Overview
It’s important to review the configuration of Bulldog Connect at certain intervals to ensure the most efficient utilization.
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Reminder. Most of the maintenance described here must be done in cooperation with the Bulldog Connect Administrator. |
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Before Semester Start
Communication
- Appointment Availablity Configuration in Bulldog Connect
Service Categories
- Reorganize service category lists on PeopleSoft
Relationships
- Update relationship assignments on PeopleSoft
After Semester End
Cases
- Archive old cases
Users and Roles
- Review and remove users who no longer need access
Annually
Maintenance is to occur at least once per academic year, typically during the summer.
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Care Units
Communication
- Appointment Email Configuration
- Appointment Reminder Configuration
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Appointment Scheduling
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- Student Scheduler Configuration
Case Management
- Case Settings
Services
- Refresh service list
Users and Roles
- Review and remove users who no longer need access
- Audit all roles and run
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- comparisons against PeopleSoft
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- Global footer message
- Case Closed email text
- Search form fields
Before Semester Start
Care Units
Services
- Refresh service list
Service Categories
- Reorganize service category lists
Relationships
- Update relationship assignments
After Semester End
Cases
- Archive old cases
Users and Roles
- Review and remove users no longer need access