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external_termDescription
PurposeHolds academic calendar information. Required in many locations throughout the application: Caseload Assignment, Main, Intake and MAP.
Considerations
  • term_code must be used consistently in other external database tables.  There are no foreign keys, but the data must have integrity by used consistent values.
  • Commonly implementers don't have exact dates for future terms.  In order for MAP to render to future terms in which coaches/advisors can develop plans, future terms may need to be fabricated until the exact terms.  Future terms should be fabricated for up to 5 years after the current academic year.  The dates should be arbitrary and won’t affect SSP if they are changed when the new dates are officially defined.  The following  are sample dates that can be used for the fabricated terms.
    • Fall: 8/15-12/15
    • Spring: 1/5-5/10
    • Summer: 5/15-8/1
  • registration_start_date and registration_end_date are only used for MAP

 

SSP Configuration Guide

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Install SettingsGeneral SettingsCounseling Reference Guide (CRG)Journal Track-Step-Detail
Section 1Section 2WorksheetWorksheet
  • Student ID Alias
  • Coach Label
  • Retrieve External Data
  • Coach Query
  • Coach Set from External Data
  • Coach Unset from External Data
  • Student Type Set from External Data
  • Student Type Unset from External Data
  • External Sync Schedule (multiple)
  • Send Mail
  • Test Mail Server Port
  • BCC Email Address
  • Manage Integration Database
  • Status Code Mapping
  • Highly Trust IPs
  • Client Side Timeout
  • Student Types
  • Special Service Groups
  • Reasons for Service
  • Referral Sources
  • Program Status Change Reasons
  • Confidentiality Levels
  • Financial Aid Files
  • Financial Aid SAP Status Codes
  • The CRG will take time to collect and organize.  The worksheet should be distributed darly and often in order to complete.
  • The Journal associations will take time to collect and organize.  The worksheet should be distributed darly and often in order to complete.

uPortal Roles and

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Permissions

Role AssignmentsDescription
PurposeEach user must have a role assignment in order to log into SSP.  The default role for all users should be student which allows the least amount of access to SSP (specifically MyGPS)
Considerations
  • Users may have multiple role assignments.  Multiple assignments grant a combined access to tools
  • Roles can be assigned based on the security integration via CAS, LDAP, etc
  • Roles can be assigned locally in SSP and via the security integration
  • The coach role is important to establish as the available coach list in Caseload Assignment depends on users assigned the coach role
  • The faculty role is the only non-administrator role that can access the Early Alert submission tool
Tool PermissionsDescriptions
PurposeEach role has a default set of tool permissions.  Beyond assigning multiple roles, individual tool permissions can be assigned if necessary.
Considerations

Block 2 - Main Tool Phase 1

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