There are two methods you can use for student planning: a full service approach or a collaborative approach.
In the full service approach, the advisor does everything in the process to register the student for classes.
In the collaborate approach:
The advisor:
A) creates the student’s plan for the semester based on the student’s Progress in their academic program
C) approves the student’s course section selections
The student:
B) chooses the course sections they want to take
D) registers for courses after the advisor’s approval
Make sure your advisee knows which method you using with Student Planning.
These instructions will go over the entire process for the full service approach.
To log in to Student Planning and Add your new term.
1. From website, click on ‘Login’ in the top right corner.
2. In the center of the screen, click ‘Log in to myUB’.
3. Enter your username and password and click ‘Login’.
4. On the right side of your screen, click the circle with a graduation cap titled Advising (Student Planning).
5. A window titled Advising Overview will open as ask “Who would you like to work with?” and provide a search box. Type the Student’s Name or ID Number and click the magnifying glass or locate the student’s name in the list provided.
6. Click on the student’s name to begin planning and scheduling for that student.
7. You will now see that individual student’s course plan for the displayed semester. Click Progress to begin selecting courses to add to their course plan.
8. From Progress , you can see the program requirement details for the student.* This will include how many credacts the student has completed, when the completed them, their grades, and the courses they need that they have not started yet.
*If you find any problems in the program requirements (for example: missing prerequisites, incorrectly listed courses), please contact your dean or program director so they can have this issue resolved.
At this point, you can schedule a student’s course plan either from Progress (Recommended), or using the Course Catalogue (See additional instructions at the end of this page).
Using Progress to Schedule Courses
9. If a student needs to complete a requirement, that section will have a Search button. By clicking the Search button, the course catalog will open showing all courses the student can take to meet the requirement.
9. From here, you can either create a course plan for students and allow the student to schedule a section themselves* by clicking Add Course to Plan (A), or if you know which section the student wants to take you can add both the course to the plan and the section to the schedule at one time by clicking Add Section to Schedule (B).
*Student instructions are available to instruct students how to choose their sections.
Either the advisor or the student can add courses to the Course Plan. Using the full service approach, advisors can plan the upcoming semester for students to help them complete all their program requirements listed in the Progress tab.
10. To create a course plan for students and allow the student to schedule a section themselves* by clicking Add Course to Plan (A).
11. After clicking Add Course to Plan, you will need to select the term from the drop down list and click Add Course to Plan. Repeat this process for all courses the student needs to registrar for.
12. Once a course has been added to the plan, the advisor can then click Calendar to select the section.
13. You can then click View other sections to view the available sections. Click on the Section box to view the section details
14. In the section details, make sure that ‘Graded‘ is selected in the drop down list for the student to get credit for the class. Click Add Section to add the section to the student’s course plan.
15. The course will now have a check mark and say Planned
Then click on List to to get to the course approval screen.
16. When all courses and sections have been added, you can view the student’s Course Plan and Approve (A) or Deny (B) the individual courses in their plan for the semester.** You can also Remove planned courses (C).
**Approval is the most important step as students will not be able to register for courses if they have not been approved by their advisor!
17. Once approved, you will see a thumbs up for the approved courses. By clicking Review Complete, this will allow you to archive the course plan (recommended) and it will remove the reminder to review this students courses in the future unless someone makes a change in the schedule.
The student can now register for their courses.
Additional instructions: Adding courses using the Course Catalog Tab
As mentioned above, rather than using the Progress tab, you can go through the process of registering students using the Course Catalog Tab. The Course Catalog Tab is more useful when you want to search out a specific course and not see other courses available which would fit the requirement in the student plan. The instructions below would be alternatives to the steps above should you choose to use the Course Catalog Tab.
6. Click on the student’s name to begin planning and scheduling for that student.
7. You will now see that individual student’s course plan. Click Course Catalog to begin adding courses to their course plan.
8. In the Course Catalog you can either search for a subject using the search box (A) or scroll down and click on the subject of the course you want to add to the plan (B).
9. When you find the course you want the student to take, you can either Add Course to Plan and allow the student to schedule a section later (A), or if you know which section the student wants to take, you can Add Section to Schedule (B).
10. After clicking Add Course to Plan, you will need to select the term from the drop down list and click Add Course to Plan. Repeat this process for all courses the student needs to registrar for.
Repeat this process for all courses. You can continue the process from step 12 in the above instructions.