![\"Glossary](\"\/sis-training\/files\/2025\/06\/Glossary-icon.png\"){kind=icon}
<\/a><\/p>\nIntroduction<\/h4>\n
To add a note to multiple students at once, advisors can leverage the search filters from the Advisee & Student Lookup page to retrieve a list of students:<\/p>\n
- \n
- If the specific students are known, the ID multiline filter is the easiest method.<\/li>\n
- If the specific students are not known, use any of the other criteria to retrieve a list of students.<\/li>\n<\/ul>\n
Depending on the needs, a note can then be added, or students can be put into a Student List<\/a> and the note can be added from there.<\/p>\n
To learn more information about the Notes function, refer to the Advisee & Student Lookup and Student Details resource<\/a> of this guide.<\/p>\n
\u26a0\ufe0e Screen options and menus 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>\nSearch for Students<\/h4>
<\/p>\n- \n
- Navigate to Student Lookup page: Left Menu > Advisor > Advisee & Student Lookup.<\/li>\n
- If advisors are assigned, click the Filters<\/strong> button in the top right. If no advisors are assigned, click the Select Filters<\/strong> button in the center of the page to open filters options.<\/li>\n
- To enter in specific students, look for the Student ID<\/strong> field and click the Multiline<\/strong> icon to expand the textbox. Add or copy and paste multiple UIDs here.\n
- \n
- If the specific students are not known, use any of the other criteria to retrieve a list of students.<\/li>\n<\/ol>\n<\/li>\n
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-1-636x176.png\")
<\/a><\/p>\n- Click Apply Filters<\/strong> button. The students will be listed back on the Student Lookup page.<\/li>\n
- Select the top checkbox to select all students (or select individual checkboxes if not all students are needed).<\/li>\n<\/ol>\n
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-2-636x119.png\")
<\/a><\/p>\n- \n
- If the note is only to be added once to this group of students, that action can be taken right from the list on the Student Lookup page – if this is the case, proceed to the next set of steps titled \u2018Add Note\u2019.<\/li>\n
- If subsequent notes may need to be added to this same group of students, it is helpful to create a Student List from the search results \u2013 if this is the case, skip to set of steps below titled \u2018Add to Student List\u2019.<\/li>\n
<\/div>\n<\/div>\n\n
Add Note<\/h4>
<\/p>\n![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-3.png\")
<\/a><\/p>\n- \n
- \n
Click the Actions<\/strong> button that displays next to the multi-select checkbox above the student list and select the Add Note<\/strong> option.<\/p>\n
The Add Note window will display. Select the appropriate values in the Department and Category fields (depending on access, there may only be option for each field).<\/li>\n<\/p>\n
- Enter the note text and any links, images, or attachments needed, then click the Save<\/strong> button. A confirmation message will display.<\/li>\n
![\"A](\"\/sis-training\/files\/2026\/02\/batch-notes-advisors-upgrade-1-636x388.png\")
<\/a> <\/p>\n<\/div>\n<\/div>\n\n
Add to Student List<\/h4>
<\/p>\nThis is an optional method. If subsequent notes need to be added to this same group of students, it is helpful to create a Student List from the search results. This allows for the group of students to be accessed more quickly in the future.<\/p>\n
- \n
- Click the Actions<\/strong> button that displays next to the multi-select checkbox above the student list and select the Add to Student List<\/strong> option.<\/li>\n
- Choose an existing Student List or Create New Student List if a new list is needed (refer to the Student List<\/a> resource for more details on creating new lists through this method).\n
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-6-636x184.png\")
<\/a><\/li>\n- Click the Add<\/strong> button and a confirmation message will display.<\/li>\n
- Navigate to this Student List: from the Student Lookup page, click the Student Lists<\/strong> button at the top of the page.
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-7-636x40.png\")
<\/a><\/li>\n- The Student Lists page will display. Click the View<\/strong> button on the desired Student List.
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-8-636x76.png\")
<\/a><\/li>\n- Select the top checkbox to select all students (or select individual checkboxes if not all students are needed).<\/li>\n
- \n
Click on the Actions<\/strong> button and choose the Add Note<\/strong> option.<\/p>\n
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-9.png\")
<\/a><\/p>\nThe Add Note window will display. Select the appropriate values in the Department and Category fields (depending on access, there may only be option for each field).<\/p>\n<\/li>\n
- Enter the note text and click the Add<\/strong> button. A confirmation message will display.
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-10-636x290.png\")
<\/a><\/li>\n<\/div>\n<\/div>\n\n
Page last updated February 2026. For a PDF copy, print this webpage as a PDF. <\/p>\n","protected":false},"excerpt":{"rendered":"
These instructions cover methods for how advisors can send a note to multiple students. This includes using the batch search and the option to add them into a student list if preferred. Introduction To add a note to multiple students at once, advisors can leverage the search filters from the Advisee & Student Lookup page […]<\/p>\n","protected":false},"author":1183,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[50,51],"_links":{"self":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3649"}],"collection":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/users\/1183"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/comments?post=3649"}],"version-history":[{"count":30,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3649\/revisions"}],"predecessor-version":[{"id":7425,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3649\/revisions\/7425"}],"wp:attachment":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/media?parent=3649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/categories?post=3649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/tags?post=3649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Choose an existing Student List or Create New Student List if a new list is needed (refer to the Student List<\/a> resource for more details on creating new lists through this method).\n
![\"\"](\"\/sis-training\/files\/2025\/10\/batch-notes-for-advisors-5.png\")
<\/a><\/p>\n - Enter the note text and any links, images, or attachments needed, then click the Save<\/strong> button. A confirmation message will display.<\/li>\n
- \n
- Click Apply Filters<\/strong> button. The students will be listed back on the Student Lookup page.<\/li>\n
- To enter in specific students, look for the Student ID<\/strong> field and click the Multiline<\/strong> icon to expand the textbox. Add or copy and paste multiple UIDs here.\n