{"id":2027,"date":"2025-06-23T11:12:02","date_gmt":"2025-06-23T15:12:02","guid":{"rendered":"https:\/\/sites.bu.edu\/sis-training\/?p=2027"},"modified":"2026-03-25T14:35:26","modified_gmt":"2026-03-25T18:35:26","slug":"staff-advisor-assignments","status":"publish","type":"post","link":"https:\/\/sites.bu.edu\/sis-training\/staff-advisor-assignments\/","title":{"rendered":"Advisor Assignments"},"content":{"rendered":"

This information provides the steps on how to manage individual Student-Advisor assignments. It is meant for the select staff across Schools and Colleges who manage advisor assignments. <\/p>\n

\"Glossary<\/a><\/p>\n

Introduction<\/h4>\n

This resource provides instructions on how to assign, remove, or edit an advisor for a student. This process is for individual assignments only and is meant for administrators across the University who enter student and advisor assignments. Please refer to your School\/College policies or Dean\u2019s office for more information on who manages assignments. <\/p>\n

\u26a0\ufe0e Screen options, menus, and reports will vary by user; please note that displays may differ for you based on access that has been granted. All screens shown are for training purposes only.<\/p>\n

Student Advisor Assignment<\/h4>
<\/p>\n

Navigate to the MyBU Student Full Site<\/strong> to access the Student Advisor page.<\/p>\n

    \n
  1. Log into MyBU Student<\/a>.<\/li>\n
  2. Upon landing at the MyBU Student Dashboard, click on the Expand\/Collapse<\/strong> icon.\n
  3. Scroll to the end of the menu and click the Full Site<\/strong> item.\n
  4. The appropriate Staff Homepage<\/strong> will display.\n

    \"This<\/a><\/li>\n

  5. \n

    Click the Navigator<\/strong> icon in the top the right corner, click Menu<\/strong>, and scroll to find the Records and Enrollment<\/strong> menu. Navigation Path<\/strong>: Records and Enrollment > Student Background Information > Student Advisor.<\/p>\n

  6. Enter student details in the Search Criteria fields. Click Search<\/strong>.\n
  7. If the UID was entered, the Student Advisor page will open. Otherwise select the desired student from the search results.<\/li>\n<\/ol>\n

    Depending on the student, there may be existing information populated in data rows in the Student Details and Academic Details sections.<\/p>\n

    For more information on Effective Dated Rows and why they are important to enter correctly, please refer to the Data Rows and Effective Dates section in the appendix of this guide. <\/p>\n

    \"This<\/a><\/p>\n

    The following sections outline steps for the various scenarios.<\/p>\n

    <\/div>\n<\/div>\n\n

    ADD ADVISOR<\/h4>
    <\/p>\n
      \n
    1. If adding an advisor, click on the plus icon<\/strong> in the Student Details<\/strong> section to add a new row.\"This<\/a><\/li>\n
    2. Academic Institution will be prepopulated, if not enter BU001.<\/li>\n
    3. Enter the appropriate Effective Date<\/strong> (today\u2019s date will default; edit if needed).\n

      If there are advisors already assigned, that data should carry over to the new Effective Dated Row that was just added. Those existing rows of advisor data can remain as is if needed.<\/li>\n

    4. Click on the plus icon<\/strong> in the Student Academic Details<\/strong> section to add a new row there as well, and then begin to enter the information.<\/li>\n

      \u24d8 When adding an advisor, do not just add a row to the Student Academic Details section. Adding a row to the Student Details section first<\/strong> indicates to the system when that new information becomes applicable. Refer to the Data Rows and Effective Dates section in the appendix of this guide for additional details.<\/strong><\/p>\n

    5. Select Advisor Role<\/strong> (default will be Academic Advisor).\n
        \n
      1. Advisor Role indicates the relationship with the student. This does not impact security access. It is displayed to Students. These selections may change.<\/li>\n
      2. For more information on the different types, please refer to the Advisor Information section of this guide\u2019s appendix.<\/li>\n<\/ol>\n<\/li>\n
      3. The Advisor Number<\/strong> will default. Accept the value that defaults.\n
          \n
        1. This is an incremental system assigned number.<\/li>\n
        2. The Academic Advisor with the lowest advisor number will receive any Action Items that are created for the student. See the Action Items for Faculty<\/a> and Action Items for Advisors<\/a> resources for more information.<\/li>\n<\/ol>\n<\/li>\n
        3. Verify or select the student\u2019s Academic Career<\/strong>.<\/li>\n
        4. Verify or select the student\u2019s Academic Program<\/strong>.<\/li>\n
        5. Enter or lookup the Academic Advisor\u2019s<\/strong> BUID.\n

          \"This<\/a><\/p>\n

          The checkboxes at bottom of the page are informational only. They don\u2019t display in other areas or impact functionality.\n<\/li>\n

        6. If there are additional advisors that need to be assigned and associated to the effective date entered, continue clicking on the plus icon<\/strong> in the Student Academic Details<\/strong> section.
          \n          \"This<\/a>\n<\/li>\n
        7. Click Save<\/strong> when complete.<\/li>\n
        8. Click Return to Search<\/strong> to enter an assignment for another student. <\/li>\n<\/ol>\n

          <\/div>\n<\/div>\n\n

          REMOVE ADVISOR<\/h4>
          <\/p>\n
            \n
          1. If removing an advisor, click on the plus icon<\/strong> in the Student Details<\/strong> section to add a new row.\"This<\/a><\/li>\n
          2. Academic Institution will be prepopulated, if not enter BU001.<\/li>\n
          3. Enter the appropriate Effective Date<\/strong> (today\u2019s date will default; edit if needed).\n

            If there are advisors already assigned, that data should carry over to the new Effective Dated Row that was just added. Those existing rows of advisor data can remain as is if needed.<\/li>\n

          4. Find the advisor that needs to be removed and click on the minus icon<\/strong> in the Student Academic Details<\/strong> section.\n

            \"This<\/a>\n<\/li>\n

            \u24d8 When removing an advisor, do not just add a row to the Student Academic Details section. Adding a row to the Student Details section first<\/strong> indicates to the system when that new information becomes applicable. Refer to the Data Rows and Effective Dates section in the appendix of this guide for additional details.<\/strong><\/p>\n

          5. Click Save<\/strong> when complete.<\/li>\n
          6. Click Return to Search<\/strong> to enter an assignment for another student. <\/li>\n<\/ol>\n

            <\/div>\n<\/div>\n\n

            EDIT ADVISOR INFORMATION<\/h4>
            <\/p>\n
              \n
            1. If editing an advisor or related information, click on the plus icon<\/strong> in the Student Details<\/strong> section to add a new row.\"This<\/a><\/li>\n
            2. Academic Institution will be prepopulated, if not enter BU001.<\/li>\n
            3. Enter the appropriate Effective Date<\/strong> (today\u2019s date will default; edit if needed).\n

              If there are advisors already assigned, that data should carry over to the new Effective Dated Row that was just added. Those existing rows of advisor data can remain as is if needed.<\/li>\n

            4. Find the row in the Student Academic Details<\/strong> section with the advisor being changed or information being edited. Edit the necessary value.<\/li>\n

              \u24d8 When editing existing advisor information, do not just add a row to the Student Academic Details section. Adding a row to the Student Details section first<\/strong> indicates to the system when that new information becomes applicable. Refer to the Data Rows and Effective Dates section in the appendix of this guide for additional details.<\/strong><\/p>\n

            5. Verify or Edit the Advisor Role<\/strong>.\n
                \n
              1. Advisor Role indicates the relationship with the student. This does not impact security access. It is displayed to Students. These selections may change. <\/li>\n
              2. For more information on the different types, please refer to the Advisor Information section of this guide\u2019s appendix. <\/li>\n<\/ol>\n<\/li>\n
              3. Keep the Advisor Number<\/strong> as is.\n
                  \n
                1. This is an incremental system assigned number.<\/li>\n
                2. The Academic Advisor with the lowest advisor number will receive any Action Items that are created for the student. See the Action Items for Faculty<\/a> and Action Items for Advisors<\/a> resources for more information.<\/li>\n<\/ol>\n<\/li>\n
                3. Verify or edit the Academic Advisor\u2019s<\/strong> BUID.
                  \n                  \"This<\/a><\/p>\n

                  The checkboxes at bottom of the page are informational only. They don\u2019t display in other areas or impact functionality.<\/li>\n

                4. If there are additional edits needed to other existing advisors, modify as appropriate.<\/li>\n
                5. Click Save<\/strong> when complete.<\/li>\n
                6. Click Return to Search<\/strong> to enter an assignment for another student. <\/li>\n<\/ol>\n

                  <\/div>\n<\/div>\n\n

                  ADVISOR ROLE TYPES<\/h4>
                  <\/p>\n

                  Advisor Roles defined in the assignment indicate the type of relationship with the student, and the student can see this designation.<\/p>\n

                  \u24d8 NOTE<\/strong>: there are references to various kinds of access and security below, but the Advisor Role selection in the Student Advisor Assignment page does not dictate those permissions. The security that impacts how the advisor can interact with students in the system is defined elsewhere. The explanations provided here just provide additional context to the types of advisors.<\/p>\n

                    \n
                  1. Academic Advisor<\/strong>\n