It is important to record important information from your student appointment regarding things such as, change of major, registration information, financial aid, and record the outcomes of your efforts to resolve issues for the student.
Watch the Video below to learn how you can do this.
Appointment Summary Reports document important information about advising appointments, such as dates, times, reasons and locations. Why should you create an Appointment Summary Report when meeting with a student?
Reminder of the advice given during meetings with students (in person, remotely, by email or by phone)
Help advisors and other student support staff communicate and provide consistent, informed service
Record valuable data on student use of support services and associated outcomes