Manually Logging Tutor Events

Instructions

1. Navigate to the contact record of the student who received tutoring.
2. You should see on the right hand side under the Related List Quick Links section, the Activity component. On the far right the last action should be 'New Tutor Event' (If you do not see this please contact the Salesforce Administrators so they can correct your page layout). 
3. 
4. Fill out the information to the best of your ability. If you aren't certain what information should go where, I suggest referencing an existing Tutor Session. Some information will be prefilled. For example, the Tutor Department automatically pulls from your user record's Division. If you work with more than one, you may need to update this. The 'assigned to' should be set to the tutor's user record. It will default to the user record of the person entering the information. 

Information for Reviewed vs Unreviewed tutor sessions

Reviewed:

• The Related To field is where you will link to the course, if the session has already been reviewed. You must first select the appropriate record type from the carrot picklist where the little icon is. You are looking for Course Connections, which should be a little green horse chess piece. To make finding the correct course connection easier you can use the Related Quick Links to find the correct course connection from the contact record, which will make it appear in the quick find when filling out the field

Needs to be Reviewed:

• Make sure that you enter as much information as the tutee provided, so that the tutor can review the session as normal. Make sure that the Session Update Status is set to Needs Review so that it appears on their list.

All

• Once you are satisfied with the information you have entered, make sure to hit save to create the record.
• The date/time doesn't need to be exact, but they are required fields, so an approximation at least is needed.