Skip to main content

Quick guide for Academic Advisors

Key advice for staff who are academic advisors, including; five steps for student meetings, confidentiality, and attendance.

Role of a personal tutor

As an academic advisor your role is to act as a personalised point of contact, supporting the academic and professional development of your students as outlined in QA33 Academic Advising. The aim is to build a relationship with students that can guide academic studies & progression, signposting to support services, and provide references. Sometimes life can impact on our students’ capacity to study, pastoral care means providing information, guidance and support, not counselling.

Please view the Professional Boundaries Working Group's Statement of Expectations which sets out expectations and responsibilities for the Advisor and the student to create a professional, safe and effective academic advising relationship.

The Senior Academic Advisor in each Department provides support to academic advisors including guidance on scheduling and operation of student sessions and evaluation of the departmental academic advice system. If you are a new academic advisor, contact your Senior Academic Advisor to ensure you have received appropriate information and training for the role. There is a training checklist available online.

Meeting with students

As outlined in QA33, Academic Advisors are required to:

  • arrange to meet with their students at least three times during the student’s first semester on a programme, and
  • offer at least one 1:1 meeting per semester at other times (for the remainder of their students' time studying at Bath)

This is a minimum requirement and applies to all undergraduate and postgraduate taught students. Academic Advisors may increase the number of meetings as appropriate to reflect contextual aspects such as a student’s return from placement/study year abroad or break in studies.

Although for on-campus students face-to-face meetings are preferable, other means of communication such as email, telephone or Teams video calls can be utilised if the student is absent (e.g. on placement). While meetings may be held in small group format, Academic Advisors will be required to explicitly offer all students the opportunity to meet individually at least once a semester.

Five steps for advisor/student meetings

When you meet with a student, remember these five steps:

1. Recognise

Be alert to any worries that students may have and invite them to discuss any issues with you. Notice changes in performance, behaviour or appearance but be careful not to make assumptions – there can be many reasons for such changes. Take seriously any concerns raised by other students, colleagues or parents, bearing in mind confidentiality requirements. Refer to the Signs and indicators that a student might be struggling guidance.

If in doubt about whether concern is warranted, please contact the Student Support Advice Line on 4321 for guidance.

2. Respond

Raise any concerns with the student directly (in a confidential space). Students in difficulty often find it hard to ask for help so they will usually welcome your enquiry. When talking with a student, listen to what they tell you and reflect back what you understand. Acknowledge the feelings behind what they have told you but be clear about the boundaries of your role. Take your time in considering how best to address the student’s needs and refer to the Information for Staff resources for guidance. Often a student will have a range of concerns and it can be useful to help them to prioritise one action to start with.

Consider whether a student’s health, wellbeing or behaviour is impacting on their ability to engage with university life as a whole or their ability to progress academically; if you think this might be a factor, refer to the Health, Wellbeing & Support for Study policy and procedure and you may consider instigating a Stage 1 Support for Study meeting. Contact the Staff Advice line via 4321 or email 4321@bath.ac.uk for further confidential advice. If the student is distressed or behaving strangely refer to the Distressed Student fact sheet for guidance.

3. Signpost

Check whether the student is already seeing Student Support or a GP and if they are, encourage them to make contact. If not, it is useful to refer the student to the Student Support Advice Team. Student Support Advice are available every day of the year, and no appointment is needed. Sometimes the student will need your support to visit Student Support, or they may wish to get in touch online, they can fill out a form, or students can email studentsupport@bath.ac.uk. Students can also call 01225 383838 and speak with a Student Support Advisor. Follow up with them later to check that their needs have been met.

If the student refuses to seek help despite your encouragement we are not able to force them, but if you think there is a risk to the student or to others you must contact Student Support (x4321) for advice (out of office hours ring Security on 01225 383 999).

4. Reflect

It is useful to reflect on how we might improve our capacity to provide advice and guidance and improve the student experience. Here are some helpful hints for creating an approachable environment where students feel safe to seek support:

  • Help students to feel that they ‘belong’ and will be supported - talk openly about wellbeing and mental health, and ask routinely how students are getting on with their studies and beyond
  • Include visual signposting for support services within your department spaces
  • Check for and read Disability Access Plans on SAMIS
  • Encourage students to seek help early
  • Be accessible to students but manage the boundaries of your role
  • Include support information in your email signature or out-of-office, so that students have details for support even at times when you’re away from work
  • Remember that often, all you need to do is listen
  • Attend Student Support Staff Training

5. Record

Record brief notes on your meetings with students using SAMIS Student Notes. This will:

  • ensure coordination of support and care
  • reduce risks to the student and the institution
  • provide a record of our services to students to use in investigating complaints etc.
  • help you remember key issues when you next see them

It is good practice and less work to document the meeting in the form of an email to the student which can be sent via the Student Notes system and therefore saves automatically. This approach is very transparent to the student and reinforces any actions that you have agreed to, avoiding any misunderstandings later.

Confidentiality

Meetings:

Be clear about the extent of support and level of confidentiality you can offer tutees. If you think there is a risk to the student or to others you must contact Student Support for advice. It is good practice to outline this in the first meeting with your tutees, including the fact you will take some brief notes and record these in the SAMIS Student Notes system for your records. These notes will only be accessed by other key staff on a need-to-know basis, normally to offer the student further advice or guidance in your absence. When you think information needs to be shared, it is good practice to be open and include the student: usually, if a student is aware of what information you’re sharing, and with who specifically, they are accepting of this.

3rd parties:

It is not uncommon for academic staff to be contacted by 3rd parties (i.e., parents or friends) who are worried about a student. While it is useful to listen to and acknowledge their concerns, personal information must not be disclosed to third parties without the consent of the student. See Guidance on Student Confidentiality.

Attendance

If a student informs you that they do not wish to attend a meeting, record this on their notes and suggest they contact you in the future if their needs change. If a student fails to respond to several requests to meet over a 2-week period or longer, discuss with your Director of Studies, especially if you have any concerns. It might be that the student is already in contact with the Director of Studies or Unit Conveners and receiving adequate advice/guidance. However, if this is not the case, you or the Director of Studies may need to investigate further and telephone the student. Further guidance is available:

Again, make sure you document attempts to contact the student on SAMIS Student Notes.

References:

Academic Advisors should communicate to students that if they fail to attend meetings, they may not know them well enough to provide any more than a confirmation of their student status and duration of studies.

If a student refuses help

Sometimes you may be aware of a student’s concerns but the student refuses to discuss them or refuses to accept any help to resolve them. Check whether the student is already seeing Student Support or a GP. If so, encourage the student to get in touch with them. The student may prefer to seek independent advice or support from the Students’ Union. If you have any concerns about a student and how you should support them, contact the Student Support Advice Line via 4321 or 4321@bath.ac.uk for a confidential discussion.

If the student refuses to seek help despite your encouragement we are not able to force them to seek help unless it is an emergency. If you need urgent or emergency support please call the emergency services on 999 and notify University Security via 01225 383 999. Again, document this on SAMIS Student Notes.

Further advice

Student Support have further advice and guidance for staff available on our web pages:

Contact us

If you have any questions about how you should support a student, or you need further guidance, please get in touch.


On this page