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PASS - Assigning an Advisor to a Student in PASS (9.2)

Instructions on how to assign Advisors to students in PASS.

1. Log into PASS

2. Click on the NavBar NavBar to expand the right menu.

3. Click on the Navigator   Navigator

4. Go to "Records and Enrollment" > "Student Background Information" > "Student Advisor"

5.  Search for the student using the provided Search Criteria.  Click Search.  Select the correct student if more than one shows up in the Search Results.

6.  New Students will have a blank page and the effective date will default to today.  Since most staff members don't have correct history, it's suggest to back up the effective date a few days to allow for corrections. 

For example, in the screenshot below, the date could be changed to 7/15/2018.

Student Advisor Blank Page for New Students

7. Work your way down the page, selecting the magnifying glass to choose the correct student information.
  1. Academic Career - After clicking the magnifying glass directly to the right of Academic Career, choose the student's current career.  After clicking Undergrad in this example, the field will be filled in with UGRD, the code for Undergraduate.
Academic Career
  •  Academic Program - After clicking the magnifying glass directly to the right of Academic Program, choose the correct Active career associated with the advisor you'll be assigning.  After clicking the correct program, the code associated with that program will go into the program field, in this case BILSA.
Academic Program
  • Academic Plan - After clicking the magnifying glass directly to the right of Academic Plan, the plan or plans associated with the active program chosen above will appear in the search results.  Choose the plan associated with the advisor being assigned.  In this example, the only active plan in BILSA for this student is Business Administration, which will be the code of BUSADMINBS.

Academic Plan
  • Academic Advisor - After clicking the magnifying glass directly to the right of Academic Advisor, enter search criteria for the advisor and click Lookup.  In the Search Results below, click Select to the right of the correct advisor.
Note:  The staff member must be coded as an advisor in the Instructor/Advisor table in order to be a choice when assign an advisor to the student.  If the staff member is not coming up as a choice, contact the Registrar's Office.

Academic Advisor

The final results are as follows - the advisor ID would normally be appearing here, but was purposely blanked out.

Academic Advisor After

8. Before clicking save, if you have a second advisor to add, click on the plus sign in the lower panel.  Note: The Advisor number updates to 2 and the page counter now says 2 of 2.

9. Repeat the steps in #7 to add the additional advisor.

Adding a second advisor

10.  If you are adding a committee on this page, follow the instructions in #7; however, instead of searching for an Academic Advisor, click Advised by Committee.  This will gray out the Academic Advisor field and open up the Committee field, providing a magnifying glass to the right.

Committee before

11.  Click on the magnifying glass to the right of the Committee field to open the search window.  Choose the appropriate committee.

Committee Search Window

12.  The committee code will appear in the Committee field.  If there are any questions and/or updates to the membership of the committee, contact the Registrar's Office.

Committees After

13. If there are no other advisors to add, click Save.

14. To Edit this information, enter the Student Advisor page for the student.  This time, add a row on the top level of the page by clicking the + in the top panel.  The effective date needs to be after the previous date, but can be a few days ago, to provide room for additional rows, should an adjustment be required the day of the update.

Add another advisor after saving

15.  Note that the previous information was pulled forward in the bottom panel.  If those rows will remain, add a row by clicking the + icon in the bottom panel to add an advisor #3.  If one of the older rows need to be removed, either overwrite that information with new, or click the - button to remove that row. 

For this example, I added a row at the top panel, changed the date to 7/16/2018, removed the ACAC committee.
Note that the top panel now has 1 of 2, because there's a 7/15/2018 and a 7/16/2018 row, and in the bottom panel, it now says 1 of 1, because the ACAC committee row was removed.

Advisor page after removing committee

If you have any questions about adding an advisor, please contact the Registrar's Office.

Keywords:Student advisor program   Doc ID:84298
Owner:Maureen V.Group:UW Platteville
Created:2018-07-26 10:15 CSTUpdated:2020-07-01 09:34 CST
Sites:UW Platteville
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