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Planner FAQs


Frequently Asked Questions (FAQs) are common questions that are individually addressed.

FAQs contain dynamic content that is frequently updated, so please check back often. If you have a question to add to the list, contact us.


What is the Recently Referenced Roadmap box on the home page?

It is a listing of the last few roadmaps you used to create plans simply to serve as a reminder. Since there are many different roadmaps in uAchieve Planner and there may be multiple ones for each degree program, this list may help guide you to the last one you used especially if you created multiple plans by using it.

Why can't I edit or create roadmaps?

This is mostly likely due to the fact that you do not have permissions set within the security console to edit roadmaps. Your school may have decided that only certain individuals may edit roadmaps or create new ones. However, you should always have permission to view them since they are the foundation of uAchieve Planner and building plans.

Why do I have permission to edit roadmaps, but I don't seem to be able to?

If a roadmap is published, it will be placed in a Read Only mode, visible by a big stamp at the top of the page. In order to edit a published roadmap, you must first unpublish the roadmap by placing it back to In Progress status. Once a roadmap is In Progress, it will no longer be accessible to build plans and existing plans will not be able to reference the roadmap until it is placed back into Published mode again.

Why are some of the requirements on my roadmap red?

Sometimes when creating a roadmap, the underlying encoding in uAchieve (or DARwin) or your audit system changes due to changing degree program requirements or a change made to the list of courses acceptable to the degree program. Regardless of the reason, because you are permitted to drag entire sub-requirements to a roadmap, this means that the roadmap requirements may no longer match the requirements on the audit. In order to show this, the Planner now displays these unmatched roadmap requirements in red. To fix this, you must remove the unmatched sub-requirement from the roadmap by deleting it and then dragging the newer "corrected" version from the audit to the roadmap. This may involve unpublishing a roadmap if the roadmap has been published and the corresponding audit has changed.

Why does everything change when I click the Sync button when building a roadmap?

Syncing the roadmap against an audit involves checking the planned courses against the interactive audit, which sometimes means that courses that you selected to be added to a roadmap end up fulfilling a different requirement from the one for which you intended. For example, consider a roadmap is for an English major and you drag over ENGL 101 to fulfill a basic English requirement. When you run it against the audit, that ENGL course may end up being assigned to a General Education requirement that is also looking for ENGL 101. All of this is controlled through the encoding. Once you have built a roadmap, it is always a good idea to run a Sync view to make sure you have actually completed the audit from uAchieve (or DARwin) or your degree audit system to ensure that any courses that have multiple uses through a degree program are falling where you expect them to fall.

What's the difference between In Progress, Completed and Published roadmaps?

An "In-Progress" roadmap is one that is in the process of being created. A "Complete" roadmap is one that has been created but not yet published. The "Complete" status is essentially a workflow step for schools that wish for a series of approval steps before publishing occurs.

Why are all the units in the uAchieve Planner showing up as three for each course when some of our courses are worth more or less units?

The amount of units assigned per course is set both in the uAchieve (or DARwin) COM table if you use these products as well as in the configuration files for the Planner.

What is a wildcard course?

A "wildcard" course is one that allows some freedom when you add it to a plan. It can specify to a user that they can choose any course that correspondent to a certain department (e.g., ENGL *** In this case a student can take any English course), a course that corresponds to a department and course level (e.g., ENGL 1**  In this case, a student can take any 100-level English course) or just any course (e.g., **** **. In this case, any course that does not fall anywhere else on the audit can be taken to fulfill this 'wildcard' requirement). The uAchieve Planner can even handle wildcard courses within reference articulations.


I'm an advisor, can I search for students other than my advisees?

This depends on your security settings. While you will most likely be assigned a list of advisees, whether or not you will be restricted only to those students depends on how your school has configured the security settings for each user.

A student created an inappropriate name for a plan. Can I change it?

Yes. You can do this by selecting the student from your list of advisees or doing a search to locate that student. When you have located the student, highlight his/her name and then click on "View Selected Student's Plans." You will be taken to a list of the student's plans. To change the name of a plan, click on the "Manage <Student's Name> Plans" button. On the next screen, you will see another table with an "Action" column. Select the Action box for the plan you wish to rename and then select "Rename."

Am I allowed to change a student's plan?

Again, this depends on the security settings. Most likely, advisors will have access to change student's plans. However, if a plan has been approved by you or another advisor, it will have been "locked" and must be "unlocked" by unapproving it in order to edit it. Once the plan has been unapproved, you should be able to edit the plan.

A plan has been approved but the student wants to make changes–can they do that?

The plan will need to be unapproved in order to unlock it. As their advisor, it is likely that you will have the ability to unlock it. If a student wishes to make changes to their plan, they should meet with you, their advisor, in order to discuss the changes in order to make sure they stay on track for graduation.

How can I tell which of my advisees still don't have a declared plan?

If you go to the "Browse Students" area of uAchieve Planner, you will see a list of your advisees. If the student has a declared plan, it will appear in the "Declared Plan" column. You can also click on this plan name in order to open it. This provides an easy way to scan a list of your advisees to see which students still need to create/designate a declared plan.


How can I figure out what issue is causing me to see an error page?

There are two different ways to figure out what is causing you to see an error page:

  1. Check the udirect.logs. By default, most errors will be logged to the udirect.log file. If you are seeing an error page, then check the logs to see if any meaningful error has been logged first.
  2. Have the stack trace output on the error page. Sometimes the errors are being caught by the page and do not get logged, thereby making the cause difficult to determine. To assist with this issue, we created an error page that will output the source of the error directly on the error page. Below is the 500.ftl that will allow the Planner's error page to output the source of the error. Just replace your current version of 500.ftl located at udirect/WEB-INF/freemarker/views/500.ftl with the file below and hard refresh the error page: New Error Page(500.ftl)

NOTE: Only use this error page in your testing environment. Because outputting stack traces on an error page is considered a security vulnerability based upon the OWASP standards, it is not recommend to add this to your production environment. Using the error page in your testing environment prevents vulnerability to attackers.

Can the uAchieve Planner plan from a reference articulation audit?

Yes, that is new functionality introduced in the 4.5 release.


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