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Academic Advising Training Materials

ATTENTION: Read this important update regarding the list of training materials below due to the 2018 Catalyst system upgrade.

Please Note: The following documents have been created in conjunction with university business process documents provided and governed by Advising and Academic Services.

Name
Task
Download
Last Updated
Catalyst Glossary
New system terminology for Catalyst
Link
 
Advisor Center
Advisor WorkCenter PDF
1/25/17
Browsing the course catalog PDF
1/25/17
Searching for classes PDF
1/25/17
Utilizing faculty search for classes PDF
1/25/17
Viewing a student's advisor list PDF 1/25/17
Viewing a student's checklist PDF 1/25/17
Viewing a student's course history PDF 1/25/17
Viewing a student's enrollment dates PDF 1/25/17
Viewing a student's grades PDF 1/25/17
Viewing a student's transfer credit report PDF 1/25/17
Viewing a student's unofficial transcript PDF 1/25/17
Viewing a student's weekly schedule PDF 1/25/17
Viewing and downloading a list of assigned advisees PDF 1/25/17
Viewing the academics tab in the Advisor Center PDF 1/25/17
Viewing an advisee’s program data PDF 1/25/17
Viewing an advisee’s term data PDF 1/25/17
Advisor Notes Creating an advisor note PDF 1/25/17
Editing a note item PDF 1/25/17
Managing and viewing advisor notes PDF 1/25/17
Degree Audit and What-if Reports
Running a student's degree audit PDF 1/25/17
Running a What-If Report PDF 1/25/17
Viewing Student Record Information Viewing class rosters
PDF 1/25/17
Viewing instructor schedules PDF 1/25/17

ADVISOR ROLE

Name
Task
Download
Last Updated
Advisor Associations Changing an advisee-advisor association PDF 1/25/17
Ending an advisee-advisor association PDF 1/25/17
Manually assigning an advisor to a student PDF 1/25/17
Checklists Adding a checklist and checklist items PDF 1/25/17
Changing a student’s checklist status to completed PDF 1/25/17
Class Permissions Class permissions (student-specific) PDF 1/1/19
Editing Enrollment Limit Editing an advisee’s enrollment limit in a term PDF 1/25/17
Service Indicators Viewing a student’s holds (service indicators) PDF 1/25/17
Adding a service indicator PDF 1/25/17
Releasing a service indicator PDF 1/25/17
Student Groups Assigning a student group to an advisee PDF 1/25/17
Assigning an advisee to multiple student groups PDF 1/25/17
Removing an advisee from a student group PDF 1/25/17
Term Withdrawal Recording term withdrawal PDF 2/1/19
Viewing Student Record Information Checking audit records for grade changes
PDF 1/25/17
Viewing academic standing PDF 1/25/17
Enrollment request search PDF 1/25/17
Viewing student grade replacement PDF 1/25/17
Printing class rosters PDF 1/25/17
Viewing student grades PDF 1/25/17
Viewing term history PDF 1/25/17

 

DEGREE AUDIT

Name
Task
Download
Last Updated
Degree Audit Exceptions Degree audit exceptions crosswalk PDF 1/25/17
Course directive degree audit exception PDF 1/25/17
Creating course substitutions PDF
1/25/17
Requirement change degree audit exception PDF
1/25/17
Requirement override degree audit exception PDF 1/25/17
Requirement waiver degree audit exception PDF 1/25/17
Degree Audit Encoder Contacts
Degree audit encoder assigned contacts PDF 5/17/17
 
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