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Connect an Existing Appointment to a Milestone

This article applies to the following role permissions: ConexED Administrator - Director - Group Manager - Faculty/Staff who have been assigned to Groups/Staff Assigned to Review Completion Requests for Milestones.

If a student in a cohort attended a meeting that was not scheduled via their milestone dashboard, it can be connected  to a milestone after completion.
 
For example, if a student dropped into to a meeting, instead of making an appointment in the milestone dashboard, this meeting would need to be connected to the milestone. 

 
1. Navigate to your group.  
2. Click on Appointment Lookup or Student lookup and search the student by name, SIS or email address.  
3. Access the Appointment Details via the View Meeting in the Appointment Lookup Table, or the magnifying glass symbol in "Meeting History". 
 
At the bottom left of the Details the "Connect to Milestone" will appear for a student within a cohort AFTER the meeting has been completed and saved.   
 
The affiliated Milestones will display in the dropdown menu.  Find the milestone and click to select.  It will then associate the milestone to an appointment. 
 
Connect to a milestone