Update Student Educational 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 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 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. 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. |
| 4. | Select the Student and the Academic Career that will be updated. |
| 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: You must 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, your changes will not be saved. |
| Step | Action |
|---|---|
| 8. | Under the Student Education Planner, click on the arrow to open and view. Courses can be added to the Student Educational Planner by clicking either on the Browse Catalog, Plan by Requirements, or Manual Entry button. |
Browse Catalog:
| Step | Action |
|---|---|
| 8a. | 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 |
|---|---|
| 8b. | Select a subject to pick a course from the subject course list and click the arrow to view courses offered. |
| Step | Action |
|---|---|
| 8c. | Select the course you want by checking the select box. |
| Step | Action |
|---|---|
| 8d. | Then click the Add to Planner button at the top of the page or at the bottom of the page. |
| Step | Action |
|---|---|
| 8e. | Verify the course has been added to the planner by noting the check mark icon  next to the course being added. |
| Step | Action |
|---|---|
| 8f. | Click the Return to Planner button to return to the Student Success page and see the course has been added. |
| Step | Action |
|---|---|
| 8g. | A reason for taking the course can be added by using the Reason Taken drop down menu. Additional notes regarding the course can also be added next to the course. |
Plan by Requirements:
| Step | Action |
|---|---|
| 8b. | Click on the Plan by Requirements button to add courses to the Planner. Click on the course description link which leads to course details and click Add to Planner button. Verify the course has been added to the planner by noting the check mark icon NOTE: Student must be active to use Plan by Requirements. The only option shown under the “Reason Taken” drop down menu that applies to CE/CEHS is “Major Course Requirements”. |
Manual Entry:
| Step | Action |
|---|---|
| 8c. | Click on the Manual Entry button to add courses to the Planner manually. Enter the Subject Area, Catalog Nbr and the Course Offer NBR (Campus) or by clicking on the magnifying glass icon next to each field and select from generated list. A message that reads "Courses added successfully" will pop up to verify the course/s successfully added to the Planner, click the OK button and then click Return to Planner button to return to the Student Success page and see the course has been added. NOTE: Student must be active to use Plan by Requirements. The only option shown under the “Reason Taken” drop down menu that applies to CE/CEHS is “Major Course Requirements”. |
Unassigned Courses:
| Step | Action |
|---|---|
| 1. | 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 to Term drop down menu. |
| Step | Action |
|---|---|
| 2. | You can also select a Reason Taken from the Reason Taken dropdown menu. |
| Step | Action |
|---|---|
| 3. | You can also add a specific note to the course (up to 62 Characters). |
| Step | Action |
|---|---|
| 4. | Click the Move tab. |
| Step | Action |
|---|---|
| 5. | 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. |
| Step | Action |
|---|---|
| 6. | Click Finalize and Copy to post your actions to the Student’s and Counselor’s Planner. NOTE: Clicking Save will only post actions to the SSSP/Counselor’s Planner, NOT to the Student’s Planner. |
| Step | Action |
|---|---|
| 7 | After clicking Finalize and Copy, a Finalize and Save confirmation window will pop up, click Yes to confirm. |
| Step | Action |
|---|---|
| 8. | End of Unassigned Courses. |
| 9. | End of job aid. |