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Using Plan Ahead Feature for Advisors
Using Plan Ahead Feature for Advisors
Issue / Question
How do I make a plan for a student?
How do I edit a plan?
Environment
Platform
MyISU
Audience Affected
Faculty
Staff
Resolution
Make a New Plan
Visit
MyISU
Type your
ISU Username
(Ex: JohnSmith)
Type your
ISU
Password
(
Forgot Password?
)
Click
LOGIN
Select
Academics
(Left)
Then search
Faculty Tools
or
Advisor Tools or Registration Tools
Click
Registration
Landing Page
Click
Plan Ahead
Select a
Term
Click on the dropdown under
Search
and choose
My Advisees
to to narrow the search to students you advise.
Click on either
ID
or
Name.
Enter the student’s name (last, first) and click on the student from the names that appear.
Click
Continue
Click
Create a New Plan
Use the fields to narrow search results by
Subject
,
Course Number
, or
Keyword
. You can use any combination of these fields or even none. If you input nothing into a field, it will return the entire catalog matching the other criteria.
Click
Search
Find the desired course, and click
Add Course
(Right) to generally add the course, or click
View Sections
to view sections and click
Add
to add a specific section to the plan.
Note:
You will see two panels at the bottom of the screen. The right shows a summary of what classes you’ve added and the left defaults to a sample week with the courses scheduled. Click
Schedule Details
to see details of the courses.
You can either click
Save Plan
(Bottom Right), or click
Search Again
(Top Right) (You may need to click
Catalog Search Results
first if you were viewing sections), and repeat steps 12-15 to add multiple courses at once.
After clicking
Save Plan
, you will be prompted to give your plan a name. Type in a name, and click
Save
.
Editing an Existing Plan
Follow steps 1-10 of
Making a New Plan.
Click
Delete
(Right) if you want to delete the entire plan; otherwise, click
Edit
(Right).
Follow steps 12-15 of
Making a New Plan
to add to your plan. To delete individual courses from your plan, find the course listed (bottom right) and click on the dropdown under Action. Select
Delete
. You can select multiple courses to delete at once.
Click on
Save Plan
.
Note:
You can add a note to either the course listed (bottom right, click file folder under
Note
) or the entire Plan (click file folder right of Plan Name). Students will be able to see these notes by clicking on those folders when they access the plan. Note: If a student has created a plan of their own, you will be able to see the plan, but will not be able to make any changes to it or add any notes to it.
If the plan is built with specific sections, students can register for everything in their plan at once when registration opens. Otherwise, they need to choose specific sections from the suggested courses.
If you need additional assistance, please Contact ITS
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Press Alt + 0 within the editor to access accessibility instructions, or press Alt + F10 to access the menu.
Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://tigertracks.isu.edu/TDClient/1950/Portal/KB/ArticleDet?ID=152963&SIDs=12982">https://tigertracks.isu.edu/TDClient/1950/Portal/KB/ArticleDet?ID=152963&SIDs=12982</a><br /><br />Using Plan Ahead Feature for Advisors<br /><br />How to use the Plan Ahead Feature for Advisors.