Event Planning

1
Advising CM_WP_310
2
Course Content

• Advisor Holds
• Advisee Records
• Schedules
• Addresses
• Stops
• Unofficial Transcripts
• Program of Study
• Anticipated Graduation Date
• Summary and Terminology

3
Accessing an Advisee Record

• The advisee record is located on the myUK portal
  under Student Administration ? Advising Services

4
FERPA

• Under the Family Educational Rights and Privacy
  Act (FERPA), a student can request that their
  directory information not be shared.
• This means absolutely no information can be
  released on this student.
• You may still access the data if you have a
  professional need to know.
• When you select the student, a message box will
  appear.

5
Pulling up a student record

• To open a student record for a student who
  appears on your advisee list, just click on the
  students name.
• If a student does not appear on your list, you
  may conduct a search. Click on the Find a Student
  box and complete one or more fields, then click
  the Search button. To select a student, click on
  the radio button beside the name and click Next.

6
Viewing a Student Record

• A tabbed list of available information will be
  displayed. Among the tabs are Stops/Holds,
  Schedule, Address, Documents (which contains the
  Unofficial Transcript), Program of Study,
  Anticipated Graduation Date, Windows/Events, and
  myAdvisees.

7
Stops/Holds Tab

• The Stops/Holds tab is the default for the
  Advisee Record.
• Each stop includes information.

8
myAdvisees Tab

• The myAdvisees tab provides a list of the
  students you advise.
• Students with holds will display a red box in the
  Hold column.
• Students without holds will a display a green box
  in the Hold column.

9
Lifting Advisor Holds

• To lift an advisor hold, click in the red box and
  click on the Lift button.
• To lift the hold on a series of students, you may
  click more than one red box to select and click
  the lift button to lift the hold as a group.
• Once an Advisor Hold has been lifted, the red box
  becomes green.

10
Schedule Tab

• The Schedule tab will display the students
  current academic record.

11
Address Tab

• The Address tab provides the students
  address(es)
• Current
• Permanent
• International
• Email

12
Documents Tab

• To display an unofficial transcript for a
  student, click on the Documents tab.
• Click on Unofficial Transcript.

• To print the transcript, click on the Printer
  icon.

13
Program of Study tab

• Click on the Program of Study tab to display the
  students Program(s) of Study, including Major
  and Minor (if applicable).
• The students College, Degree, Major, and Minor
  will be displayed.

14
Graduation Date tab

• To view the students anticipated Graduation
  Date, click on the Anticipated Graduation Date
  tab.
• To enter an anticipated Graduation date, click on
  the Update button.
• Click on the appropriate date to select, then
  click Save.

15
Viewing Other Records

• To view another students data, click the Open
  Student Selection icon.
• Enter the students name, Username, and/or
  Student Number into the appropriate field.
• Click the Search icon.

16
Logging off myUK Portal

• When you are finished with your work in Student
  Administration, you will want to log off the
  Portal.
• To log off the portal, click Log Off. A dialogue
  box will pop up asking if you are sure. To
  confirm, click Yes.
• Be sure you log out, so that no one is able to
  access student data using your ID!

17
Advising Help Websites

• myHelp website http//myHelp.uky.edu/rwd/HTML/CM.
  html
• Contains Quick Reference Cards, updated course
  manuals, Simulations, CM Frequently Asked
  Questions, CM Go-Live Book, and other job aids
• IRIS website
• http//www.uky.edu/IRIS/CM/
• Contains Information Directory, Forms, and other
  references

18
SLCM Training Courses

• Classroom Lab Courses Register at
  http//www.uky.edu/IRIS/tr/
• CM_AD_300 Event Planning
• CM_AD_340 Programs of Study Majors
• SLCM Web Courses - http//myhelp.uky.edu/rwd/HTML/
  CM.html
• CM_200 Student Lifecycle Management Overview
• CM_AD_310 Student Records
• CM_AD_315 Booking Rules
• CM_AD_320 Booking
• CM_WP_210 Grading
• CM_WP_220 Overrides
• CM_WP_230 SLCM Faculty Overview
• CM_WP_310 Advising

CM_200 Student Lifecycle Management Overview v10
18
19
CM_WP_230 Advising Completion

• To get credit for this course
• Complete and submit the CM_WP_230 Advising
  Assessment to IRIS Training
• http//myhelp.uky.edu/rwd/HTML/CM/CM_WP_310.html

20
Course Summary

• You are now able to
• Access the IRIS Web Portal
• View an Advising Record
• Lift an Advising Hold
• Conduct a Student Search
• View Addresses
• View Stops
• Print an Unofficial Transcript
• View Programs of Study
• Edit anticipated graduation date