Appointment Tracking

In MyUNLV

Appointment Tracking

In MyUNLV

Training AgendaOverview

• Checklists• Plan of Study• Appointment Type• Referrals

• Checklist Items• AT, Referrals, & Custom Comments

• Comments• TCE’s, Exceptions, & Waivers

• Scenarios:• A couple examples

• Practice:• Add An Advising Appointment(s) till you have it & have no

questions• Question & Answer

• Anytime stop me!!• I go thru things Fast

Checklist Navigation

•Campus Community > •Checklists > •Person Checklists > •Checklist Management - Person

Checklist Search

Select “Add a New Value” TAB

If you where already working on a student the

ID (NSHE ID) number would already be in the ID field

Checklist Add a New Value

Add the NSHE ID of the Student then click

“Add”

Checklist Management

In Administrative Function ALWAYS type “GEN”

Checklist Code

Checklist Naming Convention

Checklist Management II - Checklist Item

Select Checklist “Item” magnifying glass

Checklist Item

Use the naming convention of your

Center.

Click the “Short Description” heading

Select the Appointment Type

(AT)

Remember to SAVE

SAVE

“However beautiful the strategy, you should occasionally look at the results.”

•Sir Winston Churchill

Scenario IPlan of Study

•How we have to do it now:• The field size and limitations.• Copy past browser option

•Advising Summary Mod:• The Comment Field will be brought in to the

page/student you are working on.

•Other Suggestions?

Scenario IIAppointment Type

• You can add multiple types & Referrals

• Watch for the “End Date” on Items

• Make sure to save

•“Education is the best provision for the journey to old age.”

•Aristotle

Practice

• Add an appointment and a plan of study to 1 or more students.

• What problems did you encounter?

CommentsTCE, Exceptions,

Waivers• Same Naming Convention• Comments will have the ability to Append

• Instruction will be typed in already i.e. for 1 student or a group.

• Reports will to the artists formerly known as DARS Analysts

• When done they will append the comment again with completion.

• If they have questions they will contact the Center directly.

Comments Navigation

•Campus Community >•Comments >•Comments - Person >•Person Comment Entry >

Comments Page

Same Naming convention

Instructions

VEDxxxV = AdvisingED = Education

xxx = EXC = Exceptionxxx = WVR = Waiverxxx = TCE = TCE