uad_1_1_1_assign_advisor

Assign Advisor to Student

Steps:

1. Open up a browser (IE or  FireFox)

   in-order to Connect to PeopleSoft

    

   In address field enter:

   //www.ric.edu/peoplesoft 

    

   Hit Enter

   Click the object.

   Step 1

2. Enter: ID

   Enter: Password

   Click: Sign In

   Click the Sign In button.

   Step 2

3. Click the Records and Enrollment link.

   Step 3

4. Click the Student Background Information link.

   Step 4

5. Click the Student Advisor link.

   Step 5

6. Enter Emplid number or click magnify glass to enter Last/First name into proper fields.

     Click: Search

   Enter the desired information into the Academic Institution: field. Enter

    a valid value
    e.g.
    "RICOL"
   .
   Step 6

7. 1. Enter at least two fields of data

        into panel.

   2.  Place a Check mark in the "Include History" box selection.

   3.   Click: Search.

   Click the Search button.

   Step 7

8. Enter data into Student Advisor page.

     1. Academic Institution - Select RICOL

     2. Effective Date - Enter the date that the student's advisor becomes effective for the student.

     3. Advsor Role - Select Advisor

            A. In case student has double major and needs more than one advisor to be assign at one time. 

                Click on the + button on right side of the Advisor Number. 

                System inserts a new row and it increases the number by one as you add the new advisor to the student.

            B. More often you will have a situation when the second advisor is assign to the student at a latter time.

     4. Academic Career - Select the student's academic career.  Click the magnify glass to lookup career.

     5. Academic Program - Select student's proper program.

           It is very important to select the proper academic program when assigning an advisor.

     6. Academic Plan - Select the student's plan for which you want to assign the advisor.

           Please be sure to select current Academic Career, Academic Program and Academic Plan for student.

    

   Point to the cell.

   Step 8

9. Note:

   In some cases departments are adding for two and more Academic Organizations (ex. Dept. of Sociology and Dept. of Justice).  In this case Academic Org Security must be assigned accordingly for both Academic Orgranizations.

   For security setup please call: MISHelpDesk at 456-9873.

   Click the Look up Academic Career (Alt+5) graphic.

   Step 9

10. Obtain students Academic Career.

    Click the Look Up button.

    Step 10

11. Select: Academic Career from list.

    Click the UGDG link.

    Step 11

12. Click: Magnify glass

    Click the Look up Academic Program (Alt+5) graphic.

    Step 12

13. Click: Look Up button - to see a list of Academic Programs.

    Step 13

14. Click the UGEDU link.

    Step 14

15. Click: Magnify glass.

    Click the Look up Academic Plan (Alt+5) graphic.

    Step 15

16. Click the Look Up button.

    Step 16

17. Click the ELEGENG-BA link.

    Step 17

18. Click the Look up Academic Advisor (Alt+5) graphic.

    Step 18

19. Enter: Last Name/

    First Name of Advisor.

    Step 19

20. Click the Look Up button.

    Step 20

21. Click: Anywhere on the selected search result line.

    Click the ENGLISH link.

    Step 21

22. Click: Save button.

      Student has been updated with an advisor.

    Point to the Save button.

    Step 22

23. Click: "Return to Search" button inorder to Add or Change an Advisor.

    Click in the Advised by Committee field.

    Step 23

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