Emails that inform decision-making for enrolled/post baccalaureate/non-matriculated students or could potentially be relied upon to support the legal or financial position of the University are substantive and are considered part of the Advisor File.  Examples of substantive emails include:

  • Access questions
  • Acquisition of resources
  • Advising recommendations
  • A-Level Exam Results
  • AP/IB tests/A-Level Exam Results
  • Auditing
  • Classes to take for graduation
  • Complaints
  • Conflict student/advisor/instructor
  • Course planning
  • CPT/OPT Forms from International Student Services
  • Declaration of Intended Degree Form
  • DELE test (Spanish only)
  • Disciplinary conduct issues
  • Evaluation of outside programs
  • Faculty reporting concerns about students
  • Forms filled out for Financial Aid (Satisfactory Progress Appeals)
  • Forms filled out for Veteran’s Benefits or other military related forms or course plans
  • Grade appeals or grievances
  • Graduate school and career
  • Holds and the various reasons for them (financial, failure to declare a major, etc.)
  • How many credits will I get
  • Internal Investigations
  • Mental health or other holistic interventions
  • Placement Tests
  • Pre-admission
  • Program Extension Requests
  • Program Extension Requests
  • Re-enrollment
  • Repeating classes
  • Requests for a waiver or appeal
  • Satisfactory progress evaluations
  • Student personal issues, life events, etc
  • Study Abroad
  • Transfer credits
  • Official Copy: Any Advisory Office
    Retention: 1 year after student inactive or graduated
    Disposition Method: Shred or Delete