Advising Appointment

This article provides a walkthrough on how to complete the different processes of an advising appointment.

Adding an Advising Appointment	Adjusting the Advising Schedule
Reviewing the Schedule/Adding Candidates	Adding Candidates from the Waitlist
Adding Details after the Advising Session	Adding a recurring appointment

Adding an Advising Appointment

Click Advising Appointment from the sub-menu
From the Appointments page, click Add Advising Appointment
From the Advising Appointment Details page, fill in the appropriate information
Note: For information on setting up rooms, see Designate a Room for OCR.
Fill in the appointment description field, which will be viewed by students
Click Save

Adjusting the Advising Schedule (start times & breaks) Back to Top

After the appointment has been saved, review the schedule
Select the desired start time for the first appointment from the Start Time drop-down menu
Select the Slot # that you wish your break to follow
Click the drop-down menu under the slot start time
For example, if you would like a 15 minute break after Slot #1, adjust the start time for Slot #2 to 9:15
The system will automatically enter the 15 minute break after the interview slot and adjust the start/end times for the remaining slots
Repeat this process for additional breaks at other points in the interview schedule
Note: Breaks under 1 hour are designated as “short breaks” and breaks over 1 hour are listed as “long breaks.”

Reviewing the Schedule/Adding Candidates Back to Top

From the Dashboard toolbar, click Other CSO Activities
Click Advising Appointments from the sub-menu
Select the desired advising appointment date from the Appointments page
From the Advising Appointment Details page, review each candidate
To add a candidate to a particular slot, click the Add Student icon next to the desired time slot
From the Select Candidate page, select the candidate from the list, or utilize the candidate name search field
Click Add Appointment Signup next to the desired candidate
Note: The candidate will now be noted as “On List.”

Adding Candidates from the Waitlist Back to Top

From the Advising Appointment Details page, click the Student Waitlist tab
Click the Promote icon next to the desired student
To add the candidate to a particular slot, click the Add Student icon next to the desired time slot
From the Select Candidate page, select the candidate from the list, or utilize the candidate name search field
Click Add Appointment Signup next to the desired candidate
Note: The candidate will now be noted as “On List.”

Adding Details after the Advising Session Back to Top

From the Advising Appointment Details Page, select the desired candidate
To mark that candidate as attended the appointment, click the Attended (calendar) icon
To add notes from the appointment, click the Notes (notepad) icon
To email the candidate, click the Email (envelope) icon

Adding a recurring appointment Back to Top