Degree Audit and Patriot Connect

Processes and tools expected to occur in “Patriot Connect” [Salesforce]

Processes and tools expected to occur in the new degree audit tool [Stellic]

High level features:
Access student records and profiles for advising and support Degree audit [replacing DegreeWorks]
Schedule appointments with students, check students in for appointments, and manage queues for drop-in appointments Degree clearance and conferral processes
Identify and address students at risk of academic challenges Degree exceptions (sub/waivers, etc.)
Help students find and access campus resources, such as tutoring services and student success coaching. “Plan” – allows students to see which classes are remaining towards their degree and organize them into future terms. It is a collaborative tool that can have notes from the advisor and the student
Send and receive referrals from academic advisors, University Life units, and other support staff “Pathways” are an interactive version of our 4-year plans from advisors
Assist students in setting and tracking their academic and career goals. Registration.  Students will be able to register for courses from their Planner
View student interactions and appointment notes with other support units outside of your own to inform your conversations with students ADVANCE.  The Advance Pathways will be built like an audit so that this population can use a real-time tool to see their progress.  [postponed]
View dashboards and insights for assigned student caseloads  
Check students into lounge spaces, athletics study halls, and other spaces  
Communicate and collaborate with other student success staff  

Communications:
Send and automate email and SMS communications to students regarding appointments and other success-related activities Advisors can communicate with either individual students or an identified group using in-app messages that send emails alerts, but should keep it to matters regarding degree progress
There are two methods to message students from within the Stellic platform: a direct message to an individual student, or a bulk message to several/many students.
 

Analytics:
Generate reports on student progress, engagement, and success outcomes for assessment and improvement efforts Course location tracking for accreditors [future release]
  Course Analytics
  Student Analytics
  Compliance reporting for Financial Aid (CPoS), NCAA [future release]
  Degree Audit Analytics
 
 

Document Revision History:
Date Author(s) Notes Status
3/6/2024 Tom Butler
Casey Smith		 Initial draft created In Progress
10/7/2024 Tom Butler
Casey Smith		 Revision made In Progress