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Audit and Roadmap View


Building a Roadmap: Getting Started

The left side of the page is the Degree Audit used to build a Roadmap for a particular program. The right side of the page is the resulting Roadmap. Move courses from the Audit (left) side to the Roadmap (right) side until completing all requirements and sub-requirements within the Audit.

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
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 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

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
Publication Workflow
In Progress Phase Roadmap is in progress (editable) phase
Mark as Complete Phase Roadmap is complete
Publish Phase

Roadmap is published (read-only)

 

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.
  • Once courses have been selected, grab the course with the cursor and drag-drop it to the chosen year and term. The course should then display in the term on the Roadmap.
  • Entire sub-requirements may be dragged to the Roadmap by grabbing the sub-requirement title and dragging it over. This will transfer all courses in that sub-requirement as well as the sub-requirement heading to the Roadmap. 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.

NOTE:
Adding courses using drag-and-drop will automatically bring over the sub-requirement text and credit hours.

 

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.

Creating ORed Roadmap Requirement Groups

To find out about creating ORed Roadmap requirement groups, click here.

Unmatched Sub-Requirements

Sometimes when creating a Roadmap, the underlying encoding in DARwin/u.achieve 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. u.direct 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 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 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 u.direct 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–>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
  • 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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