Using Self-Service Academic Planning

This chapter discusses how students can:

• Plan courses.

• Maintain the enrollment shopping cart.

• View course history.

See Also

Setting Up Student Records Self-Service

Reviewing Installation Setup and System Defaults

Prerequisites

Before students can use self-service academic planning features, the student must have a user ID in the system. The student must also be matriculated and have a role that includes security access to My Planner.

Planning Courses

This section discusses how students plan courses using My Planner functionality.

The navigation tabs that are used in self-service academic planning are defined on the Navigation Tabs Setup page.

See Also

Setting Up Self-Service Navigation

Understanding My Planner

Self-service My Planner functionality provides students with a tool to plan their courses for an individual term, multiple terms, or for their entire stay at the institution. After students add courses to their planner, they can proceed directly from planning to enrollment. Students with multiple careers are provided with a planner for each career.

The Planner differs from the enrollment shopping cart in the following way: the shopping cart requires students to add scheduled class sections to their cart, whereas the planner enables students to accomplish long-range planning by adding courses to their planner, whether or not the class schedule has been created for future terms.

When students access My Planner, past terms are collapsed while current and future terms are expanded. Current and future terms are determined by the Student Planner date range defined on the Term table under Display In Self-Service in Term Drop Down.

Depending on your Installation Student Administration setup, you can implement the planner using one of the following: Academic Advisement or Program Guide. If the institution does not use either, then the planner still works exclusively with Browse Course Catalog. To disable the planner, remove My Planner security; the planner page and references to planner will be hidden.

My Planner includes three ways for students to take action. They can:

• Add courses to their planner using the Browse Course Catalog or Plan by my Requirements buttons.

• Assign courses to a projected term.

  TheMove selected courses to Term drop down list box only includes terms that are valid as defined in the Student Planner date range on the Term Table under Display In Self-Service in Term drop down list box.

• View planned courses by term and proceed to enroll in a course when enrollment becomes available for the term. Students can enroll in planned courses from My Planner by selecting the course description to access the course detail and view sections scheduled for a selected term; students can then select the section for which they want to enroll. Students can also enroll in planned courses from the shopping cart, add, and swap pages.

Page Used to Plan Courses

Maintaining the Enrollment Shopping Cart

This section discusses how students maintain their course selections using shopping cart functionality.

Understanding the Shopping Cart

Shopping cart functionality enables students to plan enrollment in class sections for a particular term. Students can validate their class sections to check for common problems such as time conflicts and prerequisites. Students can add classes to the shopping cart using My Planner or the My Requirements feature.

The system stores a student's class selections for a particular term and the student can access them as long as the term is available for enrollment. A class remains in the cart until the student is successfully enrolled or decides to delete it.

Page Used to Maintain the Course Shopping Cart

Viewing Course History

This section discusses how students view their course history, which is a summary of all courses taken through the current term.

Page Used to View Academic History