eLion Advising Notes and ISIS Screen ARUEA

Data Management

Entering Advising Contacts

Listed below are the procedures to be used for recording an advising contact on screen ARUEA. (See also Data Entry Summary Sheet.) Instructions for recording advising contacts using the Advising Notes application in eLion are provided in the corresponding help document within that application.

  1. In the ACTN field, key in an S; in the ID field, key in the student's nine-digit PSU ID number. Then press the Enter key.

  2. In the ACTN field, key in an A, then tab to the blank line below the STUDENT INTERVIEW RECORD line.

  3. In the DATE field, key in the date that the contact occurred (or was scheduled to occur). Use the format mmddyy (e.g., March 6, 2010 would be keyed in as 030610).

  4. In the ADVR field, key in the adviser code for the adviser who had contact with the student or was scheduled to have a contact. (The adviser code must appear on the department adviser list maintained on screen ARUSAB. If the code does not exist on ARUSAB, it cannot be entered on screen ARUEA.)

  5. In the COLL field, key in the abbreviation for the college the student was enrolled in at the beginning of the contact (see College of Enrollment Codes). If the student changes college or major during the contact, do not code the new college for this contact. If the student is not currently enrolled, use “UN” as the college code.

  6. In the CONTENT field, key in up to five different content codes that best describe the advising activities that occurred in the contact (see Content).

    If more than five content codes are needed to describe all of the activities that occurred in the contact, the adviser should make a professional judgment concerning which five content codes to record.

    If any referrals occurred during the interview, an R must be used as one of the content codes unless the referral is not one of the top five activities in that contact.

  7. In the REF field, key in one or two referral codes only if the R (referral) code is present in the CONTENT field (see Referral Codes). If more than two codes are needed to describe all of the referrals that occurred during the interview, the adviser should make a professional judgment concerning which referral codes to record (see Referrals).

  8. In the TC field, key in a “type of contact” code (see Type of Contact).

  9. In the XP field, key in an “explore” code. If the student has not decided on a particular major, enter a Y (yes, the student is exploring). If the student has definitely decided on a single major or concurrent majors, enter N (no, the student is not exploring). If the student does not intend to continue at Penn State, enter a T (terminal). (See also Exploration.)

    Note: An N may be used with two or three different majors (curricular goals) if the student is planning to complete concurrent majors.

  10. In the CURRICULAR GOAL fields, key in up to three curricular goal codes for the colleges, majors, and options that the student is either exploring or has already decided on. These fields are listed on the screen as MAJR1 OPT1, MAJR2 OPT2, and MAJR3 OPT3. The option may be left blank if the student has not decided on a particular option within a major.

    At least one curricular goal must be entered for each contact, even if the student's goals are only tentative.

    Important: If a student misses an appointment, or if it is otherwise unclear whether the student has had a change in curricular goals, it is very important to carry over (copy) the explore code and curricular goal codes from the previous interview (if any) rather than leaving these fields blank.

  11. Press the Enter key. If no errors were made in keying in the data, the new contact data will be displayed as the top entry in the list of contacts. If an error was made, an error message will appear at the top of the screen. Correct the error by re-entering the data in question.