CE- Student Education Planner
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 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 |
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. |