This page refers to building YOUR OWN plan. While similar to options available to you as an advisor when working with a student, there are some differences. To find out more about working with student plans see the Roadmap and Plan View - Advisor page.

Roadmap and Plan View

Adding Courses to the Plan

There are several ways to add courses to a plan: 

Manually Adding Courses

• Find the course within the roadmap
• Grab the course with your cursor, drag it to the term of your choice on the plan and drop it.
• Continue to drag and drop courses until all roadmap requirements are complete.

Adding Courses via the drag and drop method will automatically bring over the course with its credit hours and title.

Right Click Method

• Right click your mouse on the term with which you are working. A menu will appear.
• Select Add Course from this menu.
• A small window will open where you will enter the department abbreviation and course number of the course you would like to add. This must match the way the course appears on the roadmap.
• Select "OK".
• The course will be added to your plan.

Using one of these two methods, you will add courses to the plan until all requirements have been completed on the roadmap. A green check mark will display next to requirements as they are completed.

A note about Course Ranges: When an option is given on a roadmap to choose from a course between a given start and end range of a number, you must manually add the course by right clicking on the desired term in which you'd like to take this course. You can manually any course that falls within the range. HOWEVER, you must hit the 'validate' button in order for the roadmap to check the course against the audit and show that it is a valid selection.

Move All, Move Preferred and the Remove All Buttons

Move All

• This is intended only for very specific roadmaps that provide very little choice. Hitting this button will transfer EVERYTHING from the Roadmap to the Plan, regardless of hours. Therefore, if a roadmap displays multiple options for courses to be taken in a semester, hitting the "Move All" button will transfer ALL of the courses and the unit values over. This could potentially lead to a huge amount of units required per term. Be careful ONLY to hit this button if you know that the roadmap is very specific.

Move Preferred

• This button will allow everything from the Roadmap to be sent to the plan unless a student is given an option. Those terms that allow for a selection to be made between multiple course on a Roadmap will not have that information transferred to the Plan and thus, those terms will not have the green "fulfilled' checkmark. Unfulfilled requirements will require a selection to be made and then drag-and-dropped or manually added to a plan.

Remove All

• This button enables a user to remove all dragged/manually added courses from a plan. It is a good way to start over if you decide that you don't like the way the plan is looking. Please note, at the moment, if you use this button, you will need to manually remove all courses for the current term and past terms to be able to use the move-preferred/move-all buttons again. This will be improved in future releases.

Be aware that as soon as so much as a single course has been added to the plan, these buttons will deactivate and you won't be able to use them. They are intended to build plans quickly from scratch. If you do decide you want to use them, you can right click on the term on the Plan where courses exist, and select "Remove All Courses from Term". Once all terms are 'cleared out', you can refresh the page and you will then be able to use the buttons again.

Editing the Plan

By right clicking your mouse at different levels you can edit your plan.

At the Term Level:

• Add Course - Allows you to add a course to the plan in this term.
• Add Term - Adds another term to the plan.
  • You will be asked to select the term and the year.
• Remove all Courses - Will delete all of the courses within this term.
• Delete - Will remove the term, and all of the courses within, from the plan.
• Request Approval/Unapproval - You can request to have an individual term "approved" and locked down by an advisor. Once the term is approved you will not be able to edit the term and will have the option to request to have the approval removed and the term unlocked.

At the Course Level:

• Course Description - A view of the course description and any applicable values.
• Delete - Will remove the course from the plan.
  

Other Items

At the top of the page you can perform the following:

• Request Approval/Unapproval - This will notify your advisor that you wish to have your plan reviewed to be approved and locked down, or to have the plan unapproved and unlocked.
  • Cancel Request - Once the request has been made you have the option to cancel the request until your advisor has either accepted or declined your request.
• Run Audit - This will run a degree audit report so you can see how the courses you've added to your plan will apply to the requirements of this degree program
• Validate - Will cross check your plan against the roadmap and look for any pre-requisets or co-requisites that you still need for courses you have planned.
• Change Roadmap - Allows you to build your plan using another roadmap. (Examples of when you might want to do this would include adding a minor or a second major)
  • Click the Change Roadmap icon
  • Select the new roadmap from the tree-view list
  • You will now be able to drag and drop courses from this new roadmap onto your plan
• View Comment - Will switch your view from the Roadmap and Plan View to the Plan and Comment View. Here you can view the plan and any comments linked with this specific plan. Click here to find out more about the Plan View.

Associated Roadmaps:
Here you will see a list of any and all roadmaps currently associated with this plan. Associated simply means that this plan has been viewed against this roadmap.

• Click on the roadmap name to view this plan with this particular roadmap
• To remove the association with a particular roadmap, simply click the delete icon.

Help Text

Help text will be displayed if your plan has no courses on it. You can show or hide this help at any time.
Note: this text is customizable and may vary from school to school.