Advisors can add notes when needed to student’s home account. These notes can offer further information for student or future advisors that work with the students.
Some items that can be placed in advisor notes include attachments such as educational plans not done in advising appointments, notes from email exchanges, petitions, etc.
To create an advising note, enter the student's name or student ID in the search box to pull up their account.
Once the student menu is pulled up, go to staff alerts located on the right-hand side. Advisors can select the second item, “Add a Note on this Student.”
Advisors will notice right away that this window is smaller than the advising report windows. This form of advising documentation is much more simplified, asking only for the note with attachment options. The “Note Reason” and “Note URL” does not need to be filled to be saved.
Once the Save Note button is hit, the form closes automatically and can now be accessed along with the other students advising reports.
For additional assistance, contact Navigator@sfsu.edu or the DUEAP Lab in ADM 450.