Managing Alerts and Activities (Advise 1.3-2.1)


Ready to reach out to at-risk students? Learn how to create and manage alerts and activities such as phone calls, emails, appointments, mobile notifications and more.



  1. Introduction to Managing Alerts and Activities
  2. Creating a Task
  3. Creating a Phone Call Activity
  4. Creating an Email Activity
  5. Creating an Appointment
  6. Creating a Mobile Notification
  7. Creating an Alert
  8. Marking an Alert Complete 
  9. Marking an Activity Complete
  10. Adding Notes to a Student Record
  11. Adding Private Notes to a Student Record

Printable resources:

  • Creating Activities and Notes Quick Reference Guide
  • Managing Alerts Quick Reference Guide


28 minutes


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This training is free.


Duration: 28 minutes

This course is available to you as a benefit of your institution's maintenance agreement for Ellucian products.