Creating and Managing Advising Notes
The Advising Notes feature enables advisors and other users to record notes about their interactions with students. This section discusses the administration of advising notes.
The Advising Notes (administration) page is intended for an administrative super user with unrestricted access to all advising notes in the system. Besides creating and updating notes, an administrator can edit note text, reassign notes and reopen closed notes.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Advising Notes |
SAA_ADV_NOTE |
or
|
Create, update and close advising notes created by any advisor for any advisee. |
Use the Advising Notes (administration) page to manage Advising Notes in the system.
Navigation:
Access the Advising Notes page either from
or
.
Advising Notes (administration) page
Field or Control |
Description |
|---|---|
Category |
Select a note category. You can define category values in the Note Category table. See Defining Note Categories and Access Control for more information. |
Subcategory |
Select a note subcategory. You can define subcategory values in the Note Subcategory table. See Defining Note Subcategories for more information. |
Status |
Select either Open or Closed. Only an administrator can reset note status from Closed to Open. |
Assigned To |
Assign the note to an advisor. |
Advisee Access |
Select Yes to allow advisee access to the note. The default value is No. See Defining Academic Advisement Setup for information on advisee access to advising notes. |
Subject |
Enter a subject line for the note. |
Note Items |
Create, browse, edit and remove comments for the advising note. |
Action Items |
Add, browse and remove action items for the advising note. The Entered on date is automatically recorded. You can set a Due Date for an item and Action Item Status to either complete or incomplete. See Defining Academic Advisement Setup for information on setting up the Action Items region. |
Attachments |
Add, view and remove files as attachments to the advising note. |
Send Notification |
Click this button to notify the advisee by email. A Notify Advisee dialog box opens with details of the note and a link to the note page. Optionally, you can add a message for the advisee. See Defining Academic Advisement Setupon setting up and customizing notifications for advisees. |