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 Course

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

MEES Canvas Advising Course Quick Reference

How to Access the MEES Academic Advising Course

  1. Log into Canvas at using your NinerNet credentials.
  2. The MEES Academic Advising course is visible in the Dashboard or Courses menu.
  3. Click on 'MEES Advising_Spring 2018'.
  4. You are now in the Advising Course. Student advisees are placed into groups by advisor in the course.

How to Check Completion of Academic Advising Requirements

  1. From the course Home page, click on the Grades link in the navigation menu at left. This will open the Gradebook.
  2. In the upper right-hand corner of the page, click the button to open a pull-down menu of MEES advising sections, by advisor name. Select 'All Sections' to view all advisees in the course, or a specific advising section, ie. "Mrs. Beauregard's Advisees" to filter for only that section's advisees.
  3. Each advising requirement is designated by a column in the table. The total points for all requirements is 100% as follows:
  • College of Engineering Progression Requirements = 15%
  • Academic Integrity Quiz = 15%
  • Submit Academic Plan = 35%
  • Advising Survey = 35%
  1. Academic Plan submission is noted by a paper icon, a plan resubmission shades the cell with the paper icon a pale green, and a complete, graded academic plan is noted with a checkmark.

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 (My UNC Charlotte). The DegreeWorks audit (CAPP audit for students with a catalog year before Fall 2014) 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 an Academic Advisor to review their 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) - Catalog Year prior to Fall 2017

BSME Academic Plan Template (Excel) - Catalog Year Fall 2017 or Later

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 degree audit and/or 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 completion of General Education Requirements. These include First-Year Writing and LBST courses. For students with a catalog year prior to Fall 2017, students who elected to complete UWRT 1101/1102 through UWRT 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. Students who were eligible to complete UWRT 1101/1102 through UWRT 1104 must have an additional 2 credit hours. The additional credit hours must not be used or accounted for as part of the total hours required for the BSME degree. For catalog years prior to Fall 2017, the required degree total is 126 hours, or 127 hours for students with a declared concentration. For catalog Fall 2017 or later, the required degree total is 123 hours, or 124 hours for students with a declared concentration.
  5. Consider the student's mid-term grades, course attempts 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

Using the the Gradebook:

  1. From the course Home page, click on the 'Grades' link in the navigation menu at left. This will open the Gradebook.
  2. Click on the small, speech bubble icon in the top right of the academic plan submission cell for the student's plan you wish to review. A dialog box will open.
  3. Click on the link for the file submission. If there is more than one submission, you can toggle to the date for the latest submission and click on the corresponding file link.
  4. After reviewing the submission, type any comments you wish to make and click the 'Post Comment' button to save. This comment box 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. You will need to open the dialog box again to grade the submission.
  5. Click the pull-down menu to select the appropriate grade, either Complete or Incomplete. Click the 'Update Grade' button to the right to save your selection.

Using SpeedGrader:

  1. From the course Home page, click on the 'Assignments' link in the navigation menu at left.
  2. Click on the assignment 'Submit Academic Plan'.
  3. Click on the 'Speedgraderâ„¢' link in the upper right of the page. It will take a few moments to open.
  4. The document pane will show the plan submission, and you can make comments, highlight, or other markup on the document.
  5. Page through advisees at the top right of the page. Students with a plan submission will have a dot next to their name. Filter by section by hovering over the 'Showing:' row at top of the initial pull-down menu. Another menu will pop out to the left, allowing you to 'Show All Sections' or select a specific advisor section.
  6. After reviewing the submission, assign the appropriate grade, either Complete or Incomplete, type any comments you wish to make below, and click the 'Submit' button to save. This comment box 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 My UNC Charlotte 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 2017 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 CONNECT.
  • 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 Connect

In Fall 2017, CONNECT became our primary tool for scheduling student advising appointments and exchanging notes and student information with other advisors on campus.

Log into CONNECT at using your NinerNet credentials.

Advisors must set appointment availability in CONNECT during the pre-registration advising period, and preferably, throughout the remainder of the year. On the 'Advisor Home' screen, click on the 'My Availability' tab to Edit Appointment Contrainsts and access the availability scheduler.

CONNECT Reference Guides

Calendar Integration and Two-Way Sync Set Up

Setting Availability and Managing Advising Appointments

Advisor Reporting: Advisor Reports, Notes, and Attachments

Academic Advising Resources

UNC Charlotte Advisor Toolkit

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