by Hengtao | May 3, 2016 | Week 3
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by Hengtao | Mar 31, 2016 | Week 3
Lesson 13: Working with Students on Phone Shifts 12345678 Current Page: 7 / 8 Simple phone transfers to another adviser do not need to be recorded unless there was a conversation about the student’s issues or status prior to the transfer. Review Advising Notes...
by Hengtao | Mar 31, 2016 | Week 3
Lesson 13: Working with Students on Phone Shifts 12345678 Current Page: 6 / 8 Warm versus direct transfers A “direct” transfer is one in which you use the transfer function in I3 or the “drag and drop” transfer method to transfer a student call without alerting the...
by Hengtao | Mar 31, 2016 | Week 3
Lesson 13: Working with Students on Phone Shifts 12345678 Current Page: 5 / 8 Use this Advising Flowchart to help you ask the appropriate questions when providing students with next steps or guidance. Sometimes the student’s identity, status, and issues are not...
by Hengtao | Mar 31, 2016 | Week 3
Lesson 13: Working with Students on Phone Shifts 12345678 Current Page: 4 / 8 Students may call the 800-252-3592 Toll free number to contact their assigned adviser. To transfer these calls, check adviser availability and transfer the call to that adviser. If the...
by Hengtao | Mar 31, 2016 | Week 3
Follow these steps to add/update your signature block in UCS: Step 1: Click on the Preferences tab at the top of the page. Step 2: In the main menu, click on Signatures (located under Mail). Step 3: Select Format as HTML from the drop-down menu (located in the top...
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