As an advisor or a counselor, when you login to GuidedPath, you are taken to your Advisor Homepage. Having this page displayed when you login will allow you to be versatile and plan your day easily - you can see what is going on in your practice and with your students.
Note: You can change the first page you see when you login. Click HERE for directions. You will be able to choose between the Advisor Homepage, or the Advisor Shortcuts pages.
The overall navigation of GuidedPath has the student (or group of students) identified in the left hand menu, which is collapsible using the green arrow pointing to the left. The GuidedPath main process is across the top of the menu, and the functions in these are always related to the selected student.
When you begin your GuidedPath session, the Homepage by default will show you all the students you have access to. If you have peer access to other advisor’s students, those will display as well.
The upper left gray box indicates exactly how many students you are working with on this page. It also indicates the advisor names of the students you have selected, plus any other filters that are in place.
Once customized, the Advisor Homepage page will display your name and your picture as well as your organization name and logo. To customize your account, visit the My Profile and My Account links in the dropdown under your name in the upper right. Here is a link to some tips on uploading your logo.
Advisor Homepage Features
- Advisor To-Do list
In the upper right section, we’ve provided you with an Advisor “to-do” list - you can create and edit simple to-dos with due dates, priorities and mark them completed when you are finished.
- Student Quick Select
When I login, I can decide if I want to work with all of these students, or I select a smaller subgroup as well. The Quick Select area allows me to easily select these subgroups by class year. I can use the checkboxes to just show students that are assigned to me, and can choose whether to include prospects.
The entire Homepage will update according to the student you select in the Quick Select.
This Quick Select is especially important if I am about to work with any of the menus on the left. The left menus will always perform an action on the students that I currently have selected and are indicated in the upper left gray box.
I can see the active and prospect student counts in this graph, and the scrolling list on the right displays them all. The student names can be clicked on to quickly navigate directly to that student’s account.
- Student Tasks
The Student tasks of my selected students are listed and the student names can be clicked on to allow you to navigate directly to that student. The checkboxes can be unchecked to allow you to change the range of due dates.
You can also select specific tasks and mark them as completed.
- Advisor Appointments - Agenda View
Student appointments of my selected students are displayed in an agenda view, displaying the appointments for the upcoming week. A single day view can also be selected.
Left Menu Options
The left menu options will always apply to your selected student(s).
Homepage - quick link to return to the Advisor Homepage
Statistics - general statistics on the activity of your students
Reports - see group reports including Student Lists, Connection lists, invoicing
Messages - send a broadcast message to a group of students
Appointments - create a group appointment (useful for running a class or workshop)
Assignments - create the same assignment for a group of students (ie. your entire class of 2019)
Calendar - lists all the selected students appointments and assignments combined in one view
Upper Menu Options
The upper menu displays the 5 steps in the GuidedPath process. You may be familiar with what they do when you are working in a single student’s account. When we have many students selected and are in group mode, the upper menus provide some additional data on your selected students.
You’ll always know you are in a group mode because the upper menu will also have a gray background and matches the student selection box on the upper left. In single student mode, the upper menu is blue.
Use the 5 steps to see the status on surveys, view all the ACT or SAT scores, view which colleges have been added to your student’s lists, see who has applied where, and view the outcomes.
This is also a great place to view historical data for previous class years.
Use the search box to quickly navigate to a student or college.
Navigate quickly back to the Homepage or My Students pages using the icons.
The user logged in is always listed in the upper right with options on the drop down menu for access to the user's profile, account, shortcuts, help screens and logout.
What do Students and Connections see?
When they login, students (and connections with only one student) will go directly to the student dashboard. Connections with more than one Student will start at the My Students page to allow selection of the student to work with. Read more about the My Students page.
Where did the Advisor Launchpad go?
If you prefer to use the Advisor Launchpad - it is now named Advisor Shortcuts. It is available to you as a submenu under your name in the upper right. View the article on the Advisor Shortcut page.