...

Step	Action
1.	From the Faculty Portal, under the Faculty Quicklinks, click on the Counselor Center tab. This will land you on the The Student Success search page will appear.

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Step

Action

2.

To find the student, use “Find an Existing Value” and use the search criteria provided. Enter the Student’s ID.

NOTES:

On the Student Success search page, enter the Student ID number.

Click Search.

NOTE: If you do not know the Student’s ID, you can search using the first and last name fields.

Include History box should be default as checked on default. If it is not, make sure to check the box.

3.

Click on Search.

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Step

Action

43.

A. If this the student is a new student and without Student Services Service Program ( SSSP ) services previously provided, there will be no Plus plus sign . Review Student’s to add a new row. Review student’s information and update as appropriate.

B. If this the student is a returning student Click on , click the plus Image Removed sign to ADD A NEW ROW.Review Student’s sign to add a new row. Review student’s information and update as appropriate.

NOTE: You must Click on Be sure to click Save at the bottom of the page to update the SSSP page before navigating to another tab. (otherwise your changes will not be saved)

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Failure to do so will result in changes not being saved.

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The following sections will outline the three options to update the Student Planner on the SSSP page:

Browse Catalog
Plan by Requirements
Manual Entry

Browse Catalog:

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Step	Action
1.	Click on the Browse Catalog tab under the Student Educational Planner section, to add courses to the Planner.

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Step	Action
2.	Select a subject in order to pick a course Click on a Subject to select it from the subject course list.

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Step

Action

3.

Select a course from the list by clicking on the Course Nbr or the Course Title of the course you want to add to the planner.

NOTE: Under the Select column, courses , with a check box indicates the course is taught only at one campus. If there is no check box, this indicates the course is taught at multiple campuses. You must click on this Click on the course to see view where it is being taught.

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Step	Action
4.	Select the course you want by checking on the select Select box. Then click the Add to Planner link. NOTE: Student Students must be active in order in Active status on the Student Program/Plan stack to use Browse by Catalog.

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Step	Action
5.	Verify you have added the course has been added to the planner. Click Return to Course List link .

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Step	Action
6.	Click Return to Planner.

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Step

Action

7.

The

course

courses should now appear on the

Student Success page

Planner under the Unassigned Courses area.

You can add a reason for taking the course, add additional notes regarding the course, move the course from the unassigned courses

Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, and/or delete courses.

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or the course can be deleted.

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Step	Action
8.	End of Browse Catalog course selection procedure.

Plan by Requirements:

Step	Action
1.	Click on the Plan by Requirements tab under the Student Educational Planner section, to add courses to the Planner.

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Step	Action
2.	Click on the course description to see Course Description to view the offerings and to select the course.

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Step	Action
3.	Select the course you want by checking on the select Select box. Then click the Add to Planner link. NOTE: Student Students must be active in Active status on the Student Program/Plan stack to use Plan Browse by Requirements Catalog.

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Step	Action
4.	Verify you have added the course has been added to the planner. Click Return to What-if Scenario Result link . The page will return to the What-if Report.

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Step	Action
5.	Click on Return to Planner.

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The page will return to the SSSP page.

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Step

Action

6.

The

course

courses should now appear on the

Student Success page

Planner under the Unassigned Courses area.

You can add a reason for taking the course, add additional notes regarding the course, move the course from the unassigned courses

Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, and/or delete courses.

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or the course can be deleted.

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Step	Action
7.	End of Plan by Requirements course selection procedure.

Manual Entry:

Step	Action
1.	Click on the Manual Entry tab under the Student Educational Planner section, to add courses to the Planner.

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Step	Action
2.	Enter the subject Subject Area, the Catalog Nbr and the Course Offer NBR Nbr (Campus) by clicking on the Image Removed magnifying glass icon and making a selection.

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magnifying glass icon.

NOTE: All three fields are required.

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Step	Action
3.	Select subject the Subject from the menu.

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For this example, ACCT 116B will be used.

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Step	Action
4.	Select the Catalog Number of the course you are selecting.

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Nbr from the menu.

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Step	Action
5.	Select the campus where you would like to take the course. Course Offer Nbr (Campus) 1 = City College, 2 2 = Mesa College, 3 = Miramar College.

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Step	Action
6.	Click , Add to Planner.

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Step	Action
7.	Click OK to verify the class has been successfully added to the Add to Planner. Then click OK.

Step	Action
8.	Click Return to Planner. NOTE: The course information disappears from the fields, however the course is added to the planner in the Unassigned courses list.

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Step

Action

9.

The

course you

courses should now appear on the

Student Success page

Planner under the Unassigned Courses area.

You can add a reason for taking the course, add additional notes regarding the course, move the course from the unassigned courses

Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, and/or delete courses.

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or the course can be deleted.

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Step	Action
10.	End of Manual Entry course selection procedure.

Unassigned Courses:

...

This section will outline the process to move courses to a specific term and complete additional actions on a course.

Step	Action
1.Still on the Student Success page, under Student Educational Planner, in order to move a course to a specific term, you must click the box under the Select column and then select a	Additional actions can be taken with Unassigned courses. To complete any additional actions, first select the course by checking the box next to the course.

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Step	Action
2.	Move the course - Select the term from the Move Selected Courses to Term dropdown drop-down menu.

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Step	Action
23.	You can also select a Add Reason Taken from - Select the Reason Taken dropdown from the drop-down menu.

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Step	Action
34.	You can also add a specific note to the course (up to 62 Characters).

...

Add Notes - Notes are freeform with a limit of 62 characters.

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Step	Action
45.	Click When all fields are completed, click the Move tab.

...

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Step	Action
56.	You will notice your courses Courses have now been moved to the specified term and if you added a Reason taken and/or notes they terms. Reasons and notes should also appear attached to with the course.

...

6.

Step

Action

Click Finalize and & Copy to post your and save the actions to both the Student’s and Counselor’s Planner.

NOTE: Clicking Save will

only

NOT post

actions

the classes to the

Counselor’s Planner, NOT to the Student’s Planner.

...

student’s planner, only the Counselor’s planner.

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Step	Action
7.	After clicking Click Yes on the Finalize and Copy, a Finalize and Save confirmation window will pop up window, click Yes to confirm updates.

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Step	Action
8.	Click Save before navigating to a new page.

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Step	Action
9.	End of

Unassigned Courses.This concludes this entire job aid.

Update Student Educational Planner procedure.

Versions Compared

Old Version 3

New Version 4

Key

Browse Catalog:

Plan by Requirements:

Manual Entry:

Unassigned Courses:

Page Comparison

Versions Compared

Old Version 3

New Version 4

Key

Browse Catalog:

Plan by Requirements:

Manual Entry:

Unassigned Courses: