This article describes how to associate a mentor to a student from both the student record and the mentor record.
TIP: Click here to access the Client Roles article which clarifies the Mentor role.
Click here to navigate to written directions for Associating a Mentor to a Student from the Student Record. Click here to navigate to written directions for Associating a Mentor to a Student from the Mentor Record.
This video will highlight how to associate a mentor to a student from both the mentor record and the student record. It will also illustrate how to associate a mentor to all students within a client. Click the Play button below to get started.
Run Time: 06:56
Associating a Mentor to a Student from the Student Record
Navigate to Users.
Search for the student you wish to associate to a mentor.
Click the Full Name hyperlink to open the student user record.
TIP: You can verify you are selecting a Student user by referencing the User Type column.
The student’s Information record displays. Click the Mentors tab.
The list of mentors associated to the student displays. Click Add Mentor.
The Add Mentor form displays. Begin to type a Username, Full Name, Last Name, or Email to Search Mentors. Select the appropriate mentor from the list. Then, click Save Mentor.
IMPORTANT: Full Name and Mentor Type are required fields and are denoted with an asterisk *. Selecting a mentor from the list auto-populates these fields and assigns a default Mentor Type based upon the type assigned at the time the user was created in the system.
Click Save Mentor or Cancel.
Click here to return to the top of the article.
Associating a Mentor to a Student from the Mentor Record
Navigate to Users.
Search for the mentor you wish to associate to a student.
Click Full Name hyperlink to open the mentor user record.
TIP: You can verify the user is assigned the Mentor role by referencing the User Type and Roles columns.
The mentor’s Information record displays. Click the Students tab.
The list of students associated to the mentor displays. Click Add Student.
IMPORTANT: Clicking Add All Students gives you the option to associate a mentor to all students for a selected client. Only choose this option if you are certain you wish to associate a mentor to an entire student roster for a specific client or for all available clients.
The Add Student form displays. Begin to type a Username, Full Name, Last Name, or Email to Search Students. Select the appropriate student from the list. Then, click Save Student.
TIP: Click the Is Primary checkbox to make the mentor primary on the student record.
IMPORTANT: Full Name and Mentor Type are required fields and are denoted with an asterisk *. Selecting a student from the list auto-populates these fields and assigns a default Mentor Type based upon the type assigned at the time the user was created in the system.
Click Save Student to complete the association.
Click here to return to the top of the article.
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