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Advising Notes

Start storing your Advising Notes in PeopleSoft!

On Monday, August 15th, 2016, Advisors and other authorized PS Administrators can begin recording notes about their interactions with Advisees/Students directly into PeopleSoft. Because these notes will be stored in PeopleSoft, you can then reference the notes at any point from PeopleSoft.

Note: Advising Notes are currently not accessible for students due to a PeopleSoft bug that could result in FERPA violations. Oracle is working on this bug and is expecting to have a solution in place soon.

Navigation: Self Service > Advisor Center > My Advisees (then click the Advising Note icon to the right of the students’ name   )

Key Features:

  • - Assign a note Category and Subcategory to help organize your notes
  • - Edits notes with a built in rich text editor
  • - Choose a note Status of Open or Closed to better prepare for upcoming advising sessions
  • - Upload attachments relevant to discussions/interactions with your Advisees
  • - Create and store Action Items for your Advisees
  • - Advisors to create notes with related comments, attachments, and action items
  • - Notes stay with the student, so notes are automatically shared amongst Advisors when Student Advisors change
  • - Update existing notes so as to keep a running note for an Advisee
  • - Use the attachment Audit to find out who made changes to an attachment and when the changes were made
  • - Utilize the My Advising Notes feature to apply filters, allowing for quick note searching

Advising Notes - Training Video
Advisor Center: Advising Notes

Advising Notes Resources

Contact Us

University of Pittsburgh
Office of the University Registrar
220 Thackeray Hall
Pittsburgh, PA 15260

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