• Feb. 10 - 21:  Meet 1-on-1 with Elizabeth or Kevin to prepare
• Feb. 21: Setup availability in Cardinal Success
• Mar. 2: Send appointment campaign to advisees in Cardinal Success
  • Mar. 16: Send reminder to rising seniors
  • Mar. 23: Send reminder to rising juniors
  • Mar. 30: Send reminder to rising sophomores
• Tuesday, Mar. 31: Registration opens
• Tuesday, Apr. 7: Rising seniors can register
• Thursday, Apr. 16: Rising juniors can register
• Thursday, Apr. 23: Rising sophomores can register

The Course Planning & Registration page has all the information students need to build their course schedule. 

Before:

•  Review student’s profile to in Cardinal Success 

• Do they have a major or minor?  What have previous reports mentioned?

During: 

• Record notes in Appointment Report in Cardinal Success
• Verify Course Schedule (typically 5 courses)
  • Choose courses by cross-referencing tracking sheet / advisement report and academic paths
  • Visualize a specific schedule with Coursicle
  • Verify courses count on the degree audit report
    • Tracking sheet (i.e. “Click to view”)
    • Advisement Report
• Mentorship
  • Build a personal relationship.  What books are they reading?
• Review “Are you Ready to Register?” checklist with student

After: 

• Save Appointment Report 
  • Record key notes and action items in CardinalSuccess.catholic.edu
  • Student has courses selected
  • Forms to submit
  • Offices/people to contact
  •  
• If necessary, refer student to campus resources
• Submit alerts

• Follow these instructions to access a student's Advisement Report.
• Follow this 1 minute video to bookmark the Advisement Report.
  
  

• Student Tracking Sheets are saved on Cardinal Success under the "History" tab of a student's profile, see here.
• Tracking Sheet "Click to View" requirements are listed here.
• Advisors can access tracking sheets live tracking sheet with these instructions from Tech Services.

Go to Cardinal Success. Google Chrome is the recommended browser.  Errors on other browsers can be reduced by disabling cookies and/or clearing your cache.

• Advisor Home & Assigned Students
• Appointments and Notes
• Calendar Sync (or watch video tutorial)
• Availability (or watch video tutorial) 
• Campaigns (or watch video tutorial) 
• Notes & History
• Alerts

Steps to set up for Advising Season

• Setup Appointment Availability via Cardinal Success
  • Set semester availability (video tutorial) 
  • Sync personal calendar with Cardinal Success (video tutorial)
    
    
• Review advisees:
  • Review advisee list in Cardinal Success
  • Understand major requirements of advisees
  • Understand degree audit system
    
    
• Send Campaigns to Students: 
  • Send campaigns to advisees (video tutorial) 
  • Meet with advisees at least once per semester (approx. 20 minutes per meeting)

Please connect students to campus resources whenever possible.  Additionally, you can send an alert via Cardinal Success regarding a concern for a student that will be routed to the appropriate office. 

The following advisors are liaisons to specific academic areas: 

• Accounting
  • Brigid O'Dowd odowd@cua.edu
• Finance
  • Shani Bennett bennettsh@cua.edu
• International Business
  • Kathryn O. Marshall marshalk@cua.edu
• Marketing & Sales
  • Daphne Mezier mezier@cua.edu  
• Strategy, Management, and Operations
  • Kathryn O. Marshall marshalk@cua.edu 
• Business Honors Program Student
  • Clare Whitton whitton@cua.edu
  • Victoria Mccloskey mccloskeyv@cua.edu 

If a student has non-academic problems of a confidential nature and discusses this with you it is a sign of trust that he or she has confided in you.  Appropriate referrals can be made to:

Dean of Students
353 Pryzbyla Center
cua-deanofstudents@cua.edu
202-319-5619
http://deanofstudents.cua.edu 


Counseling Center
O’Boyle Hall
counseling@cua.edu
202-319-5765
http://counseling.cua.edu/