Overview

• Objective
• Assumptions
• Key terms and concepts
• Implications
• Workflow
• Further reading

Objective

Upon Completion of this KB the user will be able to create / edit Advisors reports with in Paradigm 

Assumptions

• The user has an understanding of the Australian Tertiary Education System.
• The User has an understanding of HDR reporting requirements

Key terms and concepts

Advisors are a member of a faculty whose role is to help guide students, who are candidates for a Thesis or dissertation program. Helping them select coursework, as well as shaping, refining and directing the students' choice of discipline in which on which they will write a dissertation. The Advisors are associated to the student record for tracking and reporting purposes. Reports can be saved, printed and emailed as required.

Workflow

How to Create an Advisors report

1. Click on the Student tab in the side menu
2. Click on the Search option in the side menu
3. Enter at least one of the following options in to the relevant search box:
   • Student No, 
   • Preferred Name, 
   • Given Name, 
   • Family Name / Surname, 
   • Previous Last Name
4. Click on the Search Studentbutton
5. This will show a list of students that meet the searched criteria
6. To filter the results, In the search box  above the list of students, start typing the student's first or given name, to reduce the number of results. 
7. When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.
8. The student's record has now been loaded.
9. Click on the Course Enrolment option in the side menu
10. Click on the Advisor Report option in the side menu
11. Scroll Down to the Advisor Report Details section
12. Enter the required data for the report
13. Click on the Save Advisor Report  button

How to Assign / Add the Role of Advisor to a contact record

1. Click on Contact tab in the side menu, 
2. Click on Search in the side menu
3. Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria)
4. Click on the Search Contacts button
5. This will return a list of contacts that meet the searched criteria
6. To filter the returned options start typing the name of the unit into this box  The returned results will reduce to match the criteria.
7. Click on the blue hyper link on the left side of the required record.
8. Scroll down to the Assign Roles for Contacts section
9. In the Assigned Roles for Contact section click on the Contact drop box
10. Select the Advisor option
11. Click on the Assign Role button
12. The role has now been added to the Contacts / staff members account.
    
    

How to Assign / Add an Advisor to a Student / Student Record

1. Click on the Student tab in the side menu
2. Click on the Search option in the side menu
3. Enter at least one of the following options in to the relevant search box: 
   • Student No, 
   • Preferred Name, 
   • Given Name, 
   • Family Name / Surname, 
   • Previous Last Name
4. Click on the Search Student button
5. This will show a list of students that meet the searched criteria
6. To filter the list of students, in the search box  above the list of students, start typing the student's first or given name.
7. When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.
8. The student's record has now been loaded.
9. Click on the Course Enrolment option in the side menu
10. Click on the Course option in the side menu
11. Click on the Action button next to the Course to be loaded. The Action menu will open
12. Click on the Edit button in the Action menu
13. Scroll to the bottom of the page to the Contact Search section
14. Enter at least one of the following options in to the relevant search box: 
    • Given name, 
    • Family / Surname
    • Contact Role
15. Click on the Search all Contacts  button
16. Scroll to the bottom of the page
17. Click on the Add Contact as Advisor icon  next to the contact / staff member to be added as an advisor
18. The Contact has now been added to the students record as an Advisor

How to Delete / Remove an Advisor from a Students record

1. Click on the Student tab in the side menu
2. Click on the Search option in the side menu
3. Enter at least one of the following options in to the relevant search box: 
   • Student No, 
   • Preferred Name, 
   • Given Name, 
   • Family Name / Surname, 
   • Previous Last Name
4. Click on the Search Studentbutton
5. This will show a list of students that meet the searched criteria
6. To filter the list of students, in the search box  above the list of students, start typing the student's first or given name.
7. When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.
8. The student's record has now been loaded.
9. Click on the Course Enrolment option in the side menu
10. Click on the Course option in the side menu
11. Click on the Action button next to the Course to be loaded. The Action menu will open
12. Click on the Editbutton in the Action menu
13. Scroll to the bottom of the page to the Contact Search section
14. Click on the Delete icon  next to the Contact to be removed from the Students record
15. A warning message will appear - Are you sure that you want to delete the selected item? Click the OK button
16. The Contact has now been removed from the Students record

Further reading

Creating  / Adding Contact records