Training Documents and Helpful Quick Guides
As you are beginning to use iAdvise, you can take advantage of our Getting Started standard training modules, which are designed for day-to-day full users of iAdvise. Or you can use some of our Quick Guides to specific aspects of iAdvise.
If you are a trainer for your unit, there are also some materials available to help organize training using the materials provided on this page.
iAdvise Training Modules - Beginner to Advanced and Guides for Users Heading link
We know that usage of iAdvise ranges based upon your role, so you can mix and match these training guides and associated practice tasks (please only practice actions in iAdvise in the test environment) based upon what you need.
Each of the documents is grouped into a overall training module, e.g. “Getting Started” and numbered in order. They can be downloaded and used individually or can be used together as an overall orientation to all aspects of day-to-day usage of iAdvise.
Getting Started Heading link
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iAdvise Getting Started
Get an overview of the system and get started in iAdvise and learn to navigate, how to set up your profile and notifications.
iAdvise Getting Started – Overview and Navigation (Module 1.1)
iAdvise Getting Started – Accessing iAdvise and Setting Up Your Profile (Module 1.2a)
iAdvise Getting Started – Calendar Synching Process (Module 1.2b) – Calendar synching in iAdvise must be completed with the staff of Office for Advising Development. Please contact iadvisehelp@uic.edu.
iAdvise Getting Started – Designating a Calendar Manager Module 1.3
Managing Your Calendar Heading link
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Managing Your Calendar
Now that you’ve gotten an idea of the navigation, you can begin working on your availability with students and navigating through the calendar options.
iAdvise Managing Your Calendar – Part 1 Office Hours and Appointment Scheduling (Module 2.1)
iAdvise Managing Your Calendar – Part 2 – Managing Appointments Waiting Room Speednotes (Module 2.2)
iAdvise Managing Your Calendar – Part 3 Group Sessions and Events (Module 2.3)
Features - Making the Most of iAdvise (Taking Action, Notes, Success Plans, and Document Uploads) Heading link
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Features
Now that you’ve set up your profile and are managing your calendar, it’s time to see all of the features that help you with collaborating with others in the advising community and supporting our students for success. Learn about each of the success-orientation activities such as flagging to call attention, giving “to do’s” for students to take action, and making referrals to resources.
iAdvise Features – Introduction (Module 3.1)
iAdvise Features – Flags (Module 3.2)
iAdvise Features – To Dos (Module 3.3)
iAdvise Features – Referrals (Module 3.4)
iAdvise Features – Notes (Module 3.5)
iAdvise Features – Kudos (Module 3.6)
iAdvise Features – Document Uploads (Module 3.7)
iAdvise Features – Success Plans (Module 3.8)
iAdvise Features Advanced – Referrals to Success Units (Module 3.9)
Additional Features and Guides for Specific Roles in iAdvise (Faculty, Calendar Managers, etc.) Heading link
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Additional Features and Guides for Specific Roles in iAdvise (Faculty, Calendar Managers, etc.)
Now that you’ve learned all the main features of iAdvise, there are some aspects of the system that not all users will need but are available. Also, some roles have a specific focus, and guides are included here.
iAdvise Additional Features – Prospective Student (Module 4.1)
iAdvise Specific Roles – Introduction for Calendar Managers (Module 5.1)
iAdvise Specific Roles – Introduction to Flags for Faculty (Module 5.2)
Campus Guidelines Heading link
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Campus Guidelines
Our working groups have created guidelines for iAdvise components and use. As guidelines are developed, they will be made available to the campus community.
iAdvise Profile Guidelines – Initial User Setup
Trainer Materials Heading link
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Trainer Reference Materials
We know that there are new staff beginning in iAdvise regularly for units who are already active in the system. There may be a designated trainer for your unit, and if so, below are some materials that help to organize training. A certification for unit trainers is being developed; however, in the meantime, please contact OAD staff members for assistance or questions.
Go Live Checklists for Advising Administrators and Advisors Heading link
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Go Live Checklists
Going live in your unit? Use these documents to ensure that you’ve considered all items and asked all of your questions.
iAdvise Go Live Checklist for Advising/Coaching Administrators
Student User Guides Heading link
Students have quick directions available in my.UIC.edu, but we know that it’s helpful to have some more detailed information about how to use the system.
iAdvise Students – Getting Started Guide (Module 1.1)
iAdvise Students – Scheduling an Appointment (Module 1.2)
iAdvise Students – Electing for Text Messaging (Module 1.3)
iAdvise Students – FAQ (Module 1.4)
Getting the Most Out of iAdvise and Advising (PowerPoint presentation)
Helpful Quick Guides Heading link
Quick guides to specific actions for different users or for specific inititiatives have been created. Here’s some helpful quick guides.
- Student Profile Overview Attributes Quick Guide
- Student Guide to Elect for Text Messaging
- Student Online Scheduling Quick Guide
- Guide to Administrative Appointment Types
- Using iAdvise for the First Year Retention Initiative Guide
- Guidance on Avoiding the Default Appointment
- Information on DUS and Faculty Coordinator Access
Business Process Workflows that Use iAdvise Heading link
As iAdvise has come to be more widely adopted, a number of processes now utilize the system for documentation and communication and collaboration. Links to documentation for those processes are below.
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Minors Workflow