CC.003.1 Advising Tools (Project Archive)

User Acceptance Test Overview

To complete the Advising Tools UAT flow, begin by adding an employee to the Instructor/Advisor table. Next, assign students with an active program to that Advisor. The next step is to assign a milestone to one of the advisees. Your college has requested specific milestones be configured. Any of these milestones may be used for this test.

Next, navigate to the ctcLink Advisor Homepage to view the advisor list of advisees and send a notification. From the Advisee Student Center, view a student’s holds (or Service Indicator) if applicable. Next add an advising note to one of the advisees and then view a summary of the notes that the advisor created.

The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle. Coordination with other colleagues at your college in advance of commencing testing is key to success. In the same way that it doesn't take a single individual to operate the business of running a college it will require coordination across departments to successfully test a business flow from beginning to end.

Business Process Flow Diagram

Self-Paced Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are required Canvas Courses. Successful course completion is a prerequisite to participate in all UAT activities.

  • AA100 Academic Advisement Rules
  • CA100 Advisor Self-Service

To register for these required courses visit the ctcLink Training Registration Page.

Additional Resources

Instructor-Led Training Materials and Recordings

Background Configuration Information:

  • Advisors must be entered on the Instructor/Advisor table prior to assigning students.
  • ID of tester must have security access to the transcript and advisement report types.

Minimum Test Case (Data) Scenarios:

  • Assign a list of students to an Advisor
  • Assign a milestone to a student
  • Error Condition: Person testing is not able to see values for Milestone. Add row-level security access in Secure Student Administration, Milestones.
  • Error Condition: Person testing is not able to locate the Advisor in the Student Advisor page. Advisor EMPLID has not been added to the Instructor/Advisor table.

The High Level UAT Framework:

UAT CC.003 - Advising Through Graduation [Sprint 2] 

Next Step in the High Level UAT Framework:

CC.003.2 Program/Plan Maintenance 

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Role names needed to execute the User Acceptance Testing relevant to  this UAT guide.

CC.003.1.1 Add Advisor to Instructor/Advisor Table:

MENU:  NavBar > Navigator > Curriculum Management > Instructor/Advisor Information > Instructor/Advisor Table
ROLENAME: ZZ CM Instructor Advisor

CC.003.1.2 Assign a Student to an Advisor:

MENU:  NavBar > Navigator > Records and Enrollment > Student Background Information > Student Advisor
ROLENAME: ZZ SR Student Advisor

CC.003.1.3 Assign a Milestone:

MENU:  NavBar > Navigator > Records and Enrollment > Enroll Students > Student Milestones
ROLENAME: ZZ SR Milestones (if just adding a new row) or ZC SR Milestones (if correcting the effective date of a row)

CC.003.1.4     View and Notify My Advisees (Fluid):

MENU: ctcLink Advisor Homepage > My Advisees

CC.003.1.5     View Student Holds (Fluid):

MENU: ctcLink Advisor Homepage > Advisor Center tile

CC.003.1.6  Create an Advising Note through My Advisees (Fluid):

MENU: ctcLink Advisor Homepage > My Advisees

CC.003.1.7     View My Advising Notes (Fluid):

MENU: ctcLink Advisor Homepage > My Advising Notes

PDF Version of Flow Diagram for Printing


Derreck Pressley


I attempted to download the PowerPont presentations for this UAT sessiont: DG6 CC.003.1 Advising Tools, but it says I'm not authorized. Thank you.

Tanjagay Martin

Hi Derreck, I appreciate your comment and apologize for any inconvenience caused. The PowerPoint is now available. Thank you so much! ~Tanjagay Martin | CS Core Trainer

Derreck Pressley

Hi Tanjagay,

Thank you for your response. I am able to open one of the powerpoints, but this powerpoint Advising Tools and Academic Advisement Report Build PowerPoint Presentation now takes me to this location when I click on it However, I am already logged into Canvas.

Tanjagay Martin

Hi Derreck, Thank you for responding. I relinked the PowerPoint; it should work for you now. Thank you for your patience! Have a great week! ~Tanjagay Martin | CS Core Trainer

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