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Academic Planning Process

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.

The academic planning process takes the program curriculum set up by the Advising Module Manager and turns it into academic plans that can be used by advisors and advisees to map out which courses need to be taken to satisfy the requirements of their selected set of aims (e.g., major, minor, certification, Gen Ed, etc.) and when.

Advisees and advisors can collaborate on academic plans electronically. For more information, see the Student Plan Approvals topic.

Plans can be copied from one year/term or subterm to another and updated as needed so you don't need to repeatedly reenter planning information.

Advising Administrators with appropriate permissions can make changes to an academic plan after it's published.

The academic planning process impacts users in both the Advising Administration and Academic Advising hubs.

Plan Sensitivity

Some students may be required to register strictly according to their academic plans. That is, they must register for Course X in Year/Term Y. Other students may have leeway in when they they register for required courses, and still other students may be able to register for courses off their plan. (The distinction among the three categories of students is called "plan sensitivity".)

Academic Planning Modes

In Advising Settings there are three modes for academic planning:

  • Off: Selected by default. You can't create or use academic plans.

  • Setup: You can create and manage academic plans, but they can't yet be used by advisees and their advisors.

  • On: You can create and manage academic plans, and they're available to advisees and their advisors.

Outline of the Academic Planning Process

  • Define all year/terms needed for academic plans. (Administrator)

  • Turn academic planning in Advising Settings to Setup. (Administrator)

  • Draft academic plans. Share, review, and publish them. (Administrators)

  • Turn academic planning in Advising Settings to On. (Administrators)

  • Select the year/term for each plan to start. (Administrators)

  • Assign the plans to advisees. (Administrators)

  • Plan courses and assign them to year/terms. (Advisees with their advisors)

  • Register for courses each term. (Students, advisors, or registrars)

  • Monitor advisees' progress. (Advisors and administrators)