Business Process: Selecting Courses for the Student Educational Planner
Module: Academic Advising

Instructions:

This Job Aid will outline the process necessary to update the Student Educational 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, under the Faculty Quicklinks, click on the Counselor Center tab. The Student Success search page will appear.

Step	Action
2.	On the Student Success search page, enter the Student ID number. Click Search. NOTE: If you do not know the Student’s ID, you can search using the first and last name fields. Include History box should default as checked. If it is not, make sure to check the box.

Step

Action

3.

A. If the student is new and without SSSP services, there will be no plus sign to add a new row. Review student’s information and update as appropriate.

B. If the student is returning, click the plus sign to add a new row. Review student’s information and update as appropriate.

NOTE: Be sure to click Save at the bottom of the page to update the SSSP page before navigating to another tab. Failure to do so will result in changes not being saved.

The following sections will outline the three options to update the Student Planner on the SSSP page:

Browse Catalog
Plan by Requirements
Manual Entry

Browse Catalog:

Step	Action
1.	Click on the Browse Catalog tab under the Student Educational Planner section, to add courses to the Planner.

Step	Action
2.	Click on a Subject to select it from the course list.

Step

Action

3.

Select a course from the list by clicking on the Course Nbr or the Course Title.

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. Click on the course to view where it is being taught.

Step	Action
4.	Select the course by checking on the Select box. Then click the Add to Planner link. NOTE: Students must be in Active status on the Student Program/Plan stack to use Browse by Catalog.

Step	Action
5.	Verify the course has been added to the planner. Click Return to Course List.

Step	Action
6.	Click Return to Planner.

Step	Action
7.	The courses should now appear on the Planner under the Unassigned Courses area. Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, or the course can be deleted.

Step	Action
8.	End of Browse Catalog course selection procedure.

Plan by Requirements:

Step	Action
1.	Click on the Plan by Requirements tab under the Student Educational Planner section, to add courses to the Planner.

Step	Action
2.	Click on the Course Description to view the offerings and to select the course.

Step	Action
3.	Select the course by checking on the Select box. Then click the Add to Planner link. NOTE: Students must be in Active status on the Student Program/Plan stack to use Browse by Catalog.

Step	Action
4.	Verify the course has been added to the planner. Click Return to What-if Scenario Result. The page will return to the What-if Report.

Step	Action
5.	Click on Return to Planner. The page will return to the SSSP page.

Step	Action
6.	The courses should now appear on the Planner under the Unassigned Courses area. Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, or the course can be deleted.

Step	Action
7.	End of Plan by Requirements course selection procedure.

Manual Entry:

Step	Action
1.	Click on the Manual Entry tab under the Student Educational Planner section, to add courses to the Planner.

Step	Action
2.	Enter the Subject Area, the Catalog Nbr and the Course Offer Nbr (Campus) by clicking on the magnifying glass icon. NOTE: All three fields are required.

Step	Action
3.	Select the Subject from the menu. For this example, ACCT 116B will be used.

Step	Action
4.	Select the Catalog Nbr from the menu.

Step	Action
5.	Select the Course Offer Nbr (Campus) 1 = City College 2 = Mesa College 3 = Miramar College

Step	Action
6.	Click Add to Planner.

Step	Action
7.	Click Add to Planner. Then click OK.

Step	Action
8.	Click Return to Planner. NOTE: The course information disappears from the fields, however the course is added to the planner in the Unassigned courses list.

Step	Action
9.	The courses should now appear on the Planner under the Unassigned Courses area. Additional fields, such as Reason Taken, and Notes can be added. The course can be moved from Unassigned to a specific term, or the course can be deleted.

Step	Action
10.	End of Manual Entry course selection procedure.

Unassigned Courses:

This section will outline the process to move courses to a specific term and complete additional actions on a course.

Step	Action
1.	Additional actions can be taken with Unassigned courses. To complete any additional actions, first select the course by checking the box next to the course.

Step	Action
2.	Move the course - Select the term from the Move Selected Courses to Term drop-down menu.

Step	Action
3.	Add Reason Taken - Select the Reason Taken from the drop-down menu.

Step	Action
4.	Add Notes - Notes are freeform with a limit of 62 characters.

Step	Action
5.	When all fields are completed, click the Move tab.

Step

Action

6.

Courses have now been moved to the specified terms. Reasons and notes should also appear with the course.

Click Finalize & Copy to post and save the actions to both the Student’s and Counselor’s Planner.

NOTE: Clicking Save will NOT post the classes to the student’s planner, only the Counselor’s planner.

Step	Action
7.	Click Yes on the Finalize and Save pop up window, to confirm updates.

Step	Action
8.	Click Save before navigating to a new page.

Step	Action
9.	End of Update Student Educational Planner procedure.