Updating Student Semester Health for Individuals

Individual updates to Student Semester Health are excellent way to keep track of information you receive during a one on one or small conversation with a student, whether in person or virtual. Use the steps below to make updates to an alum's SSH record. See a video of this process here. 

Initial Semester Health Update

1. Navigate to the Student Contact Page

   • Use the search bar to find the student by name,
     or

   • Go to the Contacts tab, and select a list view (e.g., “Currently Enrolled Alumni,” “Class Lists,” etc.).
     

2. Select the Student

   • Click the student's name to open their contact page.
     

3. Start the Update

   • Click the “Update Semester Health” button in the top-right corner of the page.
     

4. Confirm Semester Details

   • Select the Semester, Year, and Institution.

   • Click “Proceed.”

   • 

5. Enter Academic, Financial, and Social-Emotional Risk Info

   • Focus on the three main categories:

     • Academic Risk (e.g., credits attempted/earned, GPA, probation status)

     • Financial Risk

     • Social-Emotional Risk

   • Use the scripts on the left as a guide, but not every question needs to be answered.

   • Example: If you only discussed academics, just fill in that section.
     

6. Submit the Update

   • Click “Finish” to save the record.

   • A new Semester Health record will be created.

   • An activity will be added showing that a semester health update was made.

Updating an Existing Record

1. Return to the Student’s Contact Page

2. Click “Update Semester Health” Again

3. Ensure Semester Details Match

   • The Semester, Year, and Institution must match an existing record.

   • Click “Proceed.”

4. Add More Information

   • The previously entered information will still be there.

   • Add any new updates (e.g., FAFSA status, additional financial/social-emotional details).

5. Finish and Save

   • Click “Finish” to update the existing record (a new one will not be created).

Notes

• You can return and update a record multiple times for the same semester.