Set Up Pathways to View Program Plans

Complete these tasks to give support staff and students the ability to view Program Plans and Program Enrollments in Student Success Hub.

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

Give Support Staff Access to Program Plans in the App
Configure the Student Success Hub app to give your support staff access to a student's Program Enrollment and all the available Program Plans.
Give Students Access to Program Plans in the Portal
To set up Pathways in your student portal, create a page for Program Enrollments and Program Plans.
Personal Program Plan Limitations
Understand the limitations of personal program plans.

Give Support Staff Access to Program Plans in the App

Configure the Student Success Hub app to give your support staff access to a student's Program Enrollment and all the available Program Plans.

To let support staff quickly access a student's Program Enrollments, add a Program Plans related list to the Student Record Case.

From any Student Record Case, click the gear icon and click Edit Page.
Select the Tabs component and add a new tab with a custom tab label called Programs.
Select the Program tab and drag the Related List - Single component to the tab.
Configure the Related List - Single properties as follows:
- Parent Record: Contact Name
- Related List: Program Enrollments
  
  Note If you don't see this option in the dropdown, edit your Contact page layout in Setup and add the Program Enrollments related list.
Save your changes.
From the Object Manager in Setup, open your Contact page layout. This page might be the EDA Contact Layout or your custom page layout.
Click Related Lists in the palette and then click the wrench icon next to the Program Enrollments related list.
Add the Program Plan field to the Selected Fields and move it up to the top of the list.
Click OK, then click Save.

To let support staff view all the available Program Plans, add the Program Plans item to the navigation menu.

Verify that your support staff profile has access to the Program Plan tab.
Add the Program Plans item to the Student Success Hub app. For detailed steps see, Set Up Student Success Hub App Basics.

Edit the Program Plan page to add two Pathways components.

From the Program Plan record page, click the gear icon and click Edit Page.
Remove the Highlights Panel and replace it with the SSH Program Plan Highlights component.

Note You can't customize the fields the Program Plan Highlights component displays.
Select the Tabs component and add a new tab with a custom tab label called Requirement Summary.
Select the Requirement Summary tab and drag the SSH Program Plan Summary component to the tab.
Save your changes.

To set up Pathways in your student portal, create a page for Program Enrollments and Program Plans.

Set up the Program Plans page.
1. In the Experience Builder, from the Pages menu, click New Page.
2. Select Object Pages.
3. Select Program Plan and click Create.
4. In the Pages menu, select Program Plan Detail.
5. If there are components already on the page, delete them.
6. Drag the SSH Program Plan Highlights component into the Content Header section.
7. Drag the SSH Program Plan Summary component into the Body section.
Add Program Enrollments and Program Plans to the navigation menu.
1. In Experience Builder, select the Navigation Menu component and in the property editor, click Edit Default Navigation.
2. Click Add Menu Item.
  - For Name, enter a label, such as My Programs.
  - For Type, select Salesforce Object.
  - For Object Type, select Program Enrollment.
  - For Default, select All.
3. Click Add Menu Item.
  - For Name, enter a label, such as All Programs.
  - For Type, select Salesforce Object.
  - For Object Type, select Program Plan.
  - For Default, select All.
4. Click Save Menu.
Preview and publish your changes.
1. Click Preview to check out your changes before you publish.
  
  Tip Log in to the portal as a student who has a Program Enrollment. From their Program Enrollment page, you can open the Program Plan page. Verify that your field level security is configured correctly for both pages.
2. To save your changes, click Publish. On the confirmation screen, click Publish again.

Understand the limitations of personal program plans.

Keep this limitation in mind when you use personal program plans.