SOAR Advising Module

The SOAR Advising Module (SAM) provides SOAR advisors with timely and accurate advisee information (similar to the profile sheet) in an easy to use electronic format. It allows authorized individuals to capture outcomes of SOAR advising, print a summary sheet for advisees and facilitates transferring that information to the Advisor Notes System (ANS) and the Integrated Student Information System (ISIS).

Table of Contents

Features

  • Easy student lookup
  • View test and placement data, AP/IB scores, transfer equivalencies and student groups
  • View enrollment data
  • Record self-reported AP/IB scores and transfer equivalencies
  • Update program and plan (if authorized)
  • Assign advisors
  • Record academic interests
  • Record a SOAR advising note
  • Print a summary sheet with supplemental explanatory text
  • Save all this information as a note in the Advisor Notes System (ANS)

Application Sections

Users of the SOAR Advising Module (SAM) will first look up a student by student ID, NetID, or name. By default this is filtered to show only students registered for the current SOAR session but other sessions may be selected. You may also filter the list by claimed group or program.

Finding a student in SAM

The application is split into three main areas. Each section can be collapsed or hidden by clicking on the section title to make it easier to view the other sections. While all users can view the record, the system uses fine grained access roles to control who can perform various actions.

The Review section displays relevant academic information pulled directly from ISIS. It also allows the advisor to record self-reported AP/IB scores and transfer equivalencies. This information will be stored in the ANS note.

The review section of SAM

The second section displays the enrollment data for the student. This includes the course description, units, geBLC and whether or not the student is on a wait list for the class.

The enrollment section of SAM

The last section allows individuals to make program and plan changes, assign advisors, record academic interests and record the advising note if they have the appropriate authorization.

The summary section of SAM

Actions

At any time the advisor can click Save as Draft to save the information in its current state and close the work to select another student.

The advisor can only click Create Note once. This locks the SAM record and transfers the information to the ANS system. The SAM record is no longer editable and subsequent notes will have to be recorded in the ANS system. The complete SOAR advising note will immediately be available in ANS. If program, plan or advisor changes have been made, these will be staged for importing into ISIS; the change will be reflected in ISIS within several days.

Once posted to ANS, the advisor will be able to Print a summary sheet. This contains all the information displayed in SAM and includes the supplementary summary sheet text selected above.

Print Options

All web browsers add header and footer text by default. The following are some simple instructions for disabling these headers to enable a nicer printout.

Firefox

Click the orange "Firefox" button to open the menu. Click the arrow next to "Print...", then "Page Setup...".

SAM_Print_Firefox1.png

Click the "Margins & Header/Footer" tab. Change all the headers and footers to "--blank--". Click OK.

SAM_Print_Firefox2.png

Chrome

Click the "wrench" icon to open the menu and click "Print...".

SAM_Print_Chrome1.png

Under "Options" in the left hand side of the print pane, uncheck "Headers and footers".

SAM_Print_Chrome2.png

Internet Explorer 9

Click on the "gear" icon to open the menu and click "Print" then "Page Setup...".

SAM_Print_IE9_1.png

Change all the "Headers and Footers" drop-down menus to "-Empty-". Click OK.

SAM_Print_IE9_2.png

Authorization

The SOAR Advising Module is only available to select individuals. If you believe you should have access to SAM, please contact Christopher Verhaeghe in the Center for the First-Year Experience at cverhaeghe@studentlife.wisc.edu

Within the application, certain functions are only available to authorized individuals. For example, in order to initiate program/plan changes, assign advisors or create the ANS note, you need to be granted permission. Again, contact Christopher Verhaeghe at cverhaeghe@studentlife.wisc.edu

Questions

If you are experiencing problems with SAM, please report them to the Help Desk.

If you have questions regarding SAM, please send them to advisor_questions@lists.wisc.edu.




Keywords:SOAR advising notes SAM advisor   Doc ID:24192
Owner:MICHAEL F.Group:My UW-Madison Portal
Created:2012-05-09 07:58 CDTUpdated:2016-06-01 14:16 CDT
Sites:DoIT Help Desk, My UW-Madison Portal
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