Update Student Education Planner
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Step | Action |
|---|---|
| 1. | From the Faculty Portal click on the Counselor Center tab. This will land 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 the Student ID is unknown, the ID can be searched 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 will be updated. |
| 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: 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 all changes will not be saved. |
| Step | Action |
|---|---|
| 8. | Under the Student Education Planner section, click on the arrow to open and view. Courses can be added to the Student Education Planner by clicking either on the Browse Catalog, Plan by Requirements, or Manual Entry button. |
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| Step | Action |
|---|---|
| 9a. | Click on the Plan by Requirements button to add courses to the Planner which will land on the What-if Scenario Result page. NOTE: Student must be active to use Plan by Requirements. |
| Step | Action |
|---|---|
| 9b. | Click While on the What-if Scenario Result page, click on the course description link which leads to the course details page. |
| Step | Action |
|---|---|
| 9c. | On While on the course details page, click the Add to Planner button. |
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| Step | Action |
|---|---|
| 9d. | Verify the course has been added to the planner by noting the check mark icon |
| Step | Action |
|---|---|
| 9e. | Click the Return to Planner button at the top of the page to return to the Student Success page. |
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| Step | Action |
|---|---|
| 9g. | A reason for taking the course can be added by using the Reason Taken drop down menu. Additional notes Notes regarding the course can also be added next to the course (up to 62 characters). NOTE: The only option shown under the “Reason Taken” drop Reason Taken drop down menu that applies to CE/CEHS is “Major Course Requirements”. |
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| Step | Action |
|---|---|
| 10g. | A reason for taking the course can be added by using the Reason Taken drop down menu. Additional notes regarding the course can also be added next to the course (up to 62 characters). NOTE: The only option shown under the “Reason Taken” drop down menu that applies to CE/CEHS is “Major Course Requirements”. |
| Step | Action |
|---|---|
| 11. | Under the Student Education Planner section, any unassigned course can be moved to a specific term by clicking the select box next to the unassigned course and then by selecting the appropriate term from the Move selected courses to Term drop down menu. |
| Step | Action |
|---|---|
| 12. | Click on the Move button. |
| Step | Action |
|---|---|
| 13. | Verify the course has been added to the appropriate term. |
| Step | Action |
|---|---|
| 14. | Once the Finalize & Copy button is clicked, all buttons will become grayed out. In order to make any further changes on the SSSP page, click on the plus icon You must click the Finalize & Copy button to save the whole updated Student Success page. NOTE: Clicking Save will only post actions to the SSSP/Counselor’s Planner, NOT to the Student’s Planner. |
| 15. | To save all updates/changes, click the Finalize and Copy button. |
| Step | Action |
|---|---|
| 16. | After clicking the Finalize & Copy button, a Finalize and Save confirmation window will pop up, click Yes to confirm. |
| Step | Action |
|---|---|
| 17. | End of job aid. |