Update Student Educational Planner
...
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. |
| 3. | Click on 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 checked on default. If it is not, make sure to check the box. It is NOT recommended to use the magnifying glass icon to search for a student's ID as it will take a long time to load. |
| 4. | Select the student and the Academic Career that you want to adjust. |
| Step | Action |
|---|---|
| 5. | If this is a new student without SSSP previously provided, there will be no plus icon on the Student Success page above the Student Information section. |
| 6. | If this is a returning student, click on the plus icon  to ADD A NEW ROW. |
| 7. | Review Student 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 after entering all necessary information; otherwise, your changes will not be saved. |
| Step | Action |
|---|---|
| 8. | Under the Student Education Planner, click on the arrow to open and view. Courses can be added to the Student Educational Planner by clicking either on the Browse Catalog, Plan by Requirements, or Manual Entry button. |
...
| Step | Action |
|---|---|
| 8b. | Click on the Plan by Requirements button to add courses to the Planner. Click on the course description link which leads to course details and click Add to Planner button. Verify the course has been added to the planner by noting the check mark icon NOTE: Student must be active to use Plan by Requirements. |
...
...
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. |