Advisors

You can use the Advisors page to view the advisors assigned to the student by the areas of your institution and add Advisor Types of Other. The Advisors feature is useful for allocating an enrolled student across multiple advisors or to reallocate advisors to other students. In the Advisors list, the: 

  • Standard Advisors list displays the advisors assigned to a student at the time of enrollment. The list of default advisors can be configured using the Default Campus Advisors list (Select the Configuration tile > expand Contact Manager > select the Default Campus Advisors.)

  • Other Advisors list displays the advisors of type Other. You also use the Other Advisors list to add, edit, or remove advisors of type Other.

Advisors in the Standard Advisors list can be changed where they are specified in Anthology Student. For example, the: 

  • Academic Advisor is specified for each enrollment on their Enrollments page (Select the Students tile > select the name in the Students list > expand Academic Records > select the Enrollments tile.)

  • Financial Aid Advisor is specified for each Academic year on their Academic Years tab (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile.)

You can also assign and reassign some types of advisors in batch using the Advisor Assignments page. (Select the Processes tile > locate Contact Manager > select Advisor Assignments.)

The lists are sorted alphabetically by the Staff Group column.

The grid shows the items for the program version of the current enrollment (if any). Use the Program Version drop-down to change the program version. You cannot select All Program Versions.

Prerequisites

You must have Common - Student - View authorization.

The table lists the prerequisites for specific actions.

Action Prerequisites

Add advisors of type Other

You must have Contact Manager - Student Advisor - New authorization.

The Allow Editing of Advisors option must also be enabled (Select the Settings tile > locate System > select Staff >select the New button and specify the general information or select an existing staff member in the list > select the Contact Manager tab.)

The student must be enrolled in a course.

The selected Staff Group must include staff members.

Edit advisors of type Other

You must have Contact Manager - Student Advisor - Edit authorization.

The Allow Editing of Advisors option must be enabled (Select the Settings tile > locate System > select Staff >select the New button and specify the general information or select an existing staff member in the list > select the Contact Manager tab.)

Remove advisors of type Other

You must have Contact Manager - Student Advisor - Delete authorization.

View the page

You must have Contact Manager - Student Advisor - View authorization.

Access Method

Select the Students tile > select the name in the Students list > expand Contact Manager > select the Advisors tile.

Procedures for Managing Advisors

Action Prerequisites

Add or edit advisors of type Other

You can specify a maximum of one advisor per Staff Group.

1.  Verify that the program version is correct. If not, select the specific program version in the Program Version list.

2.  If you want to: 

  • Assign an advisor, select the Add button. Anthology Student displays only advisors associated with the staff group with Advisor Type code of OTH - Other Advisor.

  • Edit the assigned advisor, select the name of advisor in the list.

3.  Specify the following values. If you are editing an assigned advisor, Staff Group is disabled, by default.

AdvisorClosed Name of the student advisor.

Staff GroupClosed Group containing staff members in an institution. Typically, the groups are based on departments and job functions. Administrators can use staff groups to assign or revoke access privileges to all the members in the staff group.

 

4.  Select Save to save the changes.  

Remove advisors of type Other

1.  Select the check boxes of the records you want to remove in the list.

2.  Select the Remove button on the toolbar.

View the lists on the page

1.  Review the values in the lists.

AdvisorClosed Name of the student advisor.

Advisor TypeClosed The type of advisor based on whether the advisor is assigned at the time of enrollment or within the assignment dialog box.

Staff GroupClosed Group containing staff members in an institution. Typically, the groups are based on departments and job functions. Administrators can use staff groups to assign or revoke access privileges to all the members in the staff group.

Staff Group Advisor CodeClosed The code assigned to the staff group based on the department or job function. For example, financial aid advisors may be assigned to the FAA advisor code based on the standards set by the institution.