Model Support Programs with Education Cloud

The Education Cloud Student Success and Mentoring apps empower educational institutions to design, plan, and deliver non-scholastic services that support each learner’s journey. From career counseling to mentoring, these apps provide the tools needed to manage a wide range of support programs effectively.

Defining and Managing Support Programs

Educational institutions often run various support programs to enhance learners’ experiences, such as a job placement program that offers career counseling, resume workshops, aptitude assessments, mock interviews, and corporate connect events. With the Student Success and Mentoring apps, Education Cloud provides robust program management features that allow institutions to scale these initiatives efficiently. For more information, see Get Started with Program Management.

Through these apps, directors and facilitators can model programs and define the associated benefits. When an advisor adds these benefits to a learner’s care plan, the learner is automatically enrolled in the respective programs. Mentoring facilitators can also connect learners with mentors. Available benefit types include:

  • Participatory: Workshops with multiple scheduled sessions.
  • Monetary: Scholarships or donations.
  • Advising: Counseling sessions.

Note: It’s essential to define the unit of measure for each benefit type to avoid errors when creating benefits. For guidance, see Define Units of Measure for Program Management.

Creating and Managing Support Programs

In the Student Success and Mentoring apps, you can easily create programs, enroll learners, and manage benefits through workflows accessible from the dropdown navigation menu. For a deeper understanding of the program management process, see Program Management Workflow.

To create a support program:

  1. Set Up the Program: Assist learners by offering the services and initiatives of your institution.
  2. Conduct Intake Assessments: Administer assessments during enrollment to better understand learners’ needs and determine how to support them effectively.
  3. Publish and Automate: Share the support programs on the learner portal for self-enrollment. Use automation to capture assessment responses and create related records, streamlining the support process.

An advising program might include an advising benefit. When a learner enrolls, they are automatically assigned to an advising benefit, allowing them to schedule an appointment with a success team member. The system updates the benefit disbursement status based on the appointment.

Automating Program Enrollment Processes

Education Cloud offers integration procedures, flows, and invocable actions to automate program enrollment processes. For example:

  • Enroll in Program: Automates the creation of program enrollment records, benefit assignments, and tasks for learners to schedule appointments with advisors. It also handles related cases and assessments.
  • Create Benefit Disbursement: Automates the creation of benefit disbursement records for service appointments.
  • Batch Job Flows: Run daily batch jobs to manage benefit disbursements and update statuses.

Note: A program enrollment record can be created regardless of the program’s status. Implement restrictions as needed in your org.

Creating Assessments for Program Enrollment

To understand learners’ requirements during program enrollment, create assessment questions:

  1. Create Assessment Questions: Use the App Launcher to create and configure assessment questions, defining the data type, category, and question text.
  2. Create an Assessment Form: Use OmniScript to design a form that captures responses during program enrollment. Integrate this form with your program using the appropriate integration procedures and workflows.

Setting Up Advising Programs

Create an advising program that runs an assessment when learners enroll from the portal:

  1. Create the Advising Program: Enter the program’s details, associate it with a success team, and define the advising benefits.
  2. Add Team Members: Assign individual members or predefined case teams to the success team of the advising case.

Learners can schedule appointments with assigned case team members directly through the learner portal, ensuring they receive the support they need.

By leveraging Education Cloud’s Student Success and Mentoring apps, institutions can create, manage, and scale support programs that effectively address the unique needs of each learner.

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