Sierra Connect Speed Notes

Tags SpeedNotes

Think about how many Speed Notes will show to your staff. Too many can be confusing. 

Here is an example list for Special Programs

Appointment Type:
Special Programs - Intake (MRA, Plan)
Special Programs - 1st
Special Programs - 2nd
Special Programs - 3rd
Special Programs - Add'l Academic
Special Programs - Personal
Probation Level 2 - 1st Appt
Probation Level 2 - 2nd  Appt
Probation Success Plan Created
Special Programs - No Show 1
Special Programs - No Show 2
 
Academic Counseling: 
General Questions / Check-in / Updates
Changed Major
Updated Plan
New Plan 
Discussed Resources (Books, Supplies, Technology)
Priority Registration Meeting
Final Courses Review / Prep for Graduation or Transfer
Rec'd CalWORKs Verification
Exit - End of Term
IGETC / CALGETC / CSUGE CERT
TAG Info / Review / Support
Transfer Information
Transcripts Reviewed / TES / Course Sub Started
Dismissal Appeal / Readmission Petition
Petitions (See Notes)
 
Referrals:
Referral to Academic Support (Tutoring, writing and Math center)
Referral to Admissions and Records
Referral to Career and Transfer Connections
Referral to Equity / CommUNITY Programs
Referral to Financial Aid Office
Referral to Health Center
Referral to IA Counseling 
Referral to Instructor
Referral to Lending Library
Referral to Outside Agency
Referral to SAS Office
Referral to Student Engagement Center
Referral to Student Success Center
Referral to Student Success Workshop
Referral to Transfer Institution / Programs for Questions
 
Financial Aid:
General Financial Aid Questions
FAFSA / CADAA Filed
Advised to Complete FAFSA / CADAA
CPOS Adjustment 
Appeal: Max Unit
Appeal: Reinstatement
Emergency Funding
Scholarships
 
Crisis / Personal Counseling:
Personal Counseling
Referral to Basic Needs Center
Referral to CARE Team
Referral to Community Health / Provider
Crisis Intervention
Referral to Health Center (Mental Health Appt)
Referral to Timely Care
 
Career Counseling:
Research & Exploration Activities
Update Career Continuum

This is what it looks like to use this list of Speed Notes.

 

Below is a list of Speed Notes in Sierra Connect. Note, this is not an exhaustive list as some have been created after the time of this publishing. 

 

  Speed Notes
 
1 Academic Plan
2 Academic status concerns
3 Active Participation Limitation notification
4 Add Classes
5 Added money to Pay to Print
6 Addressed time management
7 Adjustment to college
8 Admissions & Records
9 Admissions & Records Next Steps Referral (Registration errors, Residency, INTL, etc.)
10 Advised to Complete FAFSA/CADAA
11 Advised to get Student ID Card
12 AE/DE MAP
13 AE/DE SEP
14 Alternative Media
15 Appeal: Max Unit
16 Appeal: Reinstatement
17 Application & enrollment information
18 ASSC
19 ASSC Activity Sticker
20 Assessment Next Steps Referral (Pre-requisite clearance, etc.)
21 Assist with Financial Aid
22 Assisted getting started with transfer application
23 Assisted in connecting to non-partnering university
24 Assisted with connecting to university
25 Assisted with FAFSA
26 Assisted with FAFSA/CADAA
27 Assisted with Financial Aid red flags
28 Assisted with interview preparation
29 Assisted with job/internship application
30 Assisted with mySierra login
31 Assisted with resume/cover letter
32 Assisted with Scholarships
33 Assisted with Welcome email (find/recover)
34 Athlete
35 Basic Needs Center
36 Basic Needs Next Steps Referral (Housing, Food, Emergency funds, etc.)
37 Basic Needs referral
38 Basic Needs: Child Care
39 Basic Needs: Food Security
40 Basic Needs: Housing Security
41 Basic Needs: Mental Health
42 Basic Needs: Physical Health and Hygiene
43 Basic Needs: Technology Support
44 Basic Needs: Transportation Support
45 Book Voucher Navigation and Information Provided
46 Bookstore Next Steps Referral (Book refunds, Access errors, etc.)
47 Bursar
48 CalWORKs
49 Campus Life
50 Campus Life/Engagement Information Provided (ASSC/student senate, SECs, CommUnity, Clubs, etc.)
51 Campus Workshops/Events Information Provided
52 Canvas Navigation Support
53 Care Team
54 CARE team referral
55 Career & Transfer Connections
56 Career & Transfer Referral for Next Steps (Resumes, Internships, Transfer applications etc.)
57 Career Confirmation resources/activities
58 Career Continuum Selected (Cleared Counseling Hold)
59 Career Continuum updated
60 Career Exploration
61 Career Exploration resources/activities
62 Career Exploration/Online Career Tools Navigation
63 Career Preparation resources/activities
64 Career/Transfer Connections
65 Case Management
66 Cashiers Office Next Steps Referral (Payments, Refund Issues, etc.)
67 CH 1606
68 CH 30
69 CH 31
70 CH 33
71 CH 35
72 Changed Major
73 CIT-Academic
74 CIT-Personal/Crisis
75 Class Schedule Navigation
76 Classes/Schedule Questions
77 Common Application for Special Pops
78 Common Application for Special Pops Provided
79 Community Health/Provider referral
80 Community member or non-student
81 Community Safety (Parking/Permits, Tickets, etc.)
82 Completed degree audit
83 Completing ITE/SIR
84 Completing Supplemental application
85 Completing Transfer Academic Update (TAU)
86 Conducted Mock Interview
87 Counseling
88 Counseling Appointment Scheduled
89 Counseling Referral (Directed to make appointment with Counselor)
90 CPOS
91 CPOS adjustment
92 Created SMART goal with student
93 Created/Updated Ed plan
94 Creating university portal
95 Crisis
96 Crisis Intervention
97 CSU Application
98 D01
99 D09
100 D16
101 D21
102 D42
103 D43
104 Dates/Deadlines
105 Dates/Deadlines Navigation and Information Provided
106 Degree Works Navigation and How to Locate Ed Plan
107 Discussed next steps after applying
108 Discussed academic goals
109 Discussed academic programs
110 Discussed ADT verification process
111 Discussed career goals
112 Discussed courses
113 Discussed Cover Letter Writing
114 Discussed CPOS
115 Discussed CSU GE or IGETC certification process
116 Discussed current internship for credit
117 Discussed dates and deadlines
118 Discussed Financial Aid
119 Discussed general transfer process
120 Discussed grades
121 Discussed internship eligibility/barriers
122 Discussed internship search
123 Discussed Interview Tips and Tricks
124 Discussed job search
125 Discussed next steps after acceptance
126 Discussed next steps after denial
127 Discussed other work-based learning
128 Discussed potential internship for credit
129 Discussed process of AP score reporting
130 Discussed Resources (Books, Supplies, Technology)
131 Discussed Resume Building
132 Discussed Scholarships
133 Discussed social/personal topics
134 Discussed specific application questions
135 Discussed TAG
136 Discussed transfer application
137 Discussed transfer to CSU
138 Discussed transfer to out-of-state university
139 Discussed transfer to private university
140 Discussed transfer to UC
141 Discussed Universitys special programs and services
142 Dismissal appeal/Readmission petition
143 Distance Learning
144 Division Office
145 Division Office Referral for Next Steps (Class Offerings, Petitions, etc.)
146 Drop Classes
147 Ed Plan in DW
148 Emergency Funding
149 Emergency Funding Information Provided
150 Enrollment/Waitlists
151 EOPS
152 Equity & Inclusion Support and Information Provided (Equity Resource Webpages, etc.)
153 Equity & Inclusion Supports
154 Escalated technology issue to IT
155 Evaluations Next Steps Referral (Petition issues, Transcript eval follow-up, etc.)
156 Exit - End of Term
157 Explored Career Research Tools
158 Explored Job Boards
159 Faculty Next Steps Referral (Office hours, Email, etc.)
160 Faculty/Office Hours
161 FAFSA / CADAA Filed
162 Family concerns
163 Final course review/Preparation for graduation or transfer
164 Financial Aid
165 Financial Aid Navigation (Petitions/Appeals, MySierra, To-Do List, etc.)
166 Financial Aid Next Steps Referral (Reinstatement, Max Unit Appeal, Book vouchers, etc.)
167 Financial Aid referral
168 Financial Aid Reinstatement
169 Financial Aid support
170 Financial Aid Workshops
171 First-Time student (had applied to the college and registered for classes)
172 Fixed technology issue
173 Food Pantry
174 Food Resources Provided (Food Pantry, Almost Free Lunch, Food spots, etc.)
175 Forms/Petitions Navigation
176 Gave general overview of all steps
177 General Check In (Relationship building, Follow-up on previous contact, etc.)
178 General Financial Aid Questions
179 General questions/Check-in/Updates
180 Given Accommodation Form
181 Graduation Preparation Support (Degree Petitions, Transcripts, etc.)
182 Guardian Scholars/FFY
183 Has pending AP/IB scores
184 Health Center
185 Health Center Referral (Health services, Therapy appointments, etc.)
186 Health Center referral (mental health appointments)
187 Helped apply to college
188 Helped order textbooks
189 Helped register for classes
190 Helped with enrollment steps
191 Helped with loan checklist
192 Helped with registration
193 Helped with Residency Questions
194 Holds Information Provided
195 Housing Resources
196 IA Counseling
197 IGETC / CALGETC / CSUGE CERT
198 IGETC/CSUGE Certification
199 Incoming student (student had applied before appointment)
200 International
201 Internship
202 Learning Communities/CommUnity
203 Learning disability
204 Library Resources
205 Library Services Referral (Study rooms, Research/Help Desk, etc.)
206 Major/Classes
207 MAP
208 MAP Created
209 MAP Process
210 Math Lab
211 Math Lab Referral (Math related support, etc.)
212 Max Unit appeal
213 Meet with Support Specialist
214 Mental Health and Wellbeing (psychological/social/emotional)
215 Mental Health Resources/TimelyCare Provided
216 MySierra Navigation
217 Nevada County Campus
218 New Plan
219 Next Up
220 Off Campus Resources
221 OLLI or Kaleidoscope student (65 or older and/or community ed)
222 Olli, Kaleidoscope/Community Ed information
223 Online Tutoring/Tutor.com
224 Online Tutoring/Tutor.com Referral (Online academic support, etc.)
225 Other
226 Other Interest Area Support
227 Other On-campus Resource
228 Other Program Referral
229 Other Sierra Program
230 Out-of-state university application
231 Paid fees
232 Parking Permit
233 Parking/Permit Information Provided
234 Personal
235 Personal Counseling
236 Petitions - See notes
237 Priority Registration Meeting
238 Private university application
239 Private/out-of-state application
240 Probation
241 Probation level 2 - 1st appt
242 Probation level 2 - 2nd appt
243 Probation or dismissal process/referrals
244 Probation Success Plan Created
245 Prospective student (student had not applied before appointment)
246 Provided information about how to apply and enroll at the college
247 Provided information about OLLI, Kaleidoscope/Community Ed
248 Provided information about transfer opportunities
249 Provided information about what programs are offered at the college
250 Puente
251 Received CalWORKs Verification
252 Reference letter request
253 Referral to Academic Support (Tutoring, Writing and Math center)
254 Referral to Admissions and Records
255 Referral to Basic Needs Center
256 Referral to CARE Team
257 Referral to Career and Transfer Connections
258 Referral to Community Health / Provider
259 Referral to Equity / CommUNITY Programs
260 Referral to Financial Aid Office
261 Referral to Health Center
262 Referral to Health Center (mental health appointments)
263 Referral to IA Counseling
264 Referral to Instructor
265 Referral to Lending Library
266 Referral to outside agency
267 Referral to SAS Office
268 Referral to Special Pops/Equity programs
269 Referral to Student Engagement Centers
270 Referral to Student Success Center
271 Referral to Student Success Workshop
272 Referral to Timely Care
273 Referral to Transfer institution/program for questions
274 Referred to Admissions and Records
275 Referred to Bursars Office
276 Referred to campus program/service
277 Referred to Common App
278 Referred to Community Resources
279 Referred to Computer Lab
280 Referred to Counselor
281 Referred to Enrollment Services/Designated School Official
282 Referred to Evaluations
283 Referred to Financial Aid
284 Referred to internship instructor
285 Referred to Math Center
286 Referred to Off-Campus Resource
287 Referred to On-Campus Student Employment Staff
288 Referred to partnering four-year university representative
289 Referred to RISE Counselor
290 Referred to SAS
291 Referred to Support Specialist
292 Referred to tutor
293 Referred to Veterans Success Center
294 Referred to Writing Center
295 Registration Support (General questions, Waitlists, etc.)
296 Reinstatement or Max Unit Appeal
297 Requesting degree or certificate
298 Research/Exploration Activities
299 Reset MySierra password
300 Residence Hall
301 Residence Hall Next Steps Referral
302 Reviewed application
303 Reviewed coursework
304 Reviewed CTC resources
305 Reviewed off-campus resources
306 Reviewed Resume/Cover Letter
307 Reviewed transfer application
308 RISE
309 Roseville Center Student
310 Russian translation
311 SAS
312 SAS support/Special Pops referral
313 Scheduled a follow up appointment for transfer support
314 Scheduled Counseling Appointment for Ed Plan
315 Scholarships
316 Scholarships Navigation and Information Provided
317 Sending transcripts and/or test scores
318 SEP
319 Set up disbursement method through Bankmobile
320 Sierra72
321 SMART Goals
322 Social/Check In
323 Spanish translation
324 Special Pop/Equity Program
325 Special Pops
326 Special Pops/Learning Community Next Steps Referral (Program Requirements, Book Vouchers, etc.)
327 Special Programs - 1st
328 Special Programs - 2nd
329 Special Programs - 3rd
330 Special Programs - Add Academic
331 Special Programs - Intake (MRA, Plan)
332 Special Programs - No Show 1
333 Special Programs - No Show 2
334 Special Programs - Personal
335 Student Accessibility Services (SAS)
336 Student Accessibility Services (SAS) Next Steps Referral (Intakes, Accommodation questions, Testing, etc.)
337 Student Declined to Schedule Counseling Appointment
338 Student Engagement Centers (SEC)
339 Student taking (just for fun) classes (not degree-seeking)
340 Student Tech Support
341 Student Technology Support Next Steps Referral (MySierra login/MFA Issues, Remote Lab, etc.)
342 Student Workshop
343 Success Plan Created
344 Success Plan updated
345 Success Referral
346 Success Strategies Discussed/Shared (Time management, Organizational skills, etc.)
347 Supplemental application
348 TAG Info/Review/Support
349 Tahoe-Truckee
350 Technology Lending Library
351 Technology Resources Shared (Laptop loaners, Computer Lab, etc.)
352 Technology/Access
353 Testing Center
354 Textbook Navigation and Information Provided
355 Timely Care referral
356 Transcript Support (Ordering, Submitting, etc.)
357 Transcripts reviewed/TES/Course Subs started
358 Transfer / TAG
359 Transfer information
360 Transfer plans
361 Transfer Support (General information, Application deadlines, etc.)
362 Transportation issues
363 TRiO
364 Tutor Center
365 Tutor Center Referral (Study skills, Canvas basics, Academic supports, etc.)
366 Tutoring
367 UC application
368 Umoja
369 Update Career Continuum
370 Updated MAP
371 Updated Plan
372 Veteran Success Center
373 Veterans
374 Veterans Success Center Next Steps Referral (Benefits, Verification, etc.)
375 Wellness Issues (basic needs, health, family)
376 Workshops/Events
377 Writing Center
378 Writing Center Referral (Writing support, Scholarship/Transfer statements, etc.)