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Regular Maintenance

Regular Maintenance

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.

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.

Appointment Scheduling

Student Scheduler Configuration

Case Management

Services

Users and Roles

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