Navigation:  ctcLink Advisor Homepage

1. Select the My Advisees tile.
2. The My Advisees page displays.
3. Select the Advising Notes icon for one of the advisees.

4. The Advising Notes page displays.
5. Select the Update Note icon. (symbol resembles a pencil, under Update Note).
6. The Advising Notes edit page displays.
7. Select the Add Note Item + icon, located above Note Item.
8. The Add a New Note Item window displays.
9. Enter the note.
10. Select Apply.
11. The new Note Item displays in the Note Items section of the page.
12. To update the new Note Item, select it.
13. The Edit Note Item window displays.
14. Edit the note.
15. Select Apply.
16. The updated Advising Notes page displays.
17. The edited Note Item displays.
18. Select the Add Action Item + icon.

19. The Add Action Item window displays.
20. Enter Description.
21. Enter Action Item Status.
22. Enter Due Date.
23. Select Apply.
24. The updated Advising Notes page displays.  Note the new Action Item, which can be edited simply by selecting the new Action Item.
25. Select the Add Attachment + icon.
26. The Add Attachment window displays.
27. Select Upload Attachment.
28. The File Attachment window displays.
29. Select a Choose From data source.
30. Select the file to be uploaded from your data source.
31. Select Upload.
32. Select Done.
33. The updated Add Attachment window displays.
34. Select View Attachment.
35. The attachment displays in a new browser window.  Review it.
36. Close the new browser window.
37. The Add Attachment window displays.
38. Select Apply.
39. The updated Advising Notes page displays.
40. Select Submit.
41. The confirmation window displays.
42. Select Yes.
43. The updated Advising Notes page displays.
44. Select Notify.
45. The Notify window displays.
46. Check the Notify checkbox for your recipients.
47. Optionally, enter an Additional Message.
48. To send the notification to people not in the Notify list, select the Lookup Recipient magnifying glass icon.
49. Select Send.
50. A confirmation window displays.
51. Select Yes.
52. The updated Advising Notes page displays.
53. Select a row from the Notifications History section.
54. The Notification Details window displays.  Review it.
55. Close the window.

Process complete.