Transcript ADVISING PROCESS WITH E-ADVISING Texas Wesleyan University TODAY’S SCHEDULE 1. Discuss benefits and features of E-Advising 2.

ADVISING PROCESS WITH
E-ADVISING
Texas Wesleyan University
TODAY’S SCHEDULE
1. Discuss benefits and features of E-Advising
2. Overview of the advising process
3. Hands-on practice with E-Advising
4. Helpful hints and tips
5. Contact information
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WHY E-ADVISING?
Funded through the Title III Grant:
Strengthening Institutions
 Increase retention rates
 Improve advising process
 Appeals to digital generation of students
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FACULTY BENEFITS
Encourages student planning before meeting
 Centralizes student records
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 Student
profiles
 Test summaries
 Transcripts
 Degree audits
Facilitates communication with students
 Assists the institution with forecasting and
strategic planning
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STUDENT BENEFITS
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Plan courses two semesters in advance
Explore alternative degree options
Access course catalog information online
Register directly from the plan after approval
Facilitate communication with advisors
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OVERVIEW OF THE PROCESS
1. Contact your students and provide instructions on
E-Advising.
2. Print your list of advisees with student IDs.
3. Prepare for each advising appointment as students
complete their Course Planning Worksheet:
a. Print the student’s Degree Audit.
b. View the student’s Test Summary.
c. Review the student’s Course Planning Worksheet.
4. Meet with the student and update the plan as needed.
5. Re-print the Degree Audit if changes were made.
6. Lift the advising hold so the student may use their plan to
register online.
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LOGIN TO THE TEST SERVER
http://ramlinktest.txwes.edu
 Click Login
 Use your Texas Wesleyan user ID and password
 Go to the Faculty Menu
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1. Contact your students
NAVIGATE TO MY ADVISEES
From the Faculty Information section click My Advisees.
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1. Contact your students
NAVIGATE TO MY ADVISEES
Enter today’s date on both the Start Date and End Date fields.
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1. Contact your students
E-MAIL YOUR ADVISEES
Click the Send an E-mail to all students (If emails exist) in this advisee link at the bottom of your list of
advisees.
This should open a new e-mail in Outlook with all of your advisees listed as recipients. You may write a
personalized message to all of your advisees or use the standard template provided in the handout.
Be sure to include the link to the Title III site that includes student E-Advising instructions.
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2. Print your Advisees Student IDs
NAVIGATE TO ADVISEES
Use the Advisees link from the Faculty Information section to view a list of all your advisees with their
student ID numbers.
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2. Print your Advisees Student IDs
NAVIGATE TO ADVISEES
Enter today’s date on both the Start Date and End Date fields to narrow down your list of advisees.
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2. Print your Advisees Student IDs
NAVIGATE TO ADVISEES
The list of advisees with Student IDs appears so you may copy and paste Student IDs as you need
them or print the list for your records.
Note: if your student does not appear on this list, please instruct them to complete a Change of
Advisor form through the Registrar’s office. You may still advise the student as long as you have their
student ID.
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TEST USERS FOR THIS WORKSHOP
Name
Meghan Foster
Laurel Mayo
April May
Mayra Ramon
Student ID
0270525
0276485
0057737
0219857
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3. Prepare for advising appointment
STUDENT EDUCATIONAL PLANNING
Click the Student educational planning/E-Advising link to access all the advising functions as well as
the course planning wizard.
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3. Prepare for advising appointment
CHOOSE AN ACTION
You may access any student’s information as long as you know either their Social Security Number or
Student ID. From here you should:
1. Evaluate Program or Degree Audit to generate a Degree Audit.
2. View Student Test Summary if the student is missing core requirements.
3. Use Add or Change Plan to view the student’s Course Planning Worksheet.
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3. Prepare for advising appointment
EVALUATE PROGRAM
If you select Evaluate Program to run the Degree Audit, then you must select the academic program
and click Submit.
What if I change my program of study? allows you to view different degree plans and see how your
student’s current courses would apply. Please tell students to complete a Change of Major form with
the Registrar’s office to permanently change their major.
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3. Prepare for advising appointment
If you click OK on any screen it will
kick you out to the main menu.
VIEW STUDENT TEST SUMMARY
If you select View Student Test Summary, then the Test Summary screen appears.
Be sure to use the Back button on your browser to return to the Student educational planning screen.
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3. Prepare for advising appointment
ADD OR CHANGE PLAN
If you select Add or Change Plan, then you must choose the student’s current academic program
(there may be more than one for dual-majors), and click Submit.
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4. Modify the Student Plan
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STUDENT PLANNING WORKSHEET
The student plan consists of 7 major sections.
1. The student information including Academic Program and Catalog year.
2. Courses assigned or already approved by the advisor.
3. Courses selected by the student.
4. An area to for the advisor to quickly add additional courses to the plan.
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STUDENT PLANNING WORKSHEET
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A comments area. Private Comments are for the advisor’s eyes only. Public Comments are
visible to the student. Student’s Worksheet Notes are notes from the student.
A communication area that allows you to send short e-mail messages to the student when a
change is made.
A communication area that allows you to send short e-mail messages to the student’s other
advisors when applicable.
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4. Modify the Student Plan
MAKE THE MODIFICATIONS
Be sure to click the Submit button to save any of your changes or send the e-mail.
Note: Courses which are added, changed, or approved by an advisor are no longer editable by the
student and become a permanent part of the Student Educational Plan.
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5. Re-Print the Degree Audit
DEGREE AUDIT REPORT
If you made any changes to the Student Educational Plan, then you should re-print the Degree Audit
to ensure all their requirements are still fulfilled. The Degree Audit contains several sections
outlining the degree requirements for your student’s program as well as their current progress
towards fulfilling those requirements.
The Program Status section displays current credits earned and anticipated based on the Course
Planning Worksheet. Be sure to verify that the student has enough credits for graduation.
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5. Re-Print the Degree Audit
NOTES
Incomplete grade
In Progress
Planned - not yet registered.
Planned under a different requirement, but evaluation applied it
here. Not yet registered.
*PLR
Planned under this requirement - not yet registered.
*RA
Replacement attempt - this course is a repeat attempt
*INC
*IP
*PL
*PLD
DEGREE AUDIT REPORT
Check each section of the degree plan to ensure all requirements have been met or planned. Also
look for horizontal straight lines indicating requirements that have not yet been met.
The Notes section includes a legend for each of the status notes next the courses.
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6. Lift the Advising Hold
E-MAIL YOUR DEPARTMENT’S POINT PERSON
Once you and your student are satisfied with the Student’s Educational Plan, you should e-mail your
department’s point person to lift the advising hold for that student. This will allow the student to use
their approved plan to quickly and easily register for classes for the next semester.
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HELPFUL HINTS
OK buttons will return you to the main menu.
 Double Majors have two plans and two
registrations. One for each major.
 Please report any errors on advisees, course
names, and descriptions to the Registrar’s
Office.
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Contact Information
E-Advising
Program:
Amanda Novak
Title III Advising Process Coordinator
x4255
Degree Audit:
Roberta Marley
Academic Program Liaison
Office of Student Records
x4467, [email protected]
Placement Scores
in Math, Reading
and English:
Wendi Andino
Coordinator of New Student Programs
Academic Success Center
x4923, [email protected]
Transfer Credit:
Phyllis Gaston
Transcript Evaluator
Office of Student Records
x5844, [email protected]
E-Advising
Liaisons
Business: Sarah Stivison sastivison@t xwes.edu, x4846
Education: Gail Stewart [email protected], x4953
Kinesiology: Gayle Anderson [email protected], x4950
Sciences: Charity Strickland [email protected], x7587
Arts & Letters: Elizabeth Hennessey, [email protected],
x4900
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