Interactions Block on an Alert Page
The Interactions block on the Student Details tab of an alert's Summary page lists all the interactions associated with the student. (If there are interactions you don't have permission to view, they're not listed.)
Views
You can view the block in List view or Interaction Feed view. In both views, the View all interactions link opens the Interaction Inventory page in the Communication Management hub, filtered to selected student.
List View: The default view. The following fields are included:
Name / Description / Code: The interaction's Name and Description is one field. The Code is up to 15 alphanumeric characters with no spaces.
Scheduled / Due Date: A warning appears if the due date is past.
Comments & Detail: The View detail button opens a pop-up with details and comments. You can view, add, edit or delete comments. The Audit Information button shows audit information such as the scheduled date and time.
Department Owner: The module (such as Advising, Registration, or Student Success) that controls the interaction.
Interaction Feed view: A chronological list of of the communications. The Expand icon
opens a pop-up with details and comments. You can view, add, edit or delete comments. The Audit Information button shows audit information such as the scheduled date and time.
Interaction Type Filter
In the list view, the Interaction Type filter drop-down lets you limit the list to the type you select (such as Email, Phone Call, Text, To Do, and so on).
Permissions
To view the Interactions block, users need the "Can view student details tab" and/or the "Can view student details tab on confidential alerts" permissions found in the Student Success Administrator role, the Alert Assignee role, and roles made from them.
To view the Student Details tab: "Can view student details tab" and/or the "Can view student details tab on confidential alerts" permissions found in the Student Success Administrator role, the Alert Assignee role, and roles made from them.
To view the interactions on the block: "Can view interaction inventory" permission found in the Communication Management Base role
Module Access
Permissions aren't the only access control. The Module Access tab of each role has modules assigned for interactions. So the block shows only interactions for the modules the role is assigned to.
How To
Tip
For instructions on features on the Student Details tab, see the topic "Student Details Tab of an Alert Summary Page".
View the Interactions Block
From the Alert Tracking page, click the Alert Summary link on an alert. The alert's Summary page opens in a new tab.
Click the Student Details tab. The tab opens, and the Interactions tab is visible in List View.
To filter the list, click the Interaction Type drop-down, and select a type. The list is now limited to interactions of the selected type.
To see all the fields in an interaction, click the Expand icon
on a row.To view an interaction's details and comments, click the View details button on a row.
To open the Interaction Inventory page in the Communication Management hub, filtered to selected student, click the View all interactions link.
To switch to the Interaction Feed view, click the Feed icon
.To view an interaction's details and comments, click the Expand icon
.To return to the List view, click the List icon
.
FAQ
The Interactions tab of an alert's Summary page lists the interactions associated with the particular alert for the student. In contrast, the Interactions block on the Student Details tab of an alert's Summary page lists all the interactions for a student (if you have permission), whether they're related to alerts or not.