9.2 Maintaining Student Program/Plan Stacks

Purpose: Use this document as a reference for maintaining academic programs in ctcLink.

Audience: Student Records staff.

You must have at least one of these local college managed security roles:

  • ZC SR Student Program
  • ZD SR Student Program
  • ZZ SR Student Program
  • ZZ Student Program Limited

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Institutional level security views will prevent you from viewing student program plan(s) from another institution. For this reason, the Student Career Nbr sequencing may look different when searching for a student. 

The Student Program/Plan page has connections to Student Financials and Student Financial Aid. Any changes on this page can impact other functional areas.

If you want to activate a new Student Career Nbr, follow the QRG 9.2 Adding a Student Program/Plan Stack After Admission into a Career.

Maintaining Student's Academic Program

Navigation:  NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Program/Plan

  1. The Student Program/Plan search page displays.
  2. Enter Search Criteria to identify your student and check the Include History box. You will only view the results for your institution.
  3. Select Search.
  4. A student may return multiple program rows in the Search. If so, select the appropriate record by confirming the appropriate Student Career Nbr, Academic Career, and Program.
Search for the student at your institution
  1. The Student Program tab displays.  
  2. Actions can be taken on the student program record. Individual institutions will vary in the use of specific codes. Refer to the table included at the end of this document and the local business process for guidelines on these actions.
  3. To take action on a program record, select the Add a New Row [+] icon at the top right of the page.

Effective Date. All new rows are effective dated. Under special circumstances, an effective date may need to be backdated. It is recommended to future effective dates based on subsequent actions on that record in the system.

All changes on the Student Program/Plan page should be effective dated between terms [starting the day after the last day of the term and before the first day of the next term].

  1. A row needs to be added to the Student Program tab with the appropriate program action to update information on other tabs. Adding a row on this tab will insert a new effective dated row for all tabs.
  2. To delete an academic row, select the Delete a Row [-] icon at the top right of the page.
  3. Correct History access is required to remove a row. This is not common, and caution should be taken in deleting historical data.
  4. Select the Student Plan tab.
Student program plan page
  1. The Student Plan tab displays.
  2. Changes made on the Student Plan tab require creating a new row on the Student Program tab with a PLNC (Plan Change program action code).
    1. Select the *Academic Plan by selecting the looking glass--overwrite the existing code.
    2. The remaining fields will default to match the data entered on the Student Program tab but can be adjusted if required.
  3. Student Sub-Plans.
  4. Student Attributes. View the 9.2 Managing Student Attributes QRG.
  5. The Student Degrees tab is only used for program completion.  View the 9.2 Awarding a Student Degree QRG.
  6. Select Save.
Student plan tab

Program Action Codes:

Code

Description

Status Change

Explanation

ACTV

Activate

Active in Program

A student is ready either to enroll in a term or to be evaluated for transfer credit.

ADRV

Admissions Revocation

Cancelled

A person was admitted into an academic program, but it was later determined that the person did not qualify for admission.

COMP

Completion of Program

Completed Program

A student has completed the program.

DATA

Data Change

No Impact

Data relative to a student's program, plan, or career status was changed.

DEFR

Defer Enrollment

Active in Program

A person has been admitted, and may be active for one admit term, but will actually enroll in a later admit term. This action lets you change the admit term for the applicant and record that they are deferring enrollment.

DISC

Discontinuation

Discontinued

A student discontinues attendance. Post the withdrawal on the student Withdrawal page.

DISM

Dismissal

Dismissed

A student is dismissed from the academic institution. Post the withdrawal on the student Withdrawal page.

MATR

Matriculation

Active in Program

A person has completed all necessary steps to become an active student in an academic program.

LEAV

Leave of Absence

Leave of Absence

A student takes a leave of absence from his program.

PLNC

Plan Change

Active in Program

Used to update the student plan code on the student plan tab.

PRGC

 Program Change  Active in Program Used to update the academic program on the student program tab.

RADM

Readmit

Active in Program

A person has applied to reenter a student career and academic program for which they already have a student record.

REVK

Revoke

Active in Program

Revoke a student's degree. The system automatically updates the student degree tables. Revoked degrees do not appear on the student transcript.

RLOA

Return from Leave of Absence

Active in Program

A student returns from a leave of absence.

SPND

Suspension

Suspended

A student is suspended from your academic institution. Post a withdrawal on the student Withdrawal page.

TRAN

Transfer to Other Career

Completed Program

A student makes an inter-career transfer.

WADM

Administrative Withdrawal

Cancelled

A student is withdrawn for administrative reasons.


  1. Process complete.

Adding a Student Sub-Plan

Academic Sub-Plans allow specialization within an academic plan that is linked directly to the plan. It is a college decision to print, or not print, a sub-plan on a transcript. 

There are four different sub-plan types. 

  1. Concentration
  2. Emphasis
  3. Specialization
  4. Option--this selection is for Workforce Only--aligning with the Program Approval Request inventory (PAR)

The definition and function of the sub-plans are the same. It is a college decision as to which sub-plan type they choose to use. If there is a sub-plan associated with a PRFTC plan, Option must be selected. 

There is no mandatory naming convention at this time, but sub-plan codes should remain unique to the associated plan. For example, A college offers a Sustainability Studies Concentration in their general DTA, business DTA, and AS-T - Track 1. However, because each sub-plan code must be unique, the college will need to request three separate sustainability Sub Plans—one for each Academic Plan. 

The CS Customer Support Team creates all Sub-Plan codes. When submitting a ticket, please include the following information:

  • Institution
  • Academic Plan
  • Sub-Plan (10 Characters, will display in UPPERCASE)
  • Effective Date 
  • Academic Sub-Plan Type
  • Description (30 Characters)
  • Short Description (10 Characters)
  • Print on Diploma (Yes or No)
  • Diploma Description (100 Characters)
  • Print on Transcript (Yes or No)
  • Transcript Description (100 Characters)
  • First Term Valid
  • Show in What-If Advisor (Yes or No)
  • Show in What-If Prematriculated Student (Yes or No)
  • Show in What-If Student (Yes or No)

Navigation:  NavBar > Navigator > Records and Enrollment > Career and Program Information > Student Program/Plan

  1. The Student Program/Plan search page displays.
  2. Enter Search Criteria to identify your student.
  3. Select the Included History checkbox. This will allow you to view all program/plan stacks.
  4. Select Search.

Institutional level security views will prevent you from viewing student program plan(s) from another institution. For this reason, the Student Career Nbr sequencing may look different when searching for a student. 

Search for student on the Student Program/plan page
  1. A student may return multiple program rows to your institution in the Search Results.  If so, select the appropriate record by confirming the appropriate Student Career Nbr, Academic Career, and Program.
Search results display, select the appropriate career
  1. The Student Program tab displays.  
  2. Select the Add a New Row [+] icon at the top right of the Student Details section.
select the plus i con to add a new effective dated row

All changes on the Student Program/Plan page should be effective dated between terms [starting the day after the last day of the term and before the first day of the next term]. You can add the Sub-Plan midterm, but the action will need to be dated between terms.

  1. A new effective dated row displays.
  2. Enter the appropriate Effective Date for the term in which the sub-plan will be applied to the student's plan. The Effective Date on the Student Program/Plan page should be effective dated between terms best practices [starting the day after the last day of the term and before the first day of the next term].
  3. Select PLNC for the Program Action.
  4. Select SBPL for the Action Reason. The action reason is not a required field, although it supports why a specific Program Action was taken.
  5. Enter the Academic Institution. If your user defaults have been set, this field will be populated with your institution.
  6. Admit Term.
  7. Requirement Term.
  8. If no changes are required to the Student Plan, select the Student Sub-Plan tab.
Program Action is PLNC and Action Reason SBPL
  1. The  Student Sub-Plan tab displays.
  2. In the *Academic Sub-Plan field, select the looking glass to select the desired sub-plan.
  3. The *Declare Date will default to match the data entered on the previous tab.
  4. Enter *Requirement Term.
  5. Select Save.
Select the desired Sub-Plan
  1. Process complete.

QUERIES

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