Document Drop-in Appointments

Drop-in appointments can be documented in the moment or afterwards. Learn both processes below.

 Table of Contents

Documenting Drop-ins

Documenting a Drop-in in the Moment

1

In the "Check-in Queue," select "New Check-in"

location of the New Check-in button in the Check-in Queue

 
2

On the window that pops up, select how you are meeting with the student and the center the student should be checked into, then select "Start Check-in"

The window that appears after clicking the New Check-in button. This page asks how you're meeting with the student and which center the student should be checked into.

 
3

Search for the student using their A-number, name, or email address then click "Next"

  • Select "Register a prospective or transfer student" if the student's record is not already in Achieve.

screen to search for and select the student who is making the drop in appointment

 
4

Enter the appointment details

  1. Select the Program the student is being advised under
  2. Select the Staff member who will be advising the student

appointment details page of the drop-in process asking for the program and staff who is meeting with the student

 
5

Click "Finish check-in & notify staff"

The student will be added to the Check-in Queue. The advisor can start and document the session as normal. Learn more about documenting sessions in the Check-in queue.

Documenting a Drop-in That Occured in the Past

1

In "Student Cast History" select "Record a past drop-in"

location of the Record a past drop-in button on the Student Case History page

 
2

Enter the session details in the pop up window then select "Complete"

The window that appears after clicking the New Check-in button. This page asks how you're meeting with the student and which center the student should be checked into.