Advise Students

Advise Students is one of two areas within Transferology® Lab from which schools can manage information supplied by prospective students via Request Information. This article provides an overview of this feature.

Overview

When exploring transfer options within Transferology®, a student can request information from a school. All student requests are copied or routed to Recruit Students within Transferology®  Lab. If the student requests advising or Program information, the request is also copied/routed to Advise Students.

The Advisor role is required to access Advise Students. Within this area of the Lab, the staff member can track whether the student has been provided with guidance.

To access this page within the Transferology® Lab:

1. Go to the Advising & Recruiting menu.
2. Select Advise Students.

The majority of this page is table-formatted student information. Advisors may filter this information or export it. Student information is contained within two tabs:

1. Needs Advising
2. Done Advising

The Advisor may toggle between tabs to track student progress throughout the advisement process.

Needs Advising

The Needs Advising tab (default) provides information listings for students currently needing advisement. Many of the text fields and buttons on the Needs Advising tab are hyperlinks:

Filters

Filter Field

The Filter Field is above the student information table, where the Advisor may type in a student name, email address, or program to filter students.

Filter Box

The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student need(s).

Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.

Date Range

Select the following options from the drop-down menu:

• None
• Last 30 Days
• Last 60 Days
• Last 90 Days
• Last 180 Days
• Last 365 Days
• Custom 

Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.

The Custom option will prompt a monthly calendar to pop out on the right.

If expected results are not seen in the information table, check the date range filter. Excessive filtering can severely restrict results. The default setting for the date range filter is Last 90 Days.

Done Advising

The Done Advising tab provides a listing of information for all of the students moved from the Needs Advising tab because advising has occurred. Student information is never deleted from the Done Advising tab.

Filters

Filter Field

The Filter Field is above the student information table, where the Advisor may type in a student name, email address, or program to filter students.

Filter Box

The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student need(s).

Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.

Date Range

Select the following options from the drop-down menu:

• None
• Last 30 Days
• Last 60 Days
• Last 90 Days
• Last 180 Days
• Last 365 Days
• Custom 

Select Apply to filter the results. Select Clear filters to reset all filter constraints placed on the student data.

The Custom option will prompt a monthly calendar to pop out on the right.

If expected results are not seen in the information table, check the date range filter. Excessive filtering can severely restrict results. The default setting for the date range filter is Last 90 Days.

Export

An Export button is available in the upper-right part of the screen above the Filter box. 

Selecting Export will configure the student data on the current page into a CSV file, which can be opened in Microsoft® Excel. Advisors have the option to export filtered results only or all results.

Included in the export are the following fields: