Mentor and Student Support Resources

Articles (21)

Adding Transfer Credit from Banner to a Student Degree Program

CRM Advise Adding a Coaching Appointment

Add a Coaching Appointment to the Student Record in CRM Advise.

CRM Advise Adding a Phone Call to a Student Record

Document a phone call in CRM Advise.

CRM Advise Adding a Task to a Student Record

Document a withdrawal and other information using the Add Task tool in the Activities section of CRM Advise.

CRM Advise Creating and Using Bulk Communication Plans

CRM Advise Creating Views Using Advanced Find

CRM Advise Search Function and Reviewing the Student Record

CRM Advise Sending an Email out of Advise via the Activities Module

CRM Advise Setting a Default Dashboard

Degree Program (DP) Planner Profile Setup and Course Entry

Email ALL Primary Mentees

Email an Individual Student

Export List of Your Primary Mentees to Excel

How to Use Plans in Degree Works

The “Plans” function can help students and mentor/advisor plan their remaining requirements by term. Students and mentors/advisors can also use Plan Notes to discuss the student’s degree program.

How to Use the Mentor Petition Status Report

What is the Mentor Petition Status Report? This report was created to make it possible for all of those involved in the petition process to check on the status of petitions as they move through the workflow.

Keeping Track of Primary Mentees

Self-Service Banner Email ALL Primary Mentees

How to send email to primary mentees in Banner.

Self-Service Banner Keeping Track of Primary Mentees

Transfer Credit Quick Facts for Mentors

Troubleshooting in DP Planner

View an Advisee's Course Registrations