Financial Aid Getting Started Guide

Welcome to IntelliBoard Pro. In this guide, you'll discover how to leverage the robust analytics capabilities of IntelliBoard Pro to gain valuable insights into your learning environment. We'll explore key features, demonstrate data interpretation, and share best practices for maximizing the impact of IntelliBoard Pro in your endeavors and unlock the transformative power of data-driven insights with IntelliBoard Pro.

Financial Aid professionals will find this guide essential for managing and tracking student financial information. Learn how to use IntelliBoard Pro to monitor financial aid disbursements, identify students who may need additional financial assistance, and generate reports to ensure compliance with financial aid regulations. This guide will help you streamline processes, improve communication with students regarding their financial status, and support students in maintaining their financial aid eligibility.

Some of the features may not be available based on permissions settings in your account. Contact your IntelliBoard Administrator for more information.

Learn more about the Financial Aid Persona

Financial Aid professionals are responsible for managing the distribution of financial resources to support learner access and success. They play a crucial role in evaluating learner eligibility, distributing funds, and ensuring compliance with financial regulations. By analyzing learner financial data and monitoring trends, financial aid teams can identify at-risk students, intervene with targeted support, and help ensure equitable access to education. Through data-driven insights and real-time reporting, financial aid professionals can make informed decisions to optimize resource allocation, improve operational efficiency, and enhance student outcomes.

Logging in and updating information

The most frequently asked questions to get started with IntelliBoard Pro.

Log in to IntelliBoard Pro

Update Email Address

Update Password

Update Telephone Number

Upload and Delete an Avatar

Set a Unique Signature for Notifications

Enabling Account Assumption

Enable Two-Factor Authentication

Using Dashboards and Reports

IntelliBoard Pro comes equipped with dashboards, reports, and charts to quickly visualize data.

Most used datasets with critical data identified by Organizational Role.

Persona: Financial Aid | Datasets:

Library and My Datasets Overview

IntelliBoard Pro Default Dashboards, Reports, and Charts

Moving Library Content to My Datasets

Setting a Dataset as Your Homepage

Using Filters in IntelliBoard Pro

Exporting and Printing Datasets

Notification Creator

Notification Creator simplifies the creation and management of notifications. Users can customize messages, target specific recipients, and track engagement metrics. With features like scheduling and multimedia support, it streamlines communication within organizations or communities.

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Set a Unique Signature for Notifications

InContact

InContact is a dynamic feature designed to enhance communication within online learning environments. It offers real-time messaging capabilities, facilitating seamless interaction between instructors and learners. With its user-friendly interface, InContact streamlines communication processes, enabling instant feedback, support, and collaboration.

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InForm

InForm enables users to import 3rd party information to supplement and support their LMS data that doesn’t automatically or already live in the LMS. It does not integrate the information into your LMS, but lives on IntelliBoard to incorporate into reports and other datasets.

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Predictive Models: Predictive Learning Analytics

The Intelliboard System, like many predictive learning analytics systems, follows a process: it gathers past data to train a model, then uses current data to make predictions. These predictions are tied to the original data and can be shown in different reports and notifications.

One big difference with IntelliBoard is that it handles all data connections and provides models without users needing to write custom code, while still allowing adjustments. Each predictive learning analytics model is tailored to the institution's own courses and students. Users can tweak the models to fit their definition of "success." While there are templates available, the solution is fully customizable.

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