Today
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
PeopleSoft · Colleague
+ FA Dashboard
Parchment transcript
Canvas access
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.
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.
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 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.
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.
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.
localStorage key appanalyst.tickets.v1. Clearing browser data erases it — keep JSON backups.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.
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.
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.
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.
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.
Exchange growth & course sharing data
From 1,500 to 33,000 cross-enrollments in three years. Context for understanding the support workload.
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.
Ten friction points we can fix
Systemic friction in the Exchange enrollment pipeline — each one is actionable.
Four lenses on the same barriers
Lifecycle stage, campus profile, equity impact, and ticket correlation. Each view reveals a different intervention.