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Maintain Academic Advisers (for Department Heads)

 

When adding or removing academic advisors from a student on SGAADVR, follow the instructions below to preserve the history of student/advisor relationships over time.

 


Add a new adviser

 

  • Enter the student ID and the effective (from) term in the key block.
  • Click Go.

If no adviser is assigned for the term entered:

 

  • If the student does not have an adviser assigned, the page will appear as shown here.

 Graphic showing advisor information screen.

 

  • Enter the adviser's Banner ID in the ID field.
    • Search for the adviser by following these steps:
      • Click the elipses icon to the right of the ID field.
      • You will now be in the Faculty/Adviser Query screen - Click Go.
      • Using proper case, type the adviser's last and first name in the spaces provided, using the % as a wildcard as needed, then click Go or press the F8 key to execute the search/query. Remember that Banner only recognizes legal names.
      • Double-click on the ID of the correct adviser from this screen, and it will appear on the main SGAADVR screen.
  • Enter the Adviser Type.
  • Check the Primary Indicator.
  • Click Save.

If an adviser exists for the term entered:

 

  • The existing adviser will appear as shown here:

 Graphic showing where existing advisor will appear.

 

  • Click Insert.
  • In the new row, enter the Banner ID for the new Adviser.
  • Enter the Adviser Type.
  • Check the Primary Indicator as appropriate (see note below).
  • Click Save.

If an adviser currently exists from previous term:

 

  • The existing adviser(s) will be shown along with term they became effective as shown here:

Graphic showing prior term message.

 

  • If the student has an adviser for a term prior to the term entered in the key block, the following message will appear to let you know the terms do not match.

Graphic showing existing adviser and term in Banner screen.

  • Click the Maintenance icon.
  • A pop-up box will appear with options to Copy Adviser or End Adviser.
  • Graphic showing option list. 
    • Copy Adviser - if one or more of the existing adviser(s) assigned should remain as advisers for the student, click this link.
    • Click on Insert to add the additional adviser.
      • Enter the Banner ID.
      • Select the Adviser Type.
      • Check the Primary Indicator if the adviser is going to be the primary adviser. You must also uncheck the primary indicator for the previous primary adviser.
      • Click Save.
    • End Adviser - if the existing adviser(s) are no longer valid advisers for the student, click this link. This will end all the existing  advisers effective the term entered in the key block. You will then need to click Start Over and proceed with Step #3 above to add the new adviser.

 

NOTE: Only one adviser can be checked as primary at one time. If another adviser is already checked as primary, you will need to first uncheck that adviser as primary, then check the new adviser as primary. One adviser MUST be primary if any are listed.


Remove an existing adviser when NO other adviser relationships exist

 

Enter the student ID and the effective (from) term in the key block. Click Go.

 

If the term entered in the key block matches the From Term for the existing adviser:

 

  • The page will appear as shown here:
  • Confirm the row for the adviser to be removed is highlighted.
  • Click Delete.
  • Click Save.

If the student has an adviser for a term prior to the term entered in the key block:

 

  • Click the Maintenance icon.
    • A pop-up box will appear with options to Copy Adviser or End Adviser.
  • The following message will appear to let you know the terms do not match:
  • Click End Adviser.
    • This will end all the existing advisers effective the term entered in the key block. You will then need to click Start Over and proceed with Step #3 above to add the new adviser.

Remove an existing adviser when other adviser relationships exist

 

  • Enter the student ID and the effective (from) term in the key block.
  • Click Go.

If the term entered in the key block matches the From Term for the existing adviser:

 

  • The page will appear as shown here:

Graphic showing screen when From Term for existing adviser appears.

  • Confirm the row for the adviser to be removed is highlighted.
  • Click Delete.
  • Click Save.

If the student has an adviser for a term prior to the term entered in the key block

 

  • The following message will appear to let you know the terms do not match:

 Graphic showing when terms don't match.

  • Click the Maintenance icon.
    • A pop-up box will appear with options to Copy Adviser or End Adviser.
  •  Click Copy Adviser.
    • This will copy all the existing advisers effective the term entered in the key block.

Graphic showing all existing advisers.

 

  •  
    • Confirm the row for the adviser to be removed is highlighted.
    • Click Delete.
    • Click Save.
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