CRM Advise is the official platform for documenting and submitting student check-ins. It allows faculty and staff to record meaningful interactions, monitor student engagement, and ensure appropriate follow-up when needed. Submitting check-ins consistently helps support student success, improve communication across departments, and maintain accurate records of outreach efforts.

CRM Advise is the official platform for documenting and submitting student check-ins. It allows faculty and staff to record meaningful interactions, monitor student engagement, and ensure appropriate follow-up when needed. Submitting check-ins consistently helps support student success, improve communication across departments, and maintain accurate records of outreach efforts.

There are several types of check-ins available in CRM Advise, depending on your role and the student population you serve:

• First Year Experience (FYE) – Instructor: Used by course instructors to document check-ins with first-year students related to academic progress, engagement, and overall transition to college.
• First Year Experience (FYE) – Assistant: Used by FYE Assistants to record outreach, mentoring conversations, and support provided to first-year students.
• RSA (Resident Student Assistant): Designed for RSAs to document interactions with residential students, including wellness checks, community concerns, and general support.
• Commuter: Used to track outreach and engagement with commuter students, ensuring they remain connected and supported.
• Performing Arts: Intended for faculty and staff working with performing arts students to document check-ins related to academic performance, rehearsals, participation, and student well-being.

Submitting a Check-in

1. Navigate to https://sacredhearcrm.elluciancrmadvise.com/. If prompted select Other Organization and enter your SHU e-mail and password.
2. In the top right corner of the system navigation, select the magnifying glass icon. 
   
3. Search for the student you would like to submit the check-in 
4. Select the drop-down arrow to change the form to the respective form based on what you are submitting. For example, RSA forms hold the RSA check-ins. 
   
5. Navigate to the correct check-in (fall/spring, instructor/assistant)
6. Select +New Check In Name
   
7. Enter the responses to the various questions on the respective check-in form. 
8. At the top of the page, select Save & Close.