Setting up Academic Advisor Groups

Note that before using the groups function a course needs to have enrolled learners with a designated curriculum period.

You need to be logged in as a program coordinator or program director to create or modify academic advisor groups.

Navigate to Admin>Manage course and select a course. Under the program title, click on 'Groups.' After clicking on Groups, any existing groups will be listed below. Ensure that you are working in the appropriate Period by reviewing the dropdown menu in the top right. Click the green button on the right to add a new group. Select a prefix for the group name and type it into the Group Name Prefix area. This prefix will be applied to all group names.

Select your group type: you can either define a number of empty groups and manually populate them with learners OR have the system automatically populate groups.

To create empty groups, enter the Group Name Prefix, and a designated number of groups. Click the blue add button on the bottom right.

Add academic advisors to a group

Within the current setup, the term tutor refers to the academic advisor role. To add tutors/academic advisors to the group, click on a group name, find the Group Details section, and use the tutor search bar to pull up names.

Click on the required name and repeat as necessary. When names have been added they will appear in a list below the tutor search bar.

Adding tutors/academic advisors to a group allows those faculty to view the assessment data for any learners in the group.

Add learners to a group

To add learner members to a group, click on the group name, scroll down to Add Members and use the dropdown menu to tick off members. Note that you can add multiple learners at once by ticking off multiple checkboxes beside names.

After you have added the required names, click the blue Proceed button on the bottom right. This will save your work.

Renaming a group

From the Groups tab, click on the group you want to rename. In the Group Details section look for the Group Name box and manually change the name of the group as needed.

Scroll to the bottom of the page and click the blue proceed button on the right. This will save your work.

Deleting group members

To delete tutors, go to the Group Details section, and click on the red minus sign beside a tutor name.

To delete learners from a group, go to the View Members section, and tick off the box beside any learner names you want to delete, and then click the red Delete Members button on the right side.

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