The “Plans” function can help students and mentor/advisor plan their remaining requirements by term. Students and mentors/advisors can also use Plan Notes to discuss the student’s degree program.

Where to Find Plans

Types of Plans

Plan Icons

Choosing Courses

Using Notes

Additional Features

Where to Find Plans

Types of Plans

• Students and/ or mentors/advisors can choose to either start a plan from a template or use a blank plan.
• Blank plans require students/mentors/advisors to pick a start term and add future terms.
• If a program would like to create a template, please contact the Office of the Registrar as it requires additional set-up.
• Students can have many plans by degree, by courses per term, etc

Plan Icons

Hovering over a box or icon can reveal additional information

• Pencil=Edit plan title, active and locked options

• Active=only one plan should be active.  This plan serves as the student’s primary degree plan as agreed on by the student, mentor/advisor, and/or chair/coordinator.
• Locked=only mentors/advisors, coordinators, chairs, and staff can make changes to the plan once this box is checked.  The box can be unchecked to allow students to edit their plan.

 

• Three Dots=additional options including more information, edit, delete, and/or reassign

• Plus Box=add a term or course

 

• Note Icon=three different levels of notes; will change to three lines icon if there is a note
  • Note on the plan, term, and course

Choosing Courses

• Click on the + within a term to add multiple courses at once. You will have the following options
  • Choice=student can fulfill requirement with one or more options
  • Course=specific course
  • GPA=GPA advice for student
  • Placeholder=PLA, transfer credit, or non-coursework

• Drag and Drop from “Still Needed,” “Requirements,” or “Courses” sidebar.  Once a requirement is planned, it will disappear from the sidebar.

Using Notes

• Plan notes are different than audit notes
  • If you delete a plan, the plan notes will be deleted.  Audit notes cannot be deleted.
  • Plan notes may exist as part of a template.
• Notes are a part of the student’s record
• Notes can be at the plan, term, or course level
• The note icon will turn to three lines if there is a note
• Click on the Note Icon next to the plan, term, or course
  • “Notes attached to” indicates the level

• Click “Add Note”

Type or copy/paste a note into the box and click “Done”

Additional Features

• You can print or save your plan by clicking the printer icon at the top of the page

• You can see a version of your Audit Worksheet with the courses you have planned included by clicking on the “Audit” button above the sidebar.  This will bounce the planned courses against the student’s audit/worksheet.

• On Track
  • If a student’s coursework and registrations are in alignment with the plan, On Track flags will show.  If they do not, Warning or Off Track flags will show.