Assign Advisor

Overview

The Assign Advisor job provides the ability to assign a parameter advisor with a parameter advisor type to undergraduates enrolled for a parameter term who do not have an advisor.  

NOTE: If the student has no advisor for the parameter term but does have an advisor assigned for a subsequent term, the job will insert an advisor record for the parameter term and the subsequent term as follows:

  • If the advisor in the subsequent term has the same advisor type (e.g., SSC) as your parameter type (SSC), the program will copy the existing advisor's record back to the parameter term.
  • If the advisor in the subsequent term has a different advisor type (e.g, MJR) from your parameter type (SSC), the program will create advisor records for the new SSC advisor for the parameter term and the subsequent term.  If an SSC record wasn't created for the future term too, Banner would interpret the MJR advisor as replacing the SSC advisor in the subsequent term rather then teaming with the SSC advisor.

The job produces the Students Assigned an Advisor report based on your parameter values.  If a student already had an advisor for a future term, the report will show two new records for the student -- an advisor record created for the parameter term and one for the advisor record created for the future term.  There will just be one new record in the report for all other students.

The job has 6 parameters:

  • Term
  • Division
  • Department
  • Major
  • Advisor ID (must be a current advisor on the Faculty/Advisor Information form (SIANINST).
  • Advisor Type Code

The term parameter serves two purposes:

  1. Identifying the enrollment term for student selection.
  2. Establishing the effective term of new advisor assignments.

The division, department and major parameters help narrow student selection further. Each parameter can have a full or partial wild card or a fixed value.

Accessing the Assign Advisor Admin job from Banner

You may access the page using the Math or Registrar Data Management menu or Search.

Accessing the Page Using the Math Menu
  1. Log into Banner.
  2. Click on the Applications icon Applications icon on the left navigation bar.
  3. Expand the Banner menu.
  4. Expand the Jobs and Reports menu.
  5. Expand the Academic Affairs menu.
  6. Expand the Academic Departments menu.
  7. Expand the Math menu. 
  8. Select Assign Advisor (ADV_ASSIGN_ADVISOR).
Accessing the Page Using Search
  1. Log into Banner.
  2. Start Typing "adv" into the Search box on the main Welcome screen.
  3. This will pull up a list of items that have "adv" in the name. Select Assign Advisor (ADV_ASSIGN_ADVISOR) from the list.

Running the Job

To run the job, you first need to set up the required parameters. The Process Submissions Control page (GJAPCTL) is used to enter parameters for jobs.

Key Section (Page 1 - Section 1):

The Key block specifies which report you are running.

Enter the following information:

Process: Process will be pre-populated. If it is blank or has the wrong job, enter ADV_ASSIGN_ADVISOR.

Parameter Set: Enter the name for the set of parameters you wish to use if you have saved a set of parameters previously. Otherwise, leave blank. 

Click on the Go button to move to the Printer Control section.

Printer Control Section (Page 1 - Section 2):

The Printer Control section allows you to choose which printer to use, the number of lines to print per page, and the time to submit the job.

Enter the following information:

Printer: Enter the printer code for where you want the report to print.  Press F9 or click the button with a caption of "..." on the right side of the text box to get a list of valid values.  If you do not see your department print queue listed, call our Faculty & Staff Help Desk for assistance.  If you would like to review the report online, enter DATABASE in the printer field. If you would like to have the report sent to your BannerFiles folder in your personal Box drive, enter SFTP in the printer field. If you would like the report emailed to you, enter EMAIL or a valid email address in the printer field.

Special Print: Leave this field empty.

Number of Lines: Enter the number of lines per page you wish to print or use the default already entered. Note: If you choose a larger number of lines than will fit on the page, the transcript will not print properly. We recommend this value is left blank.

Submit Time: Leave the value blank if you wish report to run immediately. If you wish the job to run at a later time, enter the time in military format (i.e., 23:00 for 11:00 PM).

Use the mouse to click into the Parameter Values section.

Parameter Values Section (Page 1 - Section 3):

The Parameter Values section displays a list of parameters used by the job. As you cursor through each parameter, help text about the parameter is displayed underneath the list of parameters at the bottom of the Parameter Values section. Click on the Search icon for the Values field to see a list of valid values if one is available.

Enter the following information:

Enrollment/Advisor Term Code: Enter the enrollment term for selection and effective term for the advisor assignment .

Division/College Code (% OK): Enter the division or college code for selection. Wildcard (%) allowed.

Department Code (% OK): Enter the department code for selection. Wildcard (%) allowed.

Major Code (% OK): Enter the major code for selection. Wildcard (%) allowed.

Advisor ID: Enter the ID of the advisor to assign to selected students.

Advisor Type Code: Enter the advisor type code for the advisor ID..

Use the mouse or down and up arrow keys to cursor through the records. After entering your parameter values, use the mouse to click into the Submission Section.

Submission Section (Page 1 - Section 4):

The Submission block allows you to save your parameters for future use and to submit the report.

Enter the following information:

Save Parameter Set as: If you wish to save the parameters to use again, check this box. Note: We recommend you do not save your parameters for the student schedule report.

Name: If you have checked the Save Parameter Set as box, enter a name for the parameter set. If you did not check the Save Parameter Set as box, leave Name blank.

Description: If you have checked the Save Parameter Set as box, enter a description for the parameter set. If you did not check the Save Parameter Set as box, leave Description blank.

Hold/Submit: Select the Submit radio button.

Click on the Save button in the bottom right corner of the page to submit your job.