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. 

Fall 2023 Dates/Times
August 17, 2023 -- 8:30-9:30am -- This session is full
September 11, 2023 -- 1:30-2:30pm -- This session is full
October 10, 2023 -- 8:30-9:30am (Please note this is during Purdue's Fall Break)
November 17, 2023 -- 10:30-11:30am
December 13, 2023 -- 10:00-11:00am

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! 

Fall 2023 Dates/Times
August 17, 2023 -- 3:00-4:00pm
September 28, 2023 -- 9:30-10:30am
October 25, 2023 -- 3:30-4:30pm
November 30, 2023 -- 9:00-10:00am
December 14, 2023 -- 1:30-2:30pm

Click here to register!


In addition to these trainings, this fall we will be offering monthly feature spotlights!  These 20 minute virtual webinars will provide a walkthrough of how to use a specific BoilerConnect feature, with examples and tips to help you get the most out of it to better support your students.

Monthly Features
August – Sending Messages
August webinar recording and slides
September – Appointment Campaigns
September webinar recording and slides
October – Staff Dashboard
November – Issuing Alerts and Managing Cases
December – Student Lists and Saved Searches

There is no registration for these.  Click here to receive a calendar hold for these sessions. 

Visit the BoilerConnect Documentation page to view the full documentation guidelines as well as a two page quick resource guide.
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!
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: 
  • Academic Dismissal
  • Academic Notice
  • Bands and Orchestras 
  • Candidate
  • Catalog Term (specified by year) 
  • Conditional CODO
  • Continued Good Standing 
  • Degree in 3 
  • Early Start 
  • Emerging Leaders
  • Fall 2020 Online Learners
  • First Generation Student
  • Honors College
  • Horizons
  • International
  • Lilly Scholar
  • Minors (specified by program)
  • Polytechnic Statewide
  • Presidential/Trustee
  • Purdue Musical Organizations
  • Purdue Promise
  • 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)
  • Goss Scholar
  • Graduate Student Interest
  • 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
  • SAO Involvement
  • Semester Internship
  • Student Mentee
  • Student Mentor
  • Study Abroad Interest
  • Temporary Housing
  • TSAP
  • Undergraduate Researcher

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