Academic Plan Layout Details

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.

Use this page to review how program requirements for your advisee's chosen aim (major/program, minor, certification, or concentration) have been distributed across years/terms. You can view detailed course information entered on the Advising Trees page, export the plan to PDF, and access the update feature plan as needed.

Understanding Plan Statuses

Draft means program requirements are still being assigned to the plan layout.
Shared means the program requirements have been assigned to the plan layout and the plan has now been shared with other stakeholders for review before publishing and making it available to advisors and student advisees. Updates can still be made.
Ready to Publish means the requirements have been mapped out to the appropriate years/terms. If needed, the plan has been shared with other stakeholders such as department heads and updates have been made, if needed. The plan is ready to be published and made available to advisors and students. If your school is using setup mode, you will not be able to publish plans until academic planning is turned fully on.
Published means the requirements have been laid out in the plan and the default plan has been published and is available for advisors to use with their student advisees.
Needs Review means updates have been made to an aim or to the plan layout, and it needs to be approved.

How To

View an Advisee's Academic Plan Layout

Open the advisee's Summary page:
1. Click the Search icon on the universal toolbar. The Search panel opens with Person selected.
2. Enter part of the advisee's name or ID, and select them from the list. The advisee's Summary page opens.
Click the Person options drop-down, and select Student, Student, Academic plan. The advisee's Academic Plan page opens.
Click on the name of the advisee's program. The advisee's Academic Plan Layout page opens. From there, you can edit the layout, export it to PDF, or jump to the list of all Academic Plans that can be assigned to advisees.

Create a PDF File of the Plan Layout

From the Options drop-down list, select Export to PDF. A PDF version of the plan opens up in a new web browser tab. You can save a copy and email it to another user as an attachment or print and review a copy.

Update How Requirements/Courses are Mapped to Years/Terms in the Plan Layout

Click Edit plan layout. The Edit Plan Layout page appears where you can assign and reassign requirements to the academic plan as needed.
To assign a requirement to the plan layout:
1. Under the Program Requirements section, click the blue check marks next to the requirements you want to assign to a year/term. Green check marks appear next to the selected requirements.
  Tip
  To filter program requirements, use the drop-down list to only show a particular group of requirements or only those that haven't been assigned.
2. Under the Plan Layout section, locate the year/term you want to assign the requirement to and click Assign. The requirement is assigned to the appropriate year/term and the setup progress bar is updated.
To remove a requirement from the plan layout:
1. Click the name or plus icon of the time period from which you want to remove a requirement. The requirements assigned to that year/term appear.
  Tip
  You can also access the list of requirements by selecting All requirements from the Program Requirements drop-down list.
2. Locate the requirement to be removed and click the Remove icon next to it. The requirement is removed and added back to the "Not assigned to plan layout" status. It will need to be reassigned to a different year/term before the plan can be published.
To add a time period to the plan layout:
1. Click the name or plus icon of the time period from which you want to remove a requirement. The requirements assigned to that year/term appear.
2. Locate the requirement to be removed and click the Remove icon next to it. The requirement is removed and added back to the "Not assigned to plan layout" status. It will need to be reassigned to a different year/term before the plan can be published.
3. Select Manage time periods from the Options drop-down list. A list of the time periods in use appears.
4. In the Type year term description field, start typing the name of the year and term you want to add and select from the years/terms that appear. The year/term is added to the plan layout and can be used for assigning program requirements.
5. From the Options drop-down list, select Back to plan layout. The time period options close and the plan layout options reappear.
To remove a time period from the plan layout:
1. Select Manage time periods from the Options drop-down list. A list of the time periods being used and any available time periods appear.
2. Locate the time period to be removed and click the Remove icon next to it. If courses have already been assigned to the time period, the Confirm Remove pop-up appears.
3. Click Yes, remove. The time period is removed from the plan layout and any courses assigned to it are moved to the "Not assigned to plan layout" status. These will need to be reassigned to different time periods.

FAQ

Where do program requirements and hours come from?

Program requirements including required number of hours, requirements groupings, AND/OR relationships and plan details are all defined on the Advising Trees page.

Why can't I update the academic plan?

There could be several reasons you cannot update the academic plan:

You don't have the appropriate permissions.
The plan has already been published, and you do not have appropriate permissions to edit published plans.