9.2 View My Advising Notes (Fluid)

Purpose:  Use this document as a reference for viewing an advisor's notes via Fluid navigation in ctcLink.

Audience:  Advisors.

View  My Advising Notes

Navigation:  ctcLink Advisor Homepage

PREREQUISITES:

This QRG assumes the "Create an Advising Note through My Advisees (Fluid)" QRG has been executed, and that advising notes exist.

Access to view and create/update Advising Notes is determined by security access specific to each Note Category.  Note Category access can be assigned to a ctcLink role (any ID with the role will inherit access) or it can be assigned directly to a single ID. Users with access to a Note Category will also have access to all of the related subcategories. To verify user access to a Note Category, look up their ID on the Note Category User Access (SACR > Product Related > Academic Advisement > Note Category User Access).

  1. Select the My Advising Notes tile.
Advisor Home page
  1. The My Advising Notes page displays.
  2. Because of the volume of advising notes that might exist, several filtering options are available in the left menu bar.  A couple ("Open" and "Last Updated 7 Days") are selected automatically.  You can see that they are in force because the filters display at the top of the list of your advising notes.
    • Filters display only when advising notes have been entered.
  3. If you wish, you can remove the  "Open" and/or the "Last Updated 7 Days" filter by selecting its X.
My Advising Notes page
  1. Other filtering options are available in the left menu bar.  You might select an Advisee, a Category, a Subcategory, or any other combination of filters.
  2. The list of advisees adjusts, and the filters you've selected display at the top of the list of your advising notes.
  3. To remove all filters, select Clear All.
My Advising Notes
  1. Select the arrow above the column "View Note" (looks like a box with a teal circle indicating a dropdown) and select "View data for other students".
My Advising Notes
  1. The View Data for Other Students page displays, subject to the Prerequisites noted above. Advising notes are global; therefore, you can view advising notes for students from other institutions.
  2. Enter a student ID or select a student from the list.
View Data for Other Students page
  1. The Advising Notes page displays.
Advising Notes page
  1. Process complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.