Once APPOINTMENT SUMMARY REPORTS and NOTES are created, they are viewable by administrators and other advisors.
In order to access and view all student reports, go to the student profile. The student ID/Name can be entered in the search bar on the top right-hand corner.
Once on the student’s profile, an additional menu will be visible under the student’s name.
On the menu below the student’s name, click HISTORY, and scroll down to view all reported interactions with the student (to include notes, check ins, etc.)
Once selected, advisors will see a window labeled HISTORY. This window will show all check ins, advising reports, and notes.
Find the desired appointment to view additional information. You can filter by type, including NOTES. Click selected ADVISING APPOINTMENTS to reveal blue VIEW REPORT link. The link will open to the specific advising report window.
For additional assistance, contact firstname.lastname@example.org.