MEES Advisor Toolkit

Welcome MEES Advisors! The purpose of this toolkit is to provide information, tools, and resources for the departmental advising process.

MEES Advising Mission

The mission of academic advising at UNC Charlotte is "to assist students in achieving their educational and lifelong learning goals, through an interactive and educational partnership." With this mission in mind, the Department of Mechanical Engineering and Engineering Science strives to help students realize their potential and become successful engineers.

MEES Academic Advising Portal

The MEES Academic Advising Portal is our primary means of managing the submission of student academic plans and ensuring students are exposed to principles of academic integrity, including plagiarism and student academic conduct.

The Academic Advising Portal is located as a training site in Canvas.

How to Access and Use the MEES Academic Advising Portal

  1. Log into Canvas at using your NinerNet credentials.
  2. Click on 'My courses' then 'Training' in the left-hand navigation menu.
  3. Click on 'MEES Academic Advising Portal-Training-tlbeaure'.
  4. You are now in the Advising Portal. Student advisees are placed into groups by advisor in the portal.

How to Check Submissions for the College of Engineering Progression Requirements

  1. In Section 1 of the Portal, click on the activity link 'College of Engineering Progression Requirements'.
  2. In the upper right-hand corner of the page, click the link to 'view # responses'.
  3. You can view which of your advisees have indicated whether they have read and understand the academic progression requirements for the COE.

How to Check Completion of the Academic Integrity Quiz

  1. In Section 2 of the Portal, click on the link 'Start the Quiz'.
  2. You will see a summary of quiz attempts.
  3. In the left-hand navigation menu, under the item 'Start the Quiz', click on the 'Results' link or adjacent arrow.
  4. At the top of the page, use the pull down menu to select the desired advising group. Example: 'Ms. Beauregard's Advising Group'.
  5. In the section, 'What to include in the report', select the box to show only attempts that are graded for each user (Highest Grade), which is highlighted in yellow.
  6. Click the button, 'Show report'.
  7. You can view which advisees in the selected advising group have successfully completed the quiz.

How to Retrieve a Student's Academic Plan Submission

  1. In Section 3 of the Portal, click on the link 'Submit Academic Plan'.
  2. On the next screen, in the 'Grading summary' section, click 'View/grade all submissions'.
  3. At the top of the screen, use the pull down menu to select the desired advising group.
  4. In the column labeled 'File submissions', click on the submitted file to download the student's academic plan.
  5. Open or save the file.
  6. Review the BSME Academic Plan per the instructions in the following section, 'How to Review and Approve a Student's BSME Academic Plan'.
  7. Click the box in the 'Grade' column to provide the appropriate grade (Pass/Fail) for the submitted plan.
  8. Enter comments in the 'Feedback comments' as necessary.
  9. If making revisions to the academic plan, use the 'Feedback files' section to upload the revised academic plan to the Advising Portal.
  10. Click the 'Save changes' button at the bottom of the page.


  • Students are permitted to submit up to # files. In the 'Edit' column, selecting 'Prevent Submission changes' will prevent the student from submitting additional files/changes.
  • To download submitted plans as a batch (.zip) file, use the drop down menu at the top of the page under 'Grading action' to select "Download all submissions'.

How to Review and Approve a Student's BSME Academic Plan

No two advisors may approach this the same way, but a suggested method is to compare the student's BSME Academic Plan against their unofficial and/or advising transcript in Banner Self-Service (49er Express). The CAPP Degree Audit may also prove useful, particularly for students who are within three or fewer semesters from graduation. Students who are graduating in the current semester do not have a mandatory advising hold, and are encouraged to see their advisor if they have questions about graduation clearance, commencement, or post-graduation opportunities, such as graduate school or career advice. Students (seniors) graduating in the semester following are required to complete the academic integrity quiz and visit a Student Services Specialist to review their CAPP Degree Audit. It is not necessary for you to meet with these students unless they seek your help for specific questions or advice.

BSME Academic Plan Template (Excel)

Suggested Steps for Reviewing a BSME Academic Plan

  1. Check to see that the plan is complete. Has the student indicated a Semester/Year for every course in the academic plan? Transfer credit is indicated by 'TR'. It is not necessary for students to enter a numerical grade for every course taken, however we strongly encourage students to enter numerical grades for engineering courses (in the green shaded cells) so that they have an accurate calculation of their major GPA. The top of the academic plan provides instructions to students, as does the 'Instructions' worksheet tab in the Excel file.
  2. Check the plan against the student's transcript for accuracy in reporting transfer and completed courses.
  3. Check the plan for future semesters, to ensure that students are not violating pre- or co-requisite requirements.
  4. Check the plan and/or transcript for ENGL 1103 completion. Eligible students who elect to complete ENGL 1101/1102 through ENGL 1103 must have an additional 3 credit hours through either transfer credit or UNC Charlotte coursework in order to avoid being 3 credit hours short of the total required for graduation. The additional credit hours must not be used or accounted for as part of the 126/127 hours required for the BSME degree.
  5. Consider the student's mid-term grades, excessive repeats or withdrawals, or other academic concerns, and provide suggestions to meet or refer to additional resources.
  6. Respond to any student questions or concerns posed with the academic plan submission via Feedback comments or via a separate email or advising appointment.

Steps to Approve (or Disapprove) a BSME Academic Plan

  1. After determining the student's academic plan is satisfactory, you can apply a grade, feedback comments (and file, optional) in the Advising Portal.
  2. Under 'Section 3' of the Portal, click on 'Submit Academic Plan'.
  3. Click on 'View/grade all submissions' in in the Grading summary section.
  4. Find the student and click on the checkbox in the 'Grade' column and assign the appropriate grade, either Pass or Fail.
  5. In the 'Feedback comments' section, you may enter comments regarding the plan or address any questions or concerns the student posed with their submission. This is a good place to suggest a student meet with you in person if the quality of their plan or concerns about their academic performance warrant a meeting.

Lifting a Student's Advising Hold

After satisfactory completion of all advising requirements, the student's advising hold must be lifted in Banner.

  1. Log into 49er Express using your NinerNet credentials.
  2. Open Banner Self-Service via the link "Click here for Banner Self-Service under the 'Self Service' section.
  3. Click the 'Faculty & Advisors' link.
  4. Click the 'Advisor Menu' link.
  5. Click the 'View all Student Holds/Remove Advisement Holds' link.
  6. Select the current term, ex. Fall 2013 and click the 'Submit' button.
  7. Enter the student's UNC Charlotte ID (800#) and click the 'Submit' button.
  8. Verify the student or advisee in the pull-down menu and click the 'Submit' button.
  9. Click the 'Remove Advising Hold' button to lift the student's advising hold.


  • Clicking 'Remove Advising Hold' will remove all advising holds with the exception of the CETA (COE Transition Advising) hold.
  • Holds may be present for financial reasons through Financial Services or Student Accounts. These cannot be lifted by an academic advisor. Refer the student to the originating unit.
  • Students may check their registration status, including holds which affect registration or transcripts, via both Banner Self-Service (under Student Services/Student Accounts --> Registration --> Check Your Registration Status, or via Starfish.
  • You may see a message that some holds are not available online. Please refer the student to a Student Services Specialist for more information.

Using Starfish

Beginning Fall 2015, Starfish is our means of scheduling student advising appointments and exchanging notes and student information with other advisors on campus.

Log into Starfish at using your NinerNet credentials.

Advisors must set appointment availability in Starfish during the pre-registration advising period, and preferably, throughout the remainder of the year. Click on the 'Appointments' tab to access the availability scheduler.

Advisors may edit their profile by clicking their name in the top menu bar.

Academic Advising Resources

UNC Charlotte Advisor Toolkit

This toolkit includes a wealth of reference materials and popular links of use to academic advisors.