“How To” Instructions
1. How do I find my PolyPlanner?
A direct link is located on the left-hand side of your “My Cal Poly Portal” page. Click/select “My PolyPlan” to open your plan.
2. How do I select courses for my PolyPlan?
Refer to your flowchart, available via hyperlink in Step 1 of the instructions at the top of PolyPlanner. The flowchart displays required courses in a recommended sequence for your major. You can also refer to the Course Catalog. Major courses will be visible in the roadmap located on the left-hand side within PolyPlanner. Plan all courses you intend to take for graduation, including those within a minor, second major, track, concentration, or emphasis.
3. How do I add courses or messages?
Plan only courses that you will take at Cal Poly. Adjust your courses whenever your registration decisions impact your PolyPlan. There are 2 ways to add courses.
- Drag & Drop—Courses required for your major are listed within the roadmap, which is visible on the left-hand side of PolyPlanner. You can drag and drop those courses into your PolyPlan, which is on the right-hand side.
- Manual Add—Click/select the term in your PolyPlan and choose “add course.” You will need to manually add all courses for minors, second majors, tracks, ICSs, free electives, or emphases, since those courses are not included in roadmaps.
4. How do I delete courses or messages?
Open the applicable term and click/select the edit button, which looks like a pencil and paper. Then select the radio button for the course or courses and choose “delete.” Delete all courses by choosing “all” and “delete.”
5. How do I save my PolyPlan?
You will not need to save your PolyPlan, since all planning activity is automatically saved while you are planning.
6. How do I remain PolyPlanner compliant?
It is important to remain compliant, since non-compliant students are assigned a delayed registration appointment. There are 2 required components for remaining PolyPlanner compliant:
- Login requirement—Log in at least once each term. The login window is between the end of Add/Drop for the current term and the end of Add/Drop for the next term (excluding summer). The Add/Drop deadline falls on the 8th business day of each term. Check important dates on the Office of the Registrar’s Calendars & Deadlines page.
- Planning—Always have the current and future 2 terms (excluding summer) planned. Update PolyPlanner any time your plans change. This will also help with registration, since data is exported directly to PASS.
7. How do I determine if I am compliant?
Your compliance status and last login date are visible to you in 2 places.
- Check your status under the portal “Home” tab. The compliance indicator portlet is located beside “Single Click Links.” This indicator is only visible immediately before each deadline.
- Check your status within PolyProfile beneath “Planned Courses.” Your planning activity is captured on the day of the deadline, and you are able to view your compliance status throughout the term.
8. How do I plan for terms if I intend to be absent (e.g., study abroad)?
You must continue to meet the login and planning requirements while you are away, so it is important to monitor your email regularly. For the terms you intend to be away, add a message by selecting the term and choosing the “add message” option. Choose one message from the three listed options:
- On study abroad or exchange program
- On leave of absence
- Not attending this term
9. How do I verify that my planned courses will count for my major/career program plan?
Requirements will check off in the roadmap on the left-hand side once courses for that requirement are added to your plan (only major courses are visible in the roadmap). Determine which requirements are outstanding by looking for roadmap requirements that are unchecked. Some free electives and concentration options are not specified in roadmaps and will not check off. Refer directly to your degree progress report (DPR) for a detailed summary of your degree progress.
10. How do I plan if my major or concentration may change?
Only your currently declared major will be visible in the roadmap on the left-hand side. Use the flowchart for your preferred major or concentration. Plan courses for the preferred curriculum until it is officially declared. Consult with an advisor concerning Individualized Change of Major Agreement (ICMA) questions and to verify that you can change into the new major.
11. How do I plan if I have an Individualized Course of Study (ICS) concentration?
Given the personalized nature of these programs, they are not programmed in PolyPlanner. You must manually add these concentration courses.
12. How do I add terms to my PolyPlan?
Click/select the “+” sign at the top of your PolyPlan on the right-hand side. Specify the term you wish to add.
13. How do I determine how many free electives I need?
Your flowchart will demonstrate whether your major permits free electives, and it will clarify how many units are needed. More free electives may be required if you take a course that satisfies two requirements (e.g., major and GE). Reference the catalog to select your free elective courses, and then manually add those courses to your plan. Course choices are not visible in your roadmap on the left-hand side, and the free elective message in the roadmap will never “check off.”
Tips and Troubleshooting
14. Why am I required to use PolyPlanner?
PolyPlanner was introduced to improve course availability for students. Strict compliance standards are enforced to ensure that PolyPlanner data is reliable. Departments utilize this data to plan future course offerings based on student demand. By logging in within the designated window and planning the appropriate terms, you are able to communicate to campus that you have verified your plan and intend to take the planned courses. Departments are able to try and accommodate your preferred schedule.
15. Does PolyPlanner enforce prerequisites?
Please research prerequisites when planning your courses, since PolyPlanner does not recognize them. View prerequisites for a course by clicking/selecting the course and viewing the “Course Description,” which contains both prerequisite and corequisite information.
16. Can I use PolyPlanner on my tablet/smartphone?
Currently, we suggest using iPads with a Safari browser. We are continuing to work with our software vender to improve phone/tablet compatibility.
17. Are all internet browsers compatible with PolyPlanner?
Internet Explorer is not recommended
18. Should I plan alternate courses?
Exclude alternatives. By planning only your first course choices, you will guarantee that PolyPlanner data is more accurate.
19. Where are my General Education (GE) course choices?
A list of all the outstanding GE requirements for your specific major are listed towards the bottom of the roadmap. You are able to drag and drop your GE selections from that area into your PolyPlan on the right-hand side. GE courses that are specifically required within your major will be listed with your major-specific curriculum.
20. How can I view course details (e.g., units, description, and course availability)?
Click/select a course to enable a pop-up which displays more detailed information about the selected course.
21. What is the “View PDF” feature?
Click/select the PDF button at the top of your PolyPlan to open a new window displaying your completed and planned courses with their assigned unit values. This feature allows you to easily view your unit loads for each future term.
22. What is the “View my completed courses” feature?
Click/select the icon at the top of your PolyPlan which looks like bullet points on a document. It generates a display of your PolyPlan on the left-hand side and your completed courses on the right-hand side. The completed courses are displayed chronologically. Transfer work and test scores are included, although some remedial courses may be omitted.
23. Why am I having difficulty dragging a course over to my PolyPlan?
Be certain that you are dragging the course rather than the requirement. Courses appear within drop-down lists, and they are green. Sometimes a requirement may have the title of a course, but you will need to select the green course visible beneath it.
24. Can I modify previous terms?
You are only able to update a term within your PolyPlan before it ends. After it is completed, you are prevented from making any changes.
25. Why do my GE Area B requirements seem wrong?
Two B1 (MATH/STAT) courses are required. Some majors require courses that fulfill the B1 requirement. There is the potential for extra B1 requirements to appear in roadmaps for some majors. Always refer to your degree progress report (DPR) for clarification.
26. What do I need to know about the GE Area D requirements?
Check your degree progress report (DPR) to see the status of Areas D1, D2, and D3. If you do not have any credit, then you should plan normally. Other circumstances warrant your attention:
- D1, D2, or D3 is complete in DPR only The roadmap on the left-hand side may indicate that you need an Area D requirement although it is satisfied. This is a known technical issue with PolyPlanner, and you can rely on the accuracy of the DPR.
- Partial D1 credit If you have a “Partial D1” in your DPR, then consult with both your advisor and a representative from Evaluations in the Office of the Registrar. They will determine whether you need an additional course.
- AP D1 credit If you passed the AP US History and AP US Government and Politics exams with a score of at least 3, you can take a one-unit POLS 111 course to complete the requirement. The course will need to be manually added in PolyPlanner, since it is not listed in your roadmap
27. What if I am a “GE certified” transfer student?
The roadmap on the left-hand side of your PolyPlanner cannot recognize GE certification, so it may falsely suggest that you need Area B or C requirements. This is a known technical issue with PolyPlanner, and you can rely on the accuracy of the DPR. GE certification information may be found here.
28. Why do some requirements remain unchecked after I plan appropriate courses?
Requirements without a drop-down list of courses, such as Free Electives, are simply messages. They do not have associated courses, and these messages will never “check off.” You can identify messages in your roadmap by looking for text without a drop-down arrow.
29. Why am I seeing a “course not typically offered” icon when I know the course is offered that term?
Departments forecast when courses will be offered, and this data is stored in PolyPlanner. Sometimes departments offer courses during different terms than they intended. Also, some courses are labeled as “TBD,” which means that the course availability is “to be determined.” PolyPlanner software currently identifies all TBD courses as “not typically offered,” but in some cases, the courses may actually be offered. We are working with the software vender to find a resolution.