Creating Student Registration Plans

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This article outlines the process for Advisors to create Registration Plans for their advisees. Once established, these registration plans can be accessed by the advisees and utilized for their course registration.

Steps

  • Go to myGeneseo and search for or find the “Registration” page in the “Sites” section. 

    • image mygeneseo sites search field with registration in the in field

  • Then click the Registration page. Once inside the Registration page, click the Plan Ahead tile.

    • plan ahead image from the registration page

  • Select the "Advisor" role and click the OK button.

    • from plan ahead page an image of the please select a role popup​​​

  • Select the upcoming registration term from the dropdown.

    • image of the terms open for planning screen with spring 2018 in the dropdowm

  • Search for the student by ID (G-Number) or Name.  When the correct student appears in the dropdown, click on the record.

    • image of my advidees by name with arnold in the text box and showing arnold, cathleen to be selected

  • Click the Continue button

  • Click the Create a New Plan button.

    • image of the create a new plan button

  • Enter a Subject and Course Number to add to the plan and click the Search button.

    • image of the enter your search criteria popup with accounting course 103

  • 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). image of the search results for accounting 103

  • Make sure that the "Schedule Panel" is visible in the lower left section of the screen. You may need to click on the "reset panel" middle dot of the panel slider. (See red circle in the screenshot below). image of the schedule panel with the resent panel button circled in red

  • Review the available sections (make sure seats are available!). Also review the Schedule Panel to ensure that no time conflicts exist. Finally, make sure that any corequisite, labs, etc., are accounted for.  The Registration Plan does NOT check for any potential registration plans. You must proactively account for any potential issues when creating the plan. Once you've found an appropriate section, click the Add button.

    • image of the available sections listed

  • 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. find classes window showing highlighted accounting 103 and the catalog search button to return to previous screen

  • Click the green 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.

  • Once you've added all courses, click the Save Plan button.

  • Enter a Plan Name and click the Save button.

    •  image of the name your plan popup with Advisor's Plan in the plan name field

  • 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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