Banner: Advisor Assignment

Summary

Provides instruction to add, change and end advisor assignments from the Banner SGAADVR - Multiple Advisors Form.

Body

Overview

All University systems reference the Banner ERP Advisor Assignments in SGAADVR -  Mutliple Advisors Form.   Authorized administrative department and college staff assign advisors to student records by using this banner form. 

Requirements

Must have update access to SGAADVR in banner.   To request this access please submit a UTS ticket request.    Registrar's Office can provide additional training.

Instructions

Valid Advisor Types
Add Advisor(s) to a Student's Record
Change the Existing Advisor(s) on a Student's Record
  1. Go to banner.villanova.edu and log in with your University log in credentials.   Must be on network VPN if working remotely.  
  2. From the Direct Navigation field enter SGAADVR  or Search for Multiple Advisors Form
  3. Enter the student's ID.
  4. Enter the term code for which you want the new advisor relationship to be the new effective start term ("from term").   
    Typically, this is the term following the student's current term advising relationship, but it can also be the current term if you are replacing one or more people in the advising relationship for the current term.   999999 is NOT a valid start term, it stands for end of time and is only a valid end term ('to term").
  5.   Click the GO button (Alt + Page Down).   
    If the Advisor field is blank in the display, go to Add an Advisor instructions
  6. Press the Maintenance button.  Click on Copy Advisor
  7. Go to the line of the exiting Advisor you wish to change.  Select - Delete (Shift F6) to remove the advisor.  (Do not type over the existing advisor record).  Then Select +Insert(F6) for a new row to add a different advisor.
  8. Enter the advisor's ID or do a search to find the person (refer to step 6 from Add an Advisor Instructions).  Enter the Advisor type for the advising relationship you are changing.  A unique Advisor Type must be associated with each advisor on a student record.  Check the primary indicator box, only if this is the primary academic advisor (ACAD).
  9. If you have additional advising relationships to add, select +Insert (F6) for a new row.  Enter Valid Advisor Types (listed above).
  10. Click SAVE (F10) to save all changes.
System References to Primary Advisor Information

Provides an overview of how different University systems and processes use and reference the Primary Advisor Information.

Slate Student Success Softdocs Etrieve Forms
and Work Flows
NOVASIS   DegreeWorks    
Provides visibility privileges to the current term and next subsequent term advisors simultaneously. Therefore, if a student has one primary academic advisor in the current term and a different one in the next subsequent term, both will be able to see all of the student's record in Slate and use all functionality.   It will appear as though the student has more than one primary advisor, but they are the current advisor for different terms (current and subsequent). References the primary advisor in the maximum future term.  Therefore, if a student has a primary academic advisor assigned to a future term (and it is different than the advisor in the current term), that future term advisor is the designated primary advisor to review documents for approval in work flows and will be listed as primary advisor in pre-populated fields on the document. Provides visibility privileges to advisor assignments by selected term. When accessing NOVASIS pages, advisors first select the term relevant to the function they are looking to perform (i.e., view student profile, view student schedule, view student grades, view academic transcript, etc.).  Then, they search for the advisee or access "My Advisee Listing' for the term.  Whatever assignment pertains to the term selected, that is the access they will receive.   If the users is the current term advisor, select the current term.  If they are the subsequent term advisor, select the subsequent term to view the advisee. As long as the user is an active advisor, they can access the Degree Works record of any student.  There is a field on the audit which displays the primary advisor name which currently is coded to display the maximum future term relationship.  When a student changes majors in a subsequent term, it will be that primary advisor whose name appears on the degree audit.

 

 

Details

Details

Article ID: 159415
Created
Mon 11/24/25 11:27 AM
Modified
Mon 11/24/25 2:16 PM

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Advisors can access NOVASIS to search for an individual Advisee's Student Profile or Obtain a List of their Advisees to access their student information.