Reassign Advisor

Overview

The Reassign Advisor job provides the ability to switch advisees of advisor "A" to advisor "B."

The program has 4 parameters:

  1. Old Advisor's ID.
  2. New Advisor's ID (must be a current advisor on the Faculty/Advisor Information form (SIANINST).
  3. Effective term of new advisor assignment.
  4. Most recent enrollment term - defaults to 000000. Students must have been enrolled since this term to be reassigned to the new advisor. If they haven't been, the job will just end their assignment to the old advisor rather than reassign them to the new advisor. If left 000000, there is effectively no recent term requirement.

The job produces a report file containing up to 3 reports that help confirm that the job accomplished what you intended:

  1. BEFORE - This report shows all advisors of advisees of the parameter "old" advisor before the reassignment.
  2. AFTER - This report shows all advisors of advisees of the parameter "new" advisor after the reassignment. The "new" advisor should have replaced the "old" advisor.
  3. STUDENTS WHOSE ADVISORS WERE ENDED (Optional) - If you specified a minimum enrollment term other than the 000000 default, this report lists any students whose advisors were ended due to not being enrolled since the parameter term.

Below are two report samples.  Each report header displays the parameter values that produced the report. Each sample report has multiple pages, so be sure to scroll down to see the entire report.

  1. Report file sample 1. Nigel Wateman has 7 advisees as of 202101, and the department wants all of them transferred to Edward Derr effective 202101 with NO minimum enrollment term.  
  2. Report file sample 2. Troy Babbitt's SOU  employment ended December 2020, but he still had 11 active advisees.  The department wants them transferred to a new advisor if they have been enrolled since 202001 and the advisor record ended if they have not. 6 were enrolled 202001 or later while 5 were not.  The job reassigned the advisor for the 6 and ended the advisor assignement for the 5.

Accessing the Reassign Advisor 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 Reassign Advisor (ADV_REASSIGN_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 Reassign Advisor (ADV_REASSIGN_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 section 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_REASSIGN_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:

  1. Old Advisor ID: Enter the ID of the old advisor.
  2. New Advisor ID: Enter the ID of the new advisor.
  3. Effective: Enter the effective term of the new advisor.
  4. Most recent Enrollment Term: Override the parameter's 000000 default value with a valid term code if you want advisor reassignments limited to those enrolled since this term.

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.