First Year Tool Kit

Placement test

• Spanish
• Math

Program/College Applications

Major & Program Handouts

• Honors Contracting
• CCJ Career Paths
• Major Exploration
  • University Studies
• Business Professional Program 

First Year Internship/Volunteering 

• HRM Internship
• Media Innovation Center 

Student Withdrawal Checklist

First Year advisor List W/Liaisons

Academic Advisor Job Description 

Outages/Appointment Coverage

Triage Process for In Person Drop In

Calendars/Schedules

• Drop in/Back up Calendar 
• Advising Lab Sign up 
• Office Hours
• Honors Office Hours 
• Front Desk Schedules

Salesforce Comments

• • Salesforce Templates

Microsoft Teams Chat Best Practices

FYAALOs 

• Overview
• Rubrics: Master, Outcome 1, Outcome 2, Outcome 3, Outcome 4

Requisite Override 

Evaluation and Posting of Credits 

AZ Transfer Tool 

Jacks Path

Course Capacity Tracking

Sunshine Committee Shout Outs

Advising Worksheet 

NSA Prep Worksheet 

Change of Major 

Honors Drop

Topics for NAU 100 / FYS 121 / HON 100

Enrollment Guidelines for NAU 100 / FYS 121 / HON 100

Incoming Student Website

New Student Advising Outcomes

Initial Appointments over the Phone 

Bulk Enrollment 

PEAdmin Functionalities

Appointment Prep with PE 

• Enrollment Considerations 
• Spring PE Email Inserts 

Change of Campus App

Liberal Studies/General Studies Petition 

Army ROTC Form Process 

Air Force ROTC Form Process 

Veteran Course Approval 

Nursing BackUps 

Business Overrides 

UA Tools & Technology

Appointment Scheduler 

Salesforce

• Advisor Assignments
• Bulk Comments How to

Outreach & Reporting 

Setting up Outlook 

LOUIE

• Enrollment Request 
• University Advising YouTube Tutorials 

Financial Aid Quick Fact Situations