TracCloud: Peer Mentoring: Difference between revisions

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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 back and forth including document upload functionality. Mentors (and their supervisors) will additionally be able to easily see the mentees appointment and visit history from the mentorship window.<br><br>
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>
<big><b>Mentor Configuration</b></big>
<br><br>


In order to designate a [[TracCloud:_Staff_and_Consultants|staff member]] as a mentor, you will need to enable the "Mentor" checkbox in their profile. Go to <i>Other > Listings > Staff > [The staff member you wish to make a mentor]</i>, then under the "General" tab 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.
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.


[[File:7194811.png|600px]]<br><br>
[[File:7194811.png|600px]]<br><br>
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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.
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.


[[File:4981479.png|600px]]<br><br>
[[File:4981479.png|800px]]<br><br>


The <b>Link New Mentees</b> option allows you to assign one or multiple students as mentees for your chosen mentor. Linkage type can be used to note the link between mentor and mentee, such as a subject or reason.
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.


[[File:9753538.png|500px]]<br><br>
[[File:9753538.png|500px]]<br><br>


The list of students can be filtered by adding additional search fields using the {{#fas:magnifying-glass}} button.  
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.  


<span class="todo">explain searches more</span>
[[File:4073726.png|500px]]


<hr>
<hr>
<big><b>Dashboard View</b></big>
<big><b>Dashboard View</b></big>
<br><br>


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.
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>/student dashboard widget will list all of the student's mentorships. If new messages are available, an indicator will be shown.
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.


[[File:9371594.png|500px]]<br><br>
[[File:9371594.png|500px]]<br><br>


Clicking on the mentorship entry will open the communications window, where the student can talk with their mentor.
Clicking on the mentorship will open the communications window, where the mentee can talk with their mentor.


[[File:6612056.png|600px]]<br><br>
[[File:6612056.png|600px]]<br><br>


The <b>mentor</b> staff dashboard widget will display a list of the mentees assigned to the logged in mentor.
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.


[[File:7111482.png|500px]]<br><br>
[[File:7111482.png|500px]] [[File:4015832.png|500px]]<br><br>


Clicking on a mentorship entry will open a communications window similar to what the mentee sees. Mentors will also be able to easily view the student's appointment and visit history directly from the mentorship window. The {{#fas:gear}} button in the top-right corner can be used to quickly change the mentorship settings, including the linkage field, term, profile, or deactivating the mentorship entirely. <span class="todo">this is an admin option</span>
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.


[[File:8548670.png|600px]]<br><br>
[[File:8548670.png|800px]]<br><br>
 
Lastly, the <b>supervisor</b> staff dashboard widget will show a collapsible list of mentees for each of the mentors the supervisor is assigned to. Clicking the mentorships will open a view identical to what the mentor themselves would see.
 
[[File:4015832.png|500px]]<br><br>


<hr>
<hr>


<span class="todo">reporting</span>
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<!--[[Category:TracCloud Manual]]-->
<!--[[Category:TracCloud Manual]]-->

Revision as of 21:26, 28 May 2025

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Peer Mentoring

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.

Mentor Configuration

In order to create a mentor profile, you will need to enable the "Mentor" checkbox in their staff account. Go to Other > Listings > Staff > [The staff member you wish to make a mentor] > General tab, 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.



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.



The Link New Mentees 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.



The list of students can be filtered by adding additional search fields using the 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.


Dashboard View

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 mentee dashboard widget will list all of the logged in student's mentorships. If new messages are available, an indicator will be shown.



Clicking on the mentorship will open the communications window, where the mentee can talk with their mentor.



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



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. Supervisors or administrators will additionally have access to a button in the top-right corner to quickly change the mentorship settings, including the linkage field, term, profile, or deactivating the mentorship entirely.