EnteringandViewingaStudent’sAdvisingNotes
NavigatingtoAdvisingNotes:
1. UsetheStudentLookuplocatedonyour
CalCentralDashboardtonavigatetothe
StudentOverview.Todothis,searchforthe
studentandthenclickonthestudent’s
name.
2. ClickAdvisingNotes.
TheAdvisingNotespageconsistsofthreeparts:
1. StudentInformation-ThisincludestheStudentID,UID,andDateofBirth.ClickShowContactInformationto
displaythestudent’slistedaddress,phoneemailandphonenumber.
2. NewNote-Thisiswhereyouwilladdanewnote.
3. NoteHistory-Thisincludesallpastnotesrelatingtothestudent.
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CreateaNewNote:Filloutthefollowing
information:
SelecttheCategory-Clickthe
selectacategory.
SelecttheSubcategory-Clickthe
toselectasubcategory.
buttonto
button
NotePriority-Thisfeatureisoptional,
howeveryoucanuseNotePriorityasafilter.
SelectLow,Medium,orHigh.
NoteDetail-Thisiswhereyoucaninputyour
note.
Topics-Addingtopicswillhelpyoulocatethis
notelaterusingtheFilteroption.Youmay
addasmanyofthelistedtopicsasapplyto
thenote.
AddAttachment-Ifyouneedtoattach
additionaldocumentsorformsdosohere.
ClickAddAttachmentandthenselectafile
fromyourcomputer.
ClickSaveNote.
CreateNoteTemplate:Ifthereisanote
thatyouusefrequently,youcancreatea
templateforit.
Tocreateatemplate,firstfilloutallofthe
informationlistedabove.ThenclickCreate
NoteTemplate.
Youwillbeaskedtonamethetemplate.
ClickSave.
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AccessSavedTemplates:Onceyouhave
createdatemplate,youcanaccessitby
clickingShowMoreNoteOptions.
Clickthe buttonnexttoMyNote
Templates.Alistofyoursavedtemplateswill
appear.
Choosethedesiredtemplate,andthe
informationwillaggregateontothecurrent
note.
AddaStudentReminder:Thisfunction
allowsyoutoaddaremindertothestudent’s
CalCentral.Thiswillhelpthemremembera
certaintasktheymustcomplete.
ClickAddStudentReminderandthenfillout
therequiredinformation.
Youmayalsodeleteareminderthatyouhave
previouslyadded.
ClickSaveNote.
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ViewNoteHistory:YouhaveaccesstoallpreviouslycreatednotesintheNoteHistorysectionofthispage.Initially,
noteswillbeorderedbythedatetheywerecreated.
NotescreatedbyotheradvisorswillhavetheViewoptionwhilenotesyoucreatedwillhavetheEditoption.Clicking
eitheroftheseaggregatesthenotedetailstotheNewNotesectionontheleft.
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EditingaNote:WhenyouselectEditonanotein
NoteHistory,theEditNotebuttonwillbecome
active.
NOTE:Youcanonlyeditnotesthatyouhave
created.
SelectEditNotetomakechangestotheexisting
note.
Whenyouarefinished,clickSaveNote.
FilterNoteHistory:YoucanusetheFilteroptionto
sortthroughthestudent’spastnotes.Youcanfilterby
oneormoreofthefollowing:
•
•
•
•
•
•
Advisor
NoteType-Category,SubcategoryorPriority
Thenotetext
Daterange
Topic
NoteItems
Addingdetailwhencreatingnotesfacilitatesthefilter
process.
Support:
Forquestionsorassistance,pleasecontacttheSISProject:
•
•
•
Call510-664-9000(pressoption6)
Email:[email protected]
Submitaticket:https://shared-services-help.berkeley.edu/new_ticket/it
Forotherjobsaidsandvideos,goto:
•
http://sis.berkeley.edu/students
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