Campus Resources
Policies and Procedures
Communication
Reception
ADV Dos and Don'ts
100

The office you would direct a student to for help with their resume, cover letter, or job interview skills

What is Career Services?

100

This is a federal law that protects the privacy of student education records.

What is FERPA?

100

This is a phrase you should use when a student asks a question you can't answer, instead of saying, "I don't know."

What is "Let me research that for you and get back to you?"

100

If an advisor doesn’t respond to your initial Teams message, you send a second after this many minutes.

What is 5 minutes?
100

This is the purpose of logging all advising interactions, including in-person visits, phone calls, and emails.

What is to provide a history for future appointments or escalations?

200

The office you would direct a student to if they need to request a transcript, or have questions about a third-party release form.

What is SRR?

200

This is the minimum grade required in a prerequisite course to be given vertical credit.

What is a C or better?

200

When setting up your work email, this is the format your signature should follow.

What is Peer Advisor Name, Career & Academic Advising, Center College, Office location | Phone Number | Office email?

200

When scheduling full-time staff appointments, same-day slots are not scheduled unless this condition is met.

What is unless otherwise instructed (or with direct approval)?

200

This is the rule of thumb for writing a good ADV note.

What is writing a note that would allow any other advisor to continue the conversation?

300

The office you would direct a student to if they have a question about financial aid, scholarships, or tuition.

What is the Financial Aid office?

300

This type of hold is placed on a student's account when they will reach 110 credits and do not have an approved grad plan.

What is a HIGH hold?

300

This is what you should do when you have a longer email to a student.

What are headings?

300

Reception’s most important role is to ensure this for students from the moment they arrive.

What is a positive experience?

300

A good note should always include these three things about each main topic discussed.

What are the What, Why, and How?

400

The office you would reach out to if a student is having issues with student teaching requirements.

What is the student teaching office?

400

This is the name of the policy that addresses inappropriate sexual conduct in the workplace or on campus.

What is the Sexual Misconduct Policy?

400
Name two formatting tricks that make an email more readable that we should be following.

What is smaller blocks of text, bold/underline/italics, embedding links, one space between all blocks of text (including between sign off and signature)

400

Every Teams message from reception to advisors should include these four things.

What is student's name, appointment time, greeting, and polite closing?

400

In addition to writing a note that anyone can understand, this is another critical aspect of a good ADV note.

What is ensuring that all the information is accurate and concise?

500

The office that you would direct a student to if they have a question about whether or not a previous Associates degree has transferred.

What is the Admissions Office?

500

Name three types of information that are considered "directory information" and may be made public under FERPA.

What are student name, home and local address, telephone numbers, and email addresses (among others)?

500

This is the privacy protocol when a parent is on a phone appointment and takes over the phone call.

What is politely asking the parent to put the phone on speaker so that we can talk directly to the student while still giving the parent opportunities to ask questions?

500

After a full-time staff member agrees to a same-day appointment, you should always do this.

What is thank them in person or via Teams?

500

Name at least 3 things that make this ADV excellent rather than just good: "Jacob told me that he was having issues with his grad planner where he was not able to plan FDMAT 108. He told me that he needed it for his foundation requirements. After checking his grad planner, I was able to show him that he had already completed his math requirement when he transferred in his previous college credit. I then went through and helped him see his remaining foundations (FDAMF 101 and FDHUM 110) that he needed so that he could fill the place in his plan that he was trying to put the Math class."?

  • The "What": It clearly states what the student's problem was—Jacob couldn't add a specific math class (FDMAT 108) to his grad planner.

  • The "Why": It explains the reason behind the issue—Jacob had already completed his math requirement with a transferred college credit.

  • The "How": It describes how the advisor helped resolve the problem—the advisor showed Jacob his remaining foundation requirements and helped him adjust his plan.

  • It's specific and detailed: Instead of a generic note like "helped with grad planner," it uses specific course codes (FDMAT 108, FDAMF 101, FDHUM 110) and explains the exact problem and solution.

  • It provides context: The note includes details from the student ("Jacob told me...") and the advisor's actions ("After checking his grad planner, I was able to show him..."), which gives a clear narrative of the appointment. This allows another advisor to easily understand the full situation and continue the conversation if needed.