How to create a Clinical Advising Record - Clinical Assistant Dean

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

Get help from HCOM IT

• Visit the Medical Education Technology page to create a ticket.