Edit Plan Layout Page
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 determine when a student will take the courses they need to meet their selected program, minor, certification, or concentration. You can:
Assign and remove program requirements (courses) to specific years/terms
Add time periods (for example, if a summer is required)
Filter requirements to just review GenEd requirements
Export the plan as a PDF to share it with other stakeholders for review
Share the draft plan with other J1 Web users for collaboration
Designate the plan ready for publishing
Once the plan is complete, publish it for advisors and students to being using (depending upon your mode)
Use the progress bar to monitor how many requirements have been planned and how many remain to be assigned
Published plans may be edited by an advising administrator with appropriate permissions
Understanding Plan Statuses
On an academic plan's page, view the Program Requirements block.
Click the Edit plan layout button. The plan's Edit Plan Layout page opens.
You can choose from several options to review program requirements:
All requirements shows you a full list of requirements that have and have not been assigned to specific years/terms.
Specific requirements such as general education or major requirements shows you a full list of those program requirements that have and have not been assigned to specific years/terms.
Required courses not assigned to plan layout shows you only those requirements that still haven't been assigned to a specific year/term.
Click the name or the Plus icon of the year/term you want to review. A list of any program requirements that have already been assigned to the selected year/term appear.
Under the Program Requirements section, click the blue check marks next to the requirements you want to exclude. Green check marks appear next to the selected requirements.
Click Exclude. The requirement is removed from the Program Requirements section and the Setup Progress reflects the new number of planned requirements.
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 for review print a copy.
Once you've laid out all the requirements over the appropriate years/terms, you can make the plan ready to publish. This keeps it from being available to advisors and students to use until you are ready.
From the Options drop-down list, select Ready to Publish. The Confirm notification window appears. The plan now has a ready to publish status.
Note
Your school must have academic planning fully activated and set to On. If you school is working in setup mode, you can only make plans ready to publish. For more information, see Academic Planning Setting.
Once you've laid out all the requirements over the appropriate years/terms, you can publish the plan. This makes it available to advisors and students for use.
From the Options drop-down list, select Publish. The Confirm Publish notification pop-up appears.
Click Yes, publish. Several things happen:
The default academic plan will be available to be assigned to students entering the program and available to students who have already entered the program.
Tip
To link academic plans to students, use the Synchronize Advisee Information process, which you can access from the Manage Advisees page, Reporting and Processes drop-down.
Advisors can access the plan from their advisee's academic plan page.
The Confirm Publish pop-up closes.
Light blue checks mean the program requirement hasn't been selected and assigned to a year/term yet.
Green checks mean the program requirements has been selected to be assigned to a year/term.
The gray program requirements have been assigned to a specific year/term.
The blue requirements have not yet been assigned to a specific year/term.
You can exclude requirements for a plan if you are certain the student won't be taking them. For example, if your school uses one Gen Ed set for all programs as opposed to separate ones for each program. A Math major will be taking a Math 101 course and not Art 101. You can exclude Art 101.
Yes, from the Program Requirements drop-down list, select Excluded. A full list of any excluded requirements appears.
Program requirements including required number of hours, requirements groupings, AND/OR relationships and plan details are all defined on the Advising Trees page.
There could be several reasons:
You don't have the appropriate permissions.
Not all of the program requirements have been assigned to a specific year/term.
The plan has already been published.
You haven't made the plan ready to publish first.
If a student has already selected this program, the plan will be automatically associated to them during the create AV process or the Advising to Registration transfer process or the Synchronize Advisee Information process on the Manage Advisees page.
If the program is selected for a student on the Student Information Details page, Program tab for the first time or if they are changing their program, the published plan is associated to them.
Programs where a student can chose from different courses to satisfy the requirement are handled once the student is assigned to the plan. For more information, see Student's Academic Plan page.
At default plan level, we show you are in conflict with messages and detailed information that lets you know the requirement has a pre-requisite or co-requisite. At this time, rules based updates cannot be supported.
The year/terms available are the ones on the IPEDS Settings and NSC Term Definitions pages. These let the system know if your school is a two-year or four-year school and how your school defines terms.