If you enter an ID Number in this search column, the Advising Group Tree displays all active groups of which this ID Number is a member.

If you select an Advising Group from the drop-down list, the Advising Group Tree displays the group (regardless of status).

If you select an Advisor Type from the drop-down list, the Advising Group Tree displays all active Advising Groups that have at least one advisor with the selected type in the group.

You can select from this drop-down list one of the five filter controls specified in the Group's Manual Assignment Controls on the Advising Groups Configuration window. The filter control selected determines the values available in the Column Value option.

The values listed in this drop-down list are dependent on the selected Filter Control. The Advising Groups Tree displays all Advising Groups that have been assigned that Filter Column and Column Value combination.

The Manual Assignment Controls (up to 5) listed here are specified in the Advising Groups Configuration window and are used for manually assigning Advising Groups.

This option adds a blank row in the Advising Group Tree and the Advising Group Detail pane and allows you to define a new Advising Group.

This option adds a blank row to the selected group in the Advising Group Tree and the Advisor Detail pane so that a new advisor can be added to the Advising Group. You cannot add an advisor (active or inactive) who is already a member of the Advising Group.

If advisees are assigned to the Advising Group you are attempting to delete, you are prompted that you must clear all advisees from the group before you can delete the group. If no advisees are assigned to the Advising Group you are attempting to delete, you are prompted that the Advising Group and assigned advisors will be deleted and cannot be restored. If you decide to continue with the delete process, the selected Advising Group rows are deleted from the Advising Group and Advising Group Definition tables.

Selecting this option deactivates the select Advising Group and its members. If there are active advisor-advisee relationships in the Advising Group, you must run the Synchronize Advising Groups process for this group.

This ID Number must exist in the Advisor Master table if your school is licensed to use the Advising module or in the Faculty Master table if your school is not licensed to use the Advising module. If the ID Number entered/selected is in the Advisor Master table but has a Status of Inactive, you are prompted to activate the advisor.

The Student Division Master table allows the assignment of 3 advisors to each student. This column indicates which of the three advisor columns this Advisor ID will be placed. You cannot enter a number greater than 3.

This drop-down list allows you to indicate whether the advisor is active or inactive.

This option adds a blank row in the Advising Group Tree and the Advisor Detail pane and allows you to define a new Advisor.

You can delete both active and inactive advisors. This option opens the Delete Advisor window and allows the advisor to be deleted only from the Advising Group Member table. To update advisor-advisee relationships, you must run the Synchronize Advising Group process.

You can replace both active and inactive advisors. This option opens the Replace Advisor window and allows the current advisor to be replaced with another advisor in indicated Advising Groups. This replacement process updates only the Advising Group Member table. To update advisor-advisee relationships, you must run the Synchronize Advising Group process.

This option opens the Deactivate Advisor window and allows you to deactivate an advisor from specified Advising Groups. This deactivation process only updates the Advising Group Member table. To update advisor-advisee relationships, you must run the Synchronize Advising Group process.

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click and click Add Advising Group. An empty row is added to the Advisor Group in the Advising Group Tree and an empty Advising Group Details row appears with the cursor in the Code column. The empty row looks like the following sample:

3.    In the Advising Group Details pane:

a.    Enter the new Advising Group Code and associated Description.

As these are entered, the empty row is populated and looks like the following sample:

b.    By default, the Status is read only and is set to Active.

c.     Select from the drop-down list the appropriate Query Source and Query Name if applicable. You can edit or customize the selected query.

d.    Select from the drop-down list the appropriate value for each of the Manual Assignment Controls.

4.    Save. The saved Advising Group will still display the incomplete group icon until a Primary Advisor has been designated.



The "X" on the icon is removed when a Primary Advisor is assigned and saved.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate Advising Group Name or a member of the Advising Group and click Add Advisor. An empty row is added to the Advisor Group in the Advising Group Tree and an empty Advisor Details row appears with the cursor in the Advisor ID column.

3.      In the Advisor Details pane:

If the Advisor ID exists in the Advisor Master table, these values default from that table.

a.    Enter/Select the Advisor ID.

b.    Select the Advisor Type from the drop-down list.

c.     Enter the Advisor Number.

d.    Select the Division Master Advisor number.

e.    Select the Advisor Status from the drop-down list.

4.    Save.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate Advising Group Name.

3.    In the Advising Group Details pane, the following columns are editable:

a.    Description

b.    Query Source and Query Name

c.     Manual Assignment Controls

4.    Save.

 

1.    Open Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate Advising Group and choose Deactivate Group.

3.    The following prompt appears: "The group and its members will be deactivated. To deactivate active relationships, you must run the synchronization process."

4.    Click Yes to deactivate this Advising Group in the Advising Group Definition and Advising Group Member tables.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate Advising Group and choose Delete Advising Group.

3.    If advisees have been assigned to this group, the following prompt appears: "Advisees are assigned to this group. You must clear all advisees before you can delete this group." If no advisees have been assigned to the selected group, the following message appears: "The group and assigned advisors will be deleted and cannot be restored. Do you wish to continue?"

4.    Click Yes to delete this Advising Group from the Advising Group Definition table.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate Advising Group Name or a member of the Advising Group and click Add Advisor. An empty row is added to the Advisor Group in the Advising Group Tree and an empty Advisor Details row appears with the cursor in the Advisor ID column.

3.    In the Advisor Details pane:

a.    Enter/Select the Advisor ID.

b.    Select the Advisor Type from the drop-down list.

c.     Enter the Advisor Number.

d.    Select the Division Master Advisor number.

e.    Select the Advisor Status from the drop-down list.

4.    Save.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate member of the Advising Group.

3.    In the Advisor Details pane, you can edit the following columns:

a.    Advisor Type

b.    Advisor Number

c.     Division Master Advisor Number

d.    Advisor Status

4.    Save.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate member of the Advising Group and choose Replace Advisor.

3.    The Replace Advisor window appears.

4.    Enter the New Advisor ID Number.

5.    Select the Selected Groups or All Groups radio button.

6.    Click the Replace button.

7.    Save.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate member of the Advising Group and choose Deactivate Advisor.

3.    The Deactivate Advisor window appears.

4.    Select the Selected Groups or All Groups radio button.

5.    Click the Update button.

6.    Save.

 

1.    Open the Maintain Advising Groups window.

2.    In the Advising Group Tree on the Advising Groups tab, right-click on the appropriate member of the Advising Group and choose Delete Advisor.

3.    The Delete Advisor window appears.

4.    Select the Selected Groups or All Groups radio button.

5.    Click the Update button.

6.    Save.