Advisors

Manage advisor assignments and capacity.

How Advisors Are Created

A person becomes an advisor when:

1. Assigned advisees
2. Set as default advisor for program

Viewing Advisors

1. Navigate to Advising > Advisors
2. Filter by department or program
3. View advisor list

Advisor Record

Configuration

Field	Description
Advisor Type	Primary, Major, Minor, etc.
Department	Department affiliation
Max Advisees	Capacity limit
Is Active	Currently accepting advisees

Advisor Types

Type	Purpose
Primary	Main academic advisor
Major	Advises for specific major
Minor	Advises for minor program
Specialty	Pre-professional (pre-med, etc.)

Advisee Assignments

Manual Assignment

1. Open student record
2. Go to Advisors tab
3. Click Add Advisor
4. Select advisor and type

Auto-Assignment

Configure automatic assignment:

1. Set default advisors for program
2. New students auto-assigned
3. Based on major, cohort, etc.

Capacity Management

Setting Capacity

1. Open advisor record
2. Set maximum advisees
3. System enforces limits

Balancing Load

View advisor workloads:

• Current advisee count
• Available capacity
• Reassignment tools

Default Advisors

Set program defaults:

1. Go to Major/Minor configuration
2. Set default advisors
3. New students in program assigned automatically

Related Topics

• Students
• Majors & Minors