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Update Student Educational Planer

Business Process: Selecting Courses For The Student Educational Planner
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 the Student Educational Planner by Browse Catalog, Plan by Requirements and/or Manual Entry as well as how to move unassigned courses to a specific term. 


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.

B.    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.

NOTE: You must Click on 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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Browse Catalog:

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StepAction
1.Click on the Browse Catalog tab under Student Educational Planner to add courses to the Planner.


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StepAction
2.Select a subject in order to pick a course from the subject course list.

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StepAction
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 course to see where it is being taught.

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StepAction
4.

Select the course you want by checking the select box. Then click the Add to Planner link.

NOTE: Student must be active in order to use Browse Catalog.


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StepAction
5.

Verify you have added the course to the planner.

Click Return to Course List link.


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StepAction
6.Click Return to Planner.

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StepAction
7.The course should now appear on the Student Success page 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 to a specific term, and/or delete courses.

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StepAction
8.End Browse Catalog course selection.


Plan by Requirements:

StepAction
1.Click on Plan by Requirements to add courses to the Planner.


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StepAction
2.Click on the course description to see offerings and to select the course.


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StepAction
3.

Select the course you want by checking the select box. Then click the Add to Planner link.


NOTE: Student must be active to use Plan by Requirements.


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StepAction
4.

Verify you have added the course to the planner.


Click Return to What-if Scenario Result link.

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StepAction
5.Click on Return to Planner.


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StepAction
6.The course should now appear on the Student Success page 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 to a specific term, and/or delete courses.

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StepAction
7.End of Plan by Requirements course selection


Manual Entry:

StepAction
1.Click on Manual Entry to add courses to the Planner.


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StepAction
2.

Enter the subject Area, Catalog Nbr and the Course Offer NBR (Campus) by clicking on the

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StepAction
3.Select subject from the menu.


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StepAction
4.Select the Catalog Number of the course you are selecting.

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StepAction
5.

Select the campus where you would like to take the course.

1 = City College,     2 = Mesa College,     3 = Miramar College. 

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StepAction
6.Click, Add to Planner.

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StepAction
7.

Click OK to verify the class has been successfully added to the Planner.

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StepAction
8.Click Return to Planner.

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StepAction
9.The course you should now appear on the Student Success page 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 to a specific term, and/or delete courses.

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StepAction
10.End Manual Entry course selection.

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Unassigned Courses:

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StepAction
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 term from the Move Selected Courses to Term dropdown menu.

StepAction
2.You can also select a Reason Taken from the Reason Taken dropdown menu.

StepAction
3.You can also add a specific note to the course (up to 62 Characters).

StepAction
4.Click the Move tab.

StepAction
5.You will notice your courses have been moved to the specified term and if you added a Reason taken and/or notes they should also appear attached to the course.


StepAction
6.

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

NOTE: Clicking Save will only post actions to the Counselor’s Planner, NOT to the Student’s Planner.


StepAction
7.After clicking Finalize and Copy, a Finalize and Save confirmation window will pop up, click Yes to confirm.


StepAction
8.

End of Unassigned Courses.


This concludes this entire job aid.