Recommend Training Schedule for Advisors
- Bulldog Connect
Below is the recommended self-guided training schedule for new advisors. Take one bite at a time! For experienced users, take the Knowledge Check to help reflect on where to expand your wisdom of Bulldog Connect. For new users, read over the Getting Started article to get started using Bulldog Connect. If you want a personalized training, please submit this form with your interests and availability.
Features | Basic (Months 1-3) | Intermediate (within year 1) | Advanced (years 2 and beyond) |
|---|---|---|---|
Back to Basics | |||
Customized Staff Dashboard | |||
Changing roles (Staff, Professor, Student) and review features | Download center for reports (quick links home page) | ||
Notes (electronic sticky notes) | |||
| |||
| |||
Review Bulldog Connect Vocabulary |
| ||
Appointments & Campaigns | Report on Appointment/Appointment summaries (home page, student profile, appointments tab) | Associate eligible appointments in campaigns | Managing multiple advisors appointments (Appointment Center) |
Multiple staff appointment campaign | |||
Availability including meeting types | Record Visit using the Appointment Center or Kiosk | ||
Build and manage appointment campaigns | |||
Placing busy blocks on Google calendar (set as Free on Google) | Add new students to a live campaign | Export campaign data | |
Student history tab: view appointment summaries | Appointment Queue (notifications) | Managing drop-ins (through BC features) | |
Student history tab: view alerts | Schedule appointments and for other staff | ||
Alerts & Cases | Use actions (messaging) in case management | Utilize cases report | |
Sort and filter cases | Triage cases (assign to others) | ||
Communication | |||
Search, sort, and filter messages | Messaging Campaign and nudges | Mass communications: advisees, lists, searches, reports | |
Advanced Searches | Search & Export assigned students | Students not enrolled in a specific semester | Advanced/Complex Searches |
Use different search criteria (student list, my students) | Searches for student outreach (GPA, major, student groups, advisor assignments, etc.) | ||
|
| ||
Reports | Utilizing reports for recruitment and outreach | ||