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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

Select the My Advisees tile.

Advisor Home page

The My Advisees page displays.
Select the Advising Notes icon for one of the advisees.

My Advisees page

The Advising Notes page displays.
Select the Update Note icon.

Advising Notes page

The Advising Notes edit page displays.
Select the Add Note Item + icon.

Advising Notes page

The Add a New Note Item window displays.
Enter the note.
Select Apply.

Add a New Note Item window

The new Note Item displays in the Note Items section of the page.
To update the new Note Item, select it.

The Edit Note Item window displays.
Edit the note.
Select Apply.

Edit Note Item window

The updated Advising Notes page displays.
The edited Note Item displays.
Select the Add Action Item + icon.

updated Advising Notes page

The Add Action Item window displays.
Enter Description.
Enter Action Item Status.
Enter Due Date.
Select Apply.

Add Action Item window

The updated Advising Notes page displays. Note the new Action Item, which can be edited simply by selecting the new Action Item.
Select the Add Attachment + icon.

updated Advising Notes page

The Add Attachment window displays.
Select Upload Attachment.

Add Attachment window

The File Attachment window displays.
Select a Choose From data source.

File Attachment window

Select the file to be uploaded from your data source.
Select Upload.

File Attachment window

Select Done.

File Attachment window

The updated Add Attachment window displays.
Select View Attachment.

updated Add Attachment window

The attachment displays in a new browser window. Review it.
Close the new browser window.

attachment in new browser window

The Add Attachment window displays.
Select Apply.

Add Attachment window

The updated Advising Notes page displays.
Select Submit.

updated Advising Notes page

The confirmation window displays.
Select Yes.

confirmation window

The updated Advising Notes page displays.
Select Notify.

updated Advising Notes page

The Notify window displays.
Check the Notify checkbox for your recipients.
Optionally, enter an Additional Message.
To send the notification to people not in the Notify list, select the Lookup Recipient magnifying glass icon.
Select Send.

A confirmation window displays.
Select Yes.

confirmation window

The updated Advising Notes page displays.
Select a row from the Notifications History section.

updated Advising Notes page

The Notification Details window displays. Review it.
Close the window.

Notification Details window

Process complete.

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