ctcLink Reference Center9.2 Self Service9.2 Advisor Homepage My Advisees9.2 Update an Advising Note through My Advisees (Fluid)

9.2 Update an Advising Note through My Advisees (Fluid)

Purpose:  Use this document as a reference for updating an advising note via Fluid navigation in ctcLink.

Audience:  Advisors

Update an Advising Note through My Advisees

Navigation:  ctcLink Advisor Homepage

  1. Select the My Advisees tile.
Advisor Home page
  1. The My Advisees page displays.
  2. Select the Advising Notes icon for one of the advisees.
My Advisees page
  1. The Advising Notes page displays.
  2. Select the Update Note icon.
Advising Notes page
  1. The Advising Notes edit page displays.
  2. Select the Add Note Item + icon.
Advising Notes page
  1. The Add a New Note Item window displays.
  2. Enter the note.
  3. Select Apply.
Add a New Note Item window
  1. The new Note Item displays in the Note Items section of the page.
  2. To update the new Note Item, select it.
new Note Item
  1. The Edit Note Item window displays.
  2. Edit the note.
  3. Select Apply.
Edit Note Item window
  1. The updated Advising Notes page displays.
  2. The edited Note Item displays.
  3. Select the Add Action Item + icon.
updated Advising Notes page
  1. The Add Action Item window displays.
  2. Enter Description.
  3. Enter Action Item Status.
  4. Enter Due Date.
  5. Select Apply.
Add Action Item window
  1. The updated Advising Notes page displays.  Note the new Action Item, which can be edited simply by selecting the new Action Item.
  2. Select the Add Attachment + icon.
updated Advising Notes page
  1. The Add Attachment window displays.
  2. Select Upload Attachment.
Add Attachment window
  1. The File Attachment window displays.
  2. Select a Choose From data source.
File Attachment window
  1. Select the file to be uploaded from your data source.
  2. Select Upload.
File Attachment window
  1. Select Done.
File Attachment window
  1. The updated Add Attachment window displays.
  2. Select View Attachment.
updated Add Attachment window
  1. The attachment displays in a new browser window.  Review it.
  2. Close the new browser window.
attachment in new browser window
  1. The Add Attachment window displays.
  2. Select Apply.
Add Attachment window
  1. The updated Advising Notes page displays.
  2. Select Submit.
updated Advising Notes page
  1. The confirmation window displays.
  2. Select Yes.
confirmation window
  1. The updated Advising Notes page displays.
  2. Select Notify.
updated Advising Notes page
  1. The Notify window displays.
  2. Check the Notify checkbox for your recipients.
  3. Optionally, enter an Additional Message.
  4. To send the notification to people not in the Notify list, select the Lookup Recipient magnifying glass icon.
  5. Select Send.
Notify window
  1. A confirmation window displays.
  2. Select Yes.
confirmation window
  1. The updated Advising Notes page displays.
  2. Select a row from the Notifications History section.
updated Advising Notes page
  1. The Notification Details window displays.  Review it.
  2. Close the window.
Notification Details window
  1. Process complete.

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