Advising Appointment

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

Article ID: 524
Created On: Nov 3, 2010 at 1:30 PM
Last Updated On: Jun 5, 2014 at 4:14 PM
Authored by: KB Admin

Online URL: http://kbint.gradleaders.com/article.php?id=524