Explore the Learner Portal

Learning Objectives

After completing this unit, you’ll be able to:

Explain how the learner portal helps students access information and perform essential tasks.
Describe each Student Success component on the learner portal.

The Learner Portal

Students require ongoing support throughout their academic journey, whether it's planning their degree or addressing issues that hinder their progress. To stay on track, it’s important for them to access helpful resources and reach out to the relevant success teams.

The Learner Portal is an intuitive, mobile-friendly portal that helps learners stay connected to their success teams and support programs. Students can also enroll in programs, schedule meetings, and track progress toward care plans and action plans. They can even compare learning programs and plan out their degrees directly from the portal.

In this unit, tour the Learner Portal components and features that set students up for, well, success.

Learner Portal Components

The Learner Portal is a student’s launchpad to all the services and solutions your institution offers. Education Cloud comes with an Experience Cloud site template to help you quickly set up your portal. You can customize the site to include your institution's branding and components to fit your needs.

Sophia is a new student who recently started her first semester at Astro University. She’s a dedicated student, but she’s already feeling the pressure from juggling the demands of coursework, extracurricular activities, part time job, and social life.

Sophia decides it’s time to check out the Learner Portal to see what options are available. Follow Sophia as she explores each of the portal components.

Success Teams

Students can easily view their success teams from the Learner Portal, such as their academic advisor, wellness coach, or other success team members. On the Success Teams tab, Sophia sees all of her assigned success team members organized by category, including Academics and Career.

The Success Teams tab of the Learner Portal.

Students can also set up appointments with members of their success teams.

Appointment Scheduling

A self-service appointment scheduling system makes it easy for learners to view staff availability and create appointments through an intuitive screen flow. This way, they can connect with advisors and other support staff when they need assistance with coursework, career planning, financial aid, or other aspects of their learning journey.

Learners use an existing case record to schedule appointments with advisors, and you can restrict scheduling based on their case record type, such as Academic or Financial Aid, to make sure they’re scheduling appointments with the relevant personnel.

Sophia opens the appointment scheduler to book a meeting with a member of the academic advising team.

The Schedule Appointment page.

Using the scheduler, Sophia selects topics for discussion, such as Degree Planning, and the channel for the meeting, such as Phone. Then, she selects a date and time based on advisor availability, and submits the appointment request.

The Select Time Slot page.

Students can view past and upcoming appointments on the portal and join virtual calls when the appointment time arrives.

You can set up appointment scheduling using one of two methods.

The My Appointments Header is a Lightning web component that provides an efficient workflow for students to check advisor availability and schedule appointments on the Learner Portal.
Alternatively, you can also use customizable Omniscripts and Flexcards to create your own appointment scheduling tool.

To learn more, view the Appointment Management Help article.

Support Program Enrollments and Intake Assessments

From the portal, students can also view available and enrolled support programs. For example, on the Support Programs page, Sophia sees that she’s enrolled in the Academic Advising, Wellness Services, and Career Services programs.

The Support Programs tab screen.

As you learned earlier, advisors can enroll students into support programs, or learners can self-enroll from the Discover tab. Integration procedures, flows, and invocable actions automate the student self-enrollment process and the creation of related records, including benefit assignments and disbursements. If you’ve created an assessment for the support program, the student is asked to complete a questionnaire to inform staff of the student’s unique circumstances or requirements.

The Action Center

The Action Center helps students keep track of important tasks, care plans, action plans, and more. For example, on the Tasks tab, the learner can view all of their assigned tasks.

The Action Center on the Learner Portal.

Students can change the status of tasks to mark them as In Progress or Completed.

The Action Center also stores the learner’s assigned action plans and care plans. Learners can create their own action plans using action plan templates. The Action Plan Templates tab of the Action Center.

Sophia can create her own action plan from a template to help her prepare for tutoring support or explore career options.

The Action Center is also where students complete pulse checks, which help advisors assess the learner’s engagement, satisfaction, and overall wellbeing.

Pulse Check with assessment questions.

Students receive portal notifications when they’re assigned a pulse check, and fill out a digital form to submit their responses.

The Intelligent Degree Planner

Along with accessing staff and support, students also use the portal to plan their academic journey. The Intelligent Degree Planner helps learners create an academic schedule for each term by dragging courses onto a canvas. Advisors can create preconfigured learner pathways, which the student can then modify based on their individual goals. By using the planner, students can visualize all the possible paths they can take toward completing their degree.

The Intelligent Degree Planner on the Learner Portal.

The Requirements panel in the planner lists the mandatory courses for the learner’s chosen program and creates an alert when a prerequisite or corequisite course is missing from the plan. It also automatically calculates and displays the number of planned, unplanned, and required units, including total credits or credit hours.

You can configure the degree planner to require review and approval, so that students share degree plan drafts with advisors, who can then provide feedback or use the same interface to make plan adjustments.

Ahead of her advising appointment, Sophia uses the degree planner to map out her courses for her first two years at Astro U. For undecided elective courses, she inserts placeholders so she can make her selections later. Then, she submits the drafted plan so she can discuss it with Adam. Sophia can reference and adjust this plan as necessary throughout her academic career.

Intelligent Program Comparison Engine

To take academic planning a step further, advisors and students can use the Intelligent Program Comparison engine to view a side-by-side comparison of available programs. They can select up to three program plans to compare, including one program that the student’s already enrolled in.

Sophia uses the Program Comparison tab to compare her current program against two other undergraduate programs that caught her interest.

The Intelligent Program Comparison Engine.

This page displays program durations, credit hours, minimum GPAs, and requirements, along with the progress Sophia’s made toward her program.

Students and advisors can generate, download, and print a What-If audit report for a detailed analysis of the required and elective coursework for each program, and see the elements that the student has already fulfilled.

Learner Progress

As students work toward their degrees, Learner Progress helps them track their advancement by showing completed and remaining coursework. This component displays all of their enrolled learning programs and details about planned, enrolled, and completed requirements for each learning program, including grades and completed duration.

On the Degree Progress tab, Sophia gets a full view of the required coursework for her Bachelor of Science Computer Science program.

The Degree Progress tab of the Learner Portal.

Learner Progress alerts students of any unplanned or failed requirements that aren’t part of their degree plan, such as unplanned program durations. Students can also view their repeated courses and terms from previous attempts.

You can customize Student Success components to match your institution’s requirements. For example, Astro U renamed the Learner Progress tab to Degree Progress.

You’ve now seen how the Learner Portal and Student Success components put a plethora of helpful resources at your students’ fingertips. After using the Learner Portal for a few weeks and meeting with Adam, Sophia is more excited than ever about her degree choice, and has all the tools and resources she needs to stay on the path toward graduation.

With Student Success, your success teams and learners can better collaborate, leading to a more enriched and prosperous learning journey for every student.

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