Achieve Migration Details

for the College of Science

USU is migrating to a single instance of Achieve (formerly known as Appointment Manager) in an effort to enhance the student experience and better support future improvements. The office of Teaching and Learning Technologies, in collaboration with IT and the vendor of Achieve, is overseeing this migration. Our goal is to make this transition as smooth as possible.

The information below explains how you'll schedule and manage appointments during the migration time period (February 14 - March 14) along with other details.

If you have any questions about the migration, please contact Sean Peterson.

Migration Date

Tuesday
March 14, 2023

Current Instance vs. New Instance

Instance  |  noun  |  'in(t)-stən(t)s
A single copy of a piece of software running on a server.
USU has been running 13 instances (copies) of Achieve for the past several years. Upgrades to Achieve now make it possible for us to be on a single instance.

As part of the migration, a new account will be created for you in the new instance of Achieve. During the migration period, you'll be working in two instances of Achieve: for simplicity's sake, we'll call these two instances your current instance and the new instance. The new instance will look nearly (if not exactly) identical to your current instance. Bookmark the new instance URL so that you can easily access it going forward.

Current Instance

https://scienceam.usu.edu/am/

New Instance

https://studentappts.usu.edu/am/

 

Creating and Managing Appointment Slots

When creating and managing appointment slots, note the following:

Appointment Slots
Before March 14

You'll create and manage these as normal in your currrent instance.

Program Codes

If you create appointment slots using program codes in Outlook, you'll use the same program codes that you've been using to this point.

Appointment Slots
For March 14 and Beyond

You'll create and manage these in the new instance.

Program Codes

If you create appointment slots using program codes in Outlook, you'll use new program codes for the new instance. Do not use the old program codes.

Important Reminder
Only schedule appointment slots in the current instance through March 13th and not further. In the new instance, only schedule appointment slots for March 14th and beyond. Not following these instructions may cause double reservations (two students booking the same time slot).
 

Documenting Appointments (Sign-In Queue)


Before March 14

Continue to document appointments using the Sign-In Queue in your current instance.

March 14 and Beyond

Document appointments using the Sign-In Queue in the new instance.

 

Advisor/Staff Profiles

During the migration period, you'll have two Achieve profiles: one in your current instance and one in the new instance. A notice (shown in the image below) will be added to your current profile directing students to visit your new profile if they want to book appointments with you for March 14th and beyond.

a screenshot showing the notice to students on an advisor's profile. The notice states: USU is in the process of restructuring its appointment scheduling system. Please note the following when booking appointments with me: For appointments before MIGRATION DATE, please select an available appointment slot below. For appointments on or after MIGRATION DATE, please visit NEW ADVISOR PROFILE LINK HERE to book an appointment. Thank you for your patience during this restructuring. Go Aggies!

 

Appointment Booking URLs

Teaching and Learning Technologies will work with the College of Science, IT and University Marketing & Communication to update appointment booking URLS on Degree Finder, Find My Advisor, and other USU websites.

If you use appointment booking URLs in your email signature or other non-website locations (e.g., QR codes), update the URLs on March 14th.

User New URL
Alana Ward https://studentappts.usu.edu/ramonline/BookAppt?AG=390
Caitlin Thaxton https://studentappts.usu.edu/ramonline/BookAppt?AG=397
Courtney Streich https://studentappts.usu.edu/ramonline/BookAppt?AG=396
Dani Lawrence https://studentappts.usu.edu/ramonline/BookAppt?AG=387
Ethan Fullmer https://studentappts.usu.edu/ramonline/BookAppt?AG=394
JanaLee Johnson https://studentappts.usu.edu/ramonline/BookAppt?AG=377
Jordan Truex https://studentappts.usu.edu/ramonline/BookAppt?AG=402
Karalee Ransom https://studentappts.usu.edu/ramonline/BookAppt?AG=391
Logan Hale https://studentappts.usu.edu/ramonline/BookAppt?AG=393
Linda Skabelund https://studentappts.usu.edu/ramonline/BookAppt?AG=395
Lindsey Sills https://studentappts.usu.edu/ramonline/BookAppt?AG=389
Math Peer Advisor https://studentappts.usu.edu/ramonline/BookAppt?AG=386
Myra Brown https://studentappts.usu.edu/ramonline/BookAppt?AG=375

 

 

Historical Appointment Data

Certain appointment data will be migrated from the current instance to the new instance on March 14th. This includes:

  • Advising notes associated with a student
  • When notes were created
  • Who created a note

If you'd like to retain additional appointment data not listed above (e.g., answers to appointment questionnaires, check-in data, session durations, etc) you can export the data from your current instance. Some reports that may be of value include:

  • Reports > Reservation Details (this includes student’s answers to the appointment questionnaire)
  • Analytics > Reservation Analytics By Reporting Line (includes student reservation data but does not include student answers to the appointment questionnaire)
  • Analytics > Check-In Analytics By Reporting Line (this includes advising notes, when you started and ended a session with a student, the session duration, and how you met with the student)