Staff Guide to the My Planner
This guide will walk you through basic navigation functions and actions. The Workflow section will walk you through the process from beginning to end. You can also view specific topics in the Getting Started, Overview, Key Functions and Other Functions sections.
Workflow
The following guides (links) will walk you through how to review and create suggestions (from start to finish):
Getting Started
Step 1:
From your CSUF Portal, type in TitanNet in the Apps Filter field
Step 2:
Click on the TitanNet link
Please see Navigation for a breakdown of the Planner Dashboard
Step 1:
Click in the Quick Search bar
Enter student CWID
Step 2:
Select the correct student from the populated list
Step 3:
The page will refresh to show the student page
Step 4:
Click on the Academic Plan tab
The page will refresh to the student's planner page
You will not be able to edit on this page. Follow the Creating or Editing Student Plan section for instructions on how to do so.
Step 1:
From the Student Planner page, click on the Add Comments or Suggestions button
You will be able to tell if you are in editing mode by the 'You are editing (student's name) plan' banner at the top of the page
Overview
Left Vertical Navigation Bar:
In the left hand side of the screen is the Vertical quick navigation bar.
| Button | Description |
|---|---|
| Home |
This button will take you back to the home page |
| Dashboard | Provides a summary of information about your activity in Navigate and the activity of your assigned students |
| Conversations | Shows any conversations you may have |
| Calendar | Shows a calendar view of your schedule. See [INSERT] to sync your schedule |
| Cases | Will take toy to the case page to search for, view, assign or close a case |
| Campaigns | |
| Reminders | View upcoming and overdue reminder |
| Advanced Search | Allows you to search for students. See Searching for a student for detailed information |
| Lists & Searches | Allows you to create a search and / or list. See Searching via Lists for more information |
| Analytics | Provides population health, activity, historical trend analytics and more |
| Reporting | Provides options to run reports based on Appointment / Visits, Intervention, Student Data and Staff Reports |
| Administration |
Top Navigation Bar:
| Button | Description |
|---|---|
| Appointment Queue | This button take you to a dashboard that shows any students who are checked in for Appointment, Drop-ins or Track Time |
| Unread Messages | This is a quick look at any unread messages you may have |
| Minimized Dialogs | This shows if you have any conversations that you may have minimized |
Top Navigation Bar 2:
| Button | Description |
|---|---|
| Compare with student plan | This toggle switch allows you to view your plan compared to the student's plan |
| Delete this draft | Will delete the draft you are working on |
| Send Suggestions to (student) | This will send the drat along with your recommendations to the student |
| Degree Audit | This will take you the Titan Degree Audit page |
| Feedback History | This will show any action on feedback that is taken |
| Quick Planner | A template that can be used to explore different pathways |
| Allows you to print the My Academic Plan |
Main Page:
| A) Plan Suggestions (Left Hand Side) |
B) My Academic Plan (Right Hand Side) |
|---|---|
| The recommended pathway (roadmap) on the left is a sequential listing of courses student needs to take to complete the degree. Pre and Co-requisites were taken into account. |
The enrollment plan on the right shows the current and upcoming terms plans as well as the status of the plans. See Status Indicators for more information. |
In Progress:
During the semester, the class status will show as In Progress
Completed:
After a class has been taken, the class status will show as Completed
Enrolled:
A class will show as Enrolled until the class starts
Planned:
Planned indicates that the class has been planned to be taken, and will be noted in the My Academic Planned Section
Placeholder:
Placeholder notes that a group has been selected / recommended, but the student can select the individual class within the group
See Placeholder on how to manage the Placeholder marker
View Details link:
The View Details link provides course description information as well as pre-requisite information (if applicable)
There are three types of classes that you will see in the Student Planner.
- Individual Class
- Course Group
- Search for Class
See below for an explanation and instructions on how to add.
Individual Course:
An individual course will not have the expanding arrow
Course Group:
A Course Group is a bundle of course options that are predesignated
Click on the arrow to expand the course options
The line item will expand to show all the options for that Course Group bundle
Search Group:
A search group will have the expanding arrow option in addition to being noted in blue
Click on the expanding arrow
Click on the Find a course button to search for a class
Search for the course utilizing the Search course feature
Step 1:
To add, click on the hamburger icon
Step 2:
Select Add Course to Term option
Step 3:
Select the appropriate term
Some classes are grouped by bundle. This is denoted by the triangle icon that appears next to the name. You can add the bundle or an individual class within the bundle.
- To add a single class within the bundle, go to Step 1
- To add the bundle (group no single class designated), go to Step 5
Step 1:
Click on the triangle icon to expand selection
Step 2:
Click on the hamburger icon of the preferred class
Step 3:
Select Add to Term option
Step 4:
Select the appropriate term
Step 5:
Drag and drop the group line to the appropriate term section
Some classes allow you to search for an option within the category, as the 'Free Elective' example below
Step 1:
Click on the triangle to expand the selection
Step 2:
Click on the Find a course button
Step 3:
Enter a keyword or phrase in the search bar
Step 4:
Click the Search button
Step 5:
Click the Add to Term link for the preferred course
Step 6:
Click the Exit button
Key Functions
Step 1:
Click on the Quick Planner button (upper right-hand corner)
Step 2:
Two options will appear to capture your preference
Indicate your preferences for each
Step 3:
Click the Preview Template button
Step 4:
The page will refresh to show a Suggested Plan Template on the bottom of the screen
Review the suggested plan
Step 5:
If / when you are ready to send, click on the Send Suggestions to [student name] button
![Arrow pointing to Send Suggestions to [Student name] button](https://media.screensteps.com/image_assets/assets/005/077/095/original/Quick_planner5.jpg)
Step 6: (Optional)
Leave a comment in the comment field
Step 7:
Click the Send button
Step 1:
Click the Add a new term button
Step 2:
Select the appropriate term you would like to create
A notice in the right upper hand corner will let you know that you successfully created a new term
The new term will appear in the right panel
Step 1:
Click the Delete the Draft button
Step 2:
Click the Delete Draft button to delete
Step 1:
Click on the Magnifying glass icon
Step 2:
Enter a keyword or phrase in the search field
Step 3:
Click the search button
options based on your search criteria will populate
Step 4:
Click on the Add to Term link
Step 5:
Select the appropriate term to add it to
Step 6:
Click the Add a Term button
Step 7:
Click on the Plan Suggestions icon to return to the Plan Suggestions page
Advanced Search
Step 1:
Click on the Advanced Search (magnifying glass) icon
Step 2:
Enter in a keyword to search by:
- First Name
- Last Name
- Student ID (CWID)
The search will default to Students
Step 3:
Check the box of any additional filters you would like to search by
You can also utilize any of the other filters shown
Example: Academic Plan
Step 4:
Click the Search button
The page will refresh to show your results
Step 1:
Click on the New Student List button
Step 2:
Enter the name of the Student List you would like to create
Step 3:
Click the Save Student List button
Step 4:
Check the box that corresponds to the List that you just created
Step 5:
Click the Actions caret
Step 6:
Select Upload Student List
Step 7:
The page will refresh to a Upload wizard
Click the Upload file drop-down caret
Step 8:
Select the appropriate list you want to add the file to
Step 9:
Click the Confirm button
Step 10:
Click on the Choose File button
Step 11:
After attaching the file
Click the Click to upload the file button
Step 12:
Click the Choose a Column drop-down caret
Step 13:
Select a column to import as Student ID
Note: Column options are based on options in your uploaded document
Step 14:
Click the Save button
The page will refresh to show a Success message
You can access your uploaded list via the two links in the Success message
Step 1:
Click on the hamburger icon
Step 2:
Click the Add Course to Term option
Step 3:
Select the appropriate term
The course will show in the My Academic Plan panel in the appropriate term
Step 1:
Drag the course or bundle and drop it in the appropriate term
When placing a Course Group into a term, it will be labeled with a Placeholder marker
To remove the Placeholder, click on the triangle caret
Click the Find a course button
Search for the appropriate course utilizing the Search feature
Click the Plan button for the appropriate course
The Course Group in the term will refresh to show the specified course without the Placeholder marker.
Un-plan a course
To Un-plan a course, click on the triangle caret
Click the Un-plan button
The course will refresh to the Course group with a Placeholder marker
Swap a course
To Swap a course, click on the triangle caret
Click the Swap button
The course in the term will refresh to show the course you just swaped for
Locking a Course
To lock a course
Click on the Hamburger icon
Select the Lock selected course option
Read the notice, click the Lock course button
The course will refresh to show a lock icon
To unlock a course
Click on the lock icon
Select the Unlock selected course option
Read the notice, click the Unlock course button
Step 1:
Drag and drop the preferred course to the preferred term
The course will then show in the term you placed it in
You can remove a course from the term from either the Plan Suggestions (left side) panel or the My Academic Plan (right side) panel
Removing from the My Academic Plan
Step 1:
Click on the hamburger icon
Step 2:
Select the Remove from Term option
Removing from the Plan Suggestions
Step 1:
Click on the hamburger icon
Step 2:
Select the Remove from Term option
Other Functions
Step 1:
Under My Academic Plan, toggle the Show Completed Terms switch
The Completed terms will show below
Step 1:
Click on the Hamburger icon for the respective course
Step 2:
Select Course Details
The course details will show:
- Credits
- Description
- Pre-requisites (if any)
- Co-requisites (if any)
Click on the Hamburger icon
Select the Add flag on selected course option
Add a note in the comment field
Note: The Flag button will not be enabled until you add a note.
Click the Flag button
A flag icon will appear on the course line to designate there is a note
You can view the note by hovering over the flag icon
Click the Hamburger icon
Select Edit flag on selected course option
Edit the note (if appropriate)
If you edit the note, click the Save Updates button
To remove a flag, click the Remove Flag button
As an alternative measure, you are able to lock a term and the whole plan.
Step 1:
Click on the Hamburger icon for the respective course
Step 2:
Select Mark as Met
Step 3:
Provide a reason in the Reason field
Step 4:
Click on the Yes, Mark as Met button
Once you you are done with your suggestions and would like it to be viewable by the student, you will need to send it.
Step 1:
Click on the Send Suggestions to [student name] button
![Arrow pointing to Send Suggestions to [student] button](https://media.screensteps.com/image_assets/assets/004/466/287/original/eabp55.jpg)
Step 2: (Optional)
If you would like you can add comments for the student
You can revoke a submitted plan only if the student has not yet acted on their suggestions.
Step 1:
Click the Revoke button (located in the upper right hand corner)
Step 2:
Click on the Make Additional Changes button
The page will refresh back to the My Planner edit page
There are three types of analytics available to you to assess the usage of the Academic Planner.
Step 1:
Click on the Analytics icon from the dashboard
Step 2:
Click on the Academic Planning Dashboard link
Step 3:
Click on the tabs to view information
You can also utilize the filters if you are searching for specific information
Overview:
Hover over any number (greater than 0) and it will become a link
Clicking on the link will provide greater detail
Student Courses:
Hover over any number (greater than 0) and it will become a link
Clicking on the link will provide greater detail
Student Schedule Preference:
Click on any of the blue tiles
Example: 10%-20% tiles (as indicated by key below schedule)
The exact percentage will show
