Creating a Success Network Record

When you create a success network record, you are creating the association of a contact-based student group with a user who will be assigned a role that is selected in the Role field. Typically, a user is assigned the role of a mentor, coach, instructor, and so on. The user is expected to work with students in the group (Marketing List) to help them complete their activities. For information about marketing lists, see Marketing Lists.

A Success Network record can be created using one of the following ways:

• Manually

  • From the Success Network page (under Reach > Student Success > Success Network)

• Automatically

  • When the Success Network - Create Success Network based on Success Network Assignment flow is triggered on creation of an Assign type of Success Network Assignment record. For details, see About Success Network Assignment.

  • When the CMC_AutoCreateStudentSuccessNetwork workflow is triggered in the following scenarios to create a success network record with the Staff Role as Advisor:
    • A new contact is created with one of its values in the Contact Type field as Student.
    • An existing contact is edited and one of its values in the Contact Type field is set to Student.

    The owner of the contact will be set as the advisor. Administrators can edit the CMC_AutoCreateStudentSuccessNetwork workflow to set a different staff role for the automatically created success network record. If a staff role is not set, a success network record will not be created.

When you associate a success network record with a student group (Marketing List), assignment of success network records will occur to students in the group. The records will be assigned only if:

• A value is set in the Current Academic Period field in the Student Records tab of the contact record, and
• The value of the Contact Type field is Student.