1. Search for the student you want to make the report on. Select the magnifying glass on the left or top of the screen.

2. Select the student’s name.

3.Once on student’s main profile page, click on Report on Appointment from the left of the page.

4. The advisor report page appears.

5. Complete the form:

1. Select Care Unit from the drop-down menu
2. Select Location from the drop-down menu
3. Select Service for the report from the drop-down menu. You may select more than one.
4. Select meeting type (email, phone, in person, walk in, etc.)
5. Ensure date and time of meeting is correct.
6. Fill in the information in the Program of the Interest Box if you have the information
7. Type notes in the summary area, including actions that have or will be taken by all parties. This information will be shared. (Review Advising Notes: Best Practices)
8. If you have any files to attach to the report, select Choose File. Locate the file on your computer and select Open.
   Note: We recommend that students receive a copy of the report.

9. Copy the content from the appointment Summary Box.
10. Click Save This Report from the bottom right of the page.
11. You are returned to the student’s main profile page. Select Message Students from the Staff Alerts section of the page.

12. The send a message screen appears.

13. Enter a subject.
14. Paste the content from the Appointment Summary box into the message box.
15. Add any necessary attachments.
16. Select Send Message.
    
    
    

To print this page as a PDF, click here.