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Update Student
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Education 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 Education Planner by Browse Catalog, Plan by Requirements and/or Manual Entry as well as how to move unassigned courses to a specific term.
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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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 Student ID is unknown, you the ID can search 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. Include History box should be checked on default. If it is not, make sure to check the box. |
4. | Select the student Click on the link to select the Student and the Academic Career that you want to adjustwill be updated. This will then land on the Student Success page. |
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5. | If this is a new student without SSSP previously provided, there will be no plus icon icon Image Added 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 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 all changes will not be saved. |
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8. | Under the Student Education Planner section, click on the arrow to open and view. Courses can be added to the Student Educational Education Planner by clicking either on the Browse Catalog, Plan by Requirements, or Manual Entry button. |
Browse Catalog:
Step | Action |
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8a9a. | Click on the Browse Catalog button to add courses to the Planner. NOTE: Student must be active in order to use Browse Catalog. |
8b9b. | Select a subject to pick a course from the subject course list and click the arrow to open list and view courses offered. |
8c you want being added to the Planner by checking the select box. |
8d9d. | Then click the Add to Planner button |
on of the page or at the bottom of the page. |
8e9e. | Verify the course has been added to the planner by noting the check mark icon Image Modified next to the course being added then click the Return to Planner button to return to the Student Success page. |
8f Click Return to Planner button to return to Verify the course has been added to the Planner on the Student Success page |
and see the course has been added
8g9g. | 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 down menu that applies to CE/CEHS is “Major Course Requirements”. |
Plan by Requirements:
8b10a. | Click on the Plan by Requirements button to add courses to the Planner |
. Click which will land on the What-if Scenario Result page. NOTE: Student must be active to use Plan by Requirements. |
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10b. | While on the What-if Scenario Result page, click on the course description link which leads to the course details |
and click
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10c. | While on the course details page, click the Add to Planner button. |
Verify
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10d. | Verify the course has been added to the planner by noting the check mark icon Image Modified next to the course being added at the top of the page |
. Click then click the Return to What-if Scenario Result link at the bottom of the page |
then click
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10e. | Click the Return to Planner button at the top of the page to return to the Student Success page. |
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10f. | Verify the course has been added on the Student Success page. |
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Step | Action |
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10g. | A reason for taking the course can be added |
as well as additional notes by using the Reason Taken drop down menu. Notes regarding the course can also be added (up to 62 characters). NOTE: |
Student must be active to use Plan by Requirements. 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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Manual Entry:
Step | Action |
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8c11a. | Click on the Manual Entry button to add courses to the Planner manually. Enter the . NOTE: Student must be active to use Manual Entry. |
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Step | Action |
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11b. | Enter the *Subject Area, *Catalog Nbr and the *Course Offer NBR (Campus) directly into the field or by clicking on the magnifying glass |
icon next icon Image Added next to each field and select from generated list. |
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11c. | After all fields are entered, click the Add to Planner button. |
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Step | Action |
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11d. | A message that reads "Courses added successfully" will pop up to verify the course |
/(s) successfully added to the Planner, click the OK button |
and then click
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11e. | Click Return to Planner button to return to the Student Success |
page and see
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11f. | Verify the course has been added on the Student Success page. |
NOTE: Student must be active to use Plan by Requirements.
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Step | Action |
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11g. | A reason for taking the course can be added by using the Reason Taken drop down menu. Notes regarding the course can also be added (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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Unassigned Courses:
1Still on Success page, under Student Educational Planner, in order to move a course Education Planner section, any unassigned course can be moved to a specific term |
, you must click the box under the Select column and then select a term from the Move Selected Courses by checking 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. |
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2You can also select a Reason Taken from the Reason Taken dropdown menu. | Image RemovedClick on the Move button once term is selected. |
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3You can also add a specific note to (up to 62 Characters)has been added to the appropriate term. |
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4Step | Action |
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6. | Click Finalize and Copy to post your actions to the Student’s and Counselor’s PlannerClick the Move tab. | Image Removed
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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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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 Image Added at the top right-hand side of the page and add a new row. 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. |
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Image RemovedTo save all updates/changes, click the Finalize & Copy button. |
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717. | After clicking the Finalize |
and & Copybutton, a Finalize and Save confirmation window will pop up, click Yes to confirm. |
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8. | End of Unassigned Courses. |
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