Training and Resources for Staff and Faculty

We offer two types of in-person trainings throughout the semester - Basic Refresh Training and Advanced Training.  

Basic Refresh Training will cover topics like the philosophy and global expectations surround use of the system, tips, tricks and best practices, documentation best practices, communication tools, and introduce alerts and cases (referral system).  If you are newer to BoilerConnect and have already met with your Department Trainer, this is a great training for you. 

Spring 2023 Dates/Times
January 12, 2023 -- 9:30-10:30am
February 13, 2023 -- 2:30-3:30pm
March 7, 2023 -- 3:00-4:00pm
April 14, 2023 -- 11:00am-noon

Click here to register!

Advanced Training will cover topics like caseload management with student lists and saved searches, using the advanced search feature effectively, the concept of proactive interventions, and report options in BoilerConnect. If you are confident in your basic use of the system and are ready to learn more this is the training for you! 

Spring 2023 Dates/Times
January 26, 2023 -- 11:00am-noon
February 28, 2023 -- 3:00-4:00pm (Session is Full)
March 24, 2023 -- 9:30-10:30am
April 26, 2023 -- 1:30-2:30pm

Click here to register!

• Calendar Sync - Should I or Shouldn't I?
• Syncing Calendar to BoilerConnect
• Establishing Your Availability in BoilerConnect
• Personal Availability Links (PALs)

Visit the BoilerConnect Documentation page to view the full documentation guidelines as well as a two page quick resource guide.

• Appointment Documentation - Appointment Summary Report 
• Notes and Appointment Summary Report
• How to Find Previous Documentation

• Scheduling Appointments in BoilerConnect
• Appointment Check-In Process - No Kiosk or Virtual Appointment 
• Campaign Decision Tree
• How to Create an Appointment Campaign
• New Student Appointment (Purdue All Aboard) Campaign Creation and Documentation
• Adding a Student to a Campaign When They Didn’t Use Your Campaign Link
• Resetting the Missed Appointments Counter
• How to Suppress BoilerConnect Emails in Outlook
• Using the Appointment Center

Alerts and Cases within BoilerConnect allow for a more intentional interaction with students in the referral process. Anyone with the appropriate access (typically Advisor/Coach) can issue an alert on a student which will result in either outreach or an automated email from the referral office.  For more information on all of the available alerts in BoilerConnect, please see the information below.  The available referral offices continue to grow each semester as we continue to enhance this functionality of the platform, so be sure to check back often!

• Coming Soon! Overview of Alerts and Cases
• Alert Information Chart
• What to Expect When you Issue an Alert
• Best Practices for Offices Receiving Alerts
• Academic Early Alert and Case Process

Categories are system-wide identifiers or student attributes that are used to group students.  Information for categories is pulled directly from cohort codes in Banner and refreshes nightly. The current categories found in BoilerConnect are: 

• Bands and Orchestras 
• Candidate 
• Conditional CODO
• Continued Good Standing 
• Degree in 3 
• Dropped
• Early Start 
• Emerging Leaders
• Fall 2020 Online Learners
• First Generation Student
• GPI - No Internship/Job
• GPI - No Involvement
• GPI - No Mentor
• Honors College
• Horizons
• International
• Marquis
• Polytechnic Statewide
• Presidential/Trustee
• Probation
• Purdue Musical Organizations
• Purdue Promise
• Re-Admit on Probation
• Registration Hold
• SPAN Plan
• Spring 2021 Online Learners
• Student Athlete
• Summer Start Conditional
• SummerHS

Tags are used to signify indentifying information that does not come from Banner.  They can only be added and removed from a student's profile manually.  Tags are unlike Student Lists in that when a Tag is added to a student all users with applicable permissions will also be able to view the tag and will see the tagged student's information when searching by the Tag.  The current Tags found in BoilerConnect are:

• 4th Semester
• BOP
• BSPS
• CLA Degree+
• Co-Op
• CODO In
• CODO Out
• Combined BS/MS
• EduNav Test
• Exchange Student
• Expected Graduation (each term through Spring 2026)
• GEARE
• Goss Scholar
• Larsen Leaders Academy
• Non-CLA Goal
• Non-CLA Goal CRF/PIN 1
• Non-CLA Goal CRF/PIN 2
• Non-CLA Goal CRF/PIN 3 (Final CRF/PIN)
• Polytechnic HS Grad
• Pre Athletic Training
• Pre Chiropractic
• Pre Dent
• Pre Health (General/Other)
• Pre Law
• Pre Med
• Pre Occupational Therapy
• Pre Optometry
• Pre Physical Therapy
• Pre Physician Assistant
• Pre Public Health
• Pre Vet
• Residence Education Assistant
• Resident Assistant
• Semester Internship
• Student Mentee
• Student Mentor
• Study Abroad Interest
• Temporary Housing
• TSAP
• Undergraduate Researcher

• Roles and Role Requests
• What to do when a Staff Member Changes Offices
• How to pull Appointment Data for your Unit
• How to pull Incomplete Summary Report Information

• Communication Guidelines
• BoilerConnect Terms
• Getting Acquainted with the Student Profile
• Staff Profile Overview 
• BoilerConnect and Purdue All Aboard - Guidelines and Best Practices
• How to Schedule Reports 
• Advisor Facilitated Interventions