Advisor Technology Guides
CardSmart Best Practice
CardSmart Manual
Referrals in CardSmart
Guidelines for Notes in CardSmart
Text Message Policy
How-To Guides
Advising Center Mode
How to Create an Appointment from the Advising Center Mode
How to Edit an Appointment from the Advising Center Mode
How to Cancel or Delete an Appointment from the Advising Center Mode
Advising Kiosk
How to Check Students in through the Advising Kiosk
Student Check-in Process for those with an Appointment
Student Check-in Process for those without an Appointment
Advising Reports/Notes
How to File an Advising Report
How to Add a Note to a Student's Profile
How to Add an Advising Report to a Student's Profile (for a student without an appointment)
Calendar
How to Add Individual Appointments to the Calendar
How to Assign a Different Advisor to a Scheduled Appointment
Campaigns
How to Set Availabilities and Create an Appointment Campaign
How to Add Students to an Existing Campaign
Creating CardSmart Users
How to Create a Student in CardSmart when there is no Profile
Progress Reports
How to Submit Progress Reports from a Campaign
How to Submit ad-hoc Progress Reports
Searching for/Communicating with Students
How to Search and View Student Profiles
How to Communicate with Students
How to Search for Students with Holds
PeopleSoft Guides
How to Add or Remove a Minor
How to Process a Major Change
How to Pull a Student Transfer Evaluation
How to Pull an Unofficial Transcript
How to Change or Add an Advisor
How to Remove an Advising Hold and Set the AOK Indicator