Dashboard

Owned by Bulldog Connect
Last updated: Feb 23, 2023

Dashboards are designed to help you be more productive and strategic when managing your unique student caseload. The first released version gives you a piece of at-a-glance, actionable information about students who are assigned to you and an overview of ongoing or recent activity.

Dashboards are available to any users with a Role with a Staff user type enabled. This includes Advisor, Tutor, and Coach. Beyond this, staff users need the correct existing permission to see data on the Dashboard. If staff users do not have the View Referrals permission, referrals do not show in the Activity Feed.

There are seven tiles available on the Dashboard. Various settings are controlled by the Settings button and buttons in the corner of the tile. You can refresh data on any tile by clicking the Refresh Data icon.

Feature Overview

Dashboards are designed to help you be more productive and strategic when managing your unique student caseload. The first released version gives you at-a-glance, actionable information about students who are assigned to you and an overview of ongoing or recent activity. 

Dashboards are available to any users with a Role with a Staff user type enabled. This includes Advisor, Tutor, and Coach. Beyond this, staff users need the correct existing permission to see data on the Dashboard. If staff users do not have the View Referrals permission, referrals do not show in the Activity Feed.

There are seven tiles available on the Dashboard. Various settings are controlled by the Settings button and buttons in the corner of the tile. You can refresh data on any tile by clicking the refresh icon.

My Assigned Students

This tile shows several types of aggregate information about your assigned students. You can change what is displayed by opening the menu and choosing from the options.

  • Students by Support Level. This option displays your assigned students by high, medium, low, or undefined Predictive Support Level in either a donut chart or a tabular list. If you click on a segment you see a list of students in that segment.

  • Enrolled in [This Term]. This option displays students assigned to you that have enrolled in the current term, as defined by your SIS.

  • Enrolled in [Next Term]. This option displays students assigned to you that have enrolled in the next term, as defined by your SIS.

  • Appointments Completed – Last 90 Days. This option displays students assigned to you that you have met, or not met with, in the past 90 days.

Each option lets you view the list of students by clicking on a segment of students.

My Assigned Students Activity Feed

This tile is an aggregated list of activities for your assigned students. You only see the activities you have permission to see.

Example. You only see Referrals Issued if you can see those Referrals on your students.

The activities included in the feed are:

  • Appointment

  • Case closed

  • Case opened

  • Check-In

  • Note added

  • Progress Report

  • Referral issued

  • Student assigned

This tile includes a filter that lets you choose which activity types to see in the feed. You must set the filter every time you open the Dashboard.

 

You can take action on a student if they have permission to send students messages by clicking the hamburger menu in front of a feed entry.

My Upcoming Appointments

This tile shows a list of upcoming appointments for the staff member. Staff can change the date for the tile and view all appointments by selecting the View All link. It opens the Staff Home page.

Clicking the student's name opens their Student Profile in a new tab.

My Appointment Summaries Pending

This tile shows a list of appointments you had in the past 90 days that do not have Appointment Summaries. In this case, it does not matter if the student you met with was assigned to you or not.

Clicking the student's name opens their Student Profile. You can also click the hamburger menu in front of the student’s name to open the Actions Menu. You can also see all your recent appointments by selecting the All Recent Appointments link on the tile.

My Enrolled Students

This tile shows a pie graph of the staff member’s assigned students who have enrolled for the selected term and those who haven’t. By clicking a segment it opens a list of the students who have/have not enrolled.

Clicking Tabular shows this information in list form.

 

 

Staff can change the term in the My Enrolled Students tile by clicking the hamburger icon. A filter with all available terms opens.

My Appointment Campaigns

This tile shows a list of active Appointment Campaigns you created. Selecting the View All link opens the Appointment Campaigns page in Bulldog Connect.

Each active Appointment Campaign in the list includes the following associated metrics: Number of Students, Appointments Scheduled, Attendance Rate, and Appointment Summaries Created.

 My Enrollment Campaigns

This tile shows any active Enrollment Campaigns you are involved in. Clicking the name of the Enrollment Campaign takes you to that campaign on the Campaigns tab.

Each active Enrollment Campaign in the list includes the following associated metrics: Number of Students, Stats. The stat shown is the Enrollment Rate of students in the campaign.