9.2 Create a Fluid Advising Note through the Advisor Homepage
Purpose: To create a fluid advising note in the advisor homepage using ctcLink.
Audience: Campus Solutions Administrator.
You must have at least one of these local college managed security roles:
- ZZ SS Advisor
You must also set these SACR Security permissions:
If you need assistance with the above security roles or SACR settings, please contact your local college supervisor or IT Admin to request role access.
Please do not use Google Chrome as your browser when working with PeopleSoft for this task. It does not fully display the correct information to add an advising note. Firefox and MS Edge will display the needed text box.
User must have Note Category Access.
Create a Fluid Advising Note through the Advisor Homepage
My Advisees
To create a note for one of your existing advisees, navigate to:
Navigation: Advisor Homepage > My Advisees
The My Advisees page displays.
1. On the My Advisees page, select the Note symbol next to an advisee.
- Enter note and save.
Any Student
To create a note for any student, navigate to:
Navigation: Advisor Homepage > My Advising Notes
The My Advising Notes page displays.
- Select the View data for other students button. The View data for other students pagelet will display.
Note: if the user has any existing notes for other students, then the View data for other students button is hidden under the arrow drop down. When a user adds their first advising note, there will be a green button in the top right corner that says “View data for other students".
- From the View data for other students, enter a Student ID.
- Select the Search button. The Advising Notes page will display.
- On the Advising Notes page, select the Create a Note button on the right side of the page. The Advising Notes page will display.
- From the Advising Notes page, select an Institution, if applicable.
- Select a Category from the drop-down menu.
- Select a Subcategory from the drop-down menu.
- Enter the Subject for the note.
- Verify the Advisee Access field is in the correct position. Switch to “yes” if the student should be able to view the note.
- Verify the Assigned To field. Your ID will be the default. Enter a different ID to assign to someone else.
- Select the Add Note Item button. The Add a New Note Item pagelet will display.
- From the Add a New Note Item pagelet, type a message.
- Select the Apply button. The Advising Notes page will redisplay.
- Select the Submit button. A message will display asking if you are sure you want to continue.
- Select Yes to continue.
- To send a notification to the student and the person who the note is assigned to:
- Select the Notify button. The Notify pagelet will display.
- From the Notify pagelet, select the checkbox next to the student name.
- Select the checkbox next to the Assigned To value, if applicable.
- Select the Send button. A message will display confirming you want to continue.
- Select Yes to continue. The Advising Notes page will redisplay.
End of procedure.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Create a Fluid Advising Note through the Advisor Homepage. This link will open in a new tab/window.
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