Versions Compared

Old Version 4

changes.mady.by.user mySDCCD Help

Saved on

compared with

New Version Current

changes.mady.by.user mySDCCD Help

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Update Student 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. 


Step
Action
1.

From the Faculty Portal click on the Counselor Center tab. This will land

you

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.

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

Student ID is unknown,

you

the ID can

search

be searched using the first and last name fields. 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 adjust.
Image Removed

will be updated. This will then land on the Student Success page.



Image Added


Image Added


StepAction
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.

Image Removed

Image Removed
StepAction
plus icon Image Added on the Student Success page above the Student Information section.
6.
If this is a returning student
Click
, click on the plus
sign Image Removed to
icon Image Added to ADD A NEW ROW.
  Review Student’s information
7.

Review Student Information and update as appropriate.

NOTE:

You must Click

 Click on

Save

“Save” at the bottom of the page to update the SSSP page before navigating to another tab

. (otherwise your

after entering all necessary information, otherwise all changes will not be saved

)

Image Removed

.



Image Added Image Added


StepAction
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.

Image Added


Browse Catalog:

StepAction
1
9a.

Click on the Browse Catalog

tab under Student Educational Planner

 button to add courses to the Planner.

2

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

Image Added


StepAction
9b.Select a subject
in order
to pick a course from the subject course list and click the arrow to open list and view courses offered.
Image Removed


Image Added


StepAction
3
9c.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.

Image Removed
course being added to the Planner by checking the select box.


Image Added


StepAction
9d. Then click the Add to Planner button at the top or at the bottom of the page.


Image Added


StepAction
5
9e.
Verify you have added
 Verify the course has been added to the planner
.6.Click
by noting the check mark icon Image Added next to the course being added then click the Return to Planner button to return to the Student Success page.
Image Removed


Image Added


StepAction
7
9f.
The course should now appear
Verify the course has been added to the Planner on the Student Success page
under the Unassigned Courses You can add a reason
.


Image Added


StepAction
9g.

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

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

 The only option shown under

“Reason Taken”

the Reason Taken drop down menu 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.

Image Removed

StepAction8.

Click Finalize & Copy. This will allow the courses to appear in “My Planner” in the Student Center.

9.End Browse Catalog Course SelectionPlan By

 is “Major Course Requirements”.

Image Added


Plan by Requirements:

StepAction
1
10a.

Click on the Plan by Requirements button to add courses to the Planner

.Image Removed

which will land on the What-if Scenario Result page.

NOTE: Student must be active to use Plan by Requirements.

Image Added


StepAction
2
10b.
Click on description to see offerings and select the courseImage Removed
While on the What-if Scenario Result page, click on the course description link which leads to the course details page.


Image Added


StepAction
3
10c.
Select the course you want by
While on the course
description. Then click the
details page, click the Add to Planner
NOTE: Student must be active to use Plan by Requirements
button.
Image Removed


Image Added


StepAction
4
10d.

Verify

you have added

the course has been added to the planner

.5.Click

by noting the check mark icon Image Added next to the course being added at the top of the page then click the Return to What-if Scenario Result

Image Removed

link at the bottom of the page.


Image Added


StepAction
6
10e.Click
on 
the Return to Planner
Image Removed
 button at the top of the page to return to the Student Success page.


Image Added


StepAction
7
10f.
The course should now appear
Verify the course has been added on the Student Success page
under the Unassigned Courses You can add a reason
.


Image Added


StepAction
10g.

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

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

 The only option shown under

“Reason Taken”

the Reason Taken drop down menu 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.

Image Removed

StepAction8.

Click Finalize & Copy. This will allow the courses to appear in “My Planner” in the Student Center.

9End of Plan by Requirements course selection


Image Added


Manual Entry:

StepAction
1
11a.

Click on the Manual Entry button to add courses to the Planner manually.

Image Removed

NOTE: Student must be active to use Manual Entry.

Image Added


StepAction
2
11b.

Enter the

subject

*Subject Area, *Catalog Nbr and the *Course Offer

Nbr

NBR (Campus)directly into the field or by clicking on the magnifying glass

icon and making a selection.

Image Removed

StepAction3.Select subject from the menu.

Image Removed

icon Image Added next to each field and select from generated list.

Image Added

Image Added


StepAction
4
11c.
Select the Catalog Number of the course you are selecting.

Image Removed

StepAction5.Select the campus where you would like to take the course.

Image Removed

StepAction6.Click Add to PlannerImage Removed
After all fields are entered, click the Add to Planner button.


Image Added


StepAction
7
11d.
Click OK
A message that reads "Courses added successfully" will pop up to verify the
class has been
course(s) successfully added to the Planner, click the OK button.
Image Removed


Image Added


StepAction
8
11e.
Click 
Click Return to Planner
Image Removed
 button to return to the Student Success page.


Image Added


StepAction
9
11f.
The course should now appear
Verify the course has been added on the Student Success page
under the Unassigned Courses You can add a reason
.


Image Added


StepAction
11g.

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”

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 down menu 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. Image Removed


Image Added


StepAction
10.End manual entry course selection.

Image Removed

Unassigned Courses:

StepAction1.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
12.Under the Student Education Planner section, any unassigned course can be moved to a specific term 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.


Image RemovedImage Added


StepAction
2
13.

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

Image Removed
Click on the Move button once term is selected.


Image Added


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.
Image Removed


Image Added


StepAction
4StepAction6.Click Finalize and Copy to post your actions to the Student’s and Counselor’s Planner
15.
Click the Move tab.

Image Removed

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.

Image Removed

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.

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


Image Added


StepAction
7
17.

After clicking the Finalize

and

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

Image Removed


Image Added


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