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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 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. 


Step
Action
1.

From the Faculty Portal click on the Counselor Center tab. This will land on the Student Success search page.


StepAction
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. Include History box should be checked on default. If it is not, make sure to check the box.

4.

Select Click on the link to select the Student and the Academic Career that will be updated. This will then land on the Student Success page.





StepAction
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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StepAction
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:

StepAction
8a9a.

Click on the Browse Catalog button to add courses to the Planner.

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


StepAction
8b9b.Select a subject to pick a course from the subject course list and click the arrow to open list and view courses offered.



StepAction
8c9c.Select the course being added to the Planner by checking the select box.



StepAction
8d9d. Then click the Add to Planner button at the top or at the bottom of the page.



StepAction
8e9e.
 Verify the course has been added to the planner by noting the check mark icon  next to the course being added then click the Return to Planner button to return to the Student Success page.



StepAction
8f9f.Verify the course has been added to the Planner on the Student Success page.



StepAction
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 Reason Taken drop down menu that applies to CE/CEHS  is “Major Course Requirements”.


Plan by Requirements:

StepAction
9a10a.

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.


StepAction
9b10b.Click While on the What-if Scenario Result page, click on the course description link which leads to the course details page.



StepAction
9c10c.On While on the course details page, click the Add to Planner button.



StepAction
9d10d.

Verify the course has been added to the planner by noting the check mark icon  next to the course being added at the top of the page then click the Return to What-if Scenario Result link at the bottom of the page.



StepAction
9e10e.Click the Return to Planner button at the top of the page to return to the Student Success page.



StepAction
9f10f.Verify the course has been added on the Student Success page.



StepAction
9g10g.

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”.



Manual Entry:

StepAction
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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StepAction
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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StepAction
11c.After all fields are entered, click the Add to Planner button.


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StepAction
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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StepAction
11e.Click Return to Planner button to return to the Student Success
page and see
page.


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StepAction
11f.Verify the course has been added
.NOTE: Student must be active to use Plan by Requirements.
on the Student Success page.


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...

StepAction
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:


StepAction
1
12.
Still on
Under the Student
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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StepAction
2
13.

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

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Click on the Move button once term is selected.


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StepAction
3
14.
You can also add a specific note to
Verify the course
(up to 62 Characters)
has been added to the appropriate term.
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StepAction
4StepAction6.Click Finalize and Copy to post your actions to the Student’s and Counselor’s Planner
15.
Click the Move tab.

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StepAction5.

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.

16.
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To save all updates/changes, click the Finalize & Copy button.


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StepAction
7
17.

After clicking the Finalize

and

& Copybutton, a Finalize and Save confirmation window will pop up, click Yes to confirm.

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StepAction
8.End of Unassigned Courses.9
18.End of job aid.