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<\/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 advisor processes to follow in MyBU Student in response to the email alert. It introduces two different pathways for advisors to view and manage Action Items from their MyBU Student Dashboard: <\/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 Advisors can see a complete list of their assigned Action Items assigned by navigating to Advisor > Action Items<\/strong> from the MyBU Student menu. <\/p>\n This opens the Action Items<\/strong> list page. The default view displays the total number of Action Items assigned to the advisor\u2019s MyBU Department, including action items that are open and closed. Using the Filters<\/strong> button, advisors can narrow those results, as explained below. The Action Items list displays the following fields and function buttons: <\/p>\n Use the Filters<\/strong> Button to sort and narrow down the Action Item list by Type, Outcome, Student ID, Date range, advisor\u2019s Assigned Department, Status (Closed\/Open), Assigned Member (advisor), Created By name (faculty), and Updated By name. <\/p>\n TIP<\/strong>! By default, the Action Items page displays the Action Items assigned to all advisors within an advisor\u2019s Department. To display only their own assigned Action Items, an advisor can narrow down the list by selecting their name from the Assigned Member<\/strong> Filter dropdown, highlighted above. <\/p>\n To access complete details for an Action Item, click the Details<\/strong> button on the right side of any Open or Closed Action Item row. <\/p>\n This opens an Action Item Details<\/strong> page that displays: <\/p>\n Some details in Action Item Details pages vary by status<\/strong>: <\/p>\n <\/div>\n<\/div>\n\n For any visible, Open-status Action Item, advisors can add Comments<\/strong>, Reassign<\/strong>, and Close<\/strong> the Action Item. These functions are accessible from several points in MyBU Student: <\/p>\n \u24d8\u202fNOTE: In addition to Action Items submitted for their assigned advisees, advisors can view and manage Action Items assigned to any member of their department. <\/p>\n Please refer to this example for the following instructions: When a faculty member creates an Action Item for a student, the Action Item is assigned to the first person with the Academic Advisor role on the student’s Student Details page. The Academic Advisor will receive an email alert to prompt them to log into MyBU Student to view the Action Item. Upon logging into MyBU Student, advisors should: <\/p>\n \u24d8 Since Action Items are only visible to members of the Advisor\u2019s Department, it is critical to add the Action Item\u2019s contents to the student\u2019s Notes page so staff in the student\u2019s resource network that are in other departments can understand the student\u2019s situation and also provide appropriate support. <\/strong><\/p>\n<\/li>\n To add a Comment to a Comment thread: <\/p>\n To Reassign an Action Item to another advisor: <\/p>\n This opens a Reassign Action Item window. To Reassign to another advisor within the same MyBU Advising Department originally assigned to this Action Item: <\/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. <\/li>\n<\/ol>\n Instead, choose Department Member and designate a specific new advisor\u2019s name from the dropdown menu, as shown in the example above.<\/strong> <\/p>\n Once the Action Item\u2019s outcome is ready to be recorded, the advisor can Close the Action Item: <\/p>\n TIP<\/strong>! To view any Closed Action Item, click the Details<\/strong> button on the right side of an Action Item row or, from the Student Details \u2013 Notes tab, select View<\/strong> from the three dots menu. <\/p>\n <\/div>\n<\/div>\n\n Action Items for individual students can be viewed in their Student Details page. <\/p>\n TIP<\/strong>! The same Action Item activity for a student can be performed here as through the Action Items page. This location provides an additional place to see all Actions Items for that student and to review alongside the other student information available. <\/p>\n For comprehensive instructions, please review the Advisee & Student Lookup and Student Details<\/a> processes resource. Abbreviated steps for Actions Items are below. <\/p>\n From the Action Items section, the following functions are available. <\/p>\n\n
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ACTION ITEMS PAGE<\/h4>
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![\"The](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-1-636x141.png\")
<\/a><\/p>\n![\"The](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-2.png\")
<\/a> <\/p>\nFILTERS<\/h5>\n
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DETAILS<\/h5>\n
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![\"The](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-8-636x335.png\")
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![\"The](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-7-636x307.png\")
<\/a><\/p>\nMANAGE ACTION ITEMS<\/h4>
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\n<\/a><\/p>\nRECEIVE<\/h5>\n
\n![\"An](\"\/sis-training\/files\/2026\/03\/action_items_16-636x241.png\")
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COMMENT<\/h5>\n
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\n![\"Comment](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-10-636x233.png\")
<\/a>\n<\/li>\nREASSIGN<\/h5>\n
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\n![\"Reassign](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-13-636x363.png\")
<\/a><\/p>\nCLOSE<\/h5>\n
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\n![\"Close](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-14-636x291.png\")
<\/a>\n<\/li>\n<\/ol>\n<\/li>\nADVISEE & STUDENT LOOKUP - STUDENT DETAILS<\/h4>
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![\"Action](\"\/sis-training\/files\/2026\/02\/Advisor-Action-Items-3-636x261.png\")
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