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Referrals and Early Alert System Quick Start

I decided to write a quick step-by-step guide to start using the Referral and Early Alert System (AREAS). I hope it will help you get started with the software in just a couple minutes. In this post everything is done by hand, that means that you are going to have to type all student names, subject areas and all the information you might need. Once you have the whole thing up and running you probably will import all the other information; so I suggest you to start creating one or 2 students, one or 2 instructors, and so on. If it’s the first time you access Accudemia, maybe you went through the initial Configuration Wizard which let’s you setup the basic stuff. In this guide we will verify all the required information is there, and create it if it is not. 1. Create the Staff Accounts: It’s always a good point to start; once you have created the administrator accounts in Accudemia they can help you to setup all the other things. You can do it from the User Accounts menu. Just make su

Recurring Appointments Now Available

With Accudemia v7.0 we have incredibly simplified the process of making appointments. First, we have changed the flow from an open-search approach to a step by step wizard. Second, we have simplified the number of options displayed at the same time to reduce the complexity of the screen. Now, we are launching one of the features that was missing for this process and that's the ability to schedule recurring appointments. In order to create a new appointment, now you need to click on "Setup Recurrence" in the last step. Then select the recurrence pattern and end date. Two common recurrence patterns are offered: weekly on the same day of your appointment or Monday through Friday. Also, you have the option to select Custom and specify which days of the week it should repeat or every how many months. At the bottom, you can select until when it will repeat. Either specifying the number of occurrences or the end date.  Look at the 3-month calendar on the right to pre

Did you know? You can create groups from filtered reports

On reports: when you create and filter a report it "automatically" creates a User Group. After creating a report that you need, where you have filtered all of the students with " MATH "(Subject Areas), selected only the " Freshman "(Student Demographic) who have visited the center for " Tutoring "(Service Type) more than 3 times on a Visitor History report you decide you want to save that group and call them " Freshman needing Math Help ." You can do this after you run that report by visiting the User Accounts > Groups section on the left-side navigation panel. Once there simply click on the Report Generated Groups tab, then click on the report you just ran, and click edit .  At this point you can name the group and hit save changes and the group will now be available for you to use as a group filter in future reports.