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Updating Student Success Page

Business Process: Updating student success page
Module: Academic Advising

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 SSSP page. 


Step
Action
1.

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

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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:

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

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

3.

Click on Search.

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StepAction
4.

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

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

Review Student’s information and update as appropriate.

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StepAction
5.On the External Education section, click on the arrow to view the status of the Student’s transcripts.

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StepAction
6.

On the Student Exemptions section, click on the arrow to view the Student’s exempt status. (Note: you are not able to change the status in this section.


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StepAction
7.On the Academic Plan section, click on the arrow to view the Student’s current plan(s), you can make changes to the Student’s Program Plan Stack. (A specific job aid is available with directions on how to change the Program Plan Stack).

StepAction
8.

On the Student Education Planner, you can add courses to the Student’s Planner by Browse Catalog, Plan by Requirements and Manual Entry. You can delete courses from the Planner, you can also move courses to specific terms. Clicking save will only save the courses on the Student Success Page, you must Finalize & Copy to save on the Student’s Planner.

On the Referrals area, you can click on Edit Referrals in order to add referrals to the student’s planner by campus. Clicking save will only save the referrals on the Student Success Page, you must Finalize & Copy to save on the Student’s Planner.

On the Action Items area, you can click the Edit Action Items button to add action items for the student to complete.  Clicking save will only save the Action Items on the Student Success Page, you must Finalize & Copy to save on the Student’s Planner.

On the Comments area, the Counselor will add comments regarding additional degree requirements not part of the advisement report. (Assist.org major requirements for transfer.  DQSC).

StepAction
9.End of job aid.