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E-Advisor Training.

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Presentation on theme: "E-Advisor Training."— Presentation transcript:

1 E-Advisor Training

2 What is E-Advisor? E-Advisor is a supplemental feature of the Colleague system from Datatel. E-Advisor works with the existing Degree Audit and related functions and will enhance the advisement process between Advisors and Students. Through this technology greater communication will occur; the Advisor can guide the student toward completion of their academic goals for a single term, multiple terms, or a complete program of study. E-Advisor will not replace students meeting with an MTC Advisor yet will provide the essential capability to document discussions for future reference.  

3 E-advisor features: There will be a comments section; advisors will have access to secure online notes Students will have a notes section where the can create notes Easy access between the advisor & the student The “WIZ-Course Wizard Planning” is tied directly to the Program Evaluation function already in use by the college Both students & advisors can add courses to the Student’s Plan but the Advisor can delete courses that are not part of the student’s program Students may not register for courses that have not been approved by their advisor

4 E-advisor features continued:
Courses are tied to a specific term if the student doesn’t take the course in the approved term they will need to be approved for another term This is no different than re-advising them again for the same courses for another term you just do it online When using the “WIZ-Course Planning Wizard” the “General Electives” requirement under “Choose a Requirement” brings up every course offered by the college; avoid selecting this option when using Course Planning Wizard to plan a student’s program!

5 There are 2 ways to plan courses
The “Course Planning Wizard Option” under Create/Modify Plan is driven by ‘Program Evaluation’ Create a Plan is Advisor driven using catalogue, Advisement Manual, Departmental Notes & Guidelines to plan courses Developmental courses/prep prerequisite courses can be added in both options

6 Log in The First time a student is accessed the top of the page will be titled “Create a Plan” any subsequent time you access the page it will be titled “Modify a Plan”

7 Select Advisors Menu

8 Student educational planning

9 Student educational planning
Student ID must include any “0’s” Under Action select EDPLN – Add or Change Program

10 Select a Program Select Academic Program

11 Create a Plan From here you can manually create a plan or you can chose to use Course Planning Wizard

12 E-advisor Option I Using Course Planning Wizard
This is the easiest way to do course planning; it pulls directly from the Program Evaluation!

13 Using Course Planning Wizard
Select WIZ – Course Planning Wizard

14 This pulls requirements from “Program Evaluation”
Choose a Requirement This pulls requirements from “Program Evaluation” This pulls information from “Program Evaluation”

15 Choose a Subrequirement
Wizard will tell you if a requirement needs to be planned, is not started, is in progress, is pending or is complete!

16 Select Courses This lists courses that need to be planned and you can select courses & the term you want it taken. All courses that are part of the sub-requirement are listed

17 This screen shows the results of Course Planning Wizard.
You can change term for the course; delete courses; view course load per semester; add additional courses; make public comments; the student notification of changes to their plan This screen is the same Modify a Plan screen you get after using the Create a Plan manual option.

18 Details

19 Details continued This is where you would add developmental & prerequisite courses This is where Developmental & Prerequisite Courses can be added to the Plan.

20 Details continued This allows you to plan course sequences by planning courses for multiple terms.

21 Details continued Public Comments can be made & can be sent from this screen notifying the student of changes that have been made by their advisor.

22 E-advisor Option II Using Create a Plan - manual option

23 Using Create a Plan Log in to MTC Online Select Advisors Menu
Student educational planning Enter SID & Select “EDPLN-Add of Change Plan” Select Program Select Add or Change Plan On Create a Plan manually enter required courses.

24 Create a Plan Create a Plan can be Advisor driven using catalogue, Advisement Manual, Departmental Notes & Guidelines; you can enter comments that are not private.

25 Create a Plan this is the screen where you can add courses; this is also where you may add any developmental or other prerequisite courses needed that are not part of the student’s program; - you may also make public comments that can be seen by the student (under next action: you may select Course Planning Wizard which will be covered next)

26 Modify a Plan This screen shows the results of Create a Plan. This is the same screen you get when using Wizard You can change term for the course; delete courses; view course load per semester; add additional courses; make public comments; the student notification of changes to their plan After creating the initial plan whenever the student in accessed it will be through Modify a plan

27 Modify a Plan details

28 Modify a Plan details continued
Change Term

29 Modify a Plan details continued
In this section you may add additional courses to the plan.

30 Modify a Plan details continued
Public Comments can be made & can be sent from this screen notifying the student of changes that have been made by their advisor.

31 Student Academic Planning

32 Enrolled Student Menu

33 Select Plan Courses

34 Student Features Plan Courses Course Planning FAQ’s View Worksheet
Courses Planning Wizard Modify Worksheet Program Evaluation Register Advisor-approved Ed Plan Course Planning FAQ’s

35 Plan Courses

36 Student Course Planning Worksheet

37 Advisor’s View This is the advisor’s view after the student has added courses from the student side of e-advisor. Advisor’s may approve or not approve courses.


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