Banner 8 Updating Advisors. Table of Contents

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1 Table of Contents SGAADVR MULTIPLE ADVISORS FORM... 2 Entering an Advisor Student has no Advisor Assigned... 3 What to do if Advisor information exists from a previous term... 3 What to do if an incorrect Advisor is listed for the advising term... 5 SIAIQRY FACULTY/ADVISOR QUERY FORM... 6 APPENDIX A BANNER DEPARTMENT CODES... 7 Academic Technology Page 1

2 SGAADVR Multiple Advisors Form The Multiple Advisors form, shown below, is used to assign advisors to a student for the effective term during which they are registered. To view data on this form, enter the following information in the Key Block: 1. In the ID field, enter the 8-digit ID number or tab to the next field and enter the person s Name (in last name, first name order), shown below. a. If there is only one match on the ID or name you entered, both fields in the Key Block will be filled in. b. If there are multiple matches on the Name you entered (there usually will not be multiple matches on an ID number), then the Extended Search window will open. c. Click on the down arrow next to Search Results, and then click on the Name you are looking for. This will fill in the Key Block with the ID number and Name. 2. In the Term field, enter the advising Term code or click on the Search button (the down arrow) next to the Term field to select the advising term. 3. Perform a Next Block function to view the existing Advisor information. Academic Technology Page 2

3 Entering an Advisor Student has no Advisor Assigned If no Advisor information has been entered for the current term, you will receive a message saying Query caused no records to be retrieved. To enter an Advisor: 1. Click in the first blank line under the ID column. 2. Enter the Advisor s ID number or tab to the Name field and enter the Advisor s name (in last name, first name format) and hit enter. 3. If there is only one match on the ID or name you entered, both fields in the Key Block will be filled in. 4. If there are multiple matches on the Name you entered (there will not be multiple matches on an ID number), then the Extended Search window will open. a. Click on the down arrow next to Search Results, and then click on the Name you are looking for. This will fill in the Advisor line with the ID number and Name. b. If the name you are looking for is not listed in the Extended Search window, click on the Lightning Bolt button to exit this window. 5. If you cannot find the Advisor you are looking for, click on the Search icon (the flashlight) to be brought to the SIAIQRY Faculty/Advisor Query form to query for an advisor. (see Page 6 for detailed information on querying for an advisor) 6. Tab to or click in the Advisor Type field, enter an advisor type or click on the Search button to select a Type. Currently, valid Advisor Types at CCSU are: a. HONR Honors b. MAJR Major c. PREM Pre-Major d. THES - Thesis 7. If the Advisor is the student s primary Advisor, click in the Primary check box to place a check in the box one Advisor must be indicated at the Primary Advisor. 8. Perform a Save function. What to do if Advisor information exists from a previous term? If advisor information exists from a previous term, the advisor s name will appear on the form. You will need to end this advisor s designation and enter the new advisor for the advising term. To end an Advisor s designation: 1. Click in the From Term field, and then click on the Maintenance button. Academic Technology Page 3

4 2. Click on End Advisor, shown below, and the To Term will be updated with the advising term. To enter a new Advisor for the advising term: 1. Perform a Rollback function to return to the Key Block, then immediately perform a Next Block function. (do not change any information in the Key Block) 2. You will receive a message in the Auto Hint/Status Line saying Query caused no records to be retrieved. Click in the first blank line under the ID column. 3. Enter the advisor s ID number or tab to the Name field and enter the advisor s name (in last name, first name format) and hit enter. 4. If there is only one match on the ID or name you entered, both fields in the Key Block will be filled in. 5. If there are multiple matches on the name you entered (there will not be multiple matches on an ID number), then the Extended Search window will open. a. Click on the down arrow next to Search Results, and then click on the name you are looking for. This will fill in the advisor line with the ID number and name. b. If the name you are looking for is not listed in the Extended Search window, click on the Lightning Bolt button to exit this window. 6. If you cannot find the advisor you are looking for, click on the Search icon (the flashlight) to be brought to the SIAIQRY Faculty/Advisor Query form to query for an advisor (see Page 6 for detailed information on querying for an advisor) 7. Tab to or click in the Advisor Type field, enter an advisor type or click on the Search button to select a Type. Currently, valid Advisor Types at CCSU are: a. HONR Honors b. MAJR Major c. PREM Pre-Major d. THES - Thesis 8. If the advisor is the student s primary advisor, click in the Primary check box to place a check in the box one advisor must be indicated at the Primary Advisor. 9. Perform a Save function. Academic Technology Page 4

5 What to do if an incorrect Advisor is listed for the advising term? If an incorrect advisor is listed for the advising term, you will need to delete the incorrect enter the new advisor. To delete an Advisor: 1. Click on the ID number for the advisor to delete. 2. Click on the Record menu, and select Remove, shown below. You will see a message in the Auto Hint/Status line saying the record has been saved. 3. Enter the new Advisor s ID number or tab to the Name field and enter the Advisor s name (in last name, first name format) and hit enter. a. If there is only one match on the ID or name you entered, both fields in the Key Block will be filled in. b. If there are multiple matches on the Name you entered (there will not be multiple matches on an ID number), then the Extended Search window will open. i. Click on the down arrow next to Search Results, and then click on the Name you are looking for. This will fill in the Advisor line with the ID number and Name. ii. If the name you are looking for is not listed in the Extended Search window, click on the Lightning Bolt button to exit this window. c. If you cannot find the Advisor you are looking for, click on the Search icon (the flashlight) to be brought to the SIAIQRY Faculty/Advisor Query form to query for an advisor. (see Page 6 for detailed information on querying for an advisor) 4. Tab to or click in the Advisor Type field, then enter the Advisor Type or click on the Search button to select a code. Currently, valid Advisor Types at CCSU are: a. HONR Honors b. MAJR Major c. PREM Pre-Major d. THES Thesis Academic Technology Page 5

6 5. If the Advisor is the student s primary Advisor, click in the Primary check box to place a check in the box one Advisor must be indicated at the Primary Advisor. 6. Perform a Save function. SIAIQRY Faculty/Advisor Query Form The Faculty/Advisor Query Form, shown below, is used to search for Advisors. This form also lists the Advisor s college and department information. To view data on this form: 1. When you access this form from the SGAADVR Multiple Advisor form, the Term is already filled in and Advisor box is checked. If you access this form separately, you will need to enter the Term and check the Advisor check box. 2. Perform a Next Block function. 3. On the first blank line, enter your search criteria. a. For example, to search for Advisors with the last name Smith, enter Smith (query is case sensitive), then perform an Execute Query function (F8 is the shortcut key to execute the query). b. The query will return the list of Advisors with the last name Smith. If the Advisor you are looking for is not in the list, click on the Execute Query button and enter your new criteria. c. Querying by Department - You can also search for a list of Advisors in your department - enter your Department code in the Dept, and then perform an Execute Query function. See Appendix A for a list of Banner Department Codes. 4. If you accessed this form from the SGAADVR Multiple Advisor form, double-click the ID field for that Advisor to select that Advisor and fill in the Advisor line on SGAADVR with the Advisor s information. 5. If you accessed the form directly, click the Exit button to close the form. Academic Technology Page 6

7 Appendix A Banner Department Codes Banner 8 ACCT Accounting FIN Finance ADVS Ctr Advising & Career Explor GEOG Geography AFAS Air Force Aerospace Studies GRT Graphics Technology ANTH Anthropology HHSP Health/Human Service ART Art HIST History ATHL Athletics IDP Interdisciplinary AVGS Aviation Ground School IELP Intensive English Language BBS Biology/Biomolecular Science IT Industrial Technology BC Biomolecular Sci. & Chemistry JRN Journalism BIO Biology MATH Mathematics BMS Biomolecular Sciences MCM Manufact and Construct Mgt BUS Business/International MFG Manufacturing CE Continuing Education MGT Management & Organization CEG Computer Electronic & Graphics MIS Management Information Systems CET Computer Electronic Technology MISI Military Science CEW Cooperative Work MKT Marketing CFT Counseling & Family Therapy ML Modern Languages CHBI Chemistry and Biochemistry MUS Music CHEM Chemistry NRSE Nursing CIE Ct for International Education PE Physical Educ&Human Performnce CM Construction Management PHIL Philosophy CML Construction Management Lab PHYS Physics, Earth Science, Sci COMM Communication PS Political Science CRM Criminology & Criminal Justice PSY Psychology CS Computer Science RDG Reading DES Design (Graphic Information) ROTC ROTC - UCONN ECON Economics SCI Physics, Earth Science, Sci EDL Educational Leadership SOC Sociology EDUC Teacher Education SPED Special Education EMEC Electrical/Mechanical STE School of Tech -Dean's Office ENG English SW Social Work ENGR Engineering TE Technology Education ESCI Physics, Earth Science, Sci TH Theater ET Engineering UND Undeclared TC Engineering VTE Vocational Technical Education Academic Technology Page 7