step 3: go to · 6 step 3: once confirmed, the plan will be saved and locked, and the registration...

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Page 1: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner
Page 2: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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Step 3: Go to “Advising/Auditing”, click “Academic Advising and Degree Auditing”

You will see the following page after login, then click “Planner”

Page 3: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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II. Create a Study Plan using Planner (before consultation with Academic Adviser)

Step 1: Tick and Select Term (in the right panel)

Step 2: Type (or drag & drop) the code of planned study courses in the right panel, click “Process New”

Step 1

Step 2 Curriculum requirement

Page 4: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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The selected courses in the study plan will be added to the left panel (marked “PLANNED”) for review

Step 3: Click “Save Plan”

Step 3

Page 5: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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III. Approve a Study Plan by Academic Adviser

During Academic Advising, Academic Advisers will retrieve students’ saved study plans, discuss and confirm with students the courses planned to be taken.

Step 1: Adviser to click “Save Plan”

Step 2: Normally a student is required to enter his/her email password for confirmation

Step 1

Step 2

Page 6: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the

student can perform course registration via Banner.

Note: If a student/Academic Adviser presses “Cancel” / to close the window without confirming a plan, the

plan will not be saved and the registration hold in Banner will not be removed.

Step 3

Page 7: Step 3: Go to · 6 Step 3: Once confirmed, the plan will be saved and locked, and the registration hold will be removed and the student can perform course registration via Banner

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Students can click “FAQ” and “HELP” at the top of the page at any stage for guidance.