Update Student Educational Planner

Business Process: Selecting courses for the student educational planner

Module: Academic Advising

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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Step

Action

2.

To find the student, use “Find an Existing Value” and use the search criteria provided. Enter the Student’s ID. Include History box should be checked on default. If it is not, make sure to check the box.

3.

Click on Search

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

4.

Select the student and the Academic Career that you want to adjust.

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Step	Action
5.	If this is a new student without Student Support Services Program (SSSP) Services previously provided, there will be no Plus Review Student’s information and update as appropriate.

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Step	Action
6.	If this a returning student Click on the plus sign Image Modified 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:

Step	Action
1.	Click on the Browse Catalog tab under Student Educational Planner to add courses to the Planner.
2.	Select a subject in order to pick a course 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 course to see where it is being taught.

4.

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

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

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Step	Action
5.	Verify you have added the course to the planner.
6.	Click Return to Planner.

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Step

Action

7.

The course should now appear on the Student Success page under the Unassigned Courses 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.

NOTE: The only option shown under “Reason Taken” that applies to CE/CEHS careers is “Major Course Requirements.” The only time that you can “Move selected course to Term” is at this immediate moment. Once you “Finalize & Copy” and leave this page, you will no longer be able to make these adjustments.

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Step	Action
8.	Click Finalize & Copy. This will allow the courses to appear in “My Planner” in the Student Center.
9.	End Browse Catalog Course Selection

Plan By Requirements:

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

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

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Step	Action
3.	Select the course you want by on the course description. Then click the Add to Planner NOTE: Student must be active to use Plan by Requirements.

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Step	Action
4.	Verify you have added the course to the planner.
5.	Click Return to What-if Scenario Result

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Step	Action
6.	Click on Return to Planner

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Step

Action

7.

The course should now appear on the Student Success page under the Unassigned Courses 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.

NOTE: The only option shown under “Reason Taken” that applies to CE/CEHS is “Major Course Requirements”. The only time that you can “Move selected course to Term” is at this immediate moment. Once you “Finalize & Copy” and leave this page, you will no longer be able to make these adjustments.

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Step	Action
8.	Click Finalize & Copy. This will allow the courses to appear in “My Planner” in the Student Center.
9	End of Plan by Requirements course selection

Manual Entry:

Step	Action
1.	Click on Manual Entry to add courses to the Planner.

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

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Step	Action
3.	Select subject from the menu.

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

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Step	Action
5.	Select the campus where you would like to take the course.

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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 Planner.

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Step	Action
8.	Click Return to Planner

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Step

Action

9.

The course should now appear on the Student Success page under the Unassigned Courses 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.

Note: The only option shown under “Reason Taken” that applies to CE/CEHS careers is “Major Course Requirements”. The only time that you can “Move selected course to Term” is at this immediate moment. Once you “Finalize & Copy” and leave this page, you will no longer be able to make these adjustments.

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Step	Action
10.	End manual entry course selection.

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Unassigned Courses:

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 term from the Move Selected Courses to Term drop down menu.

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

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

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Step	Action
4.	Click the Move tab.

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Step	Action
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.

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Step	Action
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 SSSP/Counselor’s Planner, NOT to the Student’s Planner.

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

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Step	Action
8.	End of Unassigned Courses.
9.	End of job aid.

Versions Compared

Old Version 1

New Version 2

Key

Update Student Educational Planner

Navigation:

Instructions:

Browse Catalog:

Plan By Requirements:

Manual Entry:

Unassigned Courses:

Page Comparison

Versions Compared

Old Version 1

New Version 2

Key

Update Student Educational Planner

Navigation:

Instructions:

Browse Catalog:

Plan By Requirements:

Manual Entry:

Unassigned Courses: