![\"Glossary](\"\/sis-training\/files\/2025\/06\/Glossary-icon.png\"){kind=icon}
<\/a>![\"Video](\"\/sis-training\/files\/2025\/05\/Video-icon.png\"){kind=icon}
<\/a><\/p>\nIntroduction<\/h4>\n
The Student Outreach & Support Suite (SOS\u202fSuite)<\/strong>\u202fis\u202fa set of tools in\u202fMyBU\u202fStudent designed to strengthen communication around student wellbeing and academic success.\u202f\u202fAction Items are\u202fthe first tool within the\u202fSOS\u202fSuite.\u202f <\/p>\n Action Items are spontaneous, faculty-initiated alerts issued throughout the semester to indicate when a student may need additional support in non-emergency situations. <\/p>\n When faculty observe a student in their class facing academic or personal challenges, they can submit an Action Item to notify the student\u2019s academic advisor. This allows for timely, individualized support and intervention for multiple types of concerns, including: <\/p>\n Faculty\u2019s submission of an Action Item triggers an email alert to the student\u2019s assigned academic advisor. The email will prompt an advisor to log into MyBU Student and review details of the Action Item so they can determine the appropriate outreach. <\/p>\n \u24d8 Action Items are not confidential. Although Action Items are not visible to students in MyBU Student, they are part of the student\u2019s official record and thus the student could request access through the University Registrar. <\/strong><\/p>\n This resource outlines faculty processes to follow in MyBU Student in order to create, view, and manage Action Items. <\/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>\n If a faculty member has a concern about a student in one of their classes, they should create an Action Item to be sent to the student\u2019s academic advisor. To create an Action Item, navigate to Class Roster<\/strong> from the MyBU Student Dashboard. <\/p>\n Locate the class or section for the relevant student(s) and click View Students<\/strong>.<\/p>\n To create an Action Item for a student, or for multiple students, in the selected class roster: <\/p>\n \u24d8 NOTE: In cases where the same Action Item Type and Comment apply to multiple students (e.g., an Academic Concern for students who failed an exam), save time by checking all their names to attach to a single Action Item submission. In this case, the Action Item Comment sent to all students\u2019 MyBU Student records will be the same, so avoid using student names.<\/p>\n<\/li>\n A successful Action Item submission will result in two popups: a Success\/Error indicator<\/strong> (with a green checkmark) and an Action Items Results<\/strong> summary (green status bar next to the student\u2019s name). See Error Messages<\/strong> below for information about unsuccessful Action Items submissions.\n<\/li>\n If the submission was successful, click either of the X<\/strong> marks to exit the Create Action Items window and return to the Class Roster. <\/p>\n Upon successful creation, the notification email will be generated to alert the advisor that a new Action Item awaits their attention. <\/p>\n <\/span> The name(s) on the submitted Action Item will still be selected when the Class Roster window reopens. De-select the student(s) if they should not be included in the next Action Item created. <\/strong><\/p>\n From here, faculty can either repeat the above process to create further Action Items or exit Class Roster if finished. <\/p>\n See View & Manage Action Items<\/strong> below to learn how to check the progress of the Action Item. <\/li>\n<\/ol>\n Unsuccessful Action Items submissions will display indicators in the two popups that appear after pressing the Create button in the Create Action Items window: <\/p>\n \u24d8 NOTE: If a student does not have an Academic Advisor, faculty will not be able to create an Action Item and an error message will be generated, as in the above example. In such cases, faculty should reach out to the Advising Office of the student\u2019s School\/College. <\/p>\n <\/div>\n<\/div>\n\n Faculty can review their submitted Action items by navigating to Advisor > Action Items<\/strong> in the MyBU Student Dashboard. <\/p>\n This opens the Action Items<\/strong> page, which displays the total number of Action Items created, a Filters<\/strong> button for narrowing results (explained below), and the following information\/functionality for each submitted Action Item: <\/p>\n To view more information about an Action Item, click the Details<\/strong> button at the end of the appropriate student\u2019s row. This opens an Action Items Details page which displays: <\/p>\n In rare cases (e.g., a student\u2019s assigned Academic Advisor is on leave), faculty may wish to Reassign an Action Item after it was created. Follow these steps to Reassign<\/strong> an Action Item to another advisor within the student\u2019s assigned Academic Advising Department. <\/p>\n <\/span> In a Reassign Action Item window, faculty may see an option to Reassign to a Department (e.g., the \u201cAdvising\u201d button option shown below). At this time, Reassigning to a department is not recommended: it generates a request that will not be directed to a specific advisor. <\/strong><\/p>\n<\/li>\n The Reassigned advisor\u2019s name will populate all Assigned To boxes\/rows for the Action Item, and an email notification will automatically be sent to the new advisor. <\/p>\n Faculty can manage Action Items sent in error or where advisor intervention is no longer needed by closing them. <\/p>\n A success message will display before returning to the Action Item Details screen, where the green Closed status chips, new Comment, and Outcome will clarify for the advisor why the Action Item was closed. <\/p>\n\n
\n
CREATE ACTION ITEM<\/h4>
![\"Selecting](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-1-636x235.png\")
<\/a> <\/p>\nCREATE ACTION ITEM<\/h5>\n
\n
\n![\"Select](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-2-636x274.png\")
<\/a>\n<\/li>\n\n
![\"The](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-3-636x348.png\")
<\/a><\/p>\n![\"Two](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-4-636x247.png\")
<\/a><\/p>\n![\"An](\"\/sis-training\/files\/2026\/03\/action_items_16-636x241.png\")
<\/a><\/p>\n\nERROR MESSAGES<\/h5>\n
\n
![\"Examples](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-8-636x302.png\")
<\/a><\/p>\nVIEW & MANAGE ACTION ITEMS<\/h4>
VIEW ACTION ITEMS<\/h5>\n
\n
![\"The](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-9-636x200.png\")
<\/a><\/p>\n![\"Action](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-10.png\")
<\/a>Use the Filters<\/strong> button to narrow down the Action Item list by Type, Outcome, Student ID, Date range, Assigned Advisor\u2019s Department, Status (Closed\/Open), Assigned Member (advisor), Created By name, and Updated By name. <\/p>\n\n
\n
\n
![\"The](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-11-636x367.png\")
<\/a><\/p>\nREASSIGN ACTION ITEMS<\/h5>\n
\n
![\"A](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-14-636x391.png\")
<\/a><\/p>\nCLOSE ACTION ITEMS<\/h5>\n
\n
![\"A](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-15-636x183.png\")
<\/a><\/p>\n
![\"A](\"\/sis-training\/files\/2026\/02\/Faculty-Action-Items-12-636x296.png\")
<\/a><\/p>\n