Getting Started with Coyote Connections for Advisors

Issue/Question

How do I get started using Coyote Connections as an advisor?

Accessing advisor features in Coyote Connections

Navigating advisor tools and student records

Environment

• Coyote Connections
• Advisor accounts

Resolution

Getting Started

1. Sign in to Coyote Connections using your university credentials
2. Configure your appointment availability to allow students to schedule appointments
3. Sync your calendar to enable two-way synchronization with your Outlook calendar

Staff Home Page

The Staff Home Page provides access to the following areas:

• Students displays students assigned to you for advising
• Appointments displays upcoming and previous student appointments
• My Availability displays appointment availability settings and your personal scheduling link
• Appointment Queues displays students who have checked in for appointments
• Schedule an Appointment allows you to create appointments and manage appointment summaries

Left-Hand Menu

The left-hand navigation menu provides access to:

• Dashboard for activity summaries
• Messages for email and text communications sent through Coyote Connections
• Calendar for viewing classes and student appointments
• Cases for viewing and managing student alerts
• Campaigns for targeted student outreach initiatives
• To Dos and Tasks for creating student action items
• Advanced Search for enrollment and student searches
• Lists for saved student groups and watch lists
• Analytics for student activity and trend reporting
• Reporting for reports related to student success and engagement

Viewing Student Profiles

1. Select a student's name or search for a student using the search field
2. Open the student profile to view student information and available actions

Student Profile Information

• Overview includes academic and enrollment information
• Success Progress displays performance data and trends
• History displays appointment summaries, notes, cases, alerts, and campus visits
• Courses displays course schedules, grades, GPA information, attendance data, and academic standing
• Checklist displays assigned to-dos and tasks
• Calendar displays schedules, appointment times, and locations
• Study Hall displays study hour requirements and completion information
• Appointments displays future, recent, and no-show appointments
• Conversations displays communications through Coyote Connections
• Staff Tasks displays tasks related to the student

Student Profile Actions

From the student profile options panel, you can:

• Send messages to students
• Add advising notes
• Create student to-dos
• Create appointment summary reports
• Schedule appointments
• Add students to lists
• Issue alerts