1. Click the tabs under the student’s name to view additional information about this student, such as currently and previously enrolled courses, recorded summary reports and notes, academic progress, calendar, appointments, and conversations.
2. The “30-second gut check” box under the Overview tab provides basic academic standing information; click any triangles (like the one next to the GPA) to view additional information for that category.
3. The Overview section will show the student’s current and previous majors and other basic information about the student
4. Links under “Options” allow you to quickly contact the student, create an ad-hoc Summary Report, schedule a new appointment for the student, add them to a Student List, or issue an Alert/Referral.

Further down on the page you will find Categories, Tags, and the student’s Success Team.

• Categories are automatically updated with the nightly data feed, and include information such as the student’s Admit Type and Term, College Affiliation, Expected Graduation Date, Minor, and EOP status
• Tags are updated once per quarter and include items such as First-Gen or Regents Scholar
• The student’s Success Team includes staff who have been automatically assigned to the student based on their College Affiliation, Major(s), and/or Minor, as well as assigned Faculty for any enrolled courses