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Changing Student Program Plan Stack

Business Process: Changing student program plan stack

...

Navigation:

Log-in to the Faculty Portal. From the Faculty Portal click on the Counselor Center tab. This will land you on the Student Success search page.

Instructions:

This Job Aid will outline the process necessary to update a student’s Career Program Plan (CPP) stack. 

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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StepAction
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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StepAction
4
3.

A.

    

If

this

the student is

a

new

student

and without

Student Services Service Program (

SSSP

)

services

previously provided

, there will be no

Plus/Minus

plus sign

, go to B.

         If this is a returning student Click on the plus Image Removed sign to ADD A NEW ROW.

B.    

to add a new row. Review student’s information and update as appropriate.

B. If the student is returning, click the plus sign to add a new row. Review student’s information and update as appropriate. 


NOTE:  Be sure to click Save at the bottom of the page to update the SSSP page before navigating to another tab.  Failure to do so will result in changes not being saved.

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StepAction
4.
Click on the Academic Plan arrow to open the section.C.    

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StepAction
5.

Click on the Program/Plan button to go to the Program/Plan stack

which will lead to a new page in view, starting with the Student Program tab.

...

.  The page will open onto the Student Program tab.

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Step Action
6.

On the Student Program tab, check to be sure the student is in Active status.  If the status is Discontinued, STOP.  Do not add a PLNC row to their record.  This will cause the student’s admission application to fail.

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StepAction
57.A.On

If the student is in Active in Program status on the Student Program tab, click on the plus

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sign to

ADD A NEW ROW.

B.Evaluate the *Effective Date (The effective date must be on or before the start of the semester. If the plan is being changed the following effective dates must be used).

                           Fall = August 1st ,        Spring = January 1st,     Summer = June 1st.

                   Example: 08/01/2018,            01/01/2018                 06/01/2018

C. Select your *Program Action

add a new row. Complete the following steps:

  1. Effective Date: The effective date will automatically populate to the current date and does not need to be changed.
  2. Program Action: Select the action by clicking on the magnifying glass or type in PLNC (Plan Change)
  3. Requirement Term: Do not change on this tab.


NOTE:  Do not click OK.  This will revert the page back to the SSSP page, and a new effective dated row will be required on the SSSP page to return to the Program/Plan stack.

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StepAction
8.

Click on the Student Plan tab.  The existing plan can be changed, or additional plans can be added.

 To Change a Plan:

  • Select an Academic Plan by clicking on the magnifying glass
and selecting PLNC (Plan Change), leave the Action Reason blank.D.Check the requirement term (equals catalog year) and evaluate. If you need to
  • next to the current plan and select the appropriate educational plan. This will overwrite the new plan over the old plan. 
  • The Plan Sequence will remain the same as the previous plan.
  • The Declare Date will default to the current date.
  • The Requirement Term will default to the Admit term on the Program tab. Evaluate if the term needs to change.  To change, click on the magnifying glass, and
search for the right Requirement Term (Catalog Year).

E. Do not click OK at this time.

NOTE: Leave the campus alone. The Action Date will always be today’s date on the new row.

Caution:    Do not change admit term.

...

  • select the new requirement term.
  • Advisement Status should be set to Include.
  • Click OK when complete. The page will return to the Student Success page. 


NOTE:  Do not add plans to the student’s program/plan stack for What-If purposes.

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StepAction
6
9.
A.     Click on the Student Plan tab,

To Add an Additional Plan: 

  • Click on the
Plus  sign to ADD A NEW ROW.B.     Select an *
  • plus sign to add a new row.
  • Select an Academic Plan by clicking on the magnifying glass and
selecting
  • select the appropriate
Educational Plan
  • educational plan.
C.      Click on the
  • Click View All
link,
  • and evaluate the plan
sequence, Change *Plan Sequence number to reflect lowest sequenced number, change if needed. Plans are listed in alphabetical order not sequence order.
  • sequencing:
    • The student’s primary plan should be the lowest
sequenced
    • sequence numbered plan.
(
    •  
    • Financial Aid and Veterans will only pay on the lowest
sequenced numbered plan).

D.     Evaluate requirement term (catalog year) by clicking on the magnifying glass and selecting the appropriate catalog year.

E.     Advisement Status should be updated to “Include” for lowest sequenced plan, any additional plans should be marked “Do Not Include”.  

NOTE: You can come into this page and change the Academic Plan, Plan Sequence, Requirement Term and/or Advisement Status without adding or deleting a row.

7.Click Save, this will take you
    • numbered plan, no matter the advising status. This means if the student has both a 10 and 20, but the 10 is in to Do Not Include advising status and the 20 in Include, FA will still award based on the plan code with the 10 sequence number.
    • Sequence numbers should not be duplicated.
    • Sequence numbers will either begin with a 1 or 10
      • 10: current or past conversion student.
      • 1: new or conversion student with admit via CCCapply. 
    • Both 1 and 10 sequence numbers will sequence up by 10 automatically when a new plan row is added. 1 will sequence to 11, 21, etc. 10 will sequence to 20, 30, etc.
    • Plans are listed in alphabetical order, not sequencing order.
  • The Declare Date will default to the current date.
  • The Requirement Term will default to the Admit term on the Program tab. Evaluate if the term needs to change.  To change, click on the magnifying glass, and select the new requirement term.
  • Advisement Status should be set to Include.
  • If any additional plans remain that the student is no longer pursuing or has completed, delete by clicking on the minus sign.
  • Click OK when complete.  The page will return back to the Student Success page. 

...


NOTE:  Do not add plans to the student’s program/plan stack for What-If purposes.

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Step
 Action
Action
8
10.On the Student Success
Page
page,
you will see that
the Comprehensive check box has been populated now that the student has a formal Ed Plan.
9.

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StepAction
11Click Save on the Student Success page
in order
to complete the transaction.

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StepAction
10
12End of
job aid. 
Procedure