This guide details how to view and manage advisee profiles, including tagging students for better categorization. You will find step-by-step instructions for accessing student profiles, updating academic information, logging communications and interventions, and adding tags for efficient organization.
Viewing Advisee's Profile
You can view and manage advisee profiles by selecting "Advisees" from the dashboard or left menu. This section includes instructions on searching for students, accessing profile tabs, and updating student information.
- Select Advisees from your dashboard or left menu.
- Select the student you’d like to manage.
a. Use the search box or filer to quickly find what you are looking for.
b. The system will display all the students you have associated with. If the student that you manage is not listed within this section, contact your system administrator
c. You will also find the Associated/Faculty role assigned to each student.
- The student’s profile will load.
- You can easily switch to view other student profiles using the left panel.
- The profile will contain the following tabs. Click on each of them to view and manage information!
- Academics: you can update program information, requirements, associated faculty, view attestations, and add any specific notes and documents here. This section will be view only for your students.
- Profile Info: view and edit information student provided on their profile.
- Compliance: view the status of all compliance items assigned.
- Communications: log any communications you've had with your student.
- Interventions: log any interventions for your student.
- Clinical Coursework: review all placements for your student. This will include completed assignments!
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Learning Activities: easily view completed learning activities by type.
Tagging Students
- Select Advisees from your dashboard or left menu.
- Select the student you’d like to manage.
- Use the search box or filer to quickly find what you are looking for.
- The system will display all students you have been associated with. If a student that you manage is not listed within this section, contact your system administrator.
- The student’s profile will load. Click on the tag icon.
- A pop up will appear, allowing you to select from the existing list. Check off any needed tags and click Apply.
- Not seeing a tag you need? Click on Add.
- A second pop up will appear where you will provide the new tag’s name and assign a color. Click Add once done.
- Once you’ve applied tags, you can see them by hovering over the tag icon.
Important Note:
- Faculty cannot add a student in the system. Only school administrators can add student and associate the student with the faculty member.
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