessment results, they must have the Can view Career Coach permission.

  • Ensure the Unity Platform is linked. This step must be performed by a user with system administration permissions. On the Product Installs and Sign In page (in the System Administration hub), ensure that the Jenzabar Unity Platform URL is populated with URL for the server location set up when your school integrated the Unity platform. It is likely already populated, but it is an important element, and Career Coach will not work without it.

Email Address Setup

  • Link student emails with Career Coach accounts. This step should primarily be automatic if your institution already has Emsi Career Coach implemented. The J1 Web syncing process runs every minute to find matches between Emsi email addresses and system emails.

    If a student created an Emsi account with a different email address from the one in Student Information, there are several ways to correct this:

    • The student can create a new Career Coach account with the appropriate email, or...

    • The student can add the email address they used for Emsi in the Campus Portal (My Profile and Settings, Contact information)

    • The student's system email can be changed on the Person Information Details page, Contact Info tab.

Campus Portal Setup

Add the Career Coach feature to the Campus Portal:

  • Add the Career Coach feature to a Page

  • Grant students access to Career Coach

  • Enable visibility for Career Coach features

Tip

The instructions are also in the Campus Portal online help.

How To

Add the Career Coach feature to a Page

Grant Students Access to Career Coach

Enable Visibility for Career Coach Features

Success Team Setup

The advising administrator or IT can set up success teams.

How To

Add a Coach to a Student's Success Team

Tip

This task is usually done by the advising administrator or IT.

To add a coach to a student's success team requires three things: 1) The team must have an advisor role. 2) The coach must be assigned to the role. 3) The coach and the student must be associated with the team in Sports Tracking.

  1. Make sure the team has an advisor role:

    1. From the Advising Administration hub, click the Hub options drop-down.

    2. Select Settings and Roles > Advising Roles. The Academic Advising Roles page opens.

    3. Scroll or use the filters to see if there is a role for the particular team. (It will be a copy of the Secondary Advisor - Access to Student by Athletic Roster role.) If there is, skip to Step 2. If not, continue with Step 1.d.

    4. Create the role for the team:

      1. On the row for Secondary Advisor - Access to Student by Athletic Roster, click the Options drop-down, and select Copy.

      2. In New Role Name, enter a name. Example: Field Hockey Coach

      3. In New Role Description, enter information as needed.

      4. Click the Save and continue button. The page advances to the Define Access panel.

      5. Select or deselect permissions as needed. Keep Can view success team and Can contact success team selected.

      6. Click the Copy role button.

  2. Assign the coach to the role:

    1. On the role's row, click the Options drop-down, and select Edit. The Edit Role page opens to the Permissions tab.

    2. On the Users tab, click the Add to Role button. The Add to Role pop-up opens.

    3. In Search Users by Name, begin typing the coach's name or ID, and select the coach from the list.

    4. Click the Add to Role button. The coach is added to the role.

    5. On the Module Access tab, on the rows for Advising and Advising Meeting, click the Access button so it says Yes.

    6. On the Associations tab, on the row for the team, click the Access button so it says YES.

  3. Set up Sports Tracking:

    Note

    Advising uses the Sports Tracking feature found in Desktop. In a future release, Advising will switch to the Student Activities Administration feature in J1 Web.

    1. In Desktop, access the Sports Tracking window.

    2. Click the Add Row button. The Add Sports Tracking Row pop-up opens.

    3. In ID Number, enter the student's ID number.

    4. Select the Year and Term.

    5. Select a Sports Code from the drop-down. (If the team isn't there, click the Maintain Sports Tracking Codes button. The Maintain Table Values pop-up opens, and you can right-click to add a row for the team, and then click the Save icon.)

    6. Click the OK button. The student is added to the team.

    7. Click the Save icon on the main toolbar.