Below is a recommended approach to dividing the configuration and corresponding external data into blocks of effort. Based on the SSP tools to be implemented, the corresponding block(s) of effort can be scheduled into the project timeline. The main goal of the block approach is to divide the effort into measurable segments of work that can be analyzed, executed and tested independently from other SSP tools.
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Block 1 - Base SSP Configuration
External DB Tables
- external_person
- external_term
SSP Configuration Guide
- Install Settings
- General Settings
- Begin collecting referrals for counseling reference guide
- Begin collecting Journal track-step-detail
uPortal Roles and Permission
- Role Assignments
- Tool Permissions
Block 2 - Main Tool Phase 1
External DB Tables
- external_registration_status_by_term
- external_student_academic_program
- external_student_transcript
- external_student_transcript_term
SSP Configuration Guide
- Begin collecting referrals for Counseling Reference Guide
Block 3 - Main Tool Phase 2
SSP Configuration Guide
- General Settings (FinAid)
External DB Tables
- external_student_test
- external_student_transcript_course
- external_student_financial_aid
- external_financial_aid_award_term
- external_student_financial_aid_file
Block 4 - Student Intake
SSP Configuration Guide
- Student Intake Settings
- Student Intake Message Template
- Intake Field Labels
Block 5 - Early Alert
External DB Tables
- external_faculty_course_roster
- external_faculty_course
SSP Configuration Guide
- Early Alert Settings
- Early Alert Message Templates
Block 6 - Journal
SSP Configuration Guide
- Journal Settings
Block 7 - Counseling Reference Guide and Action Plan
SSP Configuration Guide
- Action Plan Settings
- MyGPS
- Action Plan Message Templates
Block 8 - Map Phase 1
External DB Tables
- external_course
- external_division
- external_department
- external_program
SSP Configuration Guide
- MAP message templates
- MAP Settings
- MAP Plan Status Calculation
Block 9 - Map Phase 2
External DB Tables
- external_course_term
- external_course_program
- external_course_tag
- external_course_requisite
- external_substitutable_courses
- external_person_planning_status (optional)
SSP Configuration Guide
- MAP Settings
Block 10 - Notes and Accommodation
External DB Tables
- external_person_note
SSP Configuration Guide
- Accommodation Settings