Institution Details

Adding a term

More detailed instructions on how to set up a term.

• Semester and Calendar year: Choose the term and fill in the year for the coach you're setting up.

• Term code:  

  • • At University of Michigan, this is automated.

    • At all other institutions,  if you're integrating with a Student Information System, this number is the unique identifier for the term in the SIS.

• Begin and end dates: 

  • • At University of Michigan, these are automatically pulled in from the Student Information System. 

    • At all other institutions, these dates should represent the beginning and end of the term. They control whether a coach is past, active, or upcoming.

Adding a new course

• Course subject: this should match exactly how your university's database refers to courses. For example "STATS" vs "Statistics."

• Catalog number: This is the number of the course (e.g., the "250" in "STATS 250").

Adding a coach

• Coach name:  This is how the course will appear in the "Coach" dropdown at the top of the student view and the admin dashboards. If your coach is not connected to a course, this will also be used in places where the course name would normally appear.

• Course and Term: If you haven't already, make sure there's a term and course to which you can connect your coach. As stated above, coaches are not required to be associated with a course. They are, however, required to be associated with a term.

• Coach features: Turn on or off the features you'd like to use. These can be modified at any time.

• Playbook Display Name: This determines whether your students see "Exam Playbook" or just "Playbook." If your course has exams (and calls them “exams”), check this box. If your course uses another word for assessments, leave this box unchecked. 

• Student self-enrollment: Check this box if ECoach does not auto-enroll students into your course, or if you are running a program that requires students to opt in. ECoach will generate an enrollment link for you to send students.

• Project reference: From the dropdown list, choose the appropriate MTS project with your content in it. This links an institution or a coach to an MTS project. At the institution level, it's the MTS project for the institution. At the coach level, it's the MTS project for the course/term combination. 

• Default MTS source: This field should be auto-populated with the source for the MTS project you've chosen.

• Coach status:  The default is for any new coach to be set as 'active.' If you uncheck it, students will not be able to view the coach. Coaches that are not marked "active" are still accessible to admins on the Institution Details by clicking "view archived coaches" and looking under the "inactive coaches" section.

• Launch date: Set the launch date and time for when you want students to have access to this coach. If you leave this blank, students can access your coach starting at 12:00am on the start date of the selected term.

FAQs

Students will see FAQs when they click their username and choose ECoach Help from the dropdown menu.

• Coach-specific FAQs are questions and answers that are specific to a particular coach or coaches (e.g., about extra credit or deadlines).

• Institution-wide FAQs are questions and answers that apply to every coach in your institution.