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      Using Milestone Progress Alerts

      This article applies to the following role permissions: ConexED Administrator - Institution Administrator - Department Director - Group Manager - Faculty/Staff

      What is a Milestone Progress Alert (MPA)?

      A Milestone Progress Alert (MPA) is a notification system within ConexED designed to keep track of students' progress within a specific course or program. MPAs serve as early indicators of students' performance, allowing faculty and staff to intervene promptly if students are falling behind or not meeting critical academic milestones. 

      Who Receives Milestone Progress Alerts for a Cohort?

      Milestone progress alerts for a cohort are sent to designated student support staff who are responsible for guiding and monitoring students' academic progress. These alerts ensure that the appropriate individuals are informed and can take timely action to support student success. The following roles are eligible to receive milestone progress alerts if assigned as student support staff: ConexED Admin, Institution Admin, Department Director, Group Manager, and Faculty/Staff.

      Who Can Assign Student Support Staff to a Cohort

      ConexED Administrators and Institution Administrators have the authority to assign Student Support Staff to any cohort. Department Directors and Group Managers designated as group administrators must also be assigned either as a Cohort Category Administrator for the relevant category or as a Cohort Administrator for the specific cohort in order to assign Student Support Staff. 

      Attaching Users to a Cohort as Student Support Staff.

      1. In the left navigation panel, select the CRM & Cohort Center tab.

      2. Click on the Cohort Admin Center tab.

      3. Find the Cohort you wish to modify and click Edit next to it. 

        The left-hand panel includes options such as "CRM & Cohort Center" with subsections like "Cohort Admin Center." Each cohort has options to "Edit Cohort," "Archive," or "Delete" along the right-hand side. There are buttons at the top to "+ Create Category," "+ Add Cohort," and "+ Import Cohort."

      4. Use the tabs at the top of the page to go to the Student Support Staff tab.

      5. Click on the blue "Attach Group or Staff" button.

        there are tabs including "Student Support Staff." Below the tabs, a description reads: "Student support staff receive notifications and actively engage with students within their assigned cohorts. For specific milestones within cohorts, their availability is visible to students for support and scheduling." Visible underneath is a button labeled "Attach Group or Staff" on the right.

      6. In the search field, enter the title of the group to which the faculty or staff member(s) belong. For example, Welcome Center

        Selecting group to pick student support staff

      7. Admins can attach the entire group by selecting the "Select All" box, or you can choose individual members by clicking the box next to each person's name.

      8. Once you've made your selections, click the "Attach to Cohort" button.

        There is a 'Select All' checkbox at the top left (labeled as 7), followed by a list of staff members and their details, including Name, Title, Username, and Role. Each staff member has an individual checkbox next to their name. At the bottom right is a button labeled 'Attach to Cohort' (labeled as 8).

      Accessing and Filtering Milestone Progress Alerts

      1. From the left navigation panel, select the CRM & Cohort Center tab.
      2. Click on the Milestone Progress Alert (MPA) tab.
      3. Use the available filters to narrow down the list of milestones displayed:
        1. Search by Advisor
        2. Search by Milestone
        3. Search by Milestone Attribute
        4. Search by Status (Resolved or Unresolved)
        5. Search by Individual Student Name or Email

      The 'Milestone Progress Alerts' page provides a user-friendly interface for tracking and managing student milestones. On the left, a sidebar contains navigation options, including access to the 'CRM & Cohort Center' and 'Milestone Progress Alerts.' The main section offers search filters that allow users to filter milestones by advisor, specific milestones, milestone attributes, or status (resolved or unresolved). There is also a search field for individual students by name or email. Below the search section, a list of students and their milestones, with associated timestamps, is displayed. Each entry includes options to either view the milestone details or mark it as resolved.