Advisor Specific Capabilities

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16 comments

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    Margaret Baudinet

    Is there going to be a way for students/parents to give the advisers feedback on their experience? For instance, will there be a way for a parent to make notes/questions for an adviser?

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    GuidedPath Customer Success

    The discussions tool is coming soon to GuidedPath™. This will allow for students, student connections, and advisors to have discussions with each other. We will be notifying anyone using GuidedPath™ of new features as they come out by e-mail.

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    Jo-Ann Beserra

    The dashboard is now available in GuidedPath for advisors to communicate with students and families.

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    Beth Fuson

    Am I missing something? I want to see the colleges profiles, etc. So far i have only seen the student section. Can i just look at a specific college?

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    GuidedPath Customer Success

    Right now you can access the college profiles using the GuidedSearch. This tool is available once you have selected a student. You can always use your test student Andy Awesome. A feature will be available in the future that will allow you to access school data without first choosing a student.

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    Janis Allen

    I cannot figure out how to add a student's grades

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    Jo-Ann Beserra

    GPAs should be added to the student profile. You can add both a weighted and an unweighted number. To get to the student profile, just select the student picture in the upper right hand corner of any page.

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    Nancy Federspiel

    I am trying to figure out how to send broadcast emails to students by graduation year. Also, I can't seem to find out how to manage the essay process. On myCCA, we set up assignment follow up dates with automatic reminders to keep kids on track during the back and forth of editing. these are two critical features of the product as we use it today.

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    Jo-Ann Beserra

    Both of these key features are in development, so you will see them soon. The notification feature is complete and being released this week - stay tuned for detail on this flexible feature. You can set up essay milestones and then students, and connections, can get various types of notifications including email or text. The broadcast email feature will allow you to select students by graduation or other parameters as well. The broadcast email feature will also be enhanced and will be released next month.

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    John Sy

    Under My Organization - Advisor Configuration - Security, I see Peer Advisor Access which is set to May Contribute. As far as the program is concerned, what is a peer advisor?

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    GuidedPath Customer Success

    Peer Advisor Access allows all advisors within the organization (those that have an advisor account) to access and edit each other's student records. You change your settings so advisors can only view other advisor's records or you can keep all records private.

    Advisors that are outside of the organization can get access as a student connection.

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    Cathy Zales

    Following up on your answer to John, above, if it's just me in the organization, do I set that Peer Advisor Access to None, or doesn't it matter what it's set to? In that same area of Advisor Configuration, under Lists where it says Allow Contributor to Modify, does Contributor refer to me? Should all those answers be the same (given that I'm the only person in my organization) under my Organization Configuration? Thank you!

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    GuidedPath Customer Success

    If you only have one person in your organization that it doesn't matter if you adjust peer review access or any of the settings associated with it.

    Contributors are a type of student connection. This is their "role" in the system. Contributors have the ability to modify a variety of artifacts within a student's account. In this area of the configuration settings you can determine if these users should be able to modify those specific tools.

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    Jo-Ann Beserra

    As an example of a contributor, you can give a parent access to GuidedPath by adding them as a student connection and then give them contributor status so that they can send you messages, update test scores, etc. However, if you want, you can limit them in the Advisor Configurations so that they cannot modify a college list or an admissions expectation.

    These are very specific customizations that have default settings that most likely will work for you. If you want to get more specialized for your practice, you can do that as well!

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    Yvonne Sudarshan

    I am working on the page to set up my New Organization and advisor profile. I am a sole proprietor. Can you tell me what the last two check boxes under the Survey heading mean? "must preview Find My Spark Survey results" yes or no
    Thanks, getting ready to open my doors and enter my first student prospect.

    Also, is the Advisor profile such as home address and phone, visible to clients? Thank you!

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    GuidedPath Customer Success

    Previewing the results means that you must release the survey results to your students individually which gives you an opportunities to review them before your student does. If you would like your students to see the results immediately after completing the survey you would set this setting to no.

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