advisor appointments (front desk) · managing advisor appointments (front desk) 1/17/17 page 1 of 8...
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Managing Advisor Appointments (Front Desk) 1/17/17 page 1 of 8
MakingandManagingAdvisorAppointments(FrontDesk)Fromtimetotimefrontdeskstaffmaybeaskedtomakeormanagestudentappointmentswithadvisors.Thisjobaidwillcover:
• Schedulinganadvisingappointmentonbehalfofastudent• Changingthestatusofanadvisingappointment
Note:Thepropersecurityaccessisrequiredtoperformthesetasks.
1.SchedulinganAdvisingAppointmentonBehalfofaStudent
Navigation:After logging in toCampusSolutionsnavigate toSCIEnhancements>AcademicAdvising>AdvisingAppointments>CreateStudentAppointment
SearchfortheStudent:YoucansearchforastudentviatheirSID,CampusID,orName.Youmayinputoneormorecriteriaforyoursearch.
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Youcanusethedropdownoptionstospecifyhowyouwouldliketosearchforspecificcriteria.
ClickSearch.
Choosethecorrectstudent:
Ifyousearchwiththestudent’sSIDyouwillautomaticallybetakentotheappointmentportal.
Ifyousearchforastudentbynamealistofstudentsmatchingyourcriteriawillappear.Clickonthestudentforwhichyouwishtocreateanappointment.
YouwillbetakentotheAppointmentSelfServiceportalwhereyouwillbeaskedforinformationaboutthe
appointment.IfatanytimeyouwouldliketogobackclicktheCreateAppointment backarrowinthetopleftcorner.ThisbringsyoubacktotheCreateStudentAppointmentpageinCampusSolutions.
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Toscheduletheappointment,firstselectthe1.AcademicAdvisingcategory.
2.Collegeand3.AdvisorTypewillautomaticallypopulatewiththecollegeanddepartmentofthestudent’sdeclaredmajor.Ifthestudentisundeclareditwillpopulatewiththeircollegeand“CollegeAdvisor”astheiradvisortype.
NOTE:Fillthisinformationinwiththecriteriaoftheadvisorthatthestudentwillbemeetingwith,notthestudent’sowninformation.Thiscriterionwillbeusedtomatchthestudentwithavailableadvisors.
Youwillthenneedtochooseanappointmentreason.
NOTE:Reasonswillvarybydepartment.
1.2.3.
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Next,selecta1.DurationTimeand2.Appointmenttype.Thedurationtimesavailablewilldependontherestrictionsofthespecificadvisor’sunit.Someunitsonlyallow30mintimeslots;otherswillallowyoutochoosebetween15,30or45-minutetimeslots.TheAppointmentTypesavailablewillalsovary.AnadvisorcanchoosetotakeInPerson,Phone,SkypeorGoogleHangoutappointments.
YoushouldalsoaddanyAdditionalInformationthatyouwouldliketheadvisortohave.Forexample,sinceyouareonlyabletoaddoneappointmentreason,youmightlistotherappointmentreasonshere.
ClickSelectAdvisortobetakentoalistofadviorswiththematchingcriteria.
1.
2.
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Thispagedisplaystheavailabletimeslotsforeachadvisorwithmatchingcriteria.IfnoadvisorsmatchyourcriteriayouwillneedtoReturntoMainpageandtryadifferentinput.Youcanreviewtheadvisor’sinformationatthetopofeachblockoftimeslots.Inthisexample,OskiAislistedfirstbecauseheisthestudent’sassignedadvisor.
YoucantogglethroughtofuturedatesbyclickingNextDays.
Whenyouseethedesireddate,clickthearrowstoseetheadvisor’savailabletimesforthatday.Onceyouhavechosenthedesireddateandtime,clickSelectTime.
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Whenyouhavedouble-checkedalloftheinformation,clickBookIt!
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2.ChangingtheStatusofanAdvisingAppointment
Navigation:From Campus Solutions, navigate toSCIEnhancements>AcademicAdvising>AdvisingAppointments>ViewAppointment
SearchfortheStudent:Searchforastudentthewayyoudidwhenmakinganappointment.Thereareafewadditionalsearchcriteriayoucanuseforviewinganappointment:AppointmentID,AppointmentDate,AppointmentStatus,AcademicAdvisorID,orAdvisorName.
EnteroneormoreofthesearchcriteriathenclickSearch.
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Alistoftheappointmentsthatmatchyourcriteriawillshow.Clickontheappointmentthatmatchestheappointmentyouarelookingtomanage.
ManageAppointmentStatus:Fromhere,youcanCheckInthestudent,Canceltheappointment,ormarkthestudentasNoShow.
WhenyoureturntotheViewAppointmentpageyoushouldseethatitreflectsthechangeyoumadetotheExistingAppointment.
Support:Forquestionsorassistance,pleasecontacttheSISProject:
• Call510-664-9000(pressoption6)• Email:[email protected]• Submitaticket:https://shared-services-help.berkeley.edu/new_ticket/it
Forotherjobsaidsandvideos,goto:
• http://sis.berkeley.edu/training