FOR NEW ADVISORS
NEW ADVISOR CHECKLIST
Although training needs for new advisors vary according to department, college, and specific job duties, all advisors need to follow specific procedures and understand certain policies to function as an advisor.
Gaining Access to Advising Systems – Complete the Following Procedures
- Complete FERPA training: https://registrar.arizona.edu/privacy-ferpa/instructor-staff-information
- Request access to UAccess Student Center: Contact your supervisor.
- Talk with supervisor about requesting access to: the Enrollment feature in UAccess, UAccess Analytic, Program/Plan Changes, and Service Indicators. You can complete the trainings by logging into Edge Learning in UAccess. https://uaccess.arizona.edu/
Getting Virtually Connected to Campus – Complete the Following Procedures
- Establish UA email account: https://it.arizona.edu/facultystaff-resources
- Request addition to UPAC listserv - contact UPAC co-chair or ARC staff at advising@arizona.edu
- Request addition to any relevant departmental and/or college Listservs.
Basic Advising Policies & Procedures – Review Information on the Following Topics
- Understanding Program Guides and Advisement Reports for your and other majors
- General Education policy: https://catalog.arizona.edu/policy/program-graduation/general-education/curriculum
- GPA Calculations: https://catalog.arizona.edu/policy/courses-credit/grading/gpa-calculation
- Class Standing (first year students 30 units, sophomore 31-60, etc.): https://catalog.arizona.edu/policy/registration-tuition-fees/registration-enrollment/classification
- Good Standing (probation, disqualification): https://catalog.arizona.edu/policy/courses-credit/grading/academic-eligibility-undergraduate
- Evaluation of transfer credit: in-state aztransmac2.asu.edu/cgi-bin/WebObjects/Admin_CEG and out-of-state https://transfercredit.arizona.edu/
- Applying AP: https://catalog.arizona.edu/policy/courses-credit/credit/credit-exam#advanced-placement-ap-program1
- CLEP: https://catalog.arizona.edu/policy/courses-credit/credit/credit-exam#college-level-examination-program-clep1 and IB exam credit: https://catalog.arizona.edu/policy/courses-credit/credit/credit-exam#international-baccalaureate-ib-program1
- Orientation for all incoming students: https://go.arizona.edu/orientation/
- University Dates and Deadlines; Registration Dates and Deadlines: https://registrar.arizona.edu/dates-and-deadlines
- Changing/Adding majors (see advisor of the major you're interested in adding): https://ua-trellis.my.site.com/Public/s/advisors-by-major
- Changing/Adding minors: https://ua-trellis.my.site.com/Public/s/advisors-by-minor
- Undergraduate Multiple Use of Courses (formerly known as Double dipping) policies: https://catalog.arizona.edu/policy/program-graduation/student/double-use-courses
- Financial Aid Satisfactory Academic Progress (SAP) standards: https://financialaid.arizona.edu/policies/sap
- University and College Petitions: https://registrar.arizona.edu/petitions-appeals
- Incompletes: https://catalog.arizona.edu/policy/courses-credit/grading/grading-system
- Withdrawal: https://catalog.arizona.edu/policy/courses-credit/grading/grading-system
- Leave of Absence: https://catalog.arizona.edu/policy/registration-tuition-fees/registration-enrollment/leaving-university
- Degree Check Procedures: https://catalog.arizona.edu/policy/program-graduation/degrees-programs/undergraduate/bachelors-degree-candidacy