Communication Manager Dashboard

The Communication Manager Dashboard is a place to keep track of meetings and student referrals you have created or to which you have access. A Student Meeting is a record of a completed communication with the student. It can be an in-person meeting, phone call, or email.

To access the Communication Manager Dashboard:

  1. Go to My Gradebook > Communication Manager > Communication Manager Dashboard. The Communication Manager window opens to the Meetings tab

Each tab has a table of meetings, which may be lengthy, especially when the field Created By is set to {any allowed}. It can be filtered by type of meeting and category, and can be sorted on any column.

Tabs

Meetings

Create a New Meeting

  1. Click  . The Pick Meeting Type window opens.
  2. Select Student Meeting. The Select Student window opens.
  3. Enter the name of the student in the Select a Student field.
  4. Click the student's name from the list. The Edit Student Meeting window opens. The student's name and ID appear in the window bar.

  1. The Date field populates with today's date; you can change the date, if needed.
    1. If you select a date in the future, an Upcoming Meeting Confirmation window appears. The meeting appears on the Upcoming tab instead of the Meeting tab.
  2. The Time field populates with the current time; you can change the time, if needed.
  3. Enter the number of Minutes the meeting lasted. This field can be left blank.
  4. Enter a check mark in the Personal box if you want the meeting to be viewable only by yourself and selective administrative personnel with specific Sapphire security rights.
  5. Use the Type drop-down to indicate a face-to-face Meeting, a Phone call, or an Email. 
  6. Use the Category drop-down to select the correct category.  Personal = Personal meetings are visible to only the user who created them and administrative users with special security rights.
  7. Enter a Description of what occurred in the meeting.
  8. Click SAVE.

 

Meetings Tab Screenshot:


 

 

 

Referrals

Referrals can be sent between school staff members. When you create a new referral, the student's counselor is the default in the Referred To field. Select a different staff member by typing the staff members name or a portion of it in the Referred To box. As you type, a list of staff members populates. Highlight and click the selected staff member.

View Referrals that other staff members have sent to you:

  1. Go to the Referrals tab.
  2. Use the filters at the top of the window to narrow down what you want to view.
    1. Use the Referrals From and To fields to narrow down the timeframe.
    2. Use the change dates drop-down.
    3. Use the Created By drop-down.
    4. Use the Status drop-down.

Respond to a Referral

  1. Click the row that contains the referral in which you are responding. The Edit Student Referral window opens.
  2. Enter the response in the Response to Referrer box.
  3. Add a check mark to the Complete box.
  4. Click SAVE.

Create a New Meeting from a Referral

  1. Go to the Referrals tab.
  2. Click the Referral you want to turn into a Meeting. The Edit Student Referral window opens.
  3. Type in a Response to Referrer, if applicable and check Complete.
  4. Click Create New Meeting from Referral. The Edit Student Meeting window opens.
  5. The Time field populates with the current time; you can change the time, if needed.
  6. Enter the number of Minutes the meeting lasted. This field can be left blank.
  7. Enter a check mark in the Personal box if you want the meeting to be viewable only by yourself and select administrative personnel with specific Sapphire security rights.
  8. Use the Type drop-down to indicate a face-to-face Meeting, a Phone call, or an Email.
  9. Use the Category drop-down to select the correct category.
  10. Enter a Description of what occurred in the meeting.
  11. Click SAVE. A new Meeting or Upcoming Meeting is added, and the Referral is marked as completed.

Create a Referral

  1. Go to the Referrals tab.
  2. Click . The Pick Meeting Type window opens.
  3. Click Student Referral. The Select Student window opens.
  4. Enter the name of the student in the Select a Student field.
  5. Click the student's name from the list. The Edit Student Referral window opens. The student's name and ID appear in the window title bar.
  6. Use the Referred To drop-down to select the correct staff member.
  7. Use the Category drop-down to select the correct category.
  8. Enter the relevant information into the Description text box.
  9. Click SAVE.

Upcoming

The Upcoming tab displays a list of meetings scheduled in the future. To make any changes to a meeting:

  1. Click anywhere on the line except for the name link. The Edit Student Meeting window opens.

 

  1. Make changes. When Has it occurred yet? (or Did the meeting take place? for meetings scheduled for a date in the past) is marked as Yes the meeting is moved from Upcoming tab to the Meetings tab.
  2. Click SAVE