Create a Clinical Advising Record
On a student Contact record in Salesforce, go to the 'Student Advising/Progress' tab and then under the top Student Advising section, select 'Clinical Advising'
To create a new advising/interaction record, click on 'New' in the Clinical Advising Section
A new, blank record should appear, Under the information section, you'll want to minimally complete the following:
- Advising type = Clinical Assistant Dean Check In
- Status = Completed
- Meeting date/Time
Then scroll down to the Semester Check-in section and complete the following:
- Topics Other = enter text of topics that were covered
- *Topics Covered above it is optional
Once you have completed the information, be sure to hit 'Save' at the bottom
Your record should now be visible in the list of advising records
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