Update Student Education Planner

Business Process: Selecting courses for the student educational planner

Module: Academic Advising

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 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.

Step

Action

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. 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.

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.

Step

Action

5.

If this is a new student without SSSP previously provided, there will be no plus icon

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: 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 all changes will not be saved.

Step	Action
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.

Browse Catalog:

Step	Action
9a.	Click on the Browse Catalog button to add courses to the Planner. NOTE: Student must be active in order to use Browse Catalog.

Step	Action
9b.	Select a subject to pick a course from the subject course list and click the arrow to open list and view courses offered.

Step	Action
9c.	Select the course being added to the Planner by checking the select box.

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

Step	Action
9e.	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.

Step	Action
9f.	Verify the course has been added to the Planner on the Student Success page.

Step	Action
9g.	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 down menu that applies to CE/CEHS is “Major Course Requirements”.

Plan by Requirements:

Step	Action
10a.	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.

Step	Action
10b.	While on the What-if Scenario Result page, click on the course description link which leads to the course details page.

Step	Action
10c.	While on the course details page, click the Add to Planner button.

Step	Action
10d.	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.

Step	Action
10e.	Click the Return to Planner button at the top of the page to return to the Student Success page.

Step	Action
10f.	Verify the course has been added on the Student Success page.

Step	Action
10g.	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 down menu that applies to CE/CEHS is “Major Course Requirements”.

Manual Entry:

Step	Action
11a.	Click on the Manual Entry button to add courses to the Planner manually. NOTE: Student must be active to use Manual Entry.

Step	Action
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 to each field and select from generated list.

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

Step	Action
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.

Step	Action
11e.	Click Return to Planner button to return to the Student Success page.

Step	Action
11f.	Verify the course has been added on the Student Success page.

Step	Action
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 down menu that applies to CE/CEHS is “Major Course Requirements”.

Step	Action
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.

Step	Action
13.	Click on the Move button once term is selected.

Step	Action
14.	Verify the course has been added to the appropriate term.

Step

Action

15.

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 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.

Step	Action
17.	After clicking the Finalize & Copy button, a Finalize and Save confirmation window will pop up, click Yes to confirm.

Step	Action
18.	End of job aid.

mySDCCD Info Hub

CE- Student Education Planner

Update Student Education Planner

Navigation:

Instructions:

Browse Catalog:

Plan by Requirements: