Advisor Toolbox

Advising is an important component of the student experience in the School of Business, and we recognize that it may come from a variety of sources. We hope to provide information here to guide those who support School of Business students, current and future. Thank you for your involvement in mentoring and advising Business students.

Advising students

Faculty Advisors

You can see your advisee list and their information in StudentAdmin. Here are some instructions:
The Registrar's forms website outlines which forms require what approvals.  Note that many also require the Dean's Designee signature (and possible evaluation of extenuating circumstances) to have final approval, so while an Advisor approval is required, be sure to indicate to your advisee that it is not approved completely until Dean's Designee signature is obtained. All Dean’s signatures are provided by the Executive Director and Directors for the Undergraduate Program.
  • Schedule revision requests require your electronic signature approval when an advisee wishes to change enrollment after the first two weeks of class.
    • Withdrawing from one class before the 11 week deadline: You may discuss the decision with the student and approve as you see appropriate.  Once the student obtains your electronic signature approval, the Registrar will process the withdrawal.
    • Withdrawing from more than one class AND/OR withdrawing after the 11 week deadline: University policy states "to drop a course after the eleventh week, the student needs the advisor’s recommendation and the permission of the dean of his or her school or college. The dean grants permission to drop a course after the eleventh week for extenuating circumstances beyond the student’s control. Exceptions are not made for the student’s poor academic performance. Some schools may require a petition to drop after the 11th week."  You may approve the form indicating your support, however, the form is not considered approved and students should be made aware they must be prepared to submit documentation and continue seek further approval.  Please refer these students to the Office of Undergraduate Advising immediately.  Your electronic signature indicates support.  The student needs to seek final approval at the Dean's level.
    • Refer to the Academic Calendar each term for the dates associated with the 11 week deadline.
  • Excess credit requests are placed and approved through the Office of Undergraduate Advising for all Business students.
  • Curricular Practical Training (CPT) authorization is required for any international student to participate in any internship, work, experiential learning or training activity that is part of the student's academic program, whether paid or unpaid.  You may sign the form for your international advisee if the experience is determined to be related to their program of study and the student has already registered for the credit-bearing course. See full procedures on the ISSS websiteYour signature indicates support.  The student needs to seek final approval from ISSS (International Student & Scholar Services Office).
Note that most forms require the Dean's Designee signature to have final approval, so while an Advisor signature is required, be sure to indicate to your advisee that it is not approved until Dean's Designee signature is obtained. All Dean’s signatures are provided by the Executive Director for the Undergraduate Program and/or the Directors of Academic Advising.
You will need to review all electronic Plan of Study (EPOS) submitted by any of your graduating advisees.  It is most helpful to turn these around quickly, which will allow for your adivsees to make any schedule changes (if necessary) earlier on so as not to impede their ability to graduate on time.  You will get an email once the student submits it through their StudentAdmin, or you can login to StudentAdmin and see all of your pending EPOS awaiting your review. View the StudentAdmin help site, or see below for guidance.
  • It is important to have all EPOS reviewed before add/drop is over (the first two weeks of the term) so, if denied, students can adjust their schedule.
  • On the EPOS, Catalog Year will always read “Not Satisfied.” This is OK.
  • You are only approving the student's Business major degree requirements, so if other items are listed as "Not Satisfied" related to a minor or a second major, this is OK.
  • IMPORTANT:  If any other items are listed as "Not Satisfied," deny the plan of study and ask the student to meet with an OUA advisor to review their options.  It is best to refer students to contact us during our drop-in advising hours.

The Office of Community Standards lists procedures on their website:

Advisors of Prospective Business Students

  • All advisors of prospective business students are encouraged to use the Prospective Business Student Advising Record (available on our forms page).  This is updated as changes occur to the program each academic year.  Please obtain the most up to date document directly from our website each academic year.
    • For all School of Business majors, the applications are accepted the first two weeks of every Fall and Spring term (last day to apply is always the last day to add/drop courses through StudentAdmin)
    • It is recommended all students attend an information session (schedule on admissions website) before visiting Advisors at drop-in advising hours.
    • Advisors are not available to meet with active applicants because they all serve on the Admissions Committee.

Visit our transfer page to explore the resources available to you and the students you support.