To view courses in the RedShelf Adopt dashboard, select the active term and use the search and filtering to find the desired course.
Initially, all courses and sections will be in "Open" status, which means they are ready to start the process of collecting Adoptions.
Select any tile to view more details or make changes to the adoption selections.
Once emails have been sent, submitters will receive an email notifying them to submit the materials for their respective courses/sections.
How to Change the View Groups
Store Managers and Reviewers are able to change the way they view the tiles on the Dashboard view by selecting the "Group By" feature.
This will change the tile representation to group sections together by "Course" or by "Course and Submitter." "Ungrouped" will change each tile to represent a single section.
How to Search and Filter
Store Managers and Reviewers can use the Search bar on Dashboard to search the selected term by department, course, and instructor. Simply start typing to narrow the list of tiles shown. This will update the sections filtered summary information as well.
To filter on specific fields, select one or more of the filter drop downs and select the filter elements. To clear, click the X in the filter box. This can be used along with the search filter to narrow results shown.
How to Send a Manual Email
Store Managers can send manual emails to any number of instructors/submitters. This is a custom communications feature, and therefore different from the built-in "Request Adoptions" email. To send a manual email, filter to the list of users/courses/sections of interest and click the "Bulk Email" filtered sections button.
Select the "Compose Custom Email" option and fill in the details as needed.
Click "Next" to see the confirmation and "Yes" to send the emails.
How to Export
To export adoption data from Adopt, filter the list of users/courses/sections of interest and click the button to export filtered sections.
This will generate a csv file and prompt to save to your local computer.
Using the Adopt Dashboard to Request Adoptions
To begin collecting material adoptions, send a bulk email notification to the instructors/submitters for each course. To do this, click on the "Bulk Email" button and choose the "Request Adoptions Email" button.
The following confirmation window has three options: preview the email, go back, or send the email.
Using the Adopt Dashboard to Edit or Reject Adoptions
Store Managers or Reviewers can approve or reject materials that are in review. Select one of the two buttons, as appropriate.
Rejections require a reason, which will re-open the adoption status and send back to the Submitter to update.
Using the Adopt Dashboard to Approve and Accept Adoptions
The Store Manager can complete the adoption process by reviewing and accepting the submitted adoptions. To complete, click the "Accept Adoption" button, This will also update the status.
Any sections which have submitted or accepted adoptions can also be edited.