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Objective
Upon Completion of this KB article you will be able to create / edit Advisors reports within Paradigm
Complexity LOW
Page Contents
Assumptions
Key Terms and Concepts
An Advisor is a member of a faculty, whose role is to help and guide students who are candidates for a Thesis or dissertation program, helping them select coursework, as well as shaping, refining and directing the student's 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.
Field | Brief Description |
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Submission Date | Date the Advisor has completed the review |
Fee | Amount charged for the review |
Amount Paid | How much of the fee has been paid for the review |
Payment date | On what date was the payment received |
Are you the Principal or Associate Advisor for this student? | Principal or Associate Advisor for this candidate |
Thesis Title | What is the title of the Thesis |
Has the approved coursework been completed to the required standard | Yes /No |
HREC Approved | Yes/No |
Is the Student Part-time /Full Time | Full-time / Part-time |
Do you meet - meeting frequency | |
Comment on the progress of the student with reference to the following factors: Reading and management of the relevant literature; Capacity with necessary languages; Management of other research processes (for example, interviews); Production of written work; organisation; motivation; time-management; Initiative and creativity; capacity to take direction.
| Here the Advisor can comment on the candidates progress or lack of progress |
Have there been any particular difficulties encountered during candidature? (This could include inability to access necessary resources; health or family problems experienced by the candidature.) | Here the Advisor can comment on the candidates circumstances surrounding their studies |
Given the candidate's current progress, when do you envisage the candidate being ready to submit ? | Approx or specific time line for submission |
Do you recommend continuation of candidature ? | Yes /No |
If NO please give comments: | Comment re the No answer |
If you are going to be away or unavailable at any time in the next twelve months, what arrangements have you put in-place to ensure that the candidate has access to appropriate supervision? | Here the Advisor can comment on their availability in their capacity as an Advisor for this student |
Workflow
1. How to Create an Advisors Report
Click on the Student tab in the side menu
Click on the Search option in the side menu
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
Click on the Search Student button
This will show a list of students that meet the searched criteria
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
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
The student's record has now been loaded
Click on the Course Enrolment option in the side menu
Click on the Advisor Report option in the side menu
Scroll down to the Advisor Report Details section
Enter the required data for the report
Click on the Save Advisor Report button
2. How to Assign / Add the Role of Advisor to a Contact Record
Click on Contact tab in the side menu
Click on Search in the side menu
Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria)
Click on the Search Contact button
This will return a list of contacts that meet the searched criteria
To filter the returned options start typing the name of the unit into the search box The returned results will reduce to match the criteria
Click on the blue hyperlink on the left side of the required record
Scroll down to the Assign Roles For Contacts section
In the Assigned Roles For Contact section click on the Contact drop box
Select the Advisor option
Click on the Assign Role button
The Advisor role has now been added to the Contacts / staff member's contact record
3. How to Assign / Add an Advisor to a Student / Student Record
Click on the Student tab in the side menu
Click on the Search option in the side menu
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
Click on the Search Student button
This will show a list of students that meet the searched criteria
To filter the list of students, in the search box above the list of students, start typing the student's first or given name
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
The student's record has now been loaded
Click on the Course Enrolment option in the side menu
Click on the Course option in the side menu
Click on the Actions button next to the Course to be loaded. The Action menu will open
Click on the Edit button in the Action menu
Scroll to the bottom of the page to the Contact Search section
Enter at least one of the following options in to the relevant search box:
Given name
Family / Surname
Contact Role
Click on the Search All Contacts button
Scroll to the bottom of the page
Click on the Add Contact As Advisor icon next to the contact / staff member to be added as an advisor
The Contact has now been added to the student's record as an Advisor
4. How to Delete / Remove an Advisor from a Student Record
Click on the Student tab in the side menu
Click on the Search option in the side menu
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
Click on the Search Student button
This will show a list of students that meet the searched criteria
To filter the list of students, in the search box above the list of students, start typing the student's first or given name
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
The student's record has now been loaded
Click on the Course Enrolment option in the side menu
Click on the Course option in the side menu
Click on the Actions button next to the Course to be loaded. The Action menu will open
Click on the Edit button in the Action menu
Scroll to the bottom of the page to the Contact Search section
Click on the Delete icon next to the Contact to be removed from the Students record
A warning message will appear - Are you sure that you want to delete the selected item? Click the OK button
The Contact has now been removed from the Student's record
Further Reading
Creating / Adding Contact records
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