Advisor Assignment Process

Objective

This article provides a step-by-step guide for bulk assigning advisors to new CCPP, Cohort, and Pathway students using Colleague.

Colleague Form Access

SLCR, SLED, ADAS

Instructions

1. Use SLCR, to run the Savedlist Specification 'DELETE.LIST' to clear the Savedlist from the previous process.

Savedlist Name to Save Results Under - Name of Savedlist (list of students to be assigned) [Refer to SLCR1a and SLCR1b for reference]

Click Save and Update. This will result in an empty Savedlist [Refer to SLCR1c]

Save and Update again.

2. In SLCR, run the Savedlist Specification ‘ASSIGN.ADVISOR’ to create a list of students to be assigned. 

Savedlist Name to Save Results Under - Name of Savedlist deleted in previous step [Refer to SLCR2a]

Save and Update

In the SLED screen, save results and update [Refer to SLCR2b]

3. Run ADAS: 

Inputs:

Action – ‘A Assign’

Use Rules – ‘Yes’

Update Mode – ‘Yes’

New Advisor Type – ‘PRO Professional Advisor’

Saved List Name – Savedlist created in previous step

Start/End Date – Start date of following term/current term

Save and Update.

[Refer to ADAS1a]

Output Device – ‘H’. Save. Update [Refer to ADAS1b]

Execute in Background Mode – ‘No’. Save. Update [Refer to ADAS1c]

An Advisor Assignment Report will be presented [Refer to report.png]

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Details

Article ID: 19097
Created
Tue 4/9/24 11:26 AM
Modified
Fri 5/3/24 4:23 PM