Update Student Educational Planner
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. |
| 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. |
| 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. |
| Step | Action |
|---|---|
| 6. | If this a returning student Click on the plus sign 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) |
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. |
| 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. |
| Step | Action |
|---|---|
5. | Verify you have added the course to the planner. |
| 6. | Click Return to Planner. |
| 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. |
| 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. |
| Step | Action |
|---|---|
| 2. | Click on description to see offerings and select the course |
| 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. |
| Step | Action |
|---|---|
| 4. | Verify you have added the course to the planner. |
| 5. | Click Return to What-if Scenario Result |
| Step | Action |
|---|---|
| 6. | Click on Return to Planner |
| 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. |
| 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. |
| 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. |
| Step | Action |
|---|---|
| 3. | Select subject from the menu. |
| Step | Action |
|---|---|
| 4. | Select the Catalog Number of the course you are selecting. |
| Step | Action |
|---|---|
| 5. | Select the campus where you would like to take the course. |
| Step | Action |
|---|---|
| 6. | Click Add to Planner |
| Step | Action |
|---|---|
| 7. | Click OK to verify the class has been successfully added to the Planner. |
| Step | Action |
|---|---|
| 8. | Click Return to Planner |
| 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. |
| Step | Action |
|---|---|
| 10. | End manual entry course selection. |
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. |
| Step | Action |
|---|---|
| 2. | You can also select a Reason Taken from the Reason Taken dropdown menu. |
| Step | Action |
|---|---|
| 3. | You can also add a specific note to the course (up to 62 Characters). |
| Step | Action |
|---|---|
| 4. | Click the Move tab. |
| 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. |
| 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. |
| Step | Action |
|---|---|
| 7 | After clicking Finalize and Copy, a Finalize and Save confirmation window will pop up, click Yes to confirm. |
| Step | Action |
|---|---|
| 8. | End of Unassigned Courses. |
| 9. | End of job aid. |