Recording Advising Reports and Notes Using Navigate

  Don't summarize everything that was discussed. Notes are intended to be a brief record of advising contacts highlighting recommendations, referrals, and follow-up plans.

• Include unnecessary details: she said she was having a good week and excited about moving into a new apartment
• Include personal/sensitive information: student disclosed that she has been visiting the campus counselor
• Include subjective opinions: I think this student struggles with depression

  Don't report problems with specific instructors.

• Student doesn't like MATH 078 instructor
• Student says HIST 101 instructor has unfair grading policies

  Don't include speculation, subjective opinions, or judgments.

• I don't think she is very motivated this semester
• His personality is not a good fit for STEM. He should do something more artistic or creative
• She has probably been avoiding BIOL&242 because she struggled with BIOL&241

  Don't include sensitive information, personal concerns, private matters.

• Student's parents are going through a divorce
• She reported she was assaulted by her boyfriend earlier this year
• Student was recently diagnosed with an autoimmune disorder

  Don't report details surrounding sensitive referrals.

• He said he can't concentrate because of his relationship problems with his girlfriend
• He says he's been having a lot of headaches lately, and I am concerned something more serious might be going on
• Little financial support from his family; first generation student with significant debt likely to build up

  Don't include negative judgments about student behaviors.

• She seems as if she is just blowing off advising appointments; can't get her to be serious
• He seems pretty uninformed about the real world after college and hasn't followed through with his plans to talk with his computer science professor; needs to be more realistic