Staff Guide to the My Planner

This guide will walk you through basic navigation functions and actions.

Getting Started

Accesing Student Planner

Step 1:

Click in the Quick Search bar

Enter student CWID

Arrow pointing a populated CWID

Step 2:

Select the correct student from the populated list

Arrow pointing to a student selection

Step 3:

The page will refresh to show the student page 

Step 4:

Click on the Academic Plan tab

Arrow pointing to 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.

Creating or Editing Student Plan

Step 1:

From the Student Planner page, click on the Add Comments or Suggestions button

Arrow pointing to 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

Highlight of editing note

Overview

Types of classes

There are three types of classes that you will see in the Student Planner. 

  • Individual Class
  • Class Bundle
  • Search for Class

See below for an explanation and instructions on how to add.

Individual class
Sample Individual class line item

Step 1:

To add, click on the hamburger icon

Highlight of hamburger icon

Step 2:

Select Add Course to Term option 

Arrow pointing to  Add Course to Term option

Step 3:

Select the appropriate term

Arrow pointing to Term options
Class Bundle

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

Highlight of triangle caret

Step 2:

Click on the hamburger icon of the preferred class

Step 3:

Select Add to Term option 

Arrow pointing to Add to Term selection

Step 4:

Select the appropriate term

Arrow pointing to term option

Step 5:

Drag and drop the group line to the appropriate term section

Search for Class

Some classes allow you to search for an option within the category, as the 'Free Elective' example below

Search class line item

Step 1:

Click on the triangle to expand the selection

Highlight of triangle caret

Step 2:

Click on the Find a course button

Arrow pointing to Find a course button

Step 3:

Enter a keyword or phrase in the search bar

Step 4:

Click the Search button

Arrow pointing to Search button

Step 5:

Click the Add to Term link for the preferred course

Step 6:

Click the Exit button

Arrow pointing to Exit button
Status Indicators

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

Placeholder:

Placeholder notes that a group has been selected / recommended, but the student can select the individual class within the group

Highlight of Placeholder status bar

View Details link:

The View Details link provides course description information as well as pre-requisite information (if applicable)

Key Functions

Adding a new Term

Step 1:

Click the Add a new term button

Arrow pointing to Add a new term button

Step 2:

Select the appropriate term you would like to create

Arrow pointing to term options

A notice in the right upper hand corner will let you know that you successfully created a new term

Successfully added message

The new term will appear in the right panel

New term
Searching for a course

Step 1:

Click on the Magnifying glass icon

Arrow pointing to manginfying glass icon

Step 2:

Enter a keyword or phrase in the search field

Step 3:

Click the search button

Arrow pointing to Search button

options based on your search criteria will populate 

Step 4:

Click on the Add to Term link

Searching for a student

Step 1:

Click on the Advanced Search (magnifying glass) icon

Step 2:

Enter in a keyword to search by:

  • First Name
  • Last Name
  • E-mail
  • Student ID (CWID)

The search will default to Students 

Step 3:

Check the box of any additional filters you would like to search by

Step 4:

Click the Search button

The page will refresh to show your results

Add a course to a Term
Add by icon

Step 1:

Click on the hamburger icon

Step 2:

Click the Add Course to Term option

Arrow pointing to Add Course to Term option

Step 3:

Select the appropriate term

Arrow pointing to term options

The course will show in the My Academic Plan panel in the appropriate term

Arrow pointing to term showing in plan
Adding by Drag-and-drop

Step 1:

Drag the course or bundle and drop it in the appropriate term 

Removing a course from a Term

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

Highlight of hamburger icon

Step 2:

Select the Remove from Term option

Arrow pointing to Remove from Term selection

Removing from the Plan Suggestions

Step 1:

Click on the hamburger icon

Highlight of hamburger icon

Step 2:

Select the Remove from Term option

Sending Suggestions

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

Step 2: (Optional)

If you would like you can add comments for the student

Revoking Suggestions

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)

Arrow pointing to Revoke button

Step 2:

Click on the Make Additional Changes button

The page will refresh back to the My Planner edit page