AccuCampus Features and Capabilities

1. Extensive Implementation Services: AccuCampus is fully supported by higher education professionals. Support includes implementation, training, and data needs determination assistance.
2. Full Technical Support:  Excellent technical support that shifts the support burden from your institution’s IT department to the dedicated AccuCampus experts.
   
3. Smart Predictive Analytics: AccuCampus has the only analytics engine designed to predict completion based on student usage of services alongside traditional risk factors.
4. Campus Compass: This unique feature in the AccuCampus system allows every student resource to broadcast their services to students and staff alike. Links show map point locations and access information like hours of business and best ways to gain access to the services. This feature is customizable to fit the varied needs of the multiple areas of your institution.
5. Individual Student Action Plans: AccuCampus has a unique approach to retention in that the Action Plan feature that can be used to address the needs of every student, not just those considered at risk. Action items are completely customizable and can be attached to a student plan manually or automatically based on student attributes as well as student behavior with-in the system.
6. Unique and Unlimited User Profiles: AccuCampus allows unlimited user profiles to be created where information can be stored under comprehensive permission levels.
7. Comprehensive Student Tracking: Designed and based on our 20-year experience with academic center management software, the AccuCampus system can be deployed in just about any student resource entity. Includes all the functionality needed to manage and track student visits from nearly any device.
8. Class Attendance Tracking: Easily track class attendance where you need it.  Use an Apple device (iPad, iPhone, or iPod touch), an ID reader, RFID technology, or even beacon technology to track and report on student attendance. Build rules and triggers based on attendance to address student needs like missed classes or extended illness.
9. Appointments: Allow students to make appointments from anywhere, at any time, within parameters set by each individual area.
10. Resource Allocation: Get the tools needed to best understand which resources have the most impact on student success. AccuCampus has robust reporting built into the system that will assist with the analysis of how resources are or are not helping students.
11. Dynamic User Roles and Permissions: Institutional entities can decide on which student data is private and which can be shared. This is essential for collaboration with resources that deal with sensitive data like accessibility usage and/or behavior intervention.
12. Feedback System: AccuCampus focuses on encouraging students to rate their experiences with locations, staff and services in a way that helps other students make the most of these campus resources.  
13. Event Tracking: Easily broadcast and then track attendance for events, workshops, seminars, etc. Events can be made visible to all students or to certain types of students. Sign-in kiosks display events automatically at the time of the event. Kiosks can be set-up on nearly any mobile device.
14. Notification Center: Easily manage communication with all constituents as well as students in a way that makes students more likely to engage.
15. Workflow Tools: Automate workflow using customized flagging tools that streamline the way all institutional entities handle student traffic. Ease the burden of record keeping on the front line workers through the use of wait lines, communication, appointments, and customized kiosk parameters.
16. AccuCampus Mobile Apps: All users will have the ability to access the AccuCampus system via an Android and/or Apple mobile application.
17. Media Check Out: AccuCampus provides a way for items to be checked out to users and can be organized by location.
18. Case load and Staff Load Balancing: AccuCampus allows busy entities to apply case- loads and load balancing techniques to streamline the offering of services.
19. Ad-Hoc Queries and Reports: Administrators can execute ad-hoc SQL queries directly to a pre-processed copy of our database and create ad-hoc reports and dashboards using Amazon Quicksight.

Platform

1. Knowledge Base: we offer a comprehensive knowledge base which covers both simple and complex topics within the system. The knowledge base is available at accu.help.
2. AccuCampus Training Videos: how-to videos addressing common features and implementation steps are available online at https://www.youtube.com/user/engineerica.
   
3. Video-conferencing: we are available to meet as needed for implementation and support throughout the lifetime of your AccuCampus subscription.
4. Onsite Implementation: we offer 3-day onsite implementation services as requested for an additional fee. This offers a great option for in-person and hands-on training.

NOTE: If you are overwhelmed by the various functions that AccuCampus provides, start with the most important feature to you. As you get more comfortable with the software, you can then extend your usage to other features.

How to Use this Manual

1. General: Within this menu setting, you can find features for Users, Courses, Locations, Services, the Campus Compass, and Campus Community.
2. Center Visits: Within this menu setting, you can find features for All Session Logs, My Logs, Who’s In, Sign-in Stations, and Waiting Lines.
3. Class Attendance: Within this menu setting, you can find features for Roll Call, Attendance Sheet, Attendance Summary, and Unresolved Swipes.
4. Action Plan: Within this menu setting, you can find features for All Plans, My Plan, Action Items, Action Packs, and Action Types.
5. Appointments: Within this menu setting, you can find features for Make Appointment, and View All. 
6. Institutional Research: Within this menu setting, you can find features for Risk Scoring, Ad-Hoc Queries, Ad-Hoc Reports, and Reports.
7. Media: Within this menu setting, you can find features for Media Items, History, and Check-In/Out.
8. Events: Within this menu setting, you can find features for Seminars, Badges, Certificates, and QR Labels.
9. Advanced Options: Within this menu setting, you can find features for My Memorized Reports, My Scheduled Reports, Export, Import, and Settings.

Operating System

Implementation and Support

Some Terms

User

Course

Location

Service

Campus Compass

Community

Session Log

Sign In Station

Waiting Lines

Swipes

Action Item

Action Pack

Appointment

Walk-In

Risk Scoring

Ad Hoc Queries

Ad Hoc Reports

Media Items

Seminars

Administrator

Student

Instructor/Faculty

Staff

Rules

Attendance Restrictions

Notifications

User Profile

QR Code/Barcode

First Steps

Logo/Time Zone/License Agreement/User Profile Settings

1. On the Main Sidebar, hover over Advanced Options.
2. Click Settings.
3. Click General, half-way down the page.
1. Logo: Click the Upload Logo button to select your image file (.jpg, bmp, png).
1. Click OK button once you select the image file on your computer.
2. Session Timeout: if desired, enter a timeout limit for a user’s session.
3. Time Zone: Select your time zone from the drop down menu.
4. License Agreement: If desired, enter a license agreement and choose if users need to accept it upon first login.
5. User Profile: Choose whether users can edit their profiles.
4. Click Save.

Semesters

1. On the Main Sidebar, hover over Advanced Options.
2. Click Settings.
3. Click Semesters, half-way down the page.
4. Click Create New.
5. Fill in the Name, Start Date, and End Date. We recommend following the same naming convention for all semesters. Make sure your naming convention can be easily understood by your users.
6. Click Save.
7. You'll now be asked to enter any holidays/offtimes that the Locations will be unavailable. A list of suggested days off will appear at the bottom of the screen that you can add by clicking. You can also add any other days as needed.
8. Click Save.

Home Page Quick Panels

1. HTML Content - allows you to add text or images to the homepage.
2. RSS Feed Reader - allows you to connect an RSS feed to the homepage. This can be used to display a rotating selection of notifications or news for the institution.
3. Notification - displays a feed of all notifications sent to the user. User is able to click on a specific notification to get more information on it.
4. My Action Plan - displays a feed of all action items sent to the user. User is able to click on a specific action item to get more information on it.
5. Upcoming Courses (Students) - displays a feed of all course sessions that are coming up for the next few days for a course that a student is registered for.
6. Courses Taking Place Now - displays a feed of all courses that the user is registered for and that are currently in session at the time the user logs in.
7. Upcoming Courses (Staff) - displays a feed of all course sessions that a staff member is registered for and that are comping up for the next few days for a course. If a staff member is registered to a course group, shows all of the upcoming courses that belong to that course group.
8. Upcoming Appointments - displays a feed of all upcoming scheduled appointments. User is able to click on a specific appointment to get more information on it.

1. On the Main Sidebar, hover over Advanced Options.
2. Click Settings.
3. Click Home Page Quick Panels, half-way down the page.
4. Click on either Add Widget on the Left or Add Widget on the Right to add a widget.
5. Choose a widget to add.
6. Enter a Title for the widget, if desired.
7. Enter a Sort Order for the widget. This tells the system which order the widgets should appear on the screen if more than one is added.
8. Select which Roles the widget will be visible to from the drop down menu. Or click Add All to make the widget visible to all users.
9. Click Save.
10. Repeat this process to add additional widgets.

Login Appearance

1. On the Main Sidebar, hover over Advanced Options.
2. Click Settings.
3. Click Login Appearance, half-way down the page.
4. Enter your institution’s name as Account Title.
5. Enter Instructions Text, if desired.
6. Enter your institution’s E-mail Domain.
7. Choose the Background for your homepage. This can include shuffled images, a single image, or a custom image.
8. Click Save.

Roles

1. From the Main Sidebar, hover over Advanced Options.
2. Click Settings.
3. Click User Roles.
4. Click Create Role.
5. Enter a Title for the role. We recommend that you use a unique and specific name so that the role can be identified by other users.
6. Enter a Description for the role. We recommend that you use a unique and specific description so that the role can be identified by other users.
   
7. Choose which roles this role will have access to.
1. Access to View Roles: these are roles that this role will be able to view within the system. Access to View Roles grants the role the ability to view the users with that role.
2. Access to Edit Roles: these are roles that this role will be able to edit within the system.
8. Features Policy: the features contained in this section are packs of permissions and is meant as an easy way for administrators to assign groups of permissions to a role. Users should be mindful of all of the permissions associated with each pack. We recommend using this feature as a starting point and then refine further using the Actions Policy.
9. Actions Policy: this feature allows administrators to assign individual permissions to a role. It is meant as a way to refine the Features Policy.
10. Click Save.

Implementation Imports

1. Students
2. Faculty
3. Staff
4. Profile Answers
5. Services
6. Courses

1. User Groups
   
2. Tags
   
3. Compass Categories
4. Seminars
5. Media

General

Within this menu setting, you can find features for Users, Courses, Locations, Services, the Campus Compass, and Campus Community.

Users

To get to these features, from the Main Sidebar navigate to General > Users. From this page, you have several great features that you can access.

Create a New User

Before creating a new user, ALWAYS check to see if the user already exists in the system by searching their name, e-mail and user ID. Duplicate users can cause serious harm to your data!

1. Click Create New.
   
2. Enter the user’s First Name, Last Name, E-mail Address and Card Number. NOTE: we do not recommend assigning a password to users. Instead, we suggest allowing them to set the password themselves by clicking the “forgot password” link on the AccuCampus sign-in screen.
   
3. If desired, enter the user’s Address and Phone Number. We recommend providing at least a mobile number so that the user may receive text alerts. If your institution allows this, the user can log into AccuCampus and add this information themselves.
4. Add the Role(s) the user will have. A user must have at least one role, but they can have unlimited additional roles. To delete a role later, click the minus sign next to the role.
   
5. If desired, add a Scope for the user. This limits the user’s role(s) to the specified location for that user. Note: For users who are both staff and students (such as Peer Tutors), adding a scope will not limit the student’s ability to utilize other areas as a student or attendee. It will only prevent the user from performing staff-related tasks at other locations where they are not scoped.
6. Click Save.

Request Password Change

1. Click Request Password Change.
2. To send to all users:
1. Click Send Requests.
3. To send to all users with a specific role:
1. Select the Role from the drop down menu.
4. To send to a specific user:
1. Search for and select the Specific User.
5. Click Send Request(s).

Send Message

1. Click Send Message.
2. Search for and select recipient(s). Note: You can message more than one user, or message an established group.
3. Enter a Title for the notification
4. Choose how the message will be sent. More than one method may be selected.
1. Onscreen (push): the user will receive a pop-up message when they log into AccuCampus, and on their phone as a push notification if they have the mobile app
1. Enter the message. We recommend that this message be kept short.
2. Choose the Class. This indicates how the message will appear and be classified.
3. Choose the Duration. This indicates how long the message displays onscreen.
4. More Information: indicates what will happen if the user taps the notification. This is optional. Selecting this option will allow you to add the specific action that should take place when the user taps the notification.
5. Show on Sign-in Station: this will cause the notification to shown to the student when they next use a sign-in station at any location.
2. E-mail Message: the user will receive an e-mail to the e-mail address on record within AccuCampus.
1. Enter Sender Name. Make sure this is a name the user will recognize.
2. Enter Reply To e-mail address.
3. Enter Subject Line.
4. Enter Text of the message.
3. Text Message: the user will receive a text message to the mobile phone number on record within AccuCampus. Please note that the number or name the message comes from will not indicate who you are, so make sure to identify yourself in the message.
1. Enter the Message.
5. Click Send Message.

User Groups

This feature allows you to create unique groups of students, staff or faculty which can then be used for reporting, messaging, managing attendance restrictions, etc. Groups can either be manually maintained (User Group) or automatically updated by the system (Dynamic Group.)

User Group

1. Click User Groups.
2. Click Create New.
3. Add a Name and Description for the group. We recommend making the name and description specific so that other users will understand what the group is.
4. If desired, Share the group. The default is for the group to remain private and visible only to its creator. If sharing the group, we recommend making it visible to your System Administrator in addition to any other roles that you wish to give access.
5. Select Roles with View Access: these are roles which will be able to see your group and its members. Make sure to include your own role.
6. Select Roles with Edit Access: these are roles which will be able to edit your group and its members. Make sure to include your own role.
7. Add a Scope: this ensures that only users with a specific scope will be able to see the group and its members, regardless of their role.
8. Click Save.

Dynamic Group

1. Click User Groups.
2. Click New Dynamic Group.
3. Add a Name and Description for the group. We recommend making the name and description specific so that other users will understand what the group is.
4. If desired, Share the group. The default is for the group to remain private and visible only to its creator. If sharing the group, we recommend making it visible to your System Administrator in addition to any other roles that you wish to give access.
5. Select Roles with View Access: these are roles which will be able to see your group and its members. Make sure to include your own role.
6. Select Roles with Edit Access: these are roles which will be able to edit your group and its members. Make sure to include your own role.
7. Add a Scope: this ensures that only users with a specific scope will be able to see the group and its members, regardless of their role.
8. Select how often the group will Refresh from the drop down menu.
9. Select the Condition(s) that will apply to the group. This is how the system will identify the users who should be added or removed from the group when the refresh runs.
10. Set the group to either Assign or Un-assign a tag to its members depending on the purpose of the group. These will update every time the group refreshes.
11. Click Save.

More Actions

1. Delete: deletes the user from the system. We do not recommend deleting users under any circumstances!
   
2. Checkout Media
   
3. Manage Groups
4. Print Badge
5. Print Certificate
6. Print QR Label
7. Request Password Change
8. Send Message
9. Session Registration
10. Staff Availability
11. Student Enrollment
12. Upgrade User
13. User Profile
14. View Action Plans
15. View Center Attendance
16. View User Activity

User Profile

1. Role(s) assigned to the user
2. Card Number
3. E-mail Address
4. Risk Score
5. Action Items assigned to the user
6. Recent Visits
7. Student Enrollment for the current semester
8. Upcoming Appointments

Courses

To get to these features, from the Main Sidebar navigate to General > Courses. From this page, you have several great features that you can access.

Create Course

1. Click Create Course.
2. Enter a Full Unique Code for the course. This cannot match any other course within AccuCampus for the chosen semester.
3. Enter a Name for the course. This is the name that will display to users and should easily identify the course.
4. Choose the Semester that the course will be offered.
5.  Choose the College Department that will offer the course.
6. If desired, enter a Group and Details for the course.
1. Group: associates a course with other courses. This is useful for courses with multiple sections and allows reports to be run on all of those sections without having to individually select them.
2. Details: describes the course. This could include the catalog description of the course.
7. Enter a Schedule. The schedule could be recurring or one-time. You can add more than one of each.
8. Set Attendance settings.
1. Attendance: decide how early or late a student will be able to sign-in /out for the course.
2. Center Attendance: decide if there is a required presence percentage in order for the student to be counted as present and if students are required to sign out.
3. Class Attendance: decide if class attendance will be taken for this course.
9. Click Save.

College Departments

1. Click College Departments.
2. Click Create Department.
3. Enter Name and Details for the department.

View Class Schedules

1. Click View Class Schedules.
2. To search by:
1. Instructor: select the instructor using the search box and click View This Schedule.
2. Student: select the student using the search box and click View This Schedule.
3. Location: select the location using the search box and click View This Schedule.
3. You can then view the schedule week by week, as well as print the schedule.

More Actions

1. Manage Instructor Registration – allows you to add or remove an instructor
2. View Class Attendance
3. View Session Logs
4. View Student Registration

Locations

To get to these features, from the Main Sidebar navigate to General > Locations. From this page, you have several great features that you can access.

Create Locations

1. Click Create Location.
2. Enter a Name for the location. Remember, it can be either the name of the building or the name of the entity within the building depending on which type of location you’re creating.
3. Enter the Location. Use this if you are creating an entity within a physical location. In the example above, the Office of Advising is the Name and Academic Building Seven is the Location.
4. If desired, enter an Order. This tells the system which order to list this location relative to all of the others when a list is displayed from a search.
5. Enter Contact Information.
1. E-mail: typically used for entities.
2. Web Site URL: typically used for entities.
3. Street Address: used for both entities and for physical locations. Allows students to receive turn-by-turn directions if being directed from the Campus Compass.
6. Enter More Information. That information could include business hours, phone numbers, specific instructions for accessing the location, etc.
7. If desired, add an Access Restriction. This allows you to restrict access to the location to only those roles allowed into the entity or physical location.
8. Enable Silent Tracking if you will be using beacons to silently track the traffic within the location without users needing to sign in/out.
9. Click Save.

More Actions

1. Manage Services – allows you to associate services with this location

Services

To get to these features, from the Main Sidebar navigate to General > Services. From this page, you have several great features that you can access.

Create Service

1. Click Create Service.
2. Enter a Name. We recommend using broad language when possible. This allows a service to be associated with multiple locations.
3. Enter a Type. This allows you to categorize services by topic. An example would be services with the following types: General (applicable to all locations), Academic Advising (applicable to services offered by advising offices), Admissions (applicable to services offered by the admissions office), etc.
4. If desired, enter an Order. This tells the system which order to list this service relative to all of the others when a list is displayed from a search.
5. Enter a Description. We recommend using broad language when possible. This allows the service to be applicable to multiple locations or users.
6. If desired, allow the service to show in the Campus Compass.
7. Select a Compass Category that the service should be associated with from the drop down menu. Note: Compass Categories must be created before they can be associated with a service.
8. Click Save.

1. Click Location Availability.
   
2. Add or Remove locations for the individual service. A service can be associated with more than one location.

Compass Categories

1. Click Compass Categories.
2. Click Create Category.
3. Enter a Name for the category. We recommend using broad language that is from the student’s perspective. Examples include: I need help paying for my education, I need help passing my classes, I need a to find a place to study, etc.
4. Enter a Description. We recommend friendly and accessible language that gives a broad overview of the category.
5. If desired, enter an Order. This tells the system which order to list this category relative to all of the others when the Campus Compass featured is opened.
6. If desired, add an Icon.
7. Click Save.

Compass

To get to this feature, from the Main Sidebar navigate to General > Compass. Students, and any other user roles with access, are able to navigate to the Campus Compass via the mobile app or the browser. If you have opted for a welcome pop-up within the settings menu, that is one way that users will be redirected to the Compass. If not, they will use the navigation paths below.

Browser

1. Click Compass.
   
2. Select a Category.
3. Select the Service needed.
4. Select the Location.Depending on the Location’s settings, users will be able to make an appointment, view the website for that location, or send an e-mail to that location.

Mobile App

1. Log into the AccuCampus Mobile App.
2. Tap Compass.
3. Tap on a Category.
4. Tap on a Service.
5. Tap on a Location. Depending on the Location’s settings, users will be able to make an appointment, view the website for that location, or send an e-mail to that location. Within the mobile app, students can also receive turn-by-turn walking directions by clicking View Map.

Community

To get to this feature, from the Main Sidebar navigate to General > Community.

Enabling the Community

1. Click Community.
2. Click Join the Community to start using the Campus Community. If you are an administrator, you also have the option to invite everyone.

Using the Community

1. Open the AccuCampus App.
2. Tap the Campus Community icon.

Reports

To get to the reports related to Users, from the Main Sidebar navigate to General > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

User List

User List with Tags

Staff List

Staff List by Service

Permissions by User

Center Visits

Within this menu setting, you can find features for All Session Logs, My Logs, Who’s In, Sign-in Stations, and Waiting Lines.

All Session Logs

To get to these features, from the Main Sidebar navigate to Center Visits > All Session Logs. From this page, you have several great features that you can access.

Create Log

1. Click Create Log.
2. Enter the User – this is the subject of the session log.
3. If the user is unknown, click User is Unknown.
4. Select the role the user should be Signed-In As. The role can either be Attendee or Staff.
5. Select the user’s Role.
6. Select the Location where the log takes place.
7. If applicable, select the Course/Seminar that the log is in reference to.
8. If applicable, select the Service that the log is in reference to.
9. Select the Staff that the user is meeting with.
10. Add the In and Out times for the meeting. Remember to click the green plus button to save both the in and out swipes.
11. If desired, add Comments to the log. These can be kept private, or shared with the user.
12. Click Save Log.

Swipe a Card

1. Click Swipe a Card.
2. Choose the Swipe Type – Sign-in or Sign-out.
3. Choose the Location.
4. If desired, choose a Course.
5. Enter the users Card Number.
6. Click Save & Swipe Again.

Raw Swipes

My Logs

Who’s In

Sign-Out

Random Pick

Sign-In Stations

To get to these features, from the Main Sidebar navigate to Center Visits > Sign-In Stations. From this page, you have several great features that you can access.

Create New

1. Click Create New.
2. Enter the Station Name.
3. Enter the Title – this is what will show to the user when they approach the sign-in station. It can be the same as the Station Name, or a different name if desired.
4. Enter the Instructions – these will display to the user as they approach the sign-in station.
5. Choose a Tracking Mode.
1. Center Attendance – used for centers, departments, or other entities.
2. Class Attendance – used for individual courses.
6. Choose a Sign-in/Out Mode.
1. Multi-step Kiosk – allows the user to select additional options once they sign-in. This could include course, service, staff member, etc.
2. Single-step Kiosk – signs the user into a course or seminar based on the schedule of the location.
3. Manually Selected – allows the staff member to manually select a specific course or seminar and have multiple attendees sign-in.
7. If desired, add an Admin Passcode. This will restrict the ability of a user with permission to change the event or quickly enroll users if they don’t have the passcode.
8. If desired, set the following information to display on the sign-In station screen once a user signs-in. You can choose the length of time that the information will display.
1. Show Visitor IDs – shows the user’s card number.
2. Show Visitor Names – shows the user’s name.
3. Show Visitor Photos – shows the user’s photo (if imported into AccuCampus).
9. Choose the Location where the sign-in station will be used.
10. If desired, add a Survey to display upon sign-out.
11. If desired, enable a Beacon as the sign-in station. You must first create a Beacon Profile before enabling this feature.
12. Click one of two options:
1. Save & Install Here – saves the sign-in station and displays it within the browser you are using once you log out of AccuCampus.
2. Save without Installing – saves the sign-in station only. This allows you to create the sign-in station on one device, but deploy it on another device.

Install Here

Waiting Lines

To get to these features, from the Main Sidebar navigate to Center Visits > Waiting Lines. From this page, you have several great features that you can access.

Create Line

1. Click Create Line.
2. Enter the Name of the line. This typically matches the location or sign-in station that the line will be associated with. It may also include the service, course or staff that the line is in regards to if Tracking Information is enabled.
3. Select the Location of the line.
4. Enter a Description of the line. We recommend being specific so that other users will understand what the line is for.
5. Make the line Active.
6. If desired, enable Tracking Information for the line. This feature allows a location to have multiple waiting lines running at once that are differentiated by service, course or staff member. The following options are available:
1. Service – users will be put in the corresponding line based on the service they select when they sign-in.
2. Course – users will be put in the corresponding line based on the course they select when they sign in.
3. Staff – users will be put in the corresponding line based on the staff member they select when they sign in.
7. If desired, enable Remote Access. This allows users to place themselves on the waiting line virtually via the mobile app.
   
8. Click Save.

Manage

Reports

To get to the reports related to Centers, from the Main Sidebar navigate to Center Visits > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

Location General Stats

Student Attendance

Summary of Attendance

Detailed Attendance

Attendance by Instructor

Visits by Service

New Visitors

Session Comments

Staff Work Hours

Users Helped by Staff

Use of Services

Sessions by Staff

Visits Detailed by Location

Visits by Staff Summary

Visits Executive Summary

Zero Visits

Class Attendance

Within this menu setting, you can find features for Roll Call, Attendance Sheet, Attendance Summary, and Unresolved Swipes.

Roll Call

To get to this feature, from the Main Sidebar navigate to Center Visits > Roll Call. This feature allows a user to call roll for a course while it’s in session.

1. Search for the specific date and course to record attendance for.
   
2. Click Roll Call.
   
3. Click an attendance status to assign it to a student.
4. If desired, add attendance statuses in bulk by clicking Mark All As. Select an attendance status to assign to all students for the session.
5. If desired, clear attendance for the session. This allows you to start over if you make a mistake.
6. If desired, add notes for the student’s attendance log.

Attendance Sheet

To get to this feature, from the Main Sidebar navigate to Center Visits > Attendance Sheet. This feature allows a user to view the attendance sheet for a specific course.

1. Search for the course.
   
2. Click View Attendance.
   
3. From this page, you are able to view the attendance sheet for the semester as of the day the sheet is pulled.

Attendance Summary

To get to this feature, from the Main Sidebar navigate to Center Visits > Attendance Summary. This feature allows a user to view an attendance summary for a specific course or all courses. You are able to search by course, group, attendee or date range.

1. If desired, search for a course.
2. If desired, search for a group.
3. If desired, search for a specific user.
4. Choose a specific date range.
5. Click View Attendance.
6. From the results page, you are able to view the specific attendance details for each class session.
7. Clicking on any of the attendance statuses shows the details of that specific class session. From this screen, you can edit the student's attendance for that session. This includes adding/editing swipe history, total time, and notes and changing attendance status. Click Save when finished editing.

Unresolved Swipes

To get to this feature, from the Main Sidebar navigate to Center Visits > Unresolved Swipes. This feature allows you to view all unresolved swipes within the system. This includes any user who’s sign-in or sign-out is missing information. The swipe can be resolved by clicking the Resolve button next to the individual record and entering the missing information.

Action Plan

Within this menu setting, you can find features for All Plans, My Plan, Action Items, Action Packs, and Action Types. Action Items are the main early alert feature of AccuCampus. They can be used to prompt users to complete actions and can be automatically completed based on triggers within the system. All Action Items are completely customizable; however, we recommend being intentional in the type and number of items created in order to avoid overwhelming users.

All Plans

To get to this feature, from the Main Sidebar navigate to Action Plan > All Plans. This feature allows you to search and view the Action Items assigned to an individual user. Simply search for the student to view any items assigned to that student.  This includes active items, completed items and expired items.

My Plan

To get to this feature, from the Main Sidebar navigate to Action Plan > My Plan. This feature allows a user to view all Action Items that have been assigned to them. This includes active items, completed items and expired items.

Action Items

To get to this feature, from the Main Sidebar navigate to Action Plan > Action Items. From this screen, you can create new Action Items and assign currently existing items.

Create Action Item

1. Click Create Action Item.
2. Enter the unique Code for the item.
3. Enter the Name of the item. This is what will display to the user when the item is assigned.
4. Enter a Description for the item. This will display to the user when the item is assigned. We recommend that the language be broad enough to apply to any user that may have the item assigned.
5. Select an Action Type. Note that Action Types must be created before Action Items can be created.
6. Set a Duration for the item. This is the amount of time that a user will have to complete the item.
7. Set an Expiration for the item. This allows the item to expire after a set amount of time and prevents items from hanging out on a user’s plan forever.
8. If desired, select a Service that is associated with the item.
9. If desired, select a Course that is associated with the item.
10. If desired, select a User or Users who will be notified any time the item is assigned.
11. Choose if the following options will apply to the item.
1. Allow Multiple Assignment: checking this box allows the item to be assigned to the same user multiple times, even if the first assignment hasn’t been completed.
2. Public for Student: checking this box allows the user who has been assigned the item to see it on their Action Plan. Depending on the item and your institution’s early alert policies, you will need to decide if students should be aware of Action Items placed on them.
12. Choose if others will have Access to view or edit the item. This can further be limited by scope. The default is for Action Items to be visible to all users, regardless of role.
13. Click Save.

Assign Action Item

1. Choose an Action Item and click Assign next to the chosen item. All of the above information from creating an Action Item will be populated. You are able to edit the following fields:
2. Choose to Assign the item to a Student or Members of a Group.
3. Enter the individual student or group name.
4. If desired, modify the Due On date for the Action Item. The date showing will be the default date based on the set up of the Action Item.
5. If desired, modify the Expire On date for the Action Item. The date showing will be the default date based on the set up of the Action Item.
6. Choose if the item will Autocomplete Based on Rules. Note that a rule will need to be set up in Advanced Options which will trigger the auto-completion in order for this option to take place.
7. Enter any MyPlan Notes for the user. These are specific notes to the user and can include any information necessary.
8. Choose if the MyPlan Notes will be Public for Student. The default is for this to be checked and all notes to be visible. All notes written will be visible to the assigner and to any followers on the Action Item.
9. If desired, add additional Followers for the Action Item. These are users who will be notified of any progress on the Action Item, including when it is completed.
10. Click Save.

Action Packs

To get to this feature, from the Main Sidebar navigate to Action Plan > Action Packs. Within AccuCampus, individual Action Items can be combined into an Action Pack. This allows you to set up a series of steps which will automatically assign to a user one by one as each step is completed. Examples of this would be an Action Pack related to incoming Freshmen who must complete a form, attend orientation, and arrange housing before starting school. Before creating an Action Pack, you will need to have created Action Items.

Create Action Packs

1. Click Create Action Pack.
2. Enter a unique Code for the pack.
3. Enter a Name for the pack. This will show to users.
4. Enter a Description for the pack. This will show to users.
5. Choose the Action Items that will be included in the pack from the drop down menu.
6. Click Save.

Assign Action Packs

1. Choose an Action Pack and click Assign next to the chosen pack. All of the above information from creating an Action Pack will be populated. You are able to edit the following fields:
2. Select Attendee – this is the user being assigned the Action Pack.
3. Enter Notes.
4. For each individual Action Item in the pack:
1. If desired, modify the Due On date for the item.
2. If desired, add an Expire On date for the item.
3. Choose if the individual Action Item will Autocomplete Based on Rules. Note that rules for each Action Item will need to be set up in Advanced Options which will trigger the autocompletion in order for this option to take place. The rules will also need to specify that the next item should be assigned.
4. Choose if each Action Item will be Public for Student.
5. Click Save.

Action Types

To get to this feature, from the Main Sidebar navigate to Action Item > Action Types. Before Action Items can be created, you will first need to create Action Types. The types are completely customizable and will help organize your Action Items by category.

1. Click Create Action Type.
2. Enter the Name. This will be visible to users who are creating Action Items, so make sure that the name is easily understood.
3. Enter the Description.
4. Click Save.

Reports

To get to the reports related to Action Items and Action Plans, from the Main Sidebar navigate to Action Plan > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

Individual Action Plan by User

Appointments

Within this menu setting, you can find features for Make Appointment, and View All. 

Making Appointments

To get to these features, from the Main Sidebar navigate to Appointments > Make Appointments. Users are able to make appointments for themselves via the web browser or via the mobile app. Appointments can also be created manually by another user depending on their permissions. The individual settings concerning appointments at a given location are determined by settings in Advanced Options.

Search By Service

1. Click Search by Service.
2. Search for the specific Service needed. Popular searches are listed below the search box and can be clicked.
3. Select a Location from the list of locations where that service is offered. This list is populated based on your role and any attendance restrictions that may exist for you and/or the location or service.
4. Click Make Appointment.Note: you may also Send E-mail to or Visit Website of the location to discuss your concerns or to set up an appointment (if directed to do so).
5. The Location, Semester and Service will automatically be populated from the previous screens.
6. Choose the Period (date range) during which you want an appointment. The system defaults to a two week period.
7. If needed, add the Student name.
1. If the student is making an appointment for themselves, this information will already be populated.
2. If someone is making an appointment for a student, this will need to be entered.
8. If needed, select Course from the drop down menu. These will populate based on the user’s current registration.
9. Click either Search By Staff or Search By Date. Note that Search by Date is limited to a seven day period; however, any seven day period may be selected.
10. Choose the Staff Member and Date/Time for the appointment from the populated list.
11. Verify that all information is correct.
12. If desired, add Notes. These will be visible to the staff member the appointment will be with.
13. Click Save. You will receive a confirmation screen that the appointment has been successfully made.

Search By Location

1. Click Search by Location.
   
2. Search for the specific Location desired. Popular searches are listed below the search box and can be clicked.
3. Select a Location from the list of locations where that service is offered. This list is populated based on your role and any attendance restrictions that may exist for you and/or the location or service.
4. Click Make Appointment. Note: you may also Send E-mail to or Visit Website of the location to discuss your concerns or to set up an appointment (if directed to do so).
5. The Location and Semester will automatically be populated from the previous screens.
6. Choose the Period (date range) during which you want an appointment. The system defaults to a two week period.
7. If needed, add the Student name.
1. If the student is making an appointment for themselves, this information will already be populated.
2. If someone is making an appointment for a student, this will need to be entered.
8. If needed, select Course from the drop down menu. These will populate based on the user’s current registration.
9. If desired, select a specific Staff member.
10. Click either Search By Staff or Search By Date. Note that Search by Date is limited to a seven day period; however, any seven day period may be selected.
11. Choose the Staff Member and Date/Time for the appointment from the populated list.
12. Verify that all information is correct.
13. If desired, add Notes. These will be visible to the staff member the appointment will be with.
14. Click Save. You will receive a confirmation screen that the appointment has been successfully made.

Create Manually

1. Click Create Manually.
2. Enter the Location.
3. Semester will automatically populate.
4. Select the Date of the appointment. If this is left blank, you will need to Search Available Slots.
5. Select the Duration of the appointment. This will default to the location’s specific appointment settings, but can be modified.
6. Select the Student who will attend the appointment. Users with the correct permissions can select themselves.
7. Select the Staff Member the appointment will be with. If this is left blank, you will need to Search Available Slots.
8. If needed, select the Service.
9. If needed, select the Course.
10. If desired, add Notes. These will be visible to the staff member the appointment will be with.
11. Click Save or click Search Available Slots.

If searching available slots, you’ll be taken to the same screens as above and will be able to Search by Staff or Date. You will then select a staff member and day/time, verify information and click save.

View All

To get to this feature, from the Main Sidebar navigate to Appointments > View All. From this page, you will be able to view all appointments available to your role. This may only be your own appointments, appointments scheduled with you, all appointments at a specific location, or all appointments currently in the system.

More Actions

1. Cancel – cancel the individual appointment
2. Edit – edit the information of the individual appointment, including rescheduling the appointment
3. Mark as No-Show
4. Mark as Show – typically used if the student didn’t swipe in for the appointment
5. Restore – restore a previously canceled appointment
6. Void – voids the appointment

Reports

To get to the reports related to appointments, from the Main Sidebar navigate to Appointments > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

Scheduled Appointments

Daily Appointments

Institutional Research

Within this menu setting, you can find features for Risk Scoring, Ad-Hoc Queries, Ad-Hoc Reports, and Reports.

Risk Scoring

Ad-Hoc Queries

Ad-Hoc Reports

Reports

To get to the reports related to risk scoring, from the Main Sidebar navigate to Institutional Research > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

User Risk List

User Risk History

Media

Within this menu setting, you can find features for Media Items, History, and Check-In/Out.

Media Items

To get to this feature, from the Main Sidebar navigate to Media > Media Items. From this page, you’ll be able to create media items that can then be checked in/out. Before creating media items, you will need to create media types to help categorize and organize your items. On this page you can also check in and check out already created media items based on your permissions.

Create Media

1. Click Create Media.
2. Enter a unique Code for the item.
3. Enter the Title for the item. We recommend making this unique so that multiples of the same media type can be identified during check in/out. One way to do so is by entering a barcode number or ID number for the item.
4. Select a Media Type.
5. Select a Location where the media item will be available.
6. If desired, enter Notes about the item. This could include specific instructions about the item, or reminders to staff about the process for checking the item in/out.
7. Click Active to allow the item to be checked out.
8. Select a Checkout Period for the item. This could be in hours, days or weeks.
9. If desired, put in a Shelf location for the media item. This is the specific location where the media item can be found at your location.
10. Click Save.

Media Types

1. Click Media Types.
2. Click Create Media Type.
3. Enter the Name of the media type. Examples would be textbook, laptop, calculator, etc.
4. Enter a Checkout Period for that media type. This is a general time limit and can be modified within individual media items as they are created.
5. Click Save.

History

To get to this feature, from the Main Sidebar navigate to Media > History. From this page, you will be able to view a history of all check in and check outs of all media items. You are also able to view the individual notes for each record by clicking View, or delete media checkout logs by clicking Delete.

Check-In/Out

To get to these features, from the Main Sidebar navigate to Media > Check-In/Out. From this page, you are able to search for and check in/out media items. If desired, you can filter media items by location.

Checking Items In

1. If filtering by Location, search for and enter a specific location.
1. Select the Media Item you need from the drop down box.
2. If not filtering by Location, search for and select the Media Item you need from the drop down box. All of the information regarding the item’s check-out will be populated.
3. Click Check In at the bottom of the page.

Checking Items Out

Reports

To get to the reports related to media items, from the Main Sidebar navigate to Media > Reports. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users.

Media List

Late Media

Media Checkouts

Events

Within this menu setting, you can find features for Seminars, Badges, Certificates, and QR Labels.

Seminars

All non-course events within AccuCampus are called Seminars. Seminars can be recurring or standalone. From this page, you can create a seminar and manually add attendees. To get to these features, from the Main Sidebar navigate to Events > Seminars. Non-administrator users can add themselves to scheduled seminars by going to General > Register for Seminars.

Create Seminar

1. Click Create Seminar.
2. Enter a Full Unique Code for the seminar. As with courses, this cannot match any other course within AccuCampus for the chosen semester.
3. Enter a Name for the seminar. This displays to the user when they search for the seminar.
4. Select the Semester when the seminar will take place.
5. If desired, select the College Department that the seminar will be associated with.
6. If desired, enter a Group for the seminar. This will associate a seminar with other seminars. This is useful for seminars with multiple sections and allows reports to be run on all of those sections without having to individually select them.
7. Enter Details for the seminar. We recommend entering a description of the event or important information about the event in this space. This will display to users when they search for the seminar.
8. Enter a Schedule. The schedule could be recurring or one-time. You can add more than one of each.
9. Set Attendance settings.
1. Attendance: decide how early or late an attendee will be able to sign-in /out for the seminar.
2. Center Attendance: decide if there is a required presence percentage for a user’s attendance to be counted as present and if attendees are required to sign out.
10. Click Save.

Session Registration

1. Click Session Registration.
2. Search for the Seminar. Ensure that you are selecting the event from the correct semester if it is offered more than once.
3. Search for the date of the Seminar.
4. Click View Sessions. A new page will open showing the registration information for the seminar.
5. To add a user, search for the user and click Add User.
6. To  remove a user, click on the minus button next to the user’s name.

Badges

If your event will need name badges for your attendees, you are able to design, print and e-mail them from this page. To get to these features, from the Main Sidebar navigate to Events > Badges.

Templates

1. Click Templates.
2. Click Create Badge Template.
3. Enter a Name for the template. We recommend you make this specific so that other users will recognize it.
4. Enter a Description for the template. We recommend you make this specific so that other users will recognize it.
5. Click Save and Design.
6. Use the Toolbox to create a badge from scratch.
7. Click From Template to create a badge from a canned basic template form.
8. Click Save.

Print

1. Click Print.
2. Select a Badge Template from the drop down menu.
3. Select All Users to generate the badges from that template.
4. If desired, filter badges by those that have not been printed yet (Only Modified After Badges were Printed Last Time).
5. If desired, filter badges by a specific date and time (Only Modified After).
6. If desired, filter the badges by User Role.
7. If desired, print All Badges.
8. If desired, only print badges for Specific Users. You will need to specify the user or users.
9. Click Generate Badges. The badges will be downloaded as a single PDF file to be printed.

E-Mail

1. Click E-mail.
2. Select a Badge Template from the drop down menu.
3. Select All Users to generate the badges from that template.
4. If desired, filter badges by those that have not been printed yet (Only Modified After Badges were Printed Last Time).
5. If desired, filter badges by a specific date and time (Only Modified After).
6. If desired, filter the badges by User Role.
7. If desired, print All Badges.
8. If desired, only print badges for Specific Users. You will need to specify the user or users.
9. Click E-mail. The badges will be downloaded as an individual PDF file for each badge.

Certificates

If your event will require certificates, you are able to create and print them from this page. To get to these features, from the Main Sidebar navigate to Events > Certificates.

Templates

1. Click Templates.
2. Click Create Certificate Template.
3. Enter a Name for the template. We recommend you make this specific so that other users will recognize it.
4. Enter a Description for the template. We recommend you make this specific so that other users will recognize it.
5. Click Save and Design.
6. A selection of canned templates will appear. Click on the desired template.
1. If desired, download a Sample PDF.
2. If you want to use this template, click Use This Template.
7. To return to the list of templates, click View all Templates.
8. Use the Toolbox to modify the template.
9. Click Save.

Print

1. Click Print.
2. Select a Certificate Template from the drop down menu.
3. Select All Users to generate the certificates from that template.
4. If desired, filter the certificates by User Role.
5. If desired, print All Certificates.
6. If desired, only print certificates for Specific Users. You will need to specify the user or users.
7. Click Generate. The certificates will be downloaded as a single PDF file to be printed.

E-Mail

1. Click E-mail.
2. Select a Certificate Template from the drop down menu.
3. Select All Users to generate the certificates from that template.
4. If desired, filter the certificates by User Role.
5. If desired, print All Certificates.
6. If desired, only print badges for Specific Users. You will need to specify the user or users.
7. Click E-mail. The certificates will be downloaded as an individual PDF file for each badge.

QR Labels

From this page, you are able to generate a QR code for a user or group of users. The code will be unique for each user. The label can be printed or e-mailed to the user or users. To get to these features, from the Main Sidebar navigate to Events > QR Labels.

1. Search for and select a User.
2. Search for and select a Group.
3. Click Print.
4. Click View QR Labels.

Advanced Options

Within this menu setting, you can find features for My Memorized Reports, My Scheduled Reports, Export, Import, and Settings.

My Memorized Reports

From this page, you are able to run any reports you have previously memorized. To get to this feature, from the Main Sidebar navigate to Advanced Options > My Memorized Reports. In order to memorize a report, you will need to go to the reports page, run the report with any filters you need, and then click Save Report.

Saving Reports

1. To memorize a report, click on the desired report on the reports page.
   
2. Set the reporting period. This could be a specific semester or a custom date range.
3. Set the filters as desired. The filters available depend on the report.
4. Click Save Report. A pop-up box will appear. The name of the original report will display.
5. Select the default format that the report should run in.
6. Enter a custom name for the report. This will help you identify the report when you run it again.
7. Enter a custom description for the report. This will help you identify the report if you save several similar reports.
8. Click Save.

Running Memorized Reports

1. Click My Memorized Reports.
   
2. Locate the report that you wish to run. 
3. Click on the report name. Clicking the report name will take you to the original reports page with your filters set – this allows you to modify them if you wish. 
4. Click Run.  Clicking run causes the report to run with the memorized filters and populate using the default format you chose.
   

My Scheduled Reports

From this page, you are able to schedule a previously memorized report to run on a specific schedule. To get to this feature, from the Main Sidebar navigate to Advanced Options > My Scheduled Reports.

Create New

1. Click Create New.
2. Enter a Name for the report. We recommend being specific so that you and any users who will receive the report will know what it contains.
3. Enter Details for the report. We recommend being specific in your description of the report so that you and any other users will know what it contains.
4. Click Active.
5. Enter a Start Date for the schedule to begin.
6. Enter an End Date for the schedule to end.
7. Enter a Time for the report to run.
8. Enter the Frequency that you’d like the report to run.
9. Enter the Date Range for the report.
10. Search for and add the Report that you would like to schedule.
11. If desired, you can e-mail the report to yourself or other users. To do so, follow these steps:
1. Enter the Recipient(s).
2. Enter the Send to Address for the recipient(s).
3. If desired, click Send to Me to have the report e-mailed to yourself.
4. Enter the From Name.
5. Enter the Reply To e-mail address.
6. If desired, enter a Password for Attachments. The user or users will need this password to open the report.
7. Enter a Subject and Body for the e-mail.
12. Click Save.

Export

From this page, you are able to export data from AccuCampus. You are able to download your information in CSV, HTML or Excel formats using the filters provided. Additionally, you can view all past exports by clicking View Past Exports at the top of the page. To get to this feature, from the Main Sidebar navigate to Advanced Options > Exports.

Import

From this page, you are able to import data from your other data silos into AccuCampus. Documentation about how to do so is available by clicking View Documentation. To get to this feature, from the Main Sidebar navigate to Advanced Options > Imports.

Settings

From this page, you are able to access all of the advanced settings for AccuCampus. This includes creating semesters, user roles, user profiles and more. Each item below is restricted by user roles and permissions. To get to this feature, from the Main Sidebar navigate to Advanced Options > Settings.

Appointments

1. Click Appointments.
2. Choose the Scope to edit settings for. The default is Account, which controls the global settings for all locations. To change the scope, click Change and select the Location you want to edit settings for. Make sure to click Set Scope once the location is selected.
3. The following settings are able to be adjusted:
1. Status: Choose whether appointments will be allowed to be scheduled at all.  
2. Service Selection: choose whether appointments will be tied to a service or not. 
3. Event Selection: choose whether an event can be selected as part of an appointment.
4. Staff Selection: adds a filter to allow the attendee to select a specific staff member when scheduling an appointment.  If unchecked, the attendee will be shown all available staff members.
5. Allow Creating Appointments: choose the time frames during which appointments can be made.
6. Duration Restrictions: choose the minimum and maximum length of appointments.
7. Count Visit Towards Appointment: allows you to set limits on how early or late an attendee can sign-in and still be counted as attending the appointment.
8. Maximum Appointment Time Per Week: allows you to set limits on the total amount of time an attendee or staff member can be in appointments.
9. Maximum # Of Appointments Per Week: allows you to set the maximum number of appointments per week that a staff member or attendee can attend.
10. Appointment’s Actions Restrictions: allows you to set restrictions on editing, cancelling and restoring appointments by all users.
11. No-Show Restrictions: allows you to set limits on how many “no-shows” an attendee can have before they are no longer allowed to make appointments.
12. Back To Back Restrictions: allows you to create a time buffer between appointments.
13. Group Appointment Restrictions: allows you to decide if staff members must assist with events.
14. Reminders: triggers a reminder notice for appointments at a set time period prior to the appointment.
4. Click Save.

Attendance

1. Click Attendance.
2. Choose the Scope to edit settings for. The default is Account, which controls the global settings for all locations. To change the scope, click Change and select the Location you want to edit settings for. Make sure to click Set Scope once the location is selected.
3. General: controls settings regarding session logs, specifically if users are automatically signed out, what the default session log time will be, etc. These settings affect class attendance, center attendance and event attendance.
1. Set a time for a new log to be created if a user has not signed out. Session logs require a user to sign in and sign out to be created – this setting ensures that a log is created, even if the user doesn’t sign out.
2. Set the default time for the new log that is created if a user doesn’t sign out.
3. Select if session logs must start and end on the same date. This ensures that new logs created don’t straddle two days.
4. If desired, require users to sign out.
5. In order for a new log to be created based on the inactivity period set above, check automatically sign users out after the activity period.
6. If desired, automatically sign users out when they sign in to a different location. This ensures more accurate session logs.
7. If desired, limit users’ ability to edit session logs after a set time limit.
8. If desired, set a required duration for a session log to be valid. Any session logs that are shorter than the selected time will be marked as invalid and the data will not be tracked.
4. Courses:  allows you to set limits on how early or late an attendee can sign-in and still be counted as attending the course.
1. If desired, set a specific time limit for signing in and out. This allows attendees to be counted as signing in or out if they arrive early or stay late for the course.
2. If desired, set a required presence percentage for attendance to count. This means that a user must be present for a specific percentage of the course session for their attendance to count.
3. If desired, make these settings the default for all existing courses. This will overwrite any settings that were created at the course level.
5. Click Save.
6. Class Attendance: allows you to customize the available attendance statuses and identify which action will be tied to which status. To do so, click customize.
1. Currently available statuses will be listed. You are able to remove these statuses, give them weight and set the key value for them.
2. To add additional statuses, click Add other status.
3. Set selection rules for each status. This tells the system which attendance status to assign to the session based on when the user signs in or out.
4. If desired, apply the changes to all previous course attendance for a given term.
7. Click Save.

Attendance Restrictions

1. Click Create Restriction.
2. Enter a Name for the restriction. We recommend using a unique and specific name so that other users will understand what the restriction is for.
3. Enter Details for the restriction. We recommend using a detailed description of what the restriction will do.
4. Choose whether the restriction will be on Locations, Services or Staff Members.
5. If desired, choose an Order for the restriction. If the restriction is set to show a location, service or staff member, this setting will determine the order in which it displays relative to other restricted spaces.
6. Choose whether the restriction will Show or Hide the location, service or staff member from the user. Typically, restrictions are used to Hide vs. Show.
7. Select the specific Location(s), Service(s) and/or Staff Member(s) that should be hidden or shown. If restricting a service or a staff member, you are able to further restrict by location in order to set scope.
8. Choose whether the restriction will be on users With a Tag or Without a Tag. An example would be a Veterans Success Center that is hidden from users without the Veteran tag.
9. Select the Specific Tag that will be used to restrict the location, service or staff member.
10. Click Save.

Beacons

1. Click Create Beacon Profile.
   
2. Enter a Name for the beacon. We recommend using a unique and specific name so that other users will understand what the beacon is for.
3. Enter a Description for the beacon. We recommend using a detailed description of what the beacon will be used for.
4. Choose the Usage of the beacon.
1. Sign-In Stations: used for signing in or out of courses, centers or events. All beacon profiles for sign-in stations will share the same region.
2. Silent Tracking: used to track traffic in an area. No specific details are captured. Every beacon profile for silent tracking must define its own region.
5. Click Active.
6.  Enter the Settings for the beacon.
1. Region ID: if using the beacon as a sign-in station, do not edit. If using the beacon for silent tracking, either enter a unique identifier or leave this blank for one to be automatically generated.
2. Major #: choose a number between 0 and 65535. This number cannot match another beacon’s profile.
3. Minor #: choose a number between 0 and 65535. This number cannot match another beacon’s profile.
4. Password: if desired, enter a password for this beacon profile. In order to associate this password and profile with the beacon, you will first need to enter the default password (minew123). The beacon’s password will then change to the password set here.
5. Transmission Power: choose the transmission range for the beacon. This determines how close a user needs to be to the beacon to connect to it. Larger transmission powers will affect battery life.
6. Broadcasting Interval: the default value is 900 milliseconds. Changing this can affect battery life.
7. Click Save.

Compass

1. Click Compass.
2. Select which roles will have access to the Campus Compass feature.
3. If desired, add a welcome pop-up encouraging users to access the Campus Compass. You can choose to have a button that redirects to the Campus Compass as part of your message. Click Enabled to begin using the message.
4. Click Save.

Dead End Recording

Event Session Registration

1. Click Global Settings.
2. Choose if Registration for events is enabled or disabled for all events in the system.
3. If desired, set a Capacity for all events in the system.
4. If desired, set a Trainer for all events in the system.
5. Choose the Number of Days to Show Upcoming Events. This sets how far ahead events will display to users.
6. If desired, set a Reminder for events.
7. If desired, set how late an attendee can register to an event relative to the event date.
8. If desired, set how early an attendee can register to an event relative to the event date.
9. If desired, set how late an attendee can unregister from an event relative to the event date.
10. Click Save.

1. Search for and select a Location.
2. Click View Location Settings.
3. Choose if Registration for events is allowed. There are three settings:
1. Use Default: causes the location to default to whatever the global setting is.
2. Enabled: allows users to register to events for the location.
3. Disabled: doesn’t allow users to register for events for the location.
4. If desired, set a Capacity for all events at the location.
5. If desired, set a Trainer for all events at the location.
6. If desired, set how late an attendee can register to an event relative to the event date.
7. If desired, set how early an attendee can register to an event relative to the event date.
8. If desired, set how late an attendee can unregister from an event relative to the event date.
9. Click Save.

1. Search for and select a Seminar.
2. Click View Seminar Settings.
3. Choose if Registration for the seminar is allowed. There are three settings:
1. Use Default: causes the seminar to default to whatever the global setting is.
2. Enabled: allows users to register to the seminar.
3. Disabled: doesn’t allow users to register for the seminar.
4. If desired, set a Capacity for the seminar.
5. If desired, set a Trainer for the seminar.
6. If desired, set how late an attendee can register to the seminar relative to the event date.
7. If desired, set how early an attendee can register to the seminar relative to the event date.
8. If desired, set how late an attendee can unregister from the seminar relative to the event date.
9. Click Save.

1. Search for and select a Seminar.
2. Search for and select a Session Date.
3. Click Find Sessions.
4. Search for and add a user.

General

1. Click General.
2. Logo: Click the Upload Logo button to select your image file (.jpg, bmp, png).
1. Click OK button once you select the image file on your computer.
3. Session Timeout: if desired, enter a timeout limit for a user’s session.
4. Time Zone: Select your time zone from the drop down menu.
5. License Agreement: If desired, enter a license agreement and choose if users need to accept it upon first login.
6. User Profile: Choose whether users can edit their profiles.
7. Click Save.

Home Page Quick Panels

1. Click Home Page Quick Panels.
2. Click on either Add Widget on the Left or Add Widget on the Right to add a widget.
3. Choose a widget to add.
4. Enter a Title for the widget, if desired.
5. Enter a Sort Order for the widget. This tells the system which order the widgets should appear on the screen if more than one is added.
6. Select which Roles the widget will be visible to from the drop down menu. Or click Add All to make the widget visible to all users.
7. Click Save.
8. Repeat this process to add additional widgets.

Login Appearance

1. Click Login Appearance.
2. Enter your institution’s name as Account Title.
3. Enter Instructions Text, if desired.
4. Enter your institution’s E-mail Domain.
5. Choose the Background for your homepage. This can include shuffled images, a single image, or a custom image.
6. Click Save.

Media

1. Click Media.
2. Choose the Scope to edit settings for. The default is Account, which controls the global settings for all locations. To change the scope, click Change and select the Location you want to edit settings for. Make sure to click Set Scope once the location is selected.
3. You are able to adjust the following settings for Media Check-Out:
1. Default Checkout Period: set the default time period for an item to be checked out. You can choose from hours, days or weeks.
2. Allow editing Check-out Date: decide if the check-out date will be able to be edited when an item is assigned.
3. Allow Overwriting Due Back Time: decide if the due back date will be able to be edited when an item is assigned.
4. Allow Entering Staff Member: decide if the staff member who checked out the item will be recorded.
5. Allow Entering Event: decide if an event associated with the item should be recorded.
6. Allow Entering Notes: decide if notes can be added to the item check-out.
4. You are able to adjust the following settings for Media Check-In:
1. Allow Check-in On Saturday: decide if items can be checked in on Saturdays.
2. Allow Check-in On Sunday: decide if items can be checked in on Sundays.
3. All Media Must be Checked-In By (every day): decide if media must be checked in by a specific time each day in order to be returned on time.
4. All Media Must be Checked-In By (date):decide if all media items must be checked in by a specific date, such as the end of the semester.
5. Allow editing Check-In Date: decide if the check-in date will be able to be edited when an item is checked back in.
6. Allow Entering Notes: decide if notes can be added to the item check-in.
5. Click Save.

Notifications

1. Click Topics.
2. Click Create Topic.
3. Enter a Name for the topic. We recommend being specific so that other users will know what the topic addresses.
4. Enter a Description for the topic. We recommend being specific so that other users will know what the topic addresses.
5. Choose the type of Delivery that will be enabled. We recommend selecting all three to ensure that notifications can be sent to all users.
1. On-Screen Delivery: the notification will be sent via a push notification through the app, or appear onscreen through the browser.
2. Email Delivery: the notification will be sent via e-mail.
3. Text Message Delivery: the notification will be sent via text message.
6. Click Save.

Ratings

1. Click Ratings.
2. Choose the Rating Type. You may choose between a 5-point star based scale, a thumbs up/thumbs down scale, or a smiley face scale.
3. If desired, choose to Moderate Reviews.
4. If desired, choose to Moderate Comments on Reviews.
5. Click Save.

Rules

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Send a Notification.
3. Choose a Notification Topic.
4. Enter Fixed Users and Other Users who will receive the notification. Fixed Users are specific people who will always be notified. Other Users are typically identified by a token so that the notification goes to anyone who meets the trigger and conditions.
5. Enter a Notification title.
6. Choose Delivery Methods.
7. Enter the Content for the delivery methods chosen.
8. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Email debug information.
3. Enter the e-mail address of the Recipient.
4. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Stop Execution.
3. Enter the Message to Display.
4. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Assign Action Item.
3. Enter the Student that should receive the action item using the Tokens on the right hand of the screen.
4. Select the Action Item that should be assigned.
5. If desired, enter Notes that should accompany the assignment of the item. Remember to keep these general so that they’ll apply to all users who might be automatically assigned the item.
6. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Set Action Assignments as Completed.
3. Enter the Student that should be marked as completed using the Tokens on the right hand side of the screen.
4. Enter the Action Item that should complete.
5. If desired, enter a Service.
6. If desired, enter a Course.
7. If desired, enter Notes. Make sure to keep these general so that they can apply to any user with the action item.
8. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Adds or Removes a Tag.
3. Choose to Add a Tag or Remove a Tag.
4. Enter the Entity Type.
5. Enter the Internal ID using the tokens on the right hand side.
6. Select the Tag to add or remove.
7. Click Save.
7. If desired add another Action. If not, click Save.

1. Click Rules.
2. Click Create New.
3. Enter a Name for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
4. Enter a Description for the rule. We recommend that you use a unique and specific name so that the rule can be identified by other users.
5. Set a Trigger and Conditions for the rule.
1. Trigger: is the action within the system that causes the rule to go into effect. This could be a user action, or a profile item.
2. Conditions: these are these are the specific conditions of the trigger. An example is a trigger of “signs into a multi-step kiosk” and the condition of “service ID is…”
6. Set the Action that should take place as a result of the trigger.
1. Click Add Action.
2. Click Asks a User to Rate Something.
3. Choose the Sample size to determine how often the rating survey should be sent. This can range from 10% to 100% of users.
4. Enter the name of the user, location or service the Email should come from.
5. Enter a Subject for the e-mail.
6. Enter a Footer for the e-mail.
7. Choose what users should rate. This could include Courses, Locations, Staff, Instructors, and/or Services.
8. Click Save.
7. If desired add another Action. If not, click Save.

Semesters

1. Click Semesters.
   
2. Click Create New.
3. Fill in the Name, Start Date, and End Date. We recommend following the same naming convention for all semesters. Make sure your naming convention can be easily understood by your users.
4. Click Save.
5. You'll now be asked to enter any holidays/offtimes that the Locations will be unavailable. A list of suggested days off will appear at the bottom of the screen that you can add by clicking. You can also add any other days as needed.
6. Click Save.

Single Sign-On

Social Activity

1. Click Social Activity.
2. Click Score Social Activity.
3. Set point levels for the following activities:
1. Post a File
2. Post a Video
3. Post a Picture
4. Post a Message
5. Comment on Post
4. Choose if users will be able to view the following network contacts within the community:
1. Classmates and Class Professors: designed to help students connect within their registered courses.
   
2. Recently Seen Tutors/Students: designed to help students connect with other users.
   
5. Click Save.

Tags

1. Click Tags.
2. Choose a type of Tag:
1. User Tags: used to identify users as a way of assigning action items, adding them to groups, or to group them based on a profile item.
2. Attendance Log Tags: used to identify users based on actions within the system.
3. Click Create Tag.
4. Enter the Name of the Tag. We recommend that you use a unique and specific name so that the tag can be identified by other users.
5. Enter a Description of the tag. We recommend that you use a unique and specific description so that the tag can be identified by other users.
6. If desired, enter who the tag was Requested By. This could be a user or an entity on campus.
7. Identify Roles with View Access. These roles will be able to view, but not edit the tag.
8. Identify Roles with Edit Access. These roles will be able to edit the tag.
9. If desired, add a Scope for the tag. This will restrict view/edit ability to only users with the selected scope.
10. Click Save.

Translations

1. Click Translations.
2. Search for a specific term, or scroll down the page to find the specific term you wish to edit. Once you’ve entered a translation, it will be saved.

User Profiles

1. Click User Profiles.
2. Click Create New.
3. Enter a Name for the questionnaire. We recommend that you use a unique and specific name so that the questionnaire can be identified by other users.
4. Choose the Role(s) that the questionnaire will apply to.
5. Choose if a user can View their Own Profile. This means that this specific questionnaire will be visible to the user on their own user profile and they will be able to see the information contained within.
6. Choose if a user can Edit their Own Profile. This means that the user will be able to edit the information contained within the questionnaire on their own user profile.
7. Identify Roles with View Access. These roles will be able to view the questionnaire, but not edit it on another user’s profile.
8. Identify Roles with Edit Access. These roles will be able to edit the questionnaire information on another user’s profile.
9. If desired, add a Scope for the questionnaire. This will restrict view/edit ability to only users with the selected scope.
10. Use the Form Designer to create the questionnaire. You are able to add unlimited fields on the form.
1. Section Header: create subheadings for the questionnaire.
2. Text: creates a question/statement that will be answered via free-format text. The answer can be set to be required, if desired.
3. Multiple Choice: creates a question/statement that will be answered via a multiple choice format. The answer can be set to be required, if desired.
4. Check Box: creates a question/statement that will be answered via check boxes. The answer can be set to be required, if desired.
11. Click Save.

NOTE: Each question/statement and answer of the questionnaire will need a unique key. This is used to import the answers to the questions/statements and also in reporting. Make sure to choose something that is easily remembered and also easily identifiable.

User Roles

1. Click Create Role.
   
2. Enter a Title for the role. We recommend that you use a unique and specific name so that the role can be identified by other users.
3. Enter a Description for the role. We recommend that you use a unique and specific name so that the role can be identified by other users.
4. Choose which roles this role will have access to.
1. Access to View Roles: these are roles that this role will be able to view within the system. Access to View Roles grants the role the ability to view the users with that role.
2. Access to Edit Roles: these are roles that this role will be able to edit within the system.
5. Features Policy: the features contained in this section are packs of permissions and is meant as an easy way for administrators to assign groups of permissions to a role. Users should be mindful of all of the permissions associated with each pack. We recommend using this feature as a starting point and then refine further using the Actions Policy.
6. Actions Policy: this feature allows administrators to assign individual permissions to a role. It is meant as a way to refine the Features Policy.
7. Click Save.

1. Click Permission Assessment.
2. User:
1. Click User.
2. Search for and select the User.
3. Click Show Permissions.
3. Role:
1. Click Role.
2. Search for and select the Role.
3. Click Show Permissions.
4. Permission:
1. Click Permission.
2. Search for and select the specific Permission.
3. Click Show Roles.
5. Scope:
1. Click Scope.
   
2. Search for and select the specific Scope. Leave blank to view un-scoped users.
   
3. Search for and select the specific Role.
4. Click Show Users.

View Audits

1. Click View Audits.
2. Search for and select the User.
3. Enter a Time Range to be audited.
4. To further refine the search, you can:
1. Select a Resource.
2. Select an Action.
3. Select a Type of location, resource or user.
4. Search for and select an Entity.
5. Click Search.