Advising Notes and Reports Standards
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These standards are meant to help Slug Success users (particularly those in the adviser role) know when to complete a “report on appointment” versus a “add a note,” as well as how to handle uploaded documents.
Advising Reports & Notes
In the Slug Success system, users can document student contact in two ways: (1) “Report on appointment” and (2) “Add a Note on this Student.” A general rule is to use the “Report” for documenting all advising contact/transactions with students (in-person, on the phone, via email, etc.) and for documenting forms, letters, and other transactions that impact a student’s progress (such as change of college form, major qualification form, bar letters with readmission conditions). “Notes” may be used for anything else. As such, the majority of documentation in the Slug Success system will be done via the “Report on appointment” option.
Note that “service” will be used for reporting both locally and at the campus level, and can be used for things such as assessment of adviser workload related to specific tasks. For this reason, as well as advisers’ ease in locating important information in the system, it is important that we are consistent in our use of appointment services/reasons. Please remove “Choose a reason below” when you meet with a student, and choose appointment reasons that include the appropriate prefix for your function (such as COLL for college advising, and MAJ for major/department advising).
ATTENTION PEER ADVISERS! Your first line of text on the advising summary report must say, “Peer Adviser: Your Name.” If you are uploading a document, this should come after the word “ATTACHMENT.” If there is no attachment, these will be the first words of your advising summary report.
Uploading Documents
Since you will be using the “Report on Advising” for documenting forms and letters, this section provides some guidance on which forms to upload and how.
- Include the word “ATTACHMENT” as the first word of the “Report.”
- Select the appropriate appointment reason(s) (see table below for more information). In some cases, you may choose to “edit” an already filed report to add an attachment (for example, if the student returned a form to you later which was discussed in your appointment).
- Indicate the meeting type. If not a meeting with a student in-person, via email, or by phone (e.g., they dropped it off to your front desk or it’s a letter you generated), indicate that.
- Name the attachment [Student ID_form name/qtr] before uploading.
- Write your comments about the situation/action.
- Make sure the attachment uploaded.
- Save the “Report.”
| Documents to Upload into a “Report on Advising” | Appointment Reason |
|---|---|
| Academic Plans | Academic Planning |
| Academic Standing Agreements | Academic Support |
| Academic Standing Tutorial Worksheet (redact sensitive info) | Academic Support |
| Authorization to Release Education Record Information | Petitions/Appeals/Forms |
| Academic Standing and Bar Letters | Academic Support |
| Bar Appeals (if not sensitive) | Academic Support |
| CEP Petitions (redact sensitive info) | Petitions/Appeals/Forms |
| Change of College Form | Petitions/Appeals/Forms |
| Declaration of Major Form, and Drop of a Major/MInor form | Petitions/Appeals/Forms |
| EAP Education Planning Forms | Academic Planning |
| Final Quarter Part-Time | Petitions/Appeals/Forms |
| Financial Aid Detailed Plan | Academic Planning |
| Independent Study Form | Petitions/Appeals/Forms |
| W from a class Request (Including IEO RCL) | Withdrawal |
| Major Adviser Verification | Choosing Major/Minor |
| Major Qualification Planning | Choosing Major/Minor |
| Petition to Extend Enrollment (PTEE) | Academic Planning |
| Senior Residence Waiver forms | Petitions/Appeals/Forms |
| Readmission Applications | Leave of Absence/Return |
| Triple Takes (redact sensitive info) | Petitions/Appeals/Forms |
| Unofficial Transcript/Test Scores (redact SSN) | Reason Not Listed |
| VA Benefits | Petitions/Appeals/Forms |
| Withdraw/LOA | Leave of Absence/Return |
DO NOT upload the following documents.
- Medical documentation
- Readiness to return communication from the health center
- DRC accommodations
- Late or retroactive W notations when containing sensitive information
- Bar appeals if they contain sensitive information
- Major declaration appeals if they contain sensitive information
- Academic integrity notation
See below in the FAQs to read how to easily find attachments in the system.
Frequently Asked Questions
If I receive a phone call or email from a department/instructor/campus unit pertaining to an important academic need of a student, how do I document this in Slug Success?
This should be documented in a “Note on this Student.” Provide details about who, when, and what. In the case of email, you may copy and paste the email (with sensitive information redacted). Be sure to include an appropriate note reason.
If I receive a phone call or email from a parent/other person outside the university pertaining to an important academic need of a student, how do I document this in Slug Success?
This should be documented in a “Note on this Student.” Provide details about who, when, and what. In the case of email, you may copy and paste the email (with sensitive information redacted). Be sure to include an appropriate note reason.
When I respond to a student’s advising question via email, how should I document it in Slug Success?
Email advising should be documented in a “Report on Advising.” You may copy and paste the email into Slug Success. Be sure to include an appropriate appointment reason and indicate that this was an email meeting type. Alternatively, you may choose to save the email as a PDF, then attach it to a report with email as the meeting type.
How do I handle sensitive information that can’t be shared electronically?
Consider first whether there is a business need for your office to retain the information; in some cases simply documenting the decision (for example, “W approved after review of medical documentation”) is adequate, without retaining the documentation.
In cases in which it is important to retain the documentation, you will need to have a paper file for such things. Indicate on the electronic Report: “See paper file for additional information.”
Please note that as a campus, we are engaged in ongoing conversations about how to handle sensitive information to protect student privacy, but at the same table maintain an efficient workflow for advisers. The information on these pages will be updated as new decisions are made and processes are developed.
How do I easily find attachments in the Slug Success System?
It is only possible to add attachments to advising summary reports and notes. In order to find them at a later date, you can conduct a text search of your reports. The steps are as follows.
- Click on “Reporting” on the side menu.
Reporting Icon
- Click on “Advisor Detail Summaries” from the list of Advisor Reports
Advisor Reports List
- Enter the name of the file [Student ID_form name/qtr] in the “Search Summary Text” field. If you don’t know the name of form then search on the student ID in the same field.