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Advisor Training Materials

Advisors have access to the Advisor Center as well as transactional pages within the SIS to perform their various duties. The Advisor Center is a portal within the Student Information System that provides you a modified view of what students see when they log in to the SIS.  It serves as an online one-stop shop to access a student’s schedule of classes, advisors, holds, course history, unofficial transcript, and more. Transactional pages are typically used for processing types of activities.

Training materials and how-to guides are posted below to help advisors find information and complete key processes in the SIS. As new functions and processes become available, we will continue to publish new training materials.

Name Contents

Download

Last Updated

Advisor Center Overview What is the Advisor Center and how do I get there?

PDF guide

PowerPoint

Video

9/28/2012

2/8/2012

2/20/2012

How to view a student’s schedule
How to view advisors
How to view holds
How to access RIT course history
How to access an unofficial transcript
Class Search
Program Library
Term Values
Active Course Subject Codes
Glossary of Terms and Icons
Non-Registered Student Outreach Tracking Non-Registered Student Outreach Overview PDF guide 5/12/2014
Permissions for the Non-Reg Tracking Page
Accessing the Non-Reg Tracking Page from My Advisees
Using the Non-Reg Tracking Page: View/Update Access
Using the Non-Reg Tracking Page: View Only Access
Glossary of Terms:  Non-Registered Outreach Status Codes (Automated)
Glossary of Terms: Non-Registered Outreach Reason Codes (Automated)
Glossary of Terms: Non-Registered Reason Codes (Manual)
Glossary of Terms: My Advisees (Details Tab)
An Introduction to Enrollment and Processing in PeopleSoft Academic Structure: An Introduction

PDF guide

PowerPoint

6/2/2014

4/10/2012

Courses and Classes
Enrollment
Step-by-Step: Enroll a student
Enrollment Errors, Overrides, and Messages
Step-by-Step: Drop a student from a class
Wait Lists
Step-by-Step: Putting a student on a wait list
Step-by-Step: Advisor Use of Swap
Service Indicators
Step-by-Step: Adding a Service Indicator to a student record
Step-by-Step: Removing a Service Indicator from a student record
Step-by-Step: Downloading a List of Classes within a Subject Area to Excel
Step-by-Step: Viewing Enrollment Transaction History
Step-by-Step: Specifying User Defaults
Active Course Subject Codes
Glossary of Terms and Icons
5 Steps to Reviewing AP Credit How to run a Transfer Evaluation Report

PDF guide

PowerPoint

6/21/2012

6/21/2012

Advanced Placement Test Table
How to Access a Transfer Credit Summary
How to view a Transfer Credit Report Using Advisor Center
How to run the Posted AP Credit Query
Editing Advisor Assignments in PeopleSoft Who are advisors?

PDF guide

PowerPoint

9/25/2014

9/25/2014

Advisor/Committee Roles
How Advisors are assigned
Committees
Committee Management
The Importance of Effective Dates
Term Start and End Dates
Deleting an Advisor
How to Assign an Advisor to a Student – First Time
How to Assign an Additional Advisor to a Student
Change of Plan within the Same Program
Change Advisor Assignment due to Change of Program
Switch from Advisor to Committee Assignment
An Introduction to the Enrollment Process for First-Year Students The Four Steps to Successful Enrollment

PowerPoint

10/16/2014

The Student Center
Searching for Classes and Filling the Shopping Cart
Validating the Shopping Cart
Enrollment
Dropping
Swapping
Additional Step-by-Step Guides 2012-13 Active Course Subjects PDF guide 4/15/2012
Enrollment Overrides Reference Guide PDF guide 7/20/2012
Specifying your User Defaults PDF guide 5/16/2012
Using Permission Numbers PDF guide 6/18/2012
Downloading the Class Schedule to Excel PDF guide 7/9/2012
Viewing Enrollment Transaction History PDF guide 7/3/2012
Introduction to Program/Plan Stack PDF guide 5/23/2012
Searching for Better Me Wellness Classes PDF guide 8/22/2012
How to Add Favorites PDF guide 9/27/2012
Viewing Class Rosters for Any Class at RIT PDF guide 10/12/2012
Processing Academic Action PDF guide 11/12/2012
How to find Expected Graduation Term - Application for Graduation PDF guide 11/29/2012
Searching for Available Facilities PDF guide 12/18/2012
Quarter to Semester Subject Guide PDF guide 1/14/2013
Message to colleges about credit conversion PDF guide 2/28/2013
How to search for semester classes PDF guide 3/7/2013
How to browse the course catalog PDF guide 3/7/2013
Searching for classes using attributes PDF guide 3/7/2013
How to View Historical Program/Plan Information PDF guide 4/8/2013
Pre-Enrollment Planning for Incoming Students PDF guide 6/2/2014
Current program library link