Enter Advising Notes (Non-Fluid)

Purpose:  Purpose: Use this document as a reference for how to enter an Advising Notes.

Audience: Academic Advisors.

You must have at least one of these local college-managed security roles:

  • ZZ CS Advising Notes
  • ZD CS Advising Notes

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.

Both navigation options lead to the same page.

Navigation: Curriculum Management > Instructor/Advisor Information > Advising Notes

Navigation: Academic Advisement > Student Advisement > Advising Notes

Find an Existing Value

  1. The Advising Notes search page displays.
  2. Enter the student's ID (Empl ID) and provide any additional search criteria if needed.
  3. Select the Search button.
  4. View or update an existing Advising Note.

Add a New Value

  1. Enter the Academic Institution.
  2. Enter the student's ID (Empl ID).
  3. The Advising Notes page displays.

Advising Note

  1. The Advising Notes page displays.  Complete the required fields and enter notes.
  2. Category: Select the appropriate category from the available options *Note the available options. *Note - the example shown may not be a valid value for your institution.
  3. Subcategory: Select the appropriate subcategory from available options *Note - the example shown may not be a valid value for your institution.
  4. Status: Select the desired status value.
  5. Assigned to: Your Empl ID will automatically populate this field. Do not change this value.
  6. Subject: Enter a desired subject for the Advising Note.
  7. Advisee Access:
    • Yes - it allows the student to review the note in their Student Center.
    • No - the student cannot see the note in their Student Center.
  8. Select the Add Note Item button.
  9. Select a Contact Type from the drop-down list if applicable.
Advising notes

Note Items

  1. Select the Edit link.
  2. The Edit Note Item page displays.
  3. Add your comment and click OK.
  4. Review the Note Items section to view the new note.
Edit Note Item

Add Action Item

  1. Select Add Action Item to create to-do’s for yourself or the student. Action Items are internal and not student-facing.
  2. Description: Input a desired Action Item description
  3. Action Item Status: Select the applicable status
  4. Due Date: Input the applicable due date.
Action Items

Add Attachment

  1. Add an attachment(s) applicable to the Advising Note.
  2. Select the Add Attachment button.
  3. The File Attachment page displays.
  4. Select the Browse button.
  5. Choose File, select Open, then select the Upload button.
  6. Select the View button.
  7. A new window displays the results. Close the window when done viewing.
  8. Click Save after you enter all the necessary information.
Add Attachment.

Send Notification

  1. If desired, select Notify to notify the student of your Advising Note.
  2. Select the Send Notification button.
  3. The Send notification to advisee box displays.
  4. Enter your message and click Send.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial via External Link.

View the external link to Enter Advising Notes (Non-Fluid). This link will open in a new tab/window.

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