Activating Academic Planning
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.
In order for J1 Web academic planning to be implemented, the Advising Module Manager must activate it from the Advising Settings. Academic planning can be activated in two modes:
Setup allows Advising Administrators to build plans without making them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, and designate them as ready to be published, but they cannot publish them. This ensures plans are not associated with students and advisors cannot access them until they are ready. Once your school is confident the plans are ready, you can switch Academic Planning to On.
On allows Advising Administrators to build plans and proceed with publishing them to make them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, designate them as ready to be published, and publish them.
Warning
Activating academic planning is a permanent configuration that impacts Desktop, J1 Web, and Campus Portal workflows. Once it's activated, it can't be deactivated. The process significantly enhances the advising process and to fully utilize the features in the Advising Administration and Academic Advising hubs, it is recommended your school activate academic planning.
Student Academic Planning Settings
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 settings allow Advising Administrators to map out the requirements needed to meet specific programs offered at your school. This feature works with Advising Trees and the Degree/Aim Cross-Reference process to help advisors project future course schedules, organize and plan curricula, and track a student's progress to ensure they are meeting the program requirements.
Warning
Once Academic Planning is activated, it can't be disabled. If you activate it and then opt to not use it, the workflow in J1 Web, Desktop, and Campus Portal will be impacted.
Determine which courses a student needs to take, and plan when they'll meet the requirements for their selected major, minor, concentration, or certification.
Consistently monitor a student's progress to help complete their intended field of study on time.
Easily update course selections and when they are taken if requisites change or the student doesn't pass a course.
Quickly figure out what a student needs to take if they change their field of study.
Impacts
When Academic Planning is activated, the following features are impacted:
J1 Desktop Institutional Requirement Trees window
J1 Desktop Degree/Cross Reference window
J1 Web Advising Administration hub
Advising Trees page
Degree/Aim Cross-Reference page
Academic Plans block is activated and available.
Program Planning block is activated and available.
Overview block displays Academic Plans and Programs information.
The Copy Trees option is available on the Advising Trees page. (It opens the Copy Program Requirements page.)
Academic Advising hub
The My Advisee Roster page gives enrollment information, such as students registered, needing clearance, or needing course approval.
Registration Approval block has more information.
Registration Clearance block has more information.
Student's Academic Plan page has more information.
Academic Planning
Off means plans can't be created.
Setup allows Advising Administrators to build plans without making them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, and designate them as ready to be published, but they cannot publish them. This ensures that plans are not associated with students and advisors cannot access them until they are ready. Once your school is confident the plans are ready, you can switch Academic Planning to On.
On allows Advising Administrators to build plans and proceed with publishing them to make them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, designate them as ready to be published, and publish them.
Approval Process is an On/Off switch that's available only if Academic Planning is set to On. This allows students to view their plans in the Campus Portal.
Off: Students can't view their plans in the Campus Portal.
On: Students can view their plans in the Campus Portal. (And, after you configure the approval process below, students will be able to edit their plans in the Campus Portal.)
If on, configure by: These are the options:
Web group: Also called Web Registration Group, Tel/Web Group, and Registration Control Group. These are defined on the Web Registration Group Definitions page.
Program: Also called Major. These are defined on the Major / Minor Definitions window.
Configure now: This link sends you to the Manage Approvals by Web Group page (if Web group is selected) or the Manage Approvals by Program page (if Program is selected).
From there, you can select approval options for each group or program. These are the options:
Student can make changes with approval
Student can make changes without approval
Student cannot make changes
From the Advising Administration hub, click Hub options.
Select Settings and Roles and then Settings. The Advising Settings page opens.
Click the anchor link or scroll down to Student Academic Planning.
Select Setup or On. An activation confirmation notification window appears.
Note
Use the information below to determine if your school wants to use Setup mode or On mode.
Setup allows Advising Administrators to build plans without making them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, and designate them as ready to be published, but they cannot publish them. This ensures plans are not associated with students and advisors cannot access them until they are ready. Once your school is confident the plans are ready, you can switch Academic Planning to On.
On allows Advising Administrators to build plans and proceed with publishing them to make them available to advisors and students. Advising Administrators can build plans, share them with others, update them appropriately based on feedback, designate them as ready to be published, and publish them.
To proceed with activating Academic Planning, click Yes, activate. Several things happen:
Academic Plans and Program Planning blocks are available to Advising Administrators with the appropriate permissions.
Copy program requirements feature and option is available from Hub options drop-down to Advising Administrators with the appropriate permissions.
View plan link from Programs page Options button is available to Advising Administrators with the appropriate permissions.
Advisors can work with their advisees' academic plans from the Student page, Academic Plan option.
Advisors can review planning information as it impacts Registration Approval and Registration Clearance from the appropriate blocks, the advisee roster, and the Student page.
Warning
Once Academic Planning is activated, it cannot be disabled! If you activate it and then opt to not use it, the workflow in J1 Web, Desktop, and Campus Portal will be impacted.
Setup | On | |
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Create draft plans |
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Share draft plans |
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Update draft plan layouts |
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Designate plans as “ready to publish” |
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Copy plans |
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Publish plans |
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Allow advisors to use plans with their students |
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