Academic Advising Calendar
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
This block on Academic Advising summary pages shows your advising calendar and can include the following:
Available and accepted advising appointments set up when the advisor cast appointment blocks. Student advisees select appointments using CRM Advisor Meeting.
Meetings and advising appointments scheduled using the calendar. These may include informal peer meetings and advising appointments created spontaneously or outside the casted appointment blocks range.
You can mark advising appointment attendance and enter meeting notes as well as use standard calendaring features such as viewing the calendar by the day, week, month, and accessing previous and upcoming dates.
For information on using Calendar features, see the Calendar Features topic in the Standard Features online help.
On the Navigation panel, click the Academic Advising hub. The page options appear.
Select one of the options: Primary, Academic Program, Athletic Roster, Campus Location, or All Students. The Summary page for that option opens, and the Calendar block appears. (The other options appear as tabs if you have those roles. Those tabs also have the Calendar block.)
Click the advising meeting on the calendar. The meeting preview pop-up opens showing the meeting time and place, attendees, and description.
If there isn't already a meeting note, the Create Meeting Note button appears in the pop-up. Click it to create a note. The Create New Communication pop-up opens with all fields except the note itself already populated.
Enter up to 8,000 characters.
Click the Send button. The note is saved. (It's not actually sent to anyone.) It appears on the Advising Meeting details pop-up.
To view it, click View Note. The Advising Meeting Note panel opens.
To make a new internal comment on the note, click New Comment. Enter a comment, and click the Add button.
To mark the comments as read, click the Mark all read button.
To edit the note, click the Edit icon
. Make your edits, and click Save.To delete the note, click the Edit icon
. Click the Delete button. A pop-up asks you to confirm. Click Delete. The note is deleted.To view details of the meeting, click the Show details button.
To see who scheduled and initiated the meeting, click the Audit Information button.
To view an existing note, click the View note link. The Advising Meeting Note pop-up opens. To edit the note:
Click the Edit icon
. The note text appears in an editor.Add to or edit the note.
Click the Save button. The note editor closes.
Click Edit Meeting. The Edit Advising Meeting page opens.
Make your edits.
If the meeting is finished, switch the Attended? field to Yes for everyone who attended.
Tip
Fifteen minutes before the advising meeting starts, the Edit Advising Meeting page updates so you can record who attended the meeting. After you change the Attended? status to Yes for one or both attendees, the Meeting Notes become editable. The location, date, and time cannot be changed after people have attended the meeting.
If someone is marked as attended, the other fields are uneditable.
You can view, edit, create, and delete a note on this page just as described above for the meeting preview pop-up.
Click Save.
Tip
You can only delete appointments you created.
Click the advising meeting on the advising calendar or another calendar.
Click Delete meeting and confirm in the pop-up. When the pop-up closes, the advising meeting is removed from all calendars and the advisee receives an email notification that the meeting has been canceled.