Download - Advising SLCM_WP_310 1SLCM_WP_310 Advising. Course Content Introduction Unit 1- Advising Summary 2SLCM_WP_310 Advising

AdvisingSLCM_WP_310

1SLCM_WP_310 Advising

Course ContentCourse Content

• Introduction• Unit 1- Advising• Summary


Learning ObjectivesLearning Objectives• Upon completing this course, participants will be able to:

Search for a student and student record View holds and stops Place and remove advisor holds Create contact notes Review student booking View transfer work View admitted program of student, major and minor


• In order to access booking, the user needs: To complete the SLCM_WP_310 Advising course and pass

the assessment To be designated as a person with the responsibility for

booking students into classes To sign the Statement of Responsibility (SOR)

Instructions available at: http://www.uky.edu/IRIS/train/SOR_Information.html

If you have signed the SOR in UK_100, you do not need to sign it a second time

• If you do not have access, please work with your college contact to get this access assigned The college contact list is located at

http://www.uky.edu/IRIS/CM/cm_group.html

Prerequisites and Roles


Unit 1Unit 1

Advising


Unit 1- Advising

• Advisor Holds

• Advisee Records Schedules Addresses Holds/Stops Unofficial Transcripts Program of Study and Major Anticipated Graduation Date


Accessing an Advisee RecordAccessing an Advisee Record• The advisee record is located on the myUK portal under Student

Administration Advising Services


FERPAFERPA• Under the Family Educational Rights and Privacy Act (FERPA), a

student can request that their directory information not be shared

• This means absolutely no information can be released on this student

• You may still access the data if you have a professional need to know

• When you select the student, a message box will appear


Student SearchStudent Search• To open a student record for a student who appears on your

advisee list, just click on the student’s name

• If a student does not appear on your list, you may conduct a search. Click on the Find a Student box and complete one or more fields, then click the Search button. To select a student, click on the radio button beside the name and click Next.


Student Record DisplayStudent Record Display• A tabbed list of available information will be displayed

Includes Stops/Holds, Schedule, Address, Documents (which contains the Unofficial Transcript), Program of Study, Anticipated Graduation Date, Windows/Events, and myAdvisees.


Stops/Holds TabStops/Holds Tab• Stops/Holds tab is the default for the Advisee Record

• Each stop includes information


myAdvisees TabmyAdvisees Tab• myAdvisees tab provides a list of the students you advise

• Students with holds will display a red box in the Hold column

• Students without holds will a display a green box in the Hold column


Lifting Advisor HoldsLifting Advisor Holds• To lift an advisor hold, click in the red box and click on the Lift

button

• To lift the hold on a series of students, you may click more than one red box to select and click the lift button to lift the hold as a group

• Once an Advisor Hold has been lifted, the red box becomes green


Schedule TabSchedule Tab• Schedule tab will display the student’s current academic record


Address TabAddress Tab• The Address tab provides the student’s address(es):

Current Permanent International Email


Documents TabDocuments Tab• To display an unofficial transcript for a student, click on the

Documents tab

• Click on Unofficial Transcript

• To print the transcript, click on the Printer icon


Program of Study TabProgram of Study Tab• Click on the Program of Study tab to display the student’s

Program(s) of Study, including Major and Minor (if applicable)

• The student’s College, Degree, Major, and Minor will be displayed


Graduation Date TabGraduation Date Tab• To view the student’s anticipated Graduation Date, click on the

Anticipated Graduation Date tab

• To enter an anticipated Graduation date, click on the Update button

• Click on the appropriate date to select, then click Save


Viewing Other RecordsViewing Other Records• To view another student’s data, click the Open Student

Selection icon

• Enter the student’s name, Username, and/or Student Number into the appropriate field

• Click the Search icon


Logging off myUK PortalLogging off myUK Portal• When you are finished with your work in Student Administration,

you will want to log off the Portal

• To log off the portal, click Log Off To confirm, click Yes

• Be sure you log out, so that no one is able to access student data using your ID!


SummarySummary

• Advisor Holds

• Advisee Records Schedules Addresses Holds/Stops Unofficial Transcripts Program of Study and Major Anticipated Graduation Date

• Click Attachment (upper right corner) to view or print the QRC Lifting Advisor Holds


Help WebsitesHelp Websites• For Quick Reference Cards

Click on Attachment (upper right corner) Click on QRC Print

• myHelp website: http://myHelp.uky.edu/rwd/HTML/index.html Contains Quick Reference Cards (QRCs), updated course manuals,

Simulations, Frequently Asked Questions, and other job aids

• IRIS website http://www.uky.edu/IRIS/ Contains Information Directory, Forms, and other references


SLCM CoursesSLCM Courses• Classroom Lab Courses

SLCM_AD_300 Event Planning SLCM_AD_340 Programs of Study & Majors SLCM_CA_310 Student Account Balance Display

• SLCM Web Courses SLCM_200 Student Lifecycle Management Overview SLCM_AD_310 Student Records SLCM_AD_315 Booking Rules SLCM_AD_320 Booking SLCM_WP_210 Grading SLCM_WP_220 Overrides SLCM_WP_230 SLCM Faculty Overview SLCM_WP_310 Advising


Course SummaryCourse SummaryYou are now able to:• Access the IRIS Web Portal• View an Advising Record• Lift an Advising Hold• Conduct a Student Search• View Addresses • View Stops• Print an Unofficial Transcript• View Programs of Study• Edit anticipated graduation date


Course Assessment InstructionsCourse Assessment Instructions• To begin the course assessment, click

Continue (bottom left corner of the screen)

• Click Here to continue when the system message appears

• Click Start Test to continue

• If you pass the assessment successfully, click End Test (located at the bottom right of your screen

• Click Close (lower right corner of the screen)


Course Completion InstructionsCourse Completion Instructions• Click Logoff (lower right corner)

• When the WBT window closes, go back to your original browser window Click on the browser window in your

taskbar and wait for the screen to refresh

• Scroll down the page until you see the Confirm Participation section

• To complete the course, click Confirm Participation


Download - Advising SLCM_WP_310 1SLCM_WP_310 Advising. Course Content Introduction Unit 1- Advising Summary 2SLCM_WP_310 Advising

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