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This article describes how to create Advisors can create Registration Plans for their advisees. The registration plans can then be viewed by the advisee and used for registration.

Steps

  1. Go to MyGeneseoEnter your Geneseo username and password if prompted and click the "Login" button.

  2. Click the "KnightWeb" tile near the middle of the page.

    KnightwebImage RemovedKnightwebImage Added
  3. Click on Faculty Services → Advisor Menu → Student Registration

    Faculty Services Advisor Menu optionImage RemovedFaculty Services Advisor Menu optionImage Added
  4. Click the "Plan Ahead" tile

    Plan Ahead, Give yourself a head start by building plansImage RemovedPlan Ahead, Give yourself a head start by building plansImage Added
  5. Select the "Advisor" role and click the "Ok" OK button.

    Please select a role radio button optionsImage RemovedPlease select a role radio button optionsImage Added
  6. Select the upcoming registration term from the dropdown.

    terms open for planning menu, Spring 2018 selectedImage Removedterms open for planning menu, Spring 2018 selectedImage Added
  7. Search for the student by ID (G-Number) or Name.  When the correct student appears in the dropdown, click on the record.

    Dropdown menu for My Advisees, sortable by ID or Name (selected). Arnold is typed, with a record for Arnold, Cathleen appearingImage RemovedDropdown menu for My Advisees, sortable by ID or Name (selected). Arnold is typed, with a record for Arnold, Cathleen appearingImage Added
  8. Click the "Continue" button

    Continue button appears once Student Cathleen Arnold has been selectedImage RemovedContinue button appears once Student Cathleen Arnold has been selectedImage Added
  9. Click the "Create a New Plan" button.

    Create a New Plan optionImage RemovedCreate a New Plan optionImage Added
  10. Enter a Subject and Course Number to add to the plan and click the "Search" button.

    Subject field contains Accounting, Course Number field contains 103. Options for Keyword, Search, clear, and advanced searchImage RemovedSubject field contains Accounting, Course Number field contains 103. Options for Keyword, Search, clear, and advanced searchImage Added
  11. Click the "View Sections" button.  Do not click the " Add Course " button - it will only add the generic catalog course (ex: ACCT 103), not a particular section of the course (ex: ACCT 103-02 w/ CRN 50141).

    Course listing for Intro to Managerial Accounting, with View Options and Add Course button optionsImage RemovedCourse listing for Intro to Managerial Accounting, with View Options and Add Course button optionsImage Added
  12. Make sure that the "Schedule Panel" is visible in the lower left section of the screen.  You  You may need to click on the "reset panel" middle dot of the panel slider.   (See red circle in the screenshot below).

    Catalog search results, with small navigation buttons at bottom of screen highlightedImage Removed


    Catalog search results, with small navigation buttons at bottom of screen highlightedImage Added
  13. Review the available sections (make sure seats are available!).  Also  Also review the Schedule Panel to ensure that no time conflicts exist.  Finally Finally, make sure that any corequisite, labs, etc., are accounted for.  The Registration Plan does NOT check for any potential registration plans.  You  You must proactively account for any potential issues when creating the plan.  Once  Once you've found an appropriate section, click the "Add" button.

    Catalog search results with calendar and planned hours menu blocks openImage RemovedCatalog search results with calendar and planned hours menu blocks openImage Added
  14. If you need to add additional courses, click the "Catalog Search Results" button to return to the previous search screen.  Otherwise continue to step 16.

    Catalog search results menu with selected course added to calendar and course plan hours windowsImage RemovedCatalog search results menu with selected course added to calendar and course plan hours windowsImage Added
  15. Click the "Search Again" button near the upper-right section of the screen.  Remove the existing search elements.  Then repeat steps 10-14 to add additional courses.

    Search againImage RemovedSearch againImage Added
  16. Once you've added all courses, click the "Save Plan" button.

    save planImage Removedsave planImage Added
  17. Enter a Plan Name and click the "Save" button.

    Name Your Plan fieldImage RemovedName Your Plan fieldImage Added
  18. The student will now be able to view the plan, but they won't be able to modify it.  The Advisor may modify the plan by searching for the student and clicking on the list of plans of the student in step 9.

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Reviewed by

Paul Jackson Laurie Fox

Review Date

7/25/23