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.

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

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

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

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

- 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.

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

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

- 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.

- The Add Attachment window displays.
- Select Upload Attachment.

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

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

- Select Done.

- The updated Add Attachment window displays.
- Select View Attachment.

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

- The Add Attachment window displays.
- Select Apply.

- The updated Advising Notes page displays.
- Select Submit.

- The confirmation window displays.
- Select Yes.

- The updated Advising Notes page displays.
- Select Notify.

- 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.

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

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

- Process complete.
0 Comments
Add your comment