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Student Plans

The "Declared Plan" is the plan that the student intends to follow. They may have other plans listed and can continue to build them once they set a declared plan, but this is the one they intend to follow, the others become 'what-if' plans.

The table that displays the plans has several fields:

  • Declared Plan - will designate this as the plan the student intends to follow. They may only have one declared plan.
  • Plan Name - by clicking on the name of the plan you will open that plan for editing in the Roadmap and Plan View.
  • Action -: This is a drop-down menu that may have several options:
    • Edit Your Plan: This option will open the plan for editing in the Roadmap and Plan View.
    • View Your Plan: Will open the Plan and Comment View.
    • Rename: This will allow you to rename a plan from that which was originally created. You must hit the "Ok" button after renaming the plan for the change to take.
    • Copy: will provide a pop-up box allowing you to give the copy a name. Hitting OK will then clone the plan, allowing you to modify it just as you did the original plan.
    • Delete: this will allow you to delete a plan from the list. Note, you cannot delete a declared plan unless you first select another plan to be the declared plan.
      You may not see all of the options above in the drop-down menu depending on the permissions you have been granted. For example, if you are not permitted to delete plans, that option will not be one of the actions you can select.
  • Updated: the date of the last update to this plan.
  • User: the user who made the last update to this plan.
  • PDF : allows you to view the plan in PDF format. You can also print the plan in this view.

Comments

This section allows you to communicate with the student and other advisors at your institution or leave private comments to yourself.

Add a New Comment

  • Click the "Add New Comment" button
  • Select comment type:
    • Private - only YOU can view this comment. The student and other advisors will not be able to see this comment.
    • "Share with:" choosing one or both:
      • Student - the student will be notified that a comment has been added. Students can reply to this comment.
      • Other Advisors - any advisor who has access to view this student and their plans within u.direct will be able to view and reply to this comment.
  • Choose to Link comment with a plan. Linked comments can be seen when viewing the plan they are linked with.
    • "None" - you can opt not to link a comment with a plan at all.

  • You can view all existing comments from you, the student or any other advisors (unless those comments are private). Comments are automatically collapsed, click expand to view the entire comment.
  • You can reply to any comment from yourself, the student or another advisor by clicking the reply icon.
  • You can edit your own comment by clicking on the edit icon.
  • You can delete your own comment by clicking the delete icon.
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