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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. 


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.

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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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.

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StepAction
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

)

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.



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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 Education Planner by clicking either on the Browse Catalog, Plan by Requirements, or Manual Entry button.

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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.

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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.
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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.

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


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


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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.
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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
.


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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

 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.

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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

Requirements”.

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Plan by Requirements:

StepAction
1
10a.

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

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

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

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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.


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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.
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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

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link at the bottom of the page.


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


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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
.


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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.

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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


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Manual Entry:

StepAction
1
11a.

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

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NOTE: Student must be active to use Manual Entry.

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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.

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StepAction3.Select subject from the menu.Image Removed

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

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

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

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


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


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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
.


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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

.

 


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StepAction
10.End manual entry course selection.

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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.


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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.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.