Creating and Viewing Appointment Summaries in Coyote Connections

Issue/Question

I want to view appointment summaries and advising notes or create new appointment documentation in Coyote Connections.

Viewing appointment summaries and advising notes

Creating appointment summaries and student notes

Environment

• Coyote Connections

Resolution

Viewing Appointment Summaries and Advising Notes

1. Open a student's profile by selecting the student's name or using the search field
2. Select the History tab
3. View previous appointment summaries, advising notes, and alerts
4. Filter the history by Appointment and Note Added to locate recent appointment summaries
5. Select View Appointment Summary to open appointment details
6. Select an attachment within the appointment summary to view related documents

Creating an Appointment Summary or Advising Note from a Student Profile

1. Open the student's profile page
2. Select Report on Appointment from the Options menu to document a meeting with the student
3. Select Add a Note on this Student from the Options menu to record information that occurred outside of a meeting
4. Enter the relevant information and save the record

Note: Appointment Summaries document interactions during a specific meeting. Advising Notes record information that is not tied to a specific appointment

Note: Documentation should include a concise summary of discussions, recommendations, referrals, follow-up plans, and other information related to student success. Avoid including sensitive, confidential, or unnecessary personal information

Creating an Ad Hoc Appointment Summary from the Staff Home Page

1. Open the Staff Home page
2. Select the checkbox next to one or more student names
3. Select Actions from the gray toolbar
4. Select Create Ad hoc Appointment Summary
5. Enter the appointment information and save the summary

Creating An Appointment Summary From The Appointments Tab

1. Open the Appointments tab on the advisor home page
2. Locate the student in the Reporting section
3. Select the check box next to the student's name
4. Select Actions
5. Select Add Appointment Summary
6. Enter the appointment information and save the summary

Note: Appointment Summaries, Advising Notes, and Alert Comments are part of a student's academic record and may be accessible through formal records requests under the Family Educational Rights and Privacy Act (FERPA)