Adding updates to notes


Concept

In this topic, you will learn how to add updates to advising notes.


Steps:

  1. To Update a Note:

     

    Click the Advising Note icon.

    Step 1
  2. Click Update Note 

    Step 2
  3. Follow the same steps for adding a new note:

     

    Select the values you need to change.

    You may also add a new comment

    When you are done, click the submit button.

    Step 3
  4. The “Institution” field will automatically populate.

     

    Click the category dropdown menu.

     

    You must select a category and subcategory. Every note MUST have a category and a subcategory, selected from the dropdown menu.

    Step 4
  5. Select the appropriate category.

    Step 5
  6. Click Subcategory dropdown menu.

    Step 6
  7. Select the appropriate subcategory.

    Step 7
  8. Click in the Subject field to enter a subject.

     

    Step 8
  9. In this example, we'll enter "Meeting to review Major requirements".

    Step 9
  10. Enter your comments in the text box.

    Step 10
  11. In this example, we'll enter "Reviewed student's Major and Gen Ed requirements."

    Step 11
  12. Sometimes you want to remind either you or the student to take a certain action by a certain date; for example, you might need to check a policy, or you might direct your advisee to visit the Career Center. Use an “action item” to keep track of these needs or recommendations. This function is optional.

     

    Click the Add Action Item button.

    Step 12
  13. Enter a description, a status, and a due date.

     

    Incomplete action items will appear on your and the student’s home page of myWCU.

    Step 13
  14. Incomplete action will appear on your myWCU homepage.   The student will also see these items, but only the advisor can complete or cancel them.

    Step 14
  15. You can add attachments to your notes – for example, if you use a hard copy advising sheet, you can scan it and attach it to the notes for your conversation. 

     

    Click “Add Attachment.”

    Step 15
  16. Select and upload your file by clicking the Upload button. The file will be attached to the note after you click “Submit.”

    Step 16
  17. Completing your note:  When you are finished typing your note plus adding any attachments and/or action items, click “Submit.”

     

    Step 17
  18. Once you click “Yes,” the note cannot be edited or removed from the student’s record. However, you may add updates to a note. 

     

    Click Yes.

    Step 18
  19. Students will NOT automatically know that a note has been added to his/her record. If you want to notify the student that a note has been added, click on “Notify Advisee.”

     

    Students will NOT be notified that there is a new advising note unless you use this “Notify Advisee” function. 

     

    Step 19
  20. You can add explanatory text before sending the e-mail notification to the student (optional).

     

    Click the Send button.

    Step 20
  21. Click the Return button.

    Step 21
  22. Students will receive an email to view their new note.

    Step 22
  23. Click the myWCU logo to return HOME.

    Step 23

After completing this topic, you know how to add updates to Advising Notes.