Learner Watchlist for Advisors

Use Watchlist in Education Cloud to proactively monitor learners who require enhanced support. Ensure timely intervention to provide personalized assistance to help learners succeed.

As an advisor, you can add a learner to the watchlist from their case record page. You can also add multiple learners to the watchlist at a time from the academic term enrollments list view page, or the cases list view page. The Watchlisted Learner object represents details of a learner’s addition to the watchlist. A watchlisted learner record is related to the advising case record type. You can escalate the record to indicate the priority or the need for expedited support. When you add learners to the watchlist, a Salesforce Chatter post is created that provides details, including the names of the learners that you can’t add. Also, learners on the watchlist have the “On Watchlist” tag on their profiles so advisors can identify them. The tag is visible only to the advisor who creates the specific watchlisted learner record.

To view learners on the watchlist, from the App Launcher, find and select Watchlisted Learners. To remove a learner from the watchlist, edit the watchlisted learner record to provide the preferred end date. View the watchlisted learner records as a related list on the learner’s case record page for the Student Success app.

• Set Up Watchlist
  Enable Program and Benefit Management, configure case record types, and define the necessary picklist values to use Watchlist in Education Cloud.
• Add Learners to the Watchlist
  Add learners to the watchlist to monitor them for timely intervention and enhanced support. You can also add an individual learner to the watchlist from the associated case record page.

Add Learners to the Watchlist

Add learners to the watchlist to monitor them for timely intervention and enhanced support. You can also add an individual learner to the watchlist from the associated case record page.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

USER PERMISSIONS NEEDED
To add learners to the watchlist:	Education Cloud Full Access

1. From the App Launcher, find and select Academic Term Enrollments.
   You can also add learners to the watchlist from the list view page or the record page for the Case object.
2. Filter as necessary, and select the records related to the learners that you want to add to the watchlist, and then click Add to Watchlist.
3. Enter the start date and the case record type.
4. If necessary, click Escalate to indicate priority or the need for urgent monitoring and support.
5. If necessary, provide the program, status, and reason for the watchlisted learner record.
6. Save your changes.
   A watchlisted learner record is created for each learner that is available as a related list to the learner’s case. A Salesforce Chatter post is also created, and includes the names of the learners who couldn’t be added to the watchlist.

Note

• You can add only the learners with active cases to the watchlist.
• If you select multiple cases related to a learner, only the oldest case is related to the watchlisted learner record.
• If you provide a program, the related program enrollment record is related to the watchlisted learner record.
• If you select multiple records, they must be related to the same case record type to create the watchlisted learner records.
• You can select up to 200 records at a time.