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Prerequisites
Set advisor labels.
Person must exist in Campus Cafe.
Configure dashboards if advisees should show on an advisor’s dashboard.
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Module | Number | Description |
---|---|---|
Faculty | 63 | Indicate person is an advisor |
Student | 931 | Assign advisor to student |
Student | 1262 | Assign advisors to a group of students |
Indicate an individual is an advisor
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Go to the student’s person record.
Go Person Selected > Student Codes.
Under Advisors use Lookup to find and select the advisor.
Click Save.
Assign advisor to group of students
You may wish to assign a cohort of students to a specific advisor or change a cohort’s advisor. For example, perhaps Professor Swift retires to pursue a career in music and Professor Cyrus takes over her advisees.
Go to Filters > Students.
Set filters to return the students to assign a new advisor.
Select the individual students.
Click Update Advisors > For All.
Click Lookup to locate the new advisor.
Click Submit.