Reference Guide - How to Create a New Advising Note

Owned by Susan Dawson
Last updated: May 07, 2016
2 min read

Overview

Advising notes that are entered can be viewed by other advisors as well as the student.  Once entered and saved, the note cannot be edited or deleted.  To view previously entered advising notes, go to the Advising History. 

 

Step-by-Step

 

1. Go to myUMBC and navigate to Topics > Advising & Student Support > Advising Center.

2. Search for a student using the Empl ID (this is the Campus ID number).  (The most accurate way to locate a student is to ask for the student's Campus ID number.  If you do not have access to the number, you can search for the student using the PeopleSoft search for the campus ID field.) 

3. Ensure the correct Institution, Career and Term fields are entered in the fields provided.

4. Click the New Advising Notes link.

5. Select the appropriate Session Type. 

6. Check one or more of the boxes in the Advising Topics area that appropriately label the purpose of your session.  (The sections will expand based on the Advising Topics that were selected.)

 

7. Enter Advising Notes in each of the relevant Comments section.

8. Click to save the entered comments.