advisor appointments (front desk) · managing advisor appointments (front desk) 1/17/17 page 1 of 8...

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:sishelp@berkeley.edu• Submitaticket:https://shared-services-help.berkeley.edu/new_ticket/it

Forotherjobsaidsandvideos,goto:

• http://sis.berkeley.edu/training