Advisors complete appointment summaries for each advisee
What:
Courses you advised for
Offices or people you referred the student to
Pertinent information that the student must know
Scholarship Requirements
Probation and Suspension information
SAP Appeal
Program Admission
Account Holds
Next steps or instructions
Ordering Transcripts
Completing Change of Major
Advisors can add more information as they see fit. However, advisors should refrain from including personal and sensitive information in the summary. Advisors should only state the facts and should not evaluate.
When:
After an advisement appointment
Where:
Navigate
Why:
Provides a reference for students to look back at
Informs Academic Coaches about advisor conversations
Helps other advisors a student meets with (e.g. if the student changes their major)
Allows Veteran Benefits to be certified
Presents the Provost with information to decide on a student’s request for a withdrawal due to extenuating circumstances.
Helps other University offices
Documents information for the protection of the Advisor and University