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 can impact Student Financials and Student Financial Aid. Any changes on this page can impact other functional areas. For activation of a new Student Career NBR, follow QRG Adding a Student Program/Plan Stack After Admission.
Navigation: Records and Enrollment > Career and Program Information > Student Program/Plan
Maintaining the Student Program/Plan Stack
Search for the Student
- Navigate to the Student Program/Plan search page.
- Enter the Student ID or search by name.
- Select Include History to display all program/plan rows.
- Click Search.
Student Program Tab
- The Student Program tab will display.
- To take action, select the Add a New Row [+] icon at the top-right. This creates a new effective-dated row across all related tabs. A new row must be added to update data on this tab or others (like Student Plan or Student Degrees).
- Enter an Effective Date: Between terms (the day after the term ends and before the next begins).
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Program Action: Indicates the type of change being made to the student's program data. Examples: PLNC for plan change, PRGC for program change.
- Use of Program Actions may vary by institution. Refer to the program action table for specific guidance. The use of specific Program Actions could vary from institution to institution.
- Action Reason: (Optional but recommended). Example: SBPL to document a sub-plan being added.
- Academic Institution: If your user defaults have been set, this field will be populated with your institution.
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Academic Program:
- Represents the degree the student is pursuing.
- It should only be changed when using a Program Change (PRGC) action.
- Admit Term: The first term of the student’s academic career.
- Requirement Term: Defines the term in which the student becomes responsible for program requirements.
- Identifies when the most recent change in program status takes effect.
- Each new row requires an Effective Date.
- Backdating may be used under special circumstances.
- Future-date rows if planning for changes.
- You can make changes between terms (after the last day of the current term and before the next term begins).
Student Plan Tab
- Navigate to the Student Plan tab.
- Changes here require a new row on the Student Program tab with a PRGC (Program Change) or PLNC (Plan Change) program action.
Steps to Update Academic Plan:
- Select the Academic Plan using the lookup icon (🔍). This will overwrite the existing plan.
- Other fields will default from the Student Program tab, but can be adjusted if necessary.
Additional Tabs
- Student Sub-Plans: Optional, based on program setup.
- Student Attributes: See the Managing Student Attributes QRG.
- Student Degrees: Only used for program completion. See the Award a Student Degree QRG.
Save the Record
- Select Save to apply your changes.
Program Action Codes
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Academic Sub-Plans Overview
Purpose
Academic Sub-Plans allow specialization within an Academic Plan and are directly linked to it. Whether a sub-plan appears on a transcript is a college decision.
There are four types of Academic Sub-Plans:
- Concentration
- Emphasis
- Specialization
- Option Used only for Workforce programs (PRFTC plans) to align with Program Approval Request (PAR) inventory.
🔹 Note: All types function similarly; colleges choose the type based on internal preferences. If associated with a PRFTC plan, the Option must be used.
- There is no mandatory naming convention.
- Each Sub-Plan code must be unique to its Academic Plan.
📌 Example:
If a college offers a “Sustainability Studies” concentration in multiple DTAs (e.g., General DTA, Business DTA, AS-T Track 1), they must request three separate sub-plans, one for each Academic Plan.
All Sub-Plan codes are created by the CS Customer Support Team.
Include the Following in Your Ticket:
- Institution
- Academic Plan
- Sub-Plan Code (10 characters, UPPERCASE)
- Effective Date
- Academic Sub-Plan Type (Concentration, Emphasis, Specialization, or Option)
- Description (30 characters)
- Short Description (10 characters)
- Print on Diploma? (Yes/No)
- Diploma Description (100 characters)
- Print on Transcript? (Yes/No)
- Transcript Description (100 characters)
- First Term Valid
- Show in What-If Advisor? (Yes/No)
- Show in What-If Prematriculated Student? (Yes/No)
- Show in What-If Student? (Yes/No)
Navigation: Records and Enrollment > Career and Program Information > Student Program/Plan
Adding or Updating a Student Sub-Plan
Search for the Student
- The Student Program/Plan search page displays.
- Enter Search Criteria to locate the student.
- Select the Include History checkbox to view all program/plan stacks.
- Click Search.
Select the Correct Record
- If multiple program rows are returned, choose the correct one based on:
- Student Career Number
- Academic Career
- Academic Program
Student Program Tab
- The Student Program tab displays.
- Click the Add a New Row [+] icon in the Student Details section. This creates a new effective-dated row across all tabs.
- Enter an Effective Date:
- Best Practice: Between terms (the day after the term ends and before the next begins).
- Sub-plans can be added mid-term, but the row must be dated between terms.
- Set Program Action to: PLNC (Plan Change)
- Set Action Reason to: SBPL (Sub-Plan added – optional, but recommended for clarity)
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Additional Fields:
- Academic Institution: Defaults to your institution if user preferences are set.
- Admit Term: Enter or confirm.
- Requirement Term: Enter or confirm.
Student Sub-Plan Tab
- Navigate to the Student Sub-Plan tab.
- Click the lookup icon (🔍) to select the appropriate sub-plan in the Academic Sub-Plan field.
- The Declare Date auto-populates to match the effective date.
- Enter the Requirement Term.
Save the Record
- Click Save to finalize changes.
QUERIES
- To access the most up-to-date query information, visit dataservicesmetalink.sbctc.edu.
- Discover the best methods for finding queries and reports by visiting Recommended Methods for Searching Queries and Reports.
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