Documenting Your Advising Contact

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...

Making Referrals and Direct vs. “Warm” Transfers

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...

Complex Cases

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...

Types of Calls and General Strategies for Advising Phone Duty

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...