Changing an Advisor


In this topic, you will learn how to Change a Student's Advisor.


Steps:

  1. Click Main Menu 

    Step 1
  2. Click Faculty/Admin.Self-Service

    Step 2
  3. Click Student Advisor

    Step 3
  4. Enter the student's ID.   In this example, enter 0123456

    Step 4
  5. Click Include History.

    Step 5
  6. Click Search.

    Step 6
  7. Enter a new effective date.

     

    Click the "+" at the top of the page.   This will give you the current date.

     

    Step 7
  8. OVERWRITE the required information in the fields:  Do NOT use the "+" key and add a new row.

     

    In this example, change the AdvisorOverwrite the current ID or click the magnifying glass to perform a search.

    Step 8
  9. Enter the last name of the new Advisor.  In this example, enter Perri.

    Step 9
  10. Click the Lookup button.

    Step 10
  11. Click the Select button.

    Step 11
  12. All fields should be populated.

     

    Click Save.

    Step 12
  13. Use the Return to Search button to add a new student.

    Step 13
  14. Only use the "+" button if you are adding a new Advisor "Role".   For example, adding a Minor Advisor.

     

    Important!   Advisor Number 1 is the Advisor who will have the student on their Advisee List.

    Step 14

In this topic, you will Change a Student's Advisor.