On Boarding Orientation Assistants

essential access and training topics for OAs

Before start date:
Keys/Access
O drive access (requires NetID)
Service account access for transfer, newstudent, SOAR (requires NetID)

First few weeks:
Have students complete CSA (Clery) Training
Student Timesheet Entry
Managing service e-mail accounts - password, responding to e-mails, archiving
Use of multi-line phones
Voice-mail system - password and responding to messages
Familiarize with KB, Specifically OA Processes and Procedures
Customer service for in-person and over the phone interactions
Creating Appointments with Transfer Transition Staff (Tracy Mores)
Family Education Rights and Privacy Act (FERPA)
SIS access and training-- SOAR Logistics Interns also need to request a static IP address here: https://www.doit.wisc.edu/network/vpn/static-ips/ 


Preparing for SOAR:
[Link for document 28676 is unavailable at this time.]
Use of SOAR Reservation system - payments, e-mails, reviewing and editing reservations
[Link for document 28671 is unavailable at this time.]
SOAR Mailings Procedures
SOAR Payment Information

Payment Card Industry (PCI) Training

Union South

Wisccard access to dock
Union Keys
Tour of facility
During SOAR:
Printing SOAR Nametags
[Link for document 28410 is unavailable at this time.]
Housing Check In Procedures
SOAR Bag Materials 2019




Keywords:OA, new staff, hiring   Doc ID:44019
Owner:Carol P.Group:Center for the First-Year Experience
Created:2014-10-14 12:10 CDTUpdated:2019-11-18 12:55 CDT
Sites:Center for the First-Year Experience
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