Assigning a Student Advisor

Procedure

1. Records and Enrollment  Student Background Information  Student Advisor

Student Advisor

2.       As required, complete/review the following fields:

· ID

· Campus ID

· National ID

· Last Name

· First Name

3.       Click  .

Student Advisor

4.       Perform one of the following:

If	Then
Student already has advisors and you will be assigning a new Effective Date	Click  in the upper region (top right area) to insert a new Effective Dated row.
Student has no existing advisors OR you will not be changing the Effective Date

5.       As required, complete/review the following fields:

· Academic Institution

· Effective Date

6.       Perform one of the following:

If	Then
Adding a new Advisor to the student (keeping all existing advisors)	Click  in the lower region.
Changing an existing advisor to someone else	Overwrite the existing data for that advisor.
Removing an existing advisor	Click  in the lower region for the selected advisor.

7.       As required, complete/review the following fields:

· Advisor Role

· Advisor Number

· Academic Career

· Academic Program

· Academic Plan

· Academic Advisor

8.       Perform one of the following:

If	Go To
Additional Advisors to assign	Step 9
All Advisors assigned	Step 11

9.       Click  to insert a new row.

10.     Go to Step 5.

11.     Click  .

12.     You have completed this task.