Documenting Your Advising Contact

Lesson 13: Working with Students on Phone Shifts
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  1. 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.
  2. Review Advising Notes Guidelines in Adviser Training for an overview of advising documentation.
  3. Note – referrals to other university offices should be recorded with an advising contact, and a note if there are additional important details
  4. When in doubt, document!

 

Complete the “Working with Students on Phone Shifts” Quiz.

PLEASE REFER TO YOUR TRAINING TOPICS SHEET TO SEE WHO WILL REVIEW THIS WITH YOU.