Ptk student quick start guide master


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Ptk student quick start guide master

  1. 1. Phi Theta Kappa Student Guide
  2. 2. Through the use of quick steps and graphics this guide is your road map to the experience. What is is a web tool created by Phi Theta Kappa Honor Society to aid community college students as they plan their future after community college, either through transfer to a 4-year institution in pursuit of a baccalaureate degree, or by entering the workforce. Currently, is focused on providing transfer assistance to students. Who can use and how much does access cost? is a tool designed specifically for community college students. When a community college student accepts membership into Phi Theta Kappa International Honor Society, he is automatically enrolled in and receives his login information via email. If the student is currently enrolled at a community college that has partnered with, he/she is automatically enrolled in through the school and will receive login information via email as well. This partnership between and the school allows access to be given to the entire student body of the partnering school. Once a partnership has been established, access to community college students, regardless of whether or not they are a member of Phi Theta Kappa, is free. If you have questions, or would like to find out if your college is a partner with Phi Theta Kappa, please contact the Phi Theta Kappa advisor or the transfer counseling office at your community college. Let’s get started! Page | 2
  3. 3. Logging In to As a new member of Phi Theta Kappa, your login and your Phi Theta Kappa login are the same, and your username and password will be emailed to you in a new member email. * You can access the website at the following address: I have forgotten or have lost my login information. What do I need to do? Simply go to and select the “Login Here” button. The following login page will appear containing links to have a temporary login sent to your email address that is on file with (or with Phi Theta Kappa if you are a member). *We will continue to roll out enhancements to the student view as they become available. Please continue to check back, and update your information on a regular basis, to take full advantage of the benefits of Page | 3
  4. 4. Welcome and what do I do next? When you log in to before you do anything else you must complete your student profile. This should take approximately 15 minutes and the information provided is critical to helping you prepare for your future. If a question is required, and you do not have a preference, please remember that you may go back later and update/change your profile at any time. Filling out your profile completely will help us provide you with tools to aid in planning your future by matching you to schools which are a “best fit,” as well as supporting you in finding scholarships and financial aid assistance. Your Goals Before you begin your profile, please take a moment to answer two very important questions about your education goals. Once you’ve answered these questions, you will be directed to your student profile, where we can learn more about your transfer preferences. By knowing your preferences and goals, we can help put you on a path to a successful transfer. Page | 4
  5. 5. Page | 5
  6. 6. Helpful Hint: See the screenshot below for directions on how to search for the correct major. Page | 6
  7. 7. Your Profile Page | 7
  8. 8. This is the first page of your personal profile. Please fill out your CONTACT information here: Page | 8
  9. 9. This is the second page of your personal profile. Please fill out your EDUCATION information here: Page | 9
  10. 10. This is the third page of your personal profile. Please fill out your DEMOGRAPHICS information here: Page | 10
  11. 11. Page | 11
  12. 12. This is the fourth page of your personal profile. Please fill out your FINANCIAL AID information here: Page | 12
  13. 13. This is the fifth and last required page of your personal profile. Please fill out your TRANSFER PREFERENCES information here: Page | 13
  14. 14. This is the sixth page of your personal profile (includes tabs for extracurricular activities as well as athletics). This page is optional; however, in order to find your “best fit” college we want to be as Page | 14
  15. 15. thorough as possible. Please fill out your EXTRACURRICULAR ACTIVITIES and ATHLETICS information here: Page | 15
  16. 16. This is the first thing you’ll see once you’ve completed your personal profile. Please navigate to the “Home” icon button as displayed in the screenshot below: Page | 16
  17. 17. This is your Homepage. As you’ll see it has a number of options to help you organize and plan your transfer. Main points to know are highlighted on the screenshot below, and explained further in the following pages. Page | 17
  18. 18. Page | 18
  19. 19. What are “Next Steps” and what do they mean? Items designated as “next steps” are general transfer steps that we suggest all students follow in order to increase the chance of transferring to a “best fit” school. They appear on the student home page once the student profile has been completed. Each step has a designated time frame during which it is recommended the student complete that particular step, based on when the student stated he/she wished to enroll in a four-year college. These steps are created to ensure students are prepared for transfer and don’t miss out on important admission, housing or financial aid deadlines. In addition to pre-determined, general transfer steps, deadlines for colleges that students place in their “Fish bowl” are also included in the “Next Steps” list. Page | 19
  20. 20. My Matches Below is a screenshot of the best fit college matches based on the specific information in the profile. Page | 20
  21. 21. Helpful Hint: See the screenshot below for directions on how to save a college to your FishBowl. Page | 21
  22. 22. My FishBowl Use your fish bowl to keep track of the schools you are interested in, and your #1 ranked school will show as part of your transfer goals on the home page. Initially these schools will appear in the order you first added them to your FishBowl. Page | 22
  23. 23. Helpful Hint: Please note that you can put these colleges in whichever numeric order you wish. For example, they will initially appear in the order you add them to your FishBowl, but if you want to prioritize Tennessee Wesleyan in the second spot, you simply type in the number “2” and make sure to choose a new number “1” – Georgia Southern in this screenshot and click the drive icon to save. The colleges will then reorder. Page | 23
  24. 24. Calendar Below is a screenshot of your personal calendar. Explore the calendar and see what options are available to you! See the next page for a screenshot of a detailed calendar view. Page | 24
  25. 25. Page | 25
  26. 26. Helpful Hint: Please note that you can drill down on an individual date within your calendar. Page | 26
  27. 27. College Search Both students and advisors may search for a college based on numerous criteria. Selecting items such as location, size, majors, etc will help you find a school that might be a “good fit.” Choosing “Search for Schools” from the menu on the left (see the red arrow in the screenshot below) will open up the search criteria box. Helpful Hint: I am not getting back very many colleges when I do a college search, what’s wrong? The college search function can narrow down to a very specific, small group of colleges quickly based on the answers provided in the search. Each item selected will narrow the number of colleges which are returned, so if you are not getting a large enough selection of colleges, take off the least important requirements to meet your needs and rerun your search. Page | 27
  28. 28. Helpful Hint: For more information you can always click on the “?” on any given screen. See the screenshot below for more information on geographic regions, which is displayed after clicking on the “?”. The area highlighted in yellow shows more information on the Far West region. Page | 28
  29. 29. Browse Colleges Besides selecting specific criteria, you may browse colleges either by the name of the college, by the state the college is located in, or by majors offered. Page | 29
  30. 30. Helpful Hint: Once the college is selected, the school’s profile will be displayed. At the top of the profile are several tabs, with each tab dedicated to a specific group of relevant information. Page | 30
  31. 31. Search and Browse Scholarships Our scholarship database includes scholarships specifically for roughly 3,000 third-party scholarships. You may enter specific criteria and see if there are any scholarships that match. If no scholarships show up, we recommend you include fewer criteria and rerun the search. You may also browse scholarships either by state, by school or by third-party. Page | 31
  32. 32. Additional Important Information View Resources at School There are two tabs on the school resource page - one for the transfer advisor at your college and one for the Phi Theta Kappa Chapter advisor. Refer to these pages for contact information for either. Page | 32
  33. 33. Change Password/Username Lost Login Information I have forgotten or have lost my login information. What do I need to do? Simply go to and select the “Login Here” button. The following login page will appear containing links to have a temporary login sent to your email address that is on file with (or with Phi Theta Kappa if you are a member or advisor). If you attempt to log in with the instructions above, and have difficulties, please email us at for assistance. If you have any additional questions regarding these instructions or have feedback on how to improve this guide, please email us at Page | 33