View source for TracCloud: Peer Mentoring

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<div class="pageTitle">Peer Mentoring</div>

TracCloud's Peer Mentoring feature allows you to link mentors (a type of staff account) to mentees (students). This will provide a mentorship window to both parties where they can communicate and share documents between each other. Mentors (and their supervisors) will additionally be able to easily see the mentees appointment and visit history from the mentorship window.<br><br>

<big><b>Mentor Configuration</b></big>

In order to create a mentor profile, you will need to enable the "Mentor" checkbox in their [[TracCloud:_Staff_and_Consultants|staff account]]. Go to <i>Other > Listings > Staff > [The staff member you wish to make a mentor] > General tab</i>, then check the "Mentor" box. You may also wish to assign another staff member as a supervisor. A supervisor will be able to view all of this mentor's communications with their mentees.

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After saving the mentor's profile, a new tab will be available named "Mentees." This tab allows you to view the student accounts the mentor is assigned to, or click on the individuals to view their communications.

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The <b>Link New Mentees</b> utility allows you to assign one or multiple students as mentees for the selected mentor. Linkage type can be used to note the link between mentor and mentee, such as a subject or reason. You can click on student names to open their profile.

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The list of students can be filtered by adding additional search fields using the {{#fas:magnifying-glass}} button. You can add as many filters as needed and you can click on the operator of a search to change it. "%" is the wildcard if performing a "like" search. 

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<big><b>Dashboard View</b></big>

Once a mentee is assigned to a mentor, or a mentor to a supervisor, a new dashboard widget will be made available to these individuals.

The <b>mentee</b> dashboard widget will list all of the logged in student's mentorships. If new messages are available, an indicator will be shown. To add a {{#far:calendar-plus}} button to search for the mentor's availabilities, you can create a [[TracCloud:_Scheduling_Preferences|search availability link]] with the "Show on Student Mentor Widget" option enabled. The title of this widget can be changed in [[TracCloud:_System_Preferences|General Appointment Settings]] in System Preferences.

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Clicking on the mentorship will open the communications window ([[TracCloud:_System_Preferences|unless disabled in system preferences]]), where the mentee can talk with their mentor. Either party can additionally upload documents to the chat using the "Upload Document" button. SMS & email notifications can optionally be sent to both parties if configured in your profile preferences, under [[TracCloud:_Scheduling_Preferences|Scheduling -> Other Schedule Options]].

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The <b>mentor</b> dashboard widget (left) will display a list of the mentees assigned to the logged in mentor, whereas the <b>supervisor</b> widget (right) will show a collapsible list of mentees for each of the mentors the supervisor is assigned to.

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Clicking on a mentorship will open a communications window similar to what the mentee sees, with the addition of a tab to view the mentee's appointment and visit history directly from the mentorship window. <b>Supervisors</b> or administrators will additionally have access to a {{#fas:gear}} button in the top-right corner to quickly change the mentorship settings, including the linkage field, term, profile, or deactivating the mentorship entirely.

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Unless manually deactivated, a mentorship will remain active until the term is deactivated or until the expiration date for the term the mentorship was created in. [[TracCloud:_Terms|That date can be entered in your term settings as described here.]]
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<big><b>Mentorship Activity Report</b></big>

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[[Category:TracCloud Manual]]