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Student Details Tab of an Alert Summary Page

The Student Details tab has several blocks that display a broad range of information on the student.

  • Student Overview block: General and demographic information from (and a link to) the student's Person Information Details page. A link to the student's Summary pop-up.

  • Emergency Contacts block: Information from (and a link to) the student's Emergency and Missing Persons Contacts page.

  • Attributes block: Information from (and a link to) the student's Person Information Details page, Attributes tab.

  • Activities & Employment block: Information from (and a link to) the student's Student Activities page.

  • Academic Overview block: General and program information from (and a link to) the student's Student Information Details page. You can generate the student's Advising Worksheet and Unofficial Transcript. A link to the student's academic plan.

  • Early Alert History block: A list of the student's alerts and a link to the Alert Tracking page filtered to this student.

  • Interactions block: Information from (and a link to) the Interaction Inventory page filtered to this student. You can switch from list view to feed view, and you can filter by interaction types. You can also use the View all interactions link to jump to the Interaction Inventory page in the Communication Management hub, filtered to the student. There you'll find all the interactions of any status associated with the student.

    Note

    The block is shared from the Communications module. It doesn't have a help icon. For more information, see the Interaction Inventory: Interactions help topic.

  • Schedule block: A list of the student's course schedule for each year/term. You can generate a report of their schedule, with or without the textbooks for each course listed.

  • Conduct History block: Information from (and a link to) the student's Student Conduct Case Management page.

  • Contact Details block: Information from (and links to) the student's Person Information Details page (Contact Info tab) and their Student Session Details page.

Permissions

Permissions for viewing and editing information on the Student Details tab are in roles copied from the Alert Submitter and Student Success Administrator default role templates. For some student information, permissions are in roles copied from the Registrars and Registration Module Manager role templates.

Options

The Block settings drop-down lets you add blocks, manage blocks, and restore default block settings if you have permission for those actions.

The Create alert communication button lets you create a new communication addressed either to the student or the alert submitter.

The Alert actions drop-down lets you add a note communication to the alert, edit the alert details, close or reopen the alert, create an assignment, or delete the alert (if you have permission for those actions).

How To

View and Manage the Student Details Tab on an Alert Summary Page

  1. On the Alert Tracking page, click the Alert Summary link on an alert. The alert's Summary page opens.

  2. Click the Student Details tab. The tab opens showing a number of blocks of information. For details on each block, see the block's individual help topic.

  3. To create a communication, click the Create alert communication drop-down, and select either Student or Submitter. The Create New Communication pop-up opens. Fill in the fields, and click Send (or for a phone call, click Save and call now).

Manage the Block Settings

Important

The "Can manage blocks" permission is available in the Student Success Administrator role and roles copied from it.

  1. To add a block to the Overview or Student Details tab:

    1. Click the Block settings drop-down, and select Add block. The Add Block pop-up opens.

    2. Click in the Block Type field, and select an option (such as Chart, Custom Content, Data Set List, or Forms).

    3. Click the Add block button. The pop-up closes, and the block is added to the tab but is viewable only to users with the "Can manage blocks" permission.

    4. On the block, click the Edit icon Edit Icon. The block becomes an Edit Block panel.

    5. In Block Title, enter a name for the block. Up to 200 characters. Required.

    6. Follow the prompts to finish editing the block.

    7. If you're ready for the block to be viewable, click the Disabled/Enabled button so that it says Enabled.

    8. Click the Save button. Your edits are saved.

  2. To enable or disable existing blocks:

    1. Click the Block settings drop-down, and select Manage blocks. The Manage Blocks pop-up opens.

    2. On a block's row, click the Disabled/Enabled button so that it says the state you want.

    3. Click the Update button. The pop-up closes, and your changes are saved.

  3. To remove one or more existing blocks:

    Warning

    You can remove a Jenzabar-provided block from the tab, but it isn't deleted. It can be restored to the page. However, when you remove a custom block, it is permanently deleted.

    Removing blocks is tricky. Disabling them is safer.

    • If you remove a custom block (one the isn't provided by Jenzabar), it is deleted permanently. If you decide you want it back, you can recreate from scratch.

    • If you remove a Jenzabar-provided block, it's removed from the tab but not deleted. It can be returned to the page by restoring defaults. However, restoring defaults also deletes all the custom blocks from the tab.

    • Therefore, instead of removing a Jenzabar-provided block, just disable it. That way, if it's wanted in the future, you can simply reenable it, which won't affect the custom blocks.

    1. Click the Block settings drop-down, and select Manage blocks. The Manage Blocks pop-up opens.

    2. On a block's row, click the Delete icon Delete icon. A warning reminds you that if you're removing a custom block, it will be deleted permanently.

    3. Click the Update button. Your deletion or removal is saved.

  4. To restore the tab to its original layout:

    1. Click the Block settings drop-down, and select Restore defaults. The Restore Defaults pop-up opens. A warning reminds you of the following

      • Any custom blocks will be deleted permanently.

      • All Jenzabar-provided blocks will be restored, and put in their original sequence. However, if any are disabled, they will remain disabled.

    2. Click the Yes, restore defaults button. The pop-up closes. The custom blocks are deleted permanently, and the

    3. Click the Update button. The pop-up closes, and your changes are saved.

Add a Note to the Alert

  1. On any tab of an alert's Summary page, click the Alert actions drop-down, and select Add Note. The Create New Communication pop-up opens with Note selected as the Communication Type and the with the student selected in the About field.

  2. Click in the Interaction Code, Name / Description field, and select an option.

  3. Enter your note. Required. Up to 8000 characters.

  4. Optional: To attach a file, click the Attach file button. Your computer's file explorer opens. Select a file, and click Open. The file is attached.

    Note

    The file type must be DOTX, HTML, PDF, or WAV.

  5. To preview the note, click the Preview button. The note pops up.

    1. To view an attachment, click its link.

    2. To view the note's Summary page, click the note's name.

    3. To close the preview, click the Close icon The Close icon.

  6. Click the Send button. The note is sent.

Create an Assignment for the Alert

  1. In the Alert actions drop-down, select Create assignment. The Create Assignment pop-up opens.

  2. In Assignee Name / ID, begin typing a name or ID, and select the person from the list. Required.

  3. In Task, enter up to 80 characters. Required.

  4. In Task Details, enter up to 500 characters. Required.

  5. Optional: Select the checkbox for This assignment is high priority.

  6. Click either Save and create another assignment or Create assignment. The assignment is created.

Edit an Alert's Details from the Alert's Summary Page

  1. On any tab of an alert's Summary page, click the Alert actions drop-down, and select Edit details. The Edit Alert Details pop-up opens for that alert.

  2. Make your edits.

  3. Click the Update button. Your changes are saved.

Tip

You can also edit alerts from the Alert Tracking page.

Close an Alert from the Alert's Summary Page

  1. On any tab of an open alert's Summary page, click the Alert actions drop-down, and select Close alert. The Close Alerts pop-up opens for that alert. If you're not permitted to close the alert, a message informs you.

  2. In the Alert Outcome drop-down, select an option. (Alert outcomes are defined on the Alert Outcome Definitions page, and only active definitions are available to select.)

  3. Click the Yes, close alerts button. The alert is closed and marked with the outcome you selected. It's visible on the Alert Tracking page,

Tip

You can also close alerts from the Alert Tracking page.

Reopen a Closed Alert from the Alert's Summary Page

On any tab of a closed alert's Summary page, click the Alert actions drop-down, and select Reopen alert. The alert is reopened.

Tip

You can also reopen alerts from the Alert Tracking page.

Delete an Alert from the Alert's Summary Page

  1. On any tab of an open alert's Summary page, click the Alert actions drop-down, and select Delete. The Delete Alerts pop-up opens for that alert. If you're not permitted to delete the alert, a message informs you.

  2. Click the Yes, delete button. The alert is deleted.

Tip

You can also delete alerts from the Alert Tracking page.