SLL Assigning by Period

These instructions are to guide Student Life and Leadership in the process of assigning with a fixed due date, such as by academic year. 

This is a process completed in partnership with the Employee Training Center as noted in this guide.

Process:

  1. Request for new organization (SLL)
  2. Create a new organization each semester (ETC)
  3. Manage the new organization (SLL)
  4. Manage Audience (ETC)
    1. Every semester delete the old audience
    2. Attach the new audience 
1. Request new Organization (SLL)

Student Life and Leadership request the ETC to create a new organization when needed

Request can be made by emailing [email protected] 

2. Create an Organization (ETC)

Step 1

Go to Admin > Organization

Step 2

Click on the New drop down button

Select New Organization

New Organization option

Step 3

Fill out the following information:

  1. Organization Name:                       SOA Spring 2020
  2. Code / ID                                              FULLERTON-ASGN-SOAS20
  3. Hierarchy Name:                              FUNCTIONAL
  4. Parent Organization                       Fullerton Assignment Group


Required fields to fill in

Step 4

Click Save

Step 5:

The ETC will provide the following information when the organization is ready

Example:

                        Student Org. Advisors_09/26/20-05/01/21

                        FULLERTON-ASGN-SOA2021

3. Managing the New Organization (SLL)

Step 1

From the home screen

Admin. > Organizations

Step 2

Locate your organization through the search field

Step 3

Click on the Organization Name link

Step 4

Click on the Users link in the left panel

Users button

Step 5

To add users, click the Add User button 

Add user button

Step 6

Search for the user using the search field

Search field

Step 7

Check the box next to the name of the person you would like to add

checbox for enrollee

Step 8

Click Add Selected

Add selected button

Step 9

Enter today's date for the Join date

Join date field and calendar icon

DO NOT check the Primary Organization box

Primary Organization option

Step 12

Click Save

Throughout the period, add and remove as appropriate

Managing a Organization's Users

Note: You will not be removing people from the organization, rather you will be creating new organizations each semester, and then deleting the old organization. 


4. Manage Audience (ETC)

Step 1

Delete old audience

Note: History will remain in tact

Step 2

Attach new Audience to Class