Report on Advising -versus- Notes

“Report on Advising”

  • Student, by default, WILL SEE these (no option for student not to have access)
  • Use after meeting with a student
  • Allows to mark student as “no-show”, tracks time you spent with the student
  • Can note specific course discussed in meeting for tracking purposes
  • Will allow you to do a lot of reporting on the type of contact you’ve had with students over a specified time period.

“Notes”

  • Advisors ONLY note, unless you check the student’s name
  • Use for all other contact other than meetings
    • e.g., email exchange, status updates, etc.
  • Ideally used for non-student intervention information

* You are able to put attachments in both types of documentation
** You are able to include links in both types of documentation
*** You are able to assign a reason for both notes and reports on advising

Watch Lists

Watch List Overview:

 

How to Name Watch Lists:

We’ve recently created a recommendation for a naming convention for Watch Lists since other staff people can see them to help identify whose list it is and for what purpose:

  • Office + Term & Year (e.g. SP19) + Descriptive name + dot # + 1st letter (1st name) + 1st letter (surname)
    • Maximum of 32 characters
    • Amy Treboni (.6) creates a Watch List for all Spring 2019 campus change students in order to send them an email from Transition & Academic Growth:
    • TAG SP19 Campus Change 6AT

 

How to Create Watch Lists:

EAB provides guidance on how to create watch lists in the Help Center (click on the “?” beside your profile icon in the upper right corner of OnCourse) and click Search for Help Articles and search for “Watch Lists”. 

The SP19 version of the help article is availabe here: Strategic Care – Watch Lists – Help Center 3/19