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:
- Request for new organization (SLL)
- Create a new organization each semester (ETC)
- Manage the new organization (SLL)
- Manage Audience (ETC)
- Every semester delete the old audience
- Attach the new audience
Student Life and Leadership request the ETC to create a new organization when needed
Request can be made by emailing [email protected]
Step 1
Go to Admin > Organization
Step 2
Click on the New drop down button
Select New Organization
Step 3
Fill out the following information:
- Organization Name: SOA Spring 2020
- Code / ID FULLERTON-ASGN-SOAS20
- Hierarchy Name: FUNCTIONAL
- Parent Organization Fullerton Assignment Group
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
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
Step 5
To add users, click the Add User button
Step 6
Search for the user using the search field
Step 7
Check the box next to the name of the person you would like to add
Step 8
Click Add Selected
Step 9
Enter today's date for the Join date
DO NOT check the Primary Organization box
Step 12
Click Save
Throughout the period, add and remove as appropriate
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.
Step 1
Delete old audience
Note: History will remain in tact
Step 2
Attach new Audience to Class