Advising Notes

For Advisors

Overview

The Student’s Case Record offers the ability to add Notes that you may have after appointments with students. After posting a note, it is also easy to edit or delete it.

Viewing Notes

1. On the center portion of the Advising Case, open the Notes tab by clicking on Notes.
2. Scroll down to see list of all advising notes
3. Click on the note name (N-number) to view the note

Add a New Advising Note (ad-hoc)

To add a note on a student that is NOT part of an appointment:

1. On the Advising Case, open the Notes tab
2. If any notes exist, you will see them in a summary view. Scroll down to the "Create Advising Note" section.
3. Select "Academic Note" or "Medical Note", and click Next.
   Enter Subject and the Body of Note.  Note that the Sharing Policy will default to "Public" to provide transparency to Advisors across schools, but can be changed if necessary.
4. Click Submit 

Note Sharing Policy

• Public (Default)
• This will make the Advising Note visible to all users with access to Advising Notes access across schools.
• Shared
  • Shared notes are automatically shared with everyone who has access to notes for the primary school of the advisee. For example, if the student’s primary program is in the Gabelli School of Business, every "Shared" note on the student’s case record will be shared with all advisors and staff with access to notes for the Gabelli School of Business.   
  • You can use the Manual Sharing options to "Select User" and "Advising Note Access Level" to extend access to particular individuals outside of the primary school.
• Medical
• Medical notes are for specific medical purposes and are only visible to a specified list of individuals defined by the Senior Deans.

• Private
  • Only you will have access to view the note.  
  • You can use the Manual Sharing options to "Select User" and "Advising Note Access Level" to particular individuals.

Add a Note to an Appointment

If you want to add notes for a specific appointment to the Advisee’s record, you can add an Advising Note to the appointment record and it will automatically link to the student’s advising notes.

1. From the calendar view of the SSH Appointment Manager, click into a scheduled appointment to bring up the Appointment Details and Advisee Snapshot. 
2. In the Appointment Details, select View Appointment.
3. Once in the appointment record, the right panel should prompt you with a screen to add a new note. Fill in the Subject and Body of Note and click Submit.