Adding an advising note


Concept

In this topic, you will learn how to add an Advising Note in myWCU.


Steps:

  1. Click Faculty Quick Links

    Step 1
  2. Click View My Advisees 

    Step 2
  3. You will be taken to a page of all of your current advisees. To add an advising note, click on the note icon in the last column.

    Step 3
  4. This page will show you all of the advising notes that have been entered for the student.

    Step 4
  5. You can look at another student’s notes by using the “Change Advisee” dropdown menu.

    Step 5
  6. Select the student

    Step 6
  7. Click the Change button.

    Step 7
  8. To add a note, click the Create a Note button.

    Step 8
  9. 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 9
  10. Select the appropriate category.

    Step 10
  11. Click the Subcategory dropdown menu.

    Step 11
  12. Select the appropriate subcategory.

    Step 12
  13. Click in the Subject field to enter a subject.

     

    Step 13
  14. In this example, we'll enter "Meeting to review Major requirements".

    Step 14
  15. Click in the text box to enter your comments.

    Step 15
  16. In this example, we'll enter "Reviewed student's Major and Gen Ed requirements.".

    Step 16
  17. 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 17
  18. 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 18
  19. 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 19
  20. 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 20
  21. Select and upload your file by clicking the Upload button. The file will be attached to the note after you click “Submit.”

    Step 21
  22. Completing your note:  When you are finished typing your note plus adding any attachments and/or action items, click “Submit.”

     

    Step 22
  23. 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 23
  24. 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 24
  25. You can add explanatory text before sending the e-mail notification to the student (optional).

     

    Click the Send button.

    Step 25
  26. Click the Return button.

    Step 26
  27. Students will receive an email telling them a new advising note has been added.

    Step 27
  28. To Update a Note:

     

    Click the Advising Note icon.

    Step 28
  29. Click Update Note 

    Step 29
  30. 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 30
  31. Click the myWCU logo to return HOME.

    Step 31

After completing this topic, you know how to add advising notes in myWCU.