Jenzabar Help Hub

Student Plan Approvals

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

My Academic Plan is an optional feature in Campus Portal that allows students to view their academic plans. Depending on how it is set up, students may be able to edit their plans, also. This can be a valuable time-saver for advisors, allowing certain groups of students to edit their plans online, saving the time to meet in person. If students have permissions to edit plans, they can move requirements or courses to other terms, choose the course they will take to meet requirements, and even add or remove a term from their plan. System Administrators can set this up to require Advisor approval for changes, or for no permission required. Students use My Academic  Plan in the Campus Portal, and advisors approve changes in J1 Web, if required. For more information on setting up My Academic Plan, see My Academic Plan Setup.

Student plan approvals can show up in a couple of places on J1 Web: as a block on the Academic Advising hub, or as a page. If you go to a student's Student page and they have pending requests, you may get an alert with a link that will take you to the Student Plan Approvals page. Example

Note

If a student (who requires advisor approval) has made changes to a plan but not yet requested approval, the advisor will not be able to make any changes to that plan until the student either cancels the changes or submits the approval request. This feature gives advisors real-time visibility into when a student is making plan changes.

Student Plan Approvals Block

This block on the Academic Advising hub shows your advisees who have requested approval for changes to their academic plans.

Student Plan Approvals Page

This page shows all of  your advisees who have requested approval for changes to their academic plans.

Click the Plus icon next to the advisee's name. Additional information about the changed plan appears.

  1. On the Academic Advising hub, in the Student Plan Approvals block, click View all approval requests.

  2. On the Student Plan Approvals, click the blue plus sign beside the student's name to review the changes they made to their plan. Use the blue Actions drop-down button to approve or deny the requests. You can also email the student by clicking on the icon at the end of the row.

If the student has made changes to their plan, but not yet requested approval, you will be prevented from making any further changes to their plan until they send or cancel their change requests. Likewise, if a student has sent a change request but you have not yet responded, they will be unable to register for that course until receiving your approval.

With the many upgrades added with the My Academic Plan feature, we did user testing and determined that having one Options button for all of the year/term blocks provided a better user experience. No functionality was lost.

In order to see Student Plan Approvals, Academic Planning must be turned on, and the Approval Process toggled to ON. Find these features in the Advising Administration hub | Manage Advising Settings.