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Build a Roadmap

Building a Roadmap: Getting Started

The uAchieve Planner was designed to work in tandem with degree audit functionality to ensure that planned courses actually satisfy requirements toward graduation. All of this is accomplished from the Audit and Roadmap View page in the Planner:

  • The degree audit used to build a roadmap for the chosen program is displayed on the left side of the page during roadmap building
  • The right side of the page is the resulting roadmap

Tips for Building Roadmaps
Avoid building roadmaps in the test environment. Rather, build roadmaps in the production database to go live. Building in test and moving over to production will cause loss of data and will require building twice or having to reassociate the roadmap.

 

Move courses from the Audit (left) side to the Roadmap (right) side until completing all requirements and sub-requirements within the audit. Requirements and sub-requirements "check off" as roadmap requirements are built and satisfy the audit.

NOTE:
A new audit is run and stored for a selected program in each of the following instances:

  • Every time you open a roadmap for editing
  • Every time you create a roadmap for a specific program
  • Every time you perform a browser refresh
  • If you make changes to your program encoding, the next time you open the corresponding roadmap it will run a new audit and display any encoding changes

 

Function Buttons on Audit

Function buttons at the top of the audit (left) side of the Audit and Roadmap View include View PDF and Sync Roadmap:

Button Definition Description
View PDF

View a generated PDF file version of the audit

On the audit side, View PDF is useful for displaying entire course lists for sub-requirements without scrolling through the audit window.

Sync Roadmap

Synchronize the roadmap against the audit to ensure requirements are being fulfilled based upon the encoding. See Synchronize.

Function Buttons on Roadmap

Function buttons at the top of the roadmap (right) side of the Audit and Roadmap View page include View PDF, Refresh Roadmap, Clone Roadmap; In Progress, Mark as Complete, and Publish:

Button Definition Description
View PDF

View a generated PDF file version of the roadmap

On the roadmap side, View PDF is useful for sending proposed roadmaps to others for input or approval.

Refresh Roadmap Refresh the course catalog data for the courses on the current roadmap. For example, if a course is changed from having a 3-unit value to having a 4-unit value, Refresh Roadmap will reflect those changes. Manual edits to course information (Course Description, Course Hours) is not linked to the course catalog until Refresh is clicked.
Clone Roadmap

Create a clone (copy) of the current roadmap

Clone Roadmap is useful for creating one or more "master" roadmaps that only require a few changes from one program to another.

Publication Workflow

The background color of the roadmap workflow button designates its status:

  • Dark gray button background: current roadmap status
  • Light gray button background: button is inaccessible for this roadmap
  • White button background: button is accessible for this roadmap
In Progress Phase Roadmap is in progress (editable) phase
Mark as Complete Phase Roadmap is complete
Publish Phase

Roadmap is published, made available to student, and now available for plan creation. The published roadmap is assigned a read-only status and cannot be edited unless unpublished via the In Progress button.

 

NOTE:
Unpublishing a roadmap can affect the student to which the roadmap is assigned. When building a plan from a roadmap and the status is changed to unpublish it, the student can open the roadmap. However, it displays with an "In Progress" status–the roadmap is not published and cannot be changed because it is potentially in flux.

Adding Courses to the Roadmap

Adding courses to a roadmap may be accomplished via drag-and-drop with the mouse.

Drag-and-Drop Method

  • Find the course within the audit. The requirements use the web title field from DARwin to display the title. The report categories encoded on the DPROG screen in DARwin should give you category headings.
  • Adding individual courses: Once selected, grab the course with the cursor and drag-drop it to the chosen year and term on the roadmap side. The course should then display in the term on the roadmap.
  • Adding entire sub-requirements: Grab the sub-requirement title and dragging it over to the roadmap side. This method saves time since all courses in that sub-requirement will be transferred, as well as the sub-requirement heading and the total hours required by the sub-requirement. Dragging sub-requirements is useful if you want a student to have a choice from all of the courses in the sub-requirement rather than limiting them.
    • Once a sub-requirement is dragged over to a roadmap, it is referred to as a roadmap requirement.

NOTE:
The department abbreviation and course number must match the way the course would appear on the audit.

Using drag-and-drop, continue to add courses to the roadmap until all requirements and sub-requirements have been completed on the audit:

A green checkmark displays next to completed requirements and sub-requirements. You may also use the Sync process to check that all requirements are being successfully met.

Multiple Drag-and-Drops

Drag-and-dropping a sub-requirement to the roadmap multiples times may be necessary. For example, a student must take three courses among a list of choices and you want to give them those choices in three different terms. In this case, the first drag-and-drop will move the total number of hours to the roadmap requirement. Subsequent drag-and-drops move zero hours, so the number of hours required on each roadmap requirement will require editing () to reflect actual recommendations:

Adding a Course Multiple Times

As of the uAchieve 4.4.2 release, the uAchieve Planner allows for adding the same course multiple times on the same roadmap requirement/same term as long as course titles are different, even if the department and number are the same:

Edit B

 

In the screenshot below, multiple wildcard courses "******* (3 Hours)" are all dragged to the roadmap, but the course description for each has been edited ():

This is useful if a course is allowed to be taken more than once, e.g., as an elective that is allowed to be used to double-dip.

Creating ORed Roadmap Requirement Groups

When building roadmaps, you have the option to group roadmap requirements together into "ORed groups," i.e., satisfy THIS roadmap requirement OR THAT roadmap requirement.

To learn about creating ORed roadmap requirement groups, click here.

Unmatched Sub-Requirements

Sometimes when creating a roadmap, the underlying encoding in uAchieve (or DARwin) instance or your audit system changes. This may be attributed to a degree program requirements change or when a change is made to the list of courses acceptable to the degree program. Regardless of the reason, the ability to drag entire sub-requirements to a roadmap means that the roadmap requirements may no longer match the requirements on the audit. The uAchieve Planner displays these unmatched roadmap requirements in red.

For example, on the screenshot below, you will see an audit (left) and roadmap (right). On the audit, the sub-requirement for "Language" is complete:

However, if the courses that were required for the Foreign Language Sub-Requirement changed and the roadmap was not refreshed to reflect this, the sub-requirement would appear as unmatched on the audit and the heading displays in red on the roadmap:

To solve this, several solutions are possible:

  1. Clone the roadmap () and expire the old one to preserve a past catalog. With the newer one, delete the unmatched sub-requirement and then drag the newer one over to rectify the unmatched part.
  2. Clone the roadmap (), assign it a different name, and then make the change to the new version by removing the unmatched sub-requirement and dragging the modified one over from the audit.
  3. Unpublish the roadmap, remove the unmatched sub-requirement, and then drag the new version over.

Editing the Roadmap

Edit the roadmap using the Edit button () at different roadmap levels: Year, Year-Term, Requirement, and Course.

At the Year Level

Click Edit at the year level to view a drop-down menu of the year-terms within the selected year:

  • Add Term: Add another term to that year on the roadmap. Add Term is useful if a student can take courses over the summer to meet degree program requirements.
  • Edit: Edit a year-term
  • Delete: Place a checkmark in the checkbox for the year-term you wish to delete, or All to check all
  • Save: Save changes
  • Cancel: Cancel changes and return to previous area

At the Year-Term Level

 

Click Edit at the year-term level to view a drop-down menu of the requirements within the selected year-term.

  • Add Requirement: Manually add requirement text and hours directly to the roadmap, then add courses to this requirement using one of the two methods listed above

  • Add Course: Add a course to the roadmap in this year-term by drag-and-drop to complete required fields

  • Edit: Edit a requirement
  • Delete: Remove the year-term and all of the requirements and courses within them from the roadmap

  • Set Status: Set status of the requirement by clicking the status button to activate them (gray–>colored)
Button Definition Description
Required requirement Indicates to student that this requirement is necessary to fulfill a degree program
Preferred requirement Indicates this requirement as preferential for student fulfillment over comparable requirements
Critical requirement Indicates the fulfillment of this requirement is necessary for graduation
  • Move: Move the requirement up/down in the list
Button Description
Move to Top
Move Up
Move Down
Move to Bottom
  • Save: Save changes
  • Cancel: Cancel changes and return to previous area

At the Requirement Level

 

Click Edit at the requirement level to view a drop-down menu of the requirements within the selected year-term.

  • Name: Change the requirement text and/or credit hours required

  • Hours: Add a course directly to this requirement

  • SubReq: Select an option from the drop-down menu

  • Set Status: Set status of the requirement by clicking the status button to activate them (gray–> colored)

Button Definition Description
Required requirement Indicates to student that this requirement is necessary to fulfill a degree program
Preferred requirement Indicates this requirement as preferential for student fulfillment over comparable requirements
Critical requirement Indicates the fulfillment of this requirement is necessary for graduation
  • ORed: Place a checkmark in the checkbox to indicate an ORed grouping; activates the adjacent drop-down menu to select a number
  • OR Group Name: Key in an OR group name (field is only activated upon checkbox selection)
  • Save: Save changes
  • Cancel: Cancel changes and return to previous area

At the Course Level

 

Click Edit at the requirement level to view a drop-down menu of the Course Details area within the selected year-term.

  • Add Course: Add a course directly to this requirement. Add Course pop-up window displays fields for Department Abbreviation and Course Number:

  • Add Course List: Add a course list to this requirement. This means the course list is displayed in an external place such as on your website. Adding a course list in the Planner indicates to the student that they need to reference this resource in order to select a course to take.

Add Course List pop-up window displays fields for Department Abbreviation and Course Number:

  • Move: Move the course up/down in the list
Button Description
Move to Top
Move Up
Move Down
Move to Bottom
  • Course List Selected (): Indicates a course list has been selected (Course List Not Selected button is gray)

  • Course Description: View/edit the course description and property values

  • Set Status: Set status of the requirement by clicking the status button to activate them (from grayscale–>color)

Button Definition Description
Required requirement Indicates to student that this requirement is necessary to fulfill a degree program
Preferred requirement Indicates this requirement as preferential for student fulfillment over comparable requirements
Critical requirement Indicates the fulfillment of this requirement is necessary for graduation
  • Delete: Remove the course/course list from the roadmap

  • Save: Save changes

  • Cancel: Cancel changes and return to previous area

NOTE:
Editing the roadmap at the course level involves manual edits to a course (editing a Course Description, Hours, and/or creating a Course List). These changes on the roadmap are not linked back to the course catalog data until the Refresh button is clicked.

NOTE:
Some sub-requirements contain grouped courses, which are usually course ranges, ANDed/ORed courses, etc:

 

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