Adding an advising note

Advising notes can be accessed in myWCU. Navigation:   Faculty Quick Links -- > View My Advisees

Note categories

You must select a category and subcategory. Every note MUST have a category and a subcategory, selected from the dropdown. The two main categories and their subcategories are described below.

Appointment Summary: This is used for notes that summarize appointments. Notes in this category should NOT address course substitutions or requirement waivers. They will NOT appear on the degree progress report (DPR). Use the subcategory that best describes the appointment topics – they may be handy for tracking ongoing conversations later.

Subcategories

  1. Major Appointment Summary - use this to indicate that you spoke mainly about topics related to the student’s major (and gen ed) at your meeting.
  2. Minor Appointment Summary - use this to indicate that you spoke mainly about topics related to the student’s minor at your meeting.

  3. Generic Appointment Summary – use this if you spoke about a mix of topics or about topics not immediately connected to major or minor.

     

Degree Progress Note: Notes in this category will appear on the DPR. Course substitutions and exceptions should be placed in this category.

Subcategories

  1. DPR Review – used for general review of or comments on the DPR.

  2. Major Course Exception – after consulting with university and department policy (and, if necessary, your chair), indicate major course substitutions under this category.

  3. Minor Course Exception – after consulting with university and department policy (and, if necessary, your chair), indicate minor course substitutions under this category.

Adding attachments

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.” Select and upload your file. The file will be attached to the note after you click “Submit.”

Adding action items

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. Enter a description, a status, and a due date.   Incomplete action items will appear on your and the student’s home page of myWCU.

Completing your note

When you are finished typing your note plus adding any attachments and/or action items, click “Submit.” The following warning will appear:

 

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

 


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