Advisor Technology Guides
Technology Guides for University of Louisville Advisors
CardSmart
University of Louisville Best Practice
- CardSmart Manual - Guide
- Enter a Prospective Student - Guidelines
- File an Advising Report - Guidelines
How-to Guides
Advising Center Mode
- How to Create an Appointment from the Advising Center Mode - Guide
- How to Edit an Appointment from the Advising Center Mode - Guide
- How to Cancel or Delete an Appointment from the Advising Center Mode - Guide
Advising Kiosk
- How to Check Students in through the Advising Kiosk - Guide
- Kiosk Instructions: Student Check-in Process for those with an Appointment - Guide
- Kiosk Instructions:Student Check-in Process for those without an Appointment - Guide
Advising Reports/Notes
- How to File an Advising Report - Guide
- How to Add a Note to a Student's Profile - Guide
- How to Add an Advising Report to a Student's Profile (for a student without an appointment) - Guide
Calendar
- How to Add Individual Appointments to the Calendar - Guide
- How to Assign a Different Advisor to a Scheduled Appointment - Guide
Campaigns
- How to Set Availabilities and Create an Appointment Campaign - Guide
- How to Add Students to an Existing Campaign - Guide
Creating CardSmart Users
- How to Create a CardSmart User - Guide
Progress Reports
Searching for/Communicating with Students
- How to Search and View Student Profiles - Guide
- How to Communicate with Students - Guide
- How to Search for Students with Holds - Guide