How To for Counselors

General

Planner

Worksheets


Find a student record

find student record screenshot
 
  1. Type the student ID number in the Student ID box. Then, hit the Enter key on your keyboard.
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See a list of all the classes a student has taken at Chabot and LPC

view transcipt screenshot
 
  1. Type the student ID number in the Student ID box. Then, hit Enter on your keyboard.
  2. Once the audit is loaded, click the Class History link. Note, this list does not include classes taken prior to summer 1994.
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Create a new plan

create new plan screenshot

  1. Click the Planner tab.
  2. Click the plan name dropdown menu located just below the Planner tab. Then, select Add new plan.
  3. Click the Load button. A new blank plan template should now appear on the right side of your screen.
  4. Enter plan name in the Description box.
  5. Use the Catalog Year dropdown menu to select the catalog year that the plan is based on.
  6. Put a check mark in the Locked box to lock the plan.
  7. Use the Select Term dropdown menu to select the first term of the plan.
  8. Enter planned classes in the boxes below each term. Classes may be typed into these boxes or you can drag-and-drop classes from the audit on the left side of your screen.
  9. Click the Save Plan button.

Create a plan using a "What If" audit

  1. Follow steps 1-10 shown in Figure 1 below.
  2. Then, follow steps 1-7 shown in Figure 2 below.
Figure 1
whatif plan 1 screenshot
 
  1. Click the Planner tab.
  2. Click the plan name dropdown menu located just below the Planner tab. Then, select Add new plan.
  3. Click the Load button. A new blank plan template should now appear on the right side of your screen.
  4. Enter plan name in the Description box.
  5. Use the Catalog Year dropdown menu to select the catalog year that the plan is based on.
  6. Put a check mark in the Locked box to lock the plan.
  7. Use the Select Term dropdown menu to select the first term of the plan.
  8. Put a check mark in the box next to the first term of the plan.
  9. Type at least one class in the first term of the plan.
  10. Click the Show What If Options button.
Figure 2
whatif plan 2 screenshot

  1. After the What If Options menu opens, select the degree or certificate type for your "What If" audit from the Degree dropdown menu. 
  2. Select the catalog year from the Catalog Year dropdown menu.
  3. Select the major from the Major dropdown menu.
  4. Click the Hide What If Options button to minimize the What If Options menu.
  5. Click the Process New button to load the "What If" audit.
  6. Continue building the plan.
  7. Click the Save Plan button.
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Create a plan by copying an existing plan for the student

copy plan screenshot
 
  1. Click the Planner tab.
  2. Click the plan name dropdown menu located just below the Planner tab. Then, select the plan you want to copy.
  3. Click the Load button.
  4. Click the Save As button.
  5. Enter plan name in the new window that opens. To distinguish the new plan from the original, you may consider adding today's date to the end of the new plan's name.
  6. Click the OK button. Then, modify the plan as needed.
  7. Put a check mark in the Active Plan box.
  8. Click the Save Plan button when finished.

Enter a placeholder class on the plan (e.g., -GE AREA B4, -GE AREA C2, -AMER CULT. REQ)

placeholder class screenshot
 
  1. Enter the placeholder class (e.g., -GE AREA B4, -GE AREA C2, -AMER CULT. REQ). Simply start your entry with a dash. The placeholder entry must contain at least one space.
  2. Enter the unit value associated with the placeholder class.

Add notes to the plan

add notes screenshot
 
  1. Scroll down to the bottom of the plan.
  2. Type your note(s) into the Plan Notes box.
  3. Click the Save Plan button when finished.

See how classes in the plan apply to the audit

apply planned classes screenshot
 
  1. Check the box next to each term that you would like applied to the audit.
  2. Click the Process New button to see how planned classes apply to the audit.

See more information on classes in the plan

more information on classes screenshot
 
  1. Click the More info on these classes link to open a new window containing information about the planned classes.
  2. Scroll down to see information (description, prerequisites, sections) for each class in the term. 

See what the plan looks like to the student

view plan screenshot
 
  1. Click the View radio button.
  2. Click the Load button.

Print the plan

print plan screenshot
 
  1. Click the View radio button.
  2. Click the Load button.
  3. Click Print.

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Make a plan inactive

inactive plan screenshot
 
  1. Select the plan you would like to make inactive from the plan name dropdown menu.
  2. Click the Load button.
  3. Uncheck the Active Plan check box.
  4. Click the Save Plan button.

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Make an inactive plan active again

active plan screenshot
 
  1. Select the inactive plan you would like to make active from the plan name dropdown menu.
  2. Click the Load button.
  3. Check the Active Plan check box.
  4. Click the Save Plan button.

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Check whether the student has more than one audit

additional audit screenshot
 
  1. Click the Degree dropdown menu to see if the student has more than one audit. 
  2. Select the degree or certificate type to view the associated audit. 

(Students typically have only one audit. This audit is based on the student's declared major and catalog year in Banner. When a student requests a degree or certificate that differs from their declared major, then an additional audit for the requested degree or certificate will be created. Once the requested degree or certificate has been awarded or denied, the additional audit will no longer appear in DegreeWorks.) 

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See more information on "still needed" classes in the audit

more info on classes - audit screenshot
 
  1. Click any "still needed" class in the audit to open a new window containing information about the class.
  2. Scroll down to see more class sections.

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Exclude in-progress and preregistered classes from the audit

exclude in-progress screenshot
 
  1. Uncheck the Include in-progress classess and Include preregistered classes checkboxes.
  2. Click the Process New button to regenerate the audit with in-progress and preregistered classes excluded.

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Print an audit

print audit screenshot
 
  1. Click the Save as PDF button to open the audit in a new window.
  2. Click the Print icon in the new window.

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Save an audit as a PDF

save audit screenshot
 
  1. Click the Save as PDF button to open the audit in a new window.
  2. Click the Save icon in the new window.

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Run a "What If" audit

what if audit screenshot
 
  1. Under the Worksheets tab, click the What If link.
  2. Select the degree or certificate type for your "What If" audit from the Degree dropdown menu. 
  3. Select the catalog year from the Catalog Year dropdown menu.
  4. Select the major from the Major dropdown menu.
  5. Click the Process What-If button to load the "What If" audit.

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