Using the Advisor Homepage

This topic describes the delivered Advisor Homepage.

Page Name

Definition Name/Content Reference (CREF)

Usage

Advisor Homepage

CS_SAA_ADVISOR_HOMEPAGE_FL 

Access Advisor self-service transactions.

Use the Advisor Homepage to access a variety of self-service transactions.

Navigation:

On a mobile device, the Fluid home appears when you first sign in. On a desktop or laptop, access the Fluid home by selecting Fluid Home under the main menu or the NavBar.

The default homepage title appears at the top of the homepage. If the Advisor Homepage is not your default homepage, select the title of the default homepage and select Advisor Homepage from the list that appears.

Tiles on the Advisor Homepage

Depending on the homepage setup, you may be able to choose which tiles appear on the homepage.

Tile Name

Description

My Advisees

Select this tile to open the My Advisees (SAA_ADVISOR_FL.SAA_ADV_LIST_FL) page, where you can:

  • view a list of your advisees in either grid or tile format. You can view the advisee’s name and ID, and the committee for the advisee.

  • email your advisee by clicking the corresponding ID.

  • view your advising notes for each advisee on the Advising Notes page. On this page, you can create an advising note, or select the drop down button below the page title to view data for other advisees or students.

  • notify one or more advisees by selecting the corresponding Notify check box. You can also select the Dropdown button below the page title to select notification options, or navigate to the Advising Notes page.

My Advising Notes

Select this tile to open the My Advising Notes (SAA_ADVISOR_FL.SAA_ADVNOTE_SUM_FL) page, where you can:

  • search for and view the notes you have created or that have been assigned to you.

  • view, create, and update notes for other students by clicking the View data for other students button.