Workbench ·

Today

All data here reads from your browser storage. Nothing syncs, nothing leaves this machine.
First 30 Days

Onboarding checklist

A concrete first-month plan for the CVC-OEI App Support Analyst role. Edit, check off, add your own. Progress persists in this browser.

For managers & team leads

Leadership rollup — the view for 1:1s and weekly reports

Week-over-week deltas, resolution trends, hotspot colleges, and ready-made talking points for weekly reporting and 1:1 prep. Works on your own single-user data today; team-wide rollups would need a shared backend (out of scope).

For students

Using the CVC Exchange — a plain-language guide

Everything you need to find a class at another California community college, enroll in it, and access it in Canvas. No jargon. If you get stuck, the troubleshooting section below covers the most common problems.

For counselors & student services

Triage workflows — "a student came to me with..."

Scripts, talking points, and escalation paths for the most common CVC Exchange situations a counselor encounters. Designed to answer "what do I tell the student right now?" in under 60 seconds.

For A&R Specialists

Receiving and reconciling Exchange records

Workflows for Exchange enrollment records landing in your SIS — including manual reconciliation at Banner/Colleague Ethos tiers, identity resolution by CCCID, and monthly reconciliation gaps.

For Financial Aid Officers

Consortium Agreements, CCPG, disbursement, R2T4

Workflows for the moments when Exchange and financial aid intersect — setting up Consortium Agreements, applying CCPG fee waivers, calculating disbursement with Exchange units, and handling mid-term withdrawals.

For DSPS Coordinators

Cross-college accommodations for Exchange students

Workflows for coordinating accommodations, alt-format materials, and exam settings across home and teaching colleges — because accommodations don't auto-transfer.

External tools

Quick links — the sites you'll actually use

The external resources around the CVC Exchange, grouped by audience. Links filtered to what's relevant for your current role.

Glossary

CVC Exchange — plain-language terms

Every acronym and piece of jargon you'll hear around the Exchange, explained without more jargon. Useful to everyone — if you hear "AER stuck on Ethos" and don't know what that means, this is where to start.

Activity

Recent activity

Every change you've made across tickets, KB, colleges, onboarding, outreach, and barriers — sorted by most recent. Click any row to jump to it. Filter by type with the chips below.

Daily Operations
1Status

Active colleges — your real queue

Colleges you're actively working, sorted by urgency. Populated from your ticket log. Urgent (7d+) colleges float to the top, then aging (3d+), then any with open tickets. Click any row to jump to the filtered ticket log. Toggle to the demo view if you want to see the original status-dashboard reference.

Your data
System Status
2Directory

College directory — all 115 CCCs

Every California community college. FHDA pinned first. SIS tier tagged from public portal evidence where determinable — unverified entries flagged for confirmation. Click any college to add personal notes, contacts, and SIS corrections. All edits stay in this browser.

Directory · localStorage overlay
Click to editDirectory · 115 CCCs
3Architecture

How student data flows — and where it breaks

Four layers from home college to Canvas. FHDA uses Banner Direct — the most reliable integration path. Click any node to explore failure points.

Student-facing Authentication Data exchange Failure point
Cross-Enrollment Data Flow
Click any node to explore
Home College
Banner Direct · Ethos
PeopleSoft · Colleague
→→→
Enrollment Data
CVC Exchange
Cross-enrollment
+ FA Dashboard
→→→
Roster Sync
Teaching College
Enrollment · Roster
Parchment transcript
→→→
Sign-On
Student
Student login
Canvas access
Incident Response
4Diagnostics

Trace it layer by layer — your checklist

Interactive 5-stage diagnostic: Symptom → Home SIS → Exchange → Teaching college → Canvas. Each stage has questions to work through. State persists in this browser so you can come back mid-triage. When you're done, click "Save to ticket log" to record the trace.

Interactive
Diagnostic Tracer
Student ExperienceDemo data

Same enrollment — working vs broken

When the Exchange works, a student at Chabot takes MATH 1A at De Anza without thinking about it. When it breaks — the course vanishes from Canvas.

Student View
Compare: working vs brokenMATH 1A · Chabot → De Anza
Intelligence & Documentation
5Ticket Intelligence

Your ticket patterns — group and slice

Your real tickets, grouped by system, college, status, vendor, or week. If 5 colleges generate half the volume, that's an onboarding gap. Shows open vs total so you can spot what's stuck. Toggle to demo view for the original reference chart.

Your data
Ticket Intelligence
6Knowledge Base

Your runbook — written as you learn

Personal KB. Markdown entries tagged by system and by the 5 Exchange staff audiences (A&R, FA, Counseling, DSPS, General). Copy to clipboard for ticket replies. Stored in this browser only — keep JSON backups.

Documentation · localStorage
Select an entry, then edit. Copy as markdown.
KB Runbook · Personal
Reconcile

CSV reconciliation — Exchange vs home SIS

Paste the Exchange roster on the left and the home college SIS roster on the right. Diff by CCCID + course, flag missing rows, unit mismatches, and term mismatches. Pure client-side. Nothing uploaded, nothing stored. This is the literal work at Banner Ethos and Colleague Ethos colleges until Ellucian ships direct integration.

Diff · in-memory only
Expected columns: cccid/studentId, course/crn, units, term Reconciliation Helper
Paste a CSV into each box above, then click Reconcile. Both files should have a student ID/CCCID column and a course column. Units and term are compared if present.
No data leaves this page. All processing happens in your browser memory and is discarded on refresh. Still — strip PII before pasting anything if you’re on a shared machine.
Workbench

My ticket log — the queue that follows me

Personal working queue. Every ticket you touch, logged briefly, searchable later. Lives in this browser only — nothing syncs, nothing leaves. No student names, IDs, or other PII. Aging highlights after 3 days, urgent after 7.

Private · localStorage
No PII. Back up regularly. Ticket Log · Personal Workbench
Stored in localStorage key appanalyst.tickets.v1. Clearing browser data erases it — keep JSON backups.
Communications & Response
7Communications

Routine comms — fill once, copy out

Templates for the non-incident work: ticket acknowledgments, closing notes, known-issue notices, weekly pulse summaries, and college onboarding welcomes. Fill in the variables, copy the draft. Form state persists so you don’t lose work between sessions. For live incidents, use the Escalation Helper instead.

Fill-in generator
Routine Communications
!Escalation

Draft an escalation in under a minute

Pick severity, fill in the basics, get copy-ready drafts for student, campus IT, registrar, internal, and vendor. Click Save as ticket to drop it into your ticket log with the severity pre-tagged.

Fill-in generator
Everything is in-browser. No templates committed. Escalation Helper
EscalationReference

When to own it vs escalate it

Who to contact, how fast, and what to bring. The job requires tact, discretion, and judgment — fixing the student's problem without making the registrar wrong.

Reference
Click P1, P2, or P3 to compareEscalation Decision Matrix
P1 Critical
What it looks like
Multiple colleges down. Enrollment queue completely blocked. Students cannot enroll or access Canvas across 2+ institutions.
Response time
Immediate. Drop everything.
Who to contact
Senior analyst + supervisor simultaneously. If Ethos/Ellucian: vendor support with case number. Campus IT leads at affected colleges.
What you need first
Which colleges. How many students (check monitor). Error codes from tracer. When it started (check logs).
Comms
All 4 audiences within 30 minutes. Student-facing message first.
Root Layer
Vendor Campus IT CVC Infrastructure
Multi-college failures are usually vendor or CVC infrastructure. Name the layer before assigning blame.
P2 Degraded
What it looks like
One college degraded. Sync delays, partial failures, seat count mismatches. Students can enroll but may see stale data.
Response time
Within 2 hours. Triage, diagnose, then escalate if needed.
Who to contact
Campus IT at the affected college. Senior analyst if root cause is unclear after 30 min of investigation.
What you need first
SIS type. Specific error from tracer. Whether it affects enrollment, sync, or Canvas only. Approximate student count.
Comms
Internal Slack update. Campus IT email with diagnostic detail. Student notice only if enrollment is blocked.
Root Layer
Campus IT Vendor (credential)
CVC's role is to diagnose and coordinate, not to own the fix.
P3 Minor / Known
What it looks like
Individual student issue or a known limitation. Fee waiver (CCPG) not transferring, Canvas roster delay, DSPS accommodation gap.
Response time
Within 1 business day. Standard queue priority.
Who to contact
Handle directly. Escalate to supervisor only if the student has a deadline within 48 hours that will be missed.
What you need first
Student ID (CCCID). Home college + teaching college. Specific error or symptom. Has the student already contacted either college?
Comms
Direct student response. KB article link if one exists. Document the resolution for pattern tracking.
Root Layer
Student Action System Gap
P3 tickets are often not failures — they're design gaps. Document the pattern; don't apologize for the architecture.
Outreach & Resources
8Outreach

Your outreach calendar — plan, track, reflect

Personal outreach calendar. Plan events by month, track status (planned / in progress / done / skipped), add notes. Toggle to Reference for 17 example triggers across the academic year — those stay as reference you can browse.

Your data
Outreach Planner
Student & Counselor Toolkit

Resources for students and the staff who advise them

Verification workflows, registration checklists, and counselor scripts. Built for Foothill and De Anza — serves students, counselors, and FA offices.

Reference
Click each topic to expandStudent & Counselor Toolkit
Since April 2025: The CVC's centralized Financial Aid Dashboard automates unit recording for Banner Direct and PeopleSoft colleges. Ethos colleges are pending. For colleges already on the dashboard, the manual email workflow for Consortium Agreements is being replaced. FA offices should confirm their college's integration status and update internal procedures accordingly.
Analytics & Strategy
Metrics

Exchange growth & course sharing data

From 1,500 to 33,000 cross-enrollments in three years. Context for understanding the support workload.

Data
Hover bars for detailsExchange Metrics · 2021–25
Exchange Enrollment Growth (2021–25)
2021–22
1.5K
2022–23
8K
2023–24
19K
2024–25
33K+
Cross-enrollments by GE area (Cal-GETC, 2024–25)
1A · English Comp
~5,800
2 · Math / QR
~5,100
4 · Social / Behav Sci
~4,600
1C · Oral Comm
~3,800
3 · Arts / Humanities
~3,500
1B · Critical Thinking
~3,300
6 · Ethnic Studies
~2,600 ↑
5 · Phys / Bio Sci
~2,100
2,100%
Enrollment growth (3 years)
78
Teaching colleges (up from 16)
100K+
Course options annually
2
Course limit per term
Sources: Wheelhouse Center (Oct 2025) enrollment data. GE area distribution estimated from CCC systemwide patterns.
9AI & Automation

What AI could actually do here

Grounded in CISOA 2026 themes and CVC@ONE's Spring 2026 AI series. Each card: today vs with-AI.

Vision
Click cards to compare today vs AIAI & Automation Roadmap
01
Manual
Email workflows, spreadsheet tracking
02
Connected
Exchange + FA Dashboard + real-time sync
03
Predictive
AI flags risks before they become tickets
04
Adaptive
System learns, recommends, self-corrects
⚠️
Governance: Every AI application here touches FERPA-protected student data. New ADA Title II regulations (effective April 2026) add accessibility requirements for AI-generated content. The analyst's role expands to include monitoring what the AI recommends, who it underserves, and what it flags incorrectly.
Barrier Intelligence
Beyond the ticket queue — systemic friction
Some tickets aren't bugs — they're symptoms of structural barriers. Identified from CVC documentation, FA Dashboard deployments, and course-sharing data.
10
Known Barriers
4
Equity-Critical
5
Analysis Tools
0Barriers

Ten friction points we can fix

Systemic friction in the Exchange enrollment pipeline — each one is actionable.

Auth/SSO FA/Payment Sync/Data Product Process
Barriers
Click any card to expandBarrier Intelligence · 10 Systemic Friction Points
Click Mark as active on any barrier below to track which are affecting your work right now.
Deep Dives

Four lenses on the same barriers

Lifecycle stage, campus profile, equity impact, and ticket correlation. Each view reveals a different intervention.

Analysis
Barrier Deep Dives · 4 Views