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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

  • From the Advising Appointment Details, click ’Copy’ under ’Actions’
  • On the Schedule Copy Modal, select one of the following:
    • Copy once to new date
    • Use this option to copy the appointment only once to the specified date
    • Recur every weekday for X weekday(s)
      • Use this option to copy the appointment to every day of the week for the specified number of weekdays
      • This can be used to copy an appointment up to 260 times. 
    • Recur every week for X week(s)
      • Use this option to copy appointment to once a week for the specified number of weeks
      • This can be used to copy the appointment to the next 52 weeks
    • Recur day X of every month for X month(s)
      • Use this option to copy the appointment to a specific date in a month for the specified number of months
      • This can be used to create an appointment from the 1st to 31st of a month for up to 12 months
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