Program Plan Stack

Changing Student Program Plan Stack

Business Process: Changing student program plan stack

Module: Academic Advising

Counseling

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 a student’s Career Program Plan (CPP) stack. 


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.

NOTES:

If you do not know the Student’s ID, you can search 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.

3.

Click on Search.

StepAction
4.

A.     If this is a new student without Student Services Service Program (SSSP) services previously provided, there will be no Plus/Minus sign, go to B.

         If this is a returning student Click on the plus  sign to ADD A NEW ROW.

B.     Click on the Academic Plan arrow to open.

C.     Click on Program/Plan button to go to the Program Plan stack which will lead to a new page in view, starting with the Student Program tab.

StepAction
5.

A.On the Student Program tab, click on the plus sign to ADD A NEW ROW.

B.Evaluate the *Effective Date (The effective date must be on or before the start of the semester. If the plan is being changed the following effective dates must be used).

                           Fall = August 1st ,        Spring = January 1st,     Summer = June 1st.

                   Example: 08/01/2018,            01/01/2018                 06/01/2018

C. Select your *Program Action by clicking on the magnifying glass and selecting PLNC (Plan Change), leave the Action Reason blank.

D.Check the requirement term (equals catalog year) and evaluate. If you need to change, click on the magnifying glass and search for the right Requirement Term (Catalog Year).

E. Do not click OK at this time.

NOTE: Leave the campus alone. The Action Date will always be today’s date on the new row.

Caution:    Do not change admit term.

StepAction
6.

A.     Click on the Student Plan tab, Click on the Plus  sign to ADD A NEW ROW.

B.     Select an *Academic Plan by clicking on the magnifying glass and selecting the appropriate Educational Plan.

C.      Click on the View All link, evaluate the plan sequence, Change *Plan Sequence number to reflect lowest sequenced number, change if needed. Plans are listed in alphabetical order not sequence order. The student’s primary plan should be the lowest sequenced numbered plan. (Financial Aid and Veterans will only pay on lowest sequenced numbered plan).

D.     Evaluate requirement term (catalog year) by clicking on the magnifying glass and selecting the appropriate catalog year.

E.     Advisement Status should be updated to “Include” for lowest sequenced plan, any additional plans should be marked “Do Not Include”.  

NOTE: You can come into this page and change the Academic Plan, Plan Sequence, Requirement Term and/or Advisement Status without adding or deleting a row.

7.

Click Save, this will take you back to the Student Success page. 

Step Action
8.

On the Student Success Page, you will see that the Comprehensive check box has been populated.

9.

Click Save on the Student Success page in order to complete the transaction.

StepAction
10End of job aid.