Overview
It’s important to review the configuration of Bulldog Connect at certain intervals to ensure the most efficient utilization.
Reminder. Most of the maintenance described here must be done in cooperation with the Bulldog Connect Administrator. The majority of the settings are protected, campus-level configurations.
Annually
Maintenance to occur at least once per academic year, typically during the summer.
Care Units
Communication
- Appointment Email Configuration
- Appointment Reminder Configuration
Appointment Scheduling
- No-show limit and duration
- Student Scheduler Configuration
Case Management
- Case Settings
Users and Roles
- Review and remove users no longer need access
- Audit all roles and run comparison against PeopleSoft
Global and Group Configurations
- 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