Skip to main content

Advising Worksheet Settings

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.

Use these settings to control how information is displayed on the Advising Worksheet report.

Tip

The Advising Worksheet report is run from an advisor's Manage Advisees page in the Advising Administration hub.

  • Display cumulative courses summarized in the Free Electives or Admin bucket

    • This is an On/Off switch.

    • It determines how cumulative courses (such as a choir course that a student can take each term) can appear on the report.

      • On: a single summary row with the total hours or counts combined

      • Off: individually, with a row for each instance of the course

  • Number of AV meeting notes to display on the Advising Worksheet report

    • These are past meeting notes.

    • Enter a number, 0–99.

    • The count starts with the most recent notes, so if you select 20, for example, then the 20 most recent notes appear. The most recent appears first.

  • Number of AV Notepad notes to display on the Advising Worksheet report

    • Enter a number, 0–99.

    • The count starts with the most recent notes, so if you select 20, for example, then the 20 most recent notes appear. The most recent appears first.

  • Default Advising Worksheet

    • Jenzabar provides the r_advising_worksheet layout as the default. If your school has a customized layout, you can enter it here to make it the default.

    • This version of the Advising Worksheet report is what appears in J1 Web. Users can access it from a student's Summary page, the Manage Advisees page, and the Student Aims page.

      Note

      To view or designate the Advising Worksheet layout that appears in the Campus Portal, use the UI Configuration window in Desktop. Select the Category Name: Advising.

  1. From the Advising Administration hub, click Hub options.

  2. Select Settings and Roles and then Settings. The Advising Settings page opens.

  3. Click the anchor link or scroll down to Advising Worksheet.

  4. View or edit each of the settings. Your changes are saved automatically.

    1. Display cumulative courses summarized in the Free Electives or Admin bucket: Click the button to select On or Off.

    2. Number of AV meeting notes to display on the Advising Worksheet report: Enter a number from 0 to 99.

    3. Number of AV Notepad notes to display on the Advising Worksheet report: Enter a number from 0 to 99.

    4. Default Advising Worksheet: If want to use a different default layout, enter the layout name. This is the layout that appears in J1 Web.

      Note

      To view or designate the Advising Worksheet layout that appears in the Campus Portal, use the UI Configuration window in Desktop. Select the Category Name: Advising.