Overview

The Advising Plan forms provide the ability to track whether or not an advising plan has been filed for a student. If a student has an advising plan hold, it is automatically removed when an advising plan is entered into Banner. There are two advising plan forms available for use. The Advising Plan Mass Entry form (ADVPLANM) may be used to save time when entering advising plans for multiple students. The Advising Plan form (ADVPLAN) should be used when entering advising plans for one student or to find out if a student has filed an advising plan.

The Advising Plan forms are available for use by all faculty and staff involved with the advising of students.


Accessing the Advising Plan Forms from Banner

Banner includes an Advising menu. This menu contains the forms used to aid in advising students. When you become familiar with the names of the forms, you can eliminate the use of menus by typing the 7-10 character form name in the Direct Access box as soon as you enter Banner.

  1. Log into Banner.

  2. Open Southern Oregon University menu.

  3. Open SOU Faculty menu.

  4. Open SOU Advising menu.


Entering Advising Plans for Multiple Students

To quickly enter advising plans for multiple students, select the Advising Plan Mass Entry Form (ADVPLANM). The Advising Plan Mass Entry form allows the entering of advising plans for multiple student accounts. The form is divided into two blocks of data separated by a horizontal line. The upper block (Key block) contains information that will be used as default data in order to minimize duplicate data entry. The lower block (Detail block) is used to assign advising plans to students.

You may access the Advising Plan Mass Entry form from the Advising menu in Banner or by typing ADVPLANM into the Direct Access (Go To) box in Banner.

Key Block (Page 1 - Block 1)

The Key block contains information that will be used as default data in order to minimize duplicate data entry. It's data that will be the same for most or all of the students you plan to enter advising plans for. None of the fields are mandatory but anything you enter in this block will automatically get copied to the next block and will not need to be retyped for each student. Enter any of the following information in the Key block.

Advisor ID: ID that uniquely identifies the advisor in Banner. Enter the ID of the advisor the student is filing their advising plan with. If you do not know the ID, you may tab to the next field and enter a full or partial name or you may choose Help/List from the menu bar to do a search.

Advisor Name: Name of the advisor associated with the advisor ID. If you have not entered an advisor ID, enter the full or partial name of the advisor in the format of "Last, First". A % may be used as a wildcard (i.e., Enter Smith, Ja% to search for an advisor with the last name of Smith and a first name starting with the letters Ja).

Plan Code: Advising plan code being filed. Choose Help/List from the menu bar to view valid plan codes.  AA is the plan code used for undergraduate students.

Date Plan Filed: Date the advising plan was filed. The date must be in the format 'DD-MON-YYYY'. Note: You can enter a smaller portion of the date and then hit enter. The system will then fill in the missing parts of the field with the current month and/or year for you.

Date Next Plan Due: Date the next advising plan is due. The date must be in the format 'DD-MON-YYYY' and must be within one year of the date plan filed. 

Once the above fields have been entered, choose Block/Next from the menu bar to move to the Detail block or use your mouse to click into the Detail Block.

Detail Block (Page 1 - Block 2)

The Detail block is used to enter advising plans for multiple students. Any data entered in the Key block will be copied into the Detail block. Enter the following information:

Student ID: ID that identifies the student in Banner. Enter the ID of the student. If you do not know the ID, you may tab to the next field and enter a full or partial name or you may choose Help/List from the menu bar to do a search.

Student Name: Name associated with the student ID. If you have not entered an ID, enter the full or partial name of the student in the format of "Last, First". A % may be used as a wildcard (i.e., Enter Smith, Ja% to search for a student with the last name of Smith and a first name starting with the letters Ja).

Plan Code: Advising plan code being filed for the student. Choose Help/List from the menu bar to view valid plan codes. This field will default to the value in the key block advising plan field, if you filled it in. Otherwise, it will default to a value of AA which is the code used for undergraduate students. This field is required and can be overwritten.

Advisor ID: ID that uniquely identifies the advisor in Banner. Enter the ID of the advisor the student is filing their advising plan with. If you do not know the ID, you may tab to the next field and enter a full or partial name or you may choose Help/List from the menu bar to do a search. This field will default to the value in the key block advisor ID field, if you filled it in.

Advisor Name: Name of the advisor associated with the advisor ID. If you have not entered an advisor ID, enter the full or partial name of the advisor in the format of "Last, First". A % may be used as a wildcard (i.e., Enter Smith, Ja% to search for an advisor with the last name of Smith and a first name starting with the letters Ja). This field will default to the value in the key block advisor name field, if you filled it in.

Date Plan Filed: Date the advising plan was filed. The date must be in the format 'DD-MON-YYYY'. If you did not enter a value for this field in the Key block, it will default to today's date.

Date Next Plan Due: Date the next advising plan is due. The date must be in the format 'DD-MON-YYYY'. It will default to one year from the date plan filed.  The date may be changed but it must be within one year of the date plan filed.

To enter a new advising plan, ensure that you have a blank record. If the record is not blank, choose Record/Insert from the menu bar to enter a new record. Enter all required information. All fields in this block are required.

Choose File/Save from the menu bar to save any changes you have made. Choose File/Exit from the menu bar to exit the form.


Entering/Viewing Advising Plans for a Single Student

To enter or view an advising plan for a single student, select the Advising Plan form (ADVPLAN). The Advising Plan form allows the entering/viewing of advising plans on student accounts. The Advising Plan form is divided into three blocks of data separated by horizontal lines. The upper block (Key block) contains the "key" information to identify the student you wish to enter or view an advising plan for. The middle block (Academic Standing block) contains advising related data such as cumulative GPA, cumulative hours, and registration holds. The lower block (Advising Plan Detail block) contains a list of the advising plans the student has filed.

You may access the Advising Plan Entry Form from the Advising menu in Banner or by typing ADVPLAN into the Direct Access box in Banner.

Key Block (Page 1 - Block 1)

The Key block specifies which student you are working with. All fields in the Key block are required. Enter the following information:

Student ID: ID that identifies the student in Banner. Enter the ID of the student. If you do not know the ID, you may tab to the next field and enter a full or partial name or you may choose Help/List from the menu bar to do a search.

Student Name: Name associated with the student ID. If you have not entered an ID, enter the full or partial name of the student in the format of "Last, First". A % may be used as a wildcard (i.e., Enter Smith, Ja% to search for a student with the last name of Smith and a first name starting with the letters Ja).

Once you have successfully selected a student, choose Block/Next from the menu bar to move to the Advising Plan Detail block or use the mouse to click into the block. Information will be displayed for the student entered in the Key block.

Academic Standing Block (Page 1 - Block 2):

The Academic Standing block displays academic standing and general student information for the student entered in the Key block. No data in the Academic Standing block can be entered or changed. The Academic Standing block contains the following information:

Class: The current class standing of the student (i.e. Junior, Senior).

Cumulative Hours: Current cumulative overall hours student has earned. This includes hours earned at SOU and transfer hours.

Cumulative GPA: Current cumulative overall GPA for the student. This includes transfer and SOU course work.

Advising Holds: Advising Holds Indicator. "Y" indicates the student has advising holds. Blank or "N" indicates the student does not have advising holds.

Registration Holds: Registration Holds Indicator. "Y" indicates the student has registration holds. Blank or "N" indicates the student does not have registration holds.

Advisors: Current primary and secondary advisors of the student.

Majors: Current first and second majors of the student.

If your cursor resides in one of the fields in the Academic Standing block, choose Block/Next from the menu bar to move to the Advising Plan Detail block or use the mouse to click into the block.

Advising Plan Detail Block (Page 1 - Block 3):

The Advising Plan Detail block contains a list of advising plans the student in the Key block has filed. The Advising Plan Detail block contains the following information:

Advising Plan Code: Advising plan code filed for the student. Choose Help/List from the menu bar for a list of valid codes. This field will default to AA, the plan code used for undergraduate students.

Advising Plan Description: Description associated with the advising plan code. This field is automatically filled in upon the entering of a valid advising plan code. This field may not be overwritten.

Advisor ID: ID that uniquely identifies the advisor in Banner. Enter the ID of the advisor the student is filing their advising plan with. If you do not know the ID, you may tab to the next field and enter a full or partial name or you may choose Help/List from the menu bar to do a search.

Advisor Name: Name of the advisor associated with the advisor ID. If you have not entered an advisor ID, enter the full or partial name of the advisor in the format of "Last, First". A % may be used as a wildcard (i.e., Enter Smith, Ja% to search for an advisor with the last name of Smith and a first name starting with the letters Ja).

Date Plan Filed: Date the advising plan was filed. The date must be in the format 'DD-MON-YYYY'. This field will default to today's date when an advising plan is first entered but you may overwrite it. This field is required. Note: You can enter a smaller portion of the date and then hit enter. The system will then fill in the missing parts of the field with the current month and/or year for you.

Date Next Plan Due: Date the next advising plan is due. The date must be in the format 'DD-MON-YYYY'. This field will default to one year from the date plan was filed. You may make the the due date sooner if you would like to meet with the student more frequently.

To enter a new advising plan, ensure that you have a blank record. If the record is not blank, choose Record/Insert from the menu bar to enter a new record. Enter all required information. All fields in this block are required.

To update an existing record, use the scrollbar or the down and up arrow keys to move through the records until you locate the record you want to edit. Edit any fields as needed.

Choose File/Save from the menu bar to save any changes you have made. Choose File/Rollback from the menu bar to return to the top of the form. Choose File/Exit from the menu bar to exit the form. Remember to save any changes before doing a rollback or exiting the form.