Teams
Show: Where will I find updates from Team Leads and Supervisors?
Team chats, Planning chat, and channel chats
Demonstrate: How do I find cases in the queue?
All Cases in Selected Queue > Planning Team > Oldest to Newest > Oldest available case with no worked-on name and no special title (Such as Internal Transfer)
Demonstrate: How do I access the configuration menu?
Anthology Menu button > Configuration
How do I check a student's PVs?
Demonstrate checking the enrollments for Demo Student A.
Anthology > Open student ID > Academic Records > Enrollments
Compare to Enrollment Program Configuration sheet
How can I access Processes without direct links?
Demonstrate in the testing environment.
Home page of Anthology > Custom Forms
Answer: How do I join a Teams meeting?
Teams > Calendar > Join Meeting
Need to accept meeting when email invitation sent.
Camera on when possible.
How do I create a case?
Demonstrate creating a case for Planning Test Account for helping her speak with an advisor about billing issues. (Do not add the case to another queue)
CRM Reach > Cases > New Case > Enter correct title, product/service, student ID, and description > Save Case > Select correct queue
Answer: What can I use the configuration menu to find?
Equivalent/substitute courses, Program Version requirements, and Elective Credit Pools.
What should I do to remove incorrect enrollments?
Demonstrate by removing the incorrect AAS Requirements for Demo Student A.
Update to Program Withdrawal > If unable, update to Active - Pending Withdrawal and then message a lead.
How do I replan a student?
Demonstrate by replanning Demo Student A.
Individual Replan. May take up to 15 minutes to update the plan so run it a few times if it doesn't work right away.
Demonstrate: How do I find example videos and process documents?
Demonstrate: What about Planning Enrollment specific documents?
Processes and Documents channel > Files
Planning Enrollment Resources channel > Files > Tutorials
How do I send a case to another queue?
Demonstrate transferring Planning Test Account's new case to the Planning Queue with the updated title "Test Transfer - ".
Select case > Add to Queue > Select correct queue
How can I check the requirements for a Program Version?
Demo Student B's C1 is missing a course requirement from the list. Demonstrate finding the requirements for the Project Management certificate to identify the missing course.
Open Anthology Configuration > Programs > Select Program group > Select desired PV > Course Lists > Select correct catalog year > Compare requirements to what is showing in Student Courses
How do I add a new enrollment?
Demonstrate by adding the correct AAS Requirements and Religion PVs to Demo Student A.
+ New > Next >
Student Status: Future Start
Program: BYU Idaho/Ensign/Religion/Pathway
Program Version: Desired PV name
Version Start Date: Upcoming term/previous term if old catalog
Catalog: 2024 or correct previous catalog version
Shift: Online
Grade Level: BYU Pathway
Next> Enroll
How do I check a student's plan?
Demonstrate by checking Demo Student A's current plan.
Pre-Registration Lookup
Answer: When I need help, where should I go for answers? List the possible sources in order.
Check videos and process documents > Check Configuration > Message your team chat > Tag your team lead > If I still can't find an answer quickly, I should note what I have done so far, what I have left on the case, and move on to a new case while I wait for an answer.
Answer: What should I check first in the queue when I clock in?
My Active Cases for WFS cases and IP cases.
How can I find available courses in an elective pool?
Demonstrate with finding plannable courses for the Writing elective pool for the v2024 AAS General Requirement.
Open Anthology Configuration > Programs > Select Program group > Select desired PV > Course Lists > Select correct catalog year > Scroll down to Elective Pools > Select Desired Elective Pool dropdown > Click link to open Elective Pool in a new tab > Pool Preview > Find courses listed as "Recommended".
How do I check if the requirements for a PV are completed?
Demonstrate checking the AAS general requirement and C1 Project Management status for Demo Student B. What courses still need to be completed? Is anything missing?
Student Anthology > Select desired PV from dropdown > Academic Records > Degree Progress Audit > Course Requirements Core dropdown > View courses.
How do I fix missing courses in the DPA?
Demonstrate with Demo Student B for the missing course in EP Writing under AAS General Requirement.
Student Course Assignment
Answer: If someone asks a question in the team chat that I know the answer too, can I answer it?
Yes! The team chats are for cooperation so everyone can help each other rather than relying only on the team leads.
Answer: How long do we wait for a student to respond?
Answer: If I send an email on Friday, when would I need to close the email?
Demonstrate by resolving Planning Test Account's open case.
3 Business days.
The following Wednesday.
How can I find course equivalents or substitutes?
Demonstrate with WDD230
Open Anthology Configuration > Courses > Select course from list > Check Perquisites tab > Check Parent Courses and Equivalents tab
How do I manually add a course missing from the DPA?
Demonstrate by adding the missing WRIT101 course to Demo Student B's AAS General Requirement PV.
Check DPA for course requirements > If course is not showing under a pool requirement, check under Courses Not Applied > If still not showing, navigate to Student Courses > Ensure the correct PV is still showing in the dropdown > + Add > Enter Course Code and select correct course > Save & Close > Check to ensure that it is now showing in the DPA.
Answer: How do I manually register a student for the next 3 terms?
Demonstrate Manual Course Registration for Demo Student B for REL225A.
You can only register a student for the upcoming term.