How to Complete an Appointment Summary Report
This guide contains information about the various fields on the Slug Success Appointment Summary Report.
Some things to remember when filling out Appointment Summary Reports:
Summary Reports are generally visible to all Slug Success users who have a (career) Staff role, which includes advisors and staff in academic departments, the Colleges, EOP, STARRS, and others. These reports are NOT visible to students via their Slug Success homepage. Notes may be used when information needs to be shared with students.
Prior to completing any Summary Reports, users must complete the Electronic Note Taking training module in UC Learning Center. Any questions about that training, or about this guide, can be directed to slugsuccess-help@ucsc.edu.
For additional guidance on how to fill out Appointment Summary Reports, particularly for Slug Success users in an advising role, please refer to the Standards For Advising Notes & Reports In Slug Success.
Report Fields
Appointment Details: If the report was created for a scheduled appointment, or a drop-in appointment that has been checked-in, the Appointment Details information will be filled out for you, including the date and time of the appointment.
Service(s): You must select the appropriate service/reason(s) for the appointment from this field. You can select more than one option. If the report was created based on an existing appointment, the field will be pre-filled with the reason selected by the student, but you are able to change and/or add to the reason(s) in this field.
Meeting type: Choose the type that best fits the situation.
Course: This field is optional, but will allow you to select from any of the student’s currently enrolled courses.
Date of visit: This field will pre-populate with the current date, but can be overwritten as needed.
Location: Select your department/location from this field. You can type in the box to narrow the list.
Attendees: These fields will default to your (the advisor/report creator’s) name and that of the student, along with the time(s) that you create and save the report. You may change any of the times, as well as uncheck the “Attended” box next to the student’s name, as appropriate.
Suggested Followup: These fields are only visible on the report, are completely optional and don’t create any appointment or reminder outside of the report.
Appointment Summary: This text box is where you should enter your notes. You can use the buttons on the top of the box to format your text, add link(s), etc. Peer advisors should begin their notes with “Peer” and/or any other text as required by their supervisor.
Attachments: You can attach files in many standard formats (.docx, .pdf, .txt, etc). To attach more than one file to a single report, simply click the “Choose File” button again for each file that you wish to attach.
Save this Report: Be sure to click the Save button to ensure that your report is added to the student’s profile.
Once created, Summary Reports can be found on students’ profiles via the “Reports/Notes” tab, in the section called “Appointment Summaries For [Student First Name]”