How to Create a New Appointment Summary Report

There are a few ways you can create a new Appointment Summary Report in Slug Success. Please choose which of the following options best suits your situation:

Option 1: To create an “ad-hoc” Report, which is unassociated with an appointment, click the “Report on Appointment” link on the student’s profile page. Note that after you create and save this report, an “appointment” will be created that matches the Arrived and Departed times as indicated in the report

Option 2: If the student has checked in for a scheduled or drop-in appointment (via the Kiosk, Appointment Center, or Virtual check-in), you can click Start Appt next to the student’s name from the Appointment Queue in the menu at the top of your screen

Option 3: If the student has not checked in, but has a scheduled appointment, you can look to your Upcoming Appointments tab. Select the student from the list, verify that the “Report Filed?” column says “Not Yet.” then select “Add Appointment Summary” from the Actions menu

Upcoming appointments tab on staff homepage

Most departments that are using Slug Success for scheduling, but may not be checking students in for their appointments, will find the third option to be the most effective for accurate reporting.

You Belong Here

The programs and services described here are open to all, consistent with state and federal law, as well as the University of California’s nondiscrimination policies. Every initiative—whether a student service, faculty program, or community event—is designed to be accessible, inclusive, and respectful of all identities.

To learn more, please visit UC Nondiscrimination Statement or Nondiscrimination Policy Statement for University of California Publications Regarding Student-Related Matters.

Slug Success