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Plan Builder


 

Plan Builder is a functionality used to populate a "plan" to graduation by dragging courses into year/terms. The individualized student plans may be built in one of two ways:

  1. Plan from the audit

  2. Plan from a roadmap

Configs
Configure settings for the uAchieve Planner in the Admin Help area.
 

From the Manage Student Plans page, access Plan Builder by one of the following methods:

  • Select Edit Your Plan from the Action column drop-down menu

or

  • Click directly on the plan name link to edit the plan

 

The Plan Builder page is generated:

Orientation to the Plan Builder

The Plan Builder working area splits the window vertically into two panes, left and right.

The left pane of the page is either the audit or the roadmap used to build your plan for the particular program. The right pane of the page is the plan itself.

Build a Plan from an Audit

 

Alternately, you also have the option to plan from a degree audit even when building a plan from a roadmap. Click the hyperlink at the top of the roadmap:

Plan From a What-if Audit

To learn more, see the Planning From a What-if Audit page.

Plan From a Second Audit

To learn more, see the Planning From a Second Audit page.

Plan From a Reference Articulation Audit

New in 4.5 The uAchieve Planner can plan from a reference articulation audit. To learn more, see Planning From a Reference Articulation Audit page.

Plan From a Complex What-if Audit

Planning from a complex What-if audit adds the ability to plan with markers. To learn more, see the Planning From the Complex What-if Audit page.

 

Build a Plan from a Roadmap

The goal in Plan Builder is to move courses from the roadmap or audit (left) side into the plan (right) side for the purpose of completing all requirements within the roadmap/audit.

Audits, roadmaps, and plans contain Expand All / Collapse All links near the top of the panes to enhance visibility of courses for drag-and-drop movement.
Plan From a Second Roadmap

Audit area

If planning from the audit, the audit is always on the left side of the screen.

Roadmap area

If planning from the roadmap, the roadmap is always on the left side of the screen.

Plan area

The plan being built (from either an audit or a roadmap) is almost always on the right side of the screen, with the following exception: The plan contains three functionalities that will even force a third pane into the Plan Builder: Completed Courses, GPA Calculator, and Comments (these are the center three buttons at the top of the plan):

How do I get back?
Navigate back to the plan by clicking the function button again (see the "Click again to return" column in the table below):

 

Completed Courses  

Select Completed Courses function on the plan pane Plan pane is forced to the left, third pane for Completed Courses displays on right Click again to return to the roadmap and plan view Back to roadmap and plan panes

GPA Calculator

 

Select GPA Calculator function on the plan pane Plan pane is forced to the left; third pane for GPA Calculator displays on right Click again to return to the roadmap and plan view Back to roadmap and plan panes

Comments

 

Select Comments function on the plan pane Plan pane is forced to the left; third pane for Comments displays on the right Click again to return to the roadmap and plan view Back to roadmap and plan panes

 

Help

Help Text and the Legend can help guide the user through Plan Builder.

Help Text

If your plan contains no courses, Help Text is displayed in a step-by-step fashion:

Step 1:

Step 2:

Step 3:

Click or tap a course to view more

details about that course.

Drag courses into appropriate term

on your plan.

Use the "check" Plan button to

check your plan against the audit

to ensure requirements are

fulfilled as needed.

 

 

The user may Hide Help or Show Help at any time.

 

NOTE:
Help Text is customizable and may vary from school-to-school.

 

Legend

The Legend located at the lower-left corner of the Plan Builder defines the symbols and icons used throughout the Plan Builder:

Icon or Symbol

Description

Course List

Course with Prerequisites or Corequisites

Completed Courses

In Progress Course

Incomplete Planned Course

Completed Course, No Credit

Alerting possible issue with course

Complete

Planned

In Progress

Unfulfilled

 

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.

 

Audit vs Roadmaps

When Planning From an Audit

When planning from an audit, a list of all available roadmaps appears within the header of the audit if available for the particular degree program:

 

The display of roadmaps (available roadmaps, published roadmaps, or no roadmaps) is configured in the u.direct filter settings.

NOTE:
When no roadmaps exist for a particular degree program, a message displays stating "No term-by-term roadmap is available for this program." 

The student with no declared program will be redirected to the Self-Service Audit Request page when selecting to create a plan.

Add Roadmap

You may also add additional roadmaps to the plan using the Add Another Roadmap to This Plan button () at the top of the audit side of the screen:

Student Menu

NOTE REGARDING STUDENT MENU
When students are planning from an audit versus planning from a roadmap, the display of their Plan Builder screen will vary depending upon whether or not they have read access to roadmaps granted by administrators.

With no Read access to roadmaps:

  • Students will not be able to access roadmaps area from the menu

  • Students will not have access to add new roadmaps to their plan, including viewing available roadmap options for their chosen degree program

  • Students may plan from previously existing roadmaps already associated to their current plans only

If institutions had uAchieve Planner installed and upgraded to the newer version that allows planning from the audit, then students may not have had Read access to roadmaps granted to them.

 

When Planning From a Roadmap

Open a plan (existing plans via the My Plans tab, or new plans via the Create New Plan tab) to access roadmaps:

  • The declared plan is the plan denoted with the filled in star symbol (); only one plan may be designated as the declared plan
  • Undeclared plans are plans denoted with the hollow star outline (); more than one plan may be designated as undeclared plans
  • A plan without associated roadmaps is indicated with a red asterisk (*)

Edit a plan by clicking on the plan name


When planning from a roadmap, you can instead opt to plan from an audit by clicking the program name located in the header of the roadmap:

NOTE:
Planning from an audit is only available if Allow Planning From Audit property is set to True in the Admin Help area:

(Previous to 4.4, this was turned on in the u.direct.properties file)

Associated Roadmaps

Associated Roadmaps appear on a list of all roadmaps currently associated with (viewed against) this plan.

  • Click on the roadmap name to view this plan with this particular roadmap

  • To remove the association with a particular roadmap, click Delete ()


Comments

Comments foster collaboration with students or other advisors in academic planning. When viewing comments with your plan, you can see all linked comments. Any new comments added within this view will automatically be linked with this plan.

To view all comments, return to the Manage Student Plans page.

See Associated Roadmaps for This Plan

On the Plan side (right side) of the Plan Builder, view all of the roadmaps currently associated with the plan by clicking the link button ():

Inactive button?
If the link button to view all roadmaps currently associated with the plan is inactive (gray)––then no roadmaps are currently associated with the plan.

View Associated Roadmap

View an individual roadmap associated with the plan by clicking on its respective blue hyperlink.

The selected roadmap will now populate the roadmap side (left side) of the Plan Builder page.

Delete Associated Roadmaps

Delete any roadmap associated with the plan by clicking the red x button ().

A confirmation window appears with options to confirm the deletion or cancel:

Add Courses to the Plan

Courses may be added by drag-and-drop with the mouse or using the Move buttons.

If the course a student wishes to take does not appear on the roadmap, it may be manually added using the Add Course button ():

 

Select Courses

All courses in Plan Builder, whether on the audit/roadmap or plan side, are selectable upon mouse click (). Clicking a course generates the Course Catalog Details pop-up window.

Course Catalog Details Window

When working in the Plan Builder, users can gather details and information about any specific course using the Course Catalog Details window. On the plan side (right side) of the Plan Builder, navigate to the term of interest and click directly on the Course name to generate the Course Catalog Details window:

The Course Catalog Details window displays detailed information related to the selected course, including the following:

  • Course Department and Course Number

  • Course Credit Hours

  • Course Title and Course Description

    • Prerequisites

    • MnTC Goal Areas

    • General Ed Categories

    • Registration Restrictions

  • Course Availability table

Course Availability

At the bottom of the Course Catalog Details window, the Course Availability area displays a chronological list of terms and years. Each term/year is stamped with an icon according to the availability of the selected course within each:

Three icons are available: Courses Not Offered, Courses Offered, and Course Availability Unknown:

Icon

Description

Course Not Offered

Course Offered

Course Availability Unknown

 

First Term

The first term displayed is determined by what the next default term is immediately following the current term, based on today's date.

Last Term

The last term displayed, when on the plan, is the last term on the plan or last term of the academic year of the last term on the plan.

Term Display

Different schools prefer to have registration cutoffs displayed in different ways. Be aware that course availability affects both u.direct as well as Self-Service (the code is included in the commons jar).

As of 4.3.0.4 release, t he display of terms on the Course Availability window is controlled via the regCutoffMonth. The Course Availability will show until registration is no longer available. Course Availability will be shown for the current term as long as the current month precedes the regCutoffMonth.
 

Click the Close button () on the Course Catalog Details window to return to the previous screen.

For technical documentation on course links in u.direct, click here.

 

Move Courses

Manually add a course to the plan by selecting it from the roadmap or audit on the left side and using drag-and-drop with the mouse into the plan on the right side:

  1. Find the course within the roadmap.

  2. Grab the course with the cursor ()and drag-and-drop it to the term of your choice on the plan. The Course Title and Credit Hours will be transferred.

    Once a course has been added to the plan, it may be moved between terms, as desired, using drag-and-drop.

     

    NOTE:
    When courses are moved via drag-and-drop into the plan, two checks are performed. One check is for availability: a course moved into a term in which there is no availability (as indicated in the Course Catalog Details window), is immediately flagged in red indicating such. Clicking the red "no" symbol () displays a Status pop-up with more information.

    Course Unavailable in Term

    The other check is for prerequisites and corequisites: unsatisfied prereqs and/or coreqs are immediately flagged in red as being unsatisfied. Clicking the red "no" symbol () displays a Status pop-up with more information.

    Prerequisite Unsatisfied

    Corequisite Unsatisfied

    Prerequisite and Corequisite Unsatisfied

     

     

  3. Continue to drag-and-drop courses until all Roadmap Requirements are complete. A green checkmark displays next to requirements as they are completed.

 

NOTE:
When an option is given on a roadmap to choose from a course within a Course Range (designated on the roadmap in a yellow box), you must manually add the course by choosing a desired Plan Term in which you would like to take this course. You can manually Add () any course that falls within the range.

You MUST click Check () to validate the plan against the roadmap/audit to make sure the requirements are being fulfilled and the course is displayed as a valid selection.

 

On the Audit/Roadmap side (left side) of the Plan Builder, use Move All, Move Preferred, and/or Remove All to build plans quickly from scratch by moving courses from the roadmap to the plan.

Button

Screenshot

Description

View PDF

Generates a PDF version of the roadmap to view.

Move All

Transfer everything from the roadmap to the plan, regardless of hours. If a roadmap displays multiple options for courses to be taken in a semester, click Move All to transfer all of the courses and their unit values over. Move All may potentially lead to a huge amount of units required per term. Be careful only to Move All if you know that the roadmap is very specific and provides very little choice.

Move Preferred

Everything from the roadmap is 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 to a plan.

Add Roadmap

Adds additional roadmaps to the current plan.

Remove All

Remove all drag-and-dropped courses from a plan. Remove All Courses provides an effective method of starting over if you decide that you do not like the way a plan looks.

 

NOTE:
When the first course is added to a plan, all of the Move Courses buttons deactivate. If you do decide you want to use them, Remove All courses from the plan where courses exist. Once all terms are cleared, refresh the page and the buttons will be activated again.

Run a Plan

Use the Check button () to run the plan against the audit to ensure that requirements are fulfilled, as needed.

New Audit
Behind the scenes, a new audit is run and checks for prerequisites and term availability are performed.

Edit a Plan

Edit a plan by clicking the function button associated with the plan levels, term, and course:

Plan Functionalities

The following buttons appear across the top of the plan on the right side of the Plan Builder page:

NOTE:
Buttons that appear grayed out () are inactive and unavailable.

 

Button

Screenshot

Description

View Audit

Runs an audit behind the scenes, then allows you to toggle between current plan view and HTML audit view that includes all courses from this current plan

View PDF

View a PDF version of the interactive audit

See Associated Roadmap

See the Associated Roadmap for this plan; may use an additional roadmap (e.g., for a concentration) to create a single plan using multiple roadmaps

See Completed Courses

See list of Completed Courses and manually add coursework without the accompanying roadmap

GPA Calculator

See GPA Calculator and manually add coursework without the accompanying roadmap

Comments

See plan-related advisor-student comments without the accompanying roadmap

Check Plan Against Degree Audit

Cross-check the plan against the degree audit to ensure requirements are being fulfilled.

New Audit
Behind the scenes, a new audit is run that also checks for prerequisites and term availability.

 

NOTE:
When validating your plan or using the Audit View, u.direct will only use the Roadmap and audit of the program you are currently working with; there is no way to validate a plan across multiple roadmaps simultaneously. To see if your plan completes both roadmaps, switch to the other roadmap where you can then validate and use the Audit View.

 

Remove All Courses

Remove all courses from the plan

Add Term to Plan

Add term to the plan, e.g., add a summer term for summer school

Not Approved

Plan is not currently approved by the student's advisor

Approved Plan

Plan is approved (no plan editing permitted on Approved Plans) by the student's Advisor

Once approved, the plan becomes Read-Only to the student. Student may request approval removed in order to edit.

Request Plan Approval

An "Approve Plan Term" pop-up window displays to confirm the Request Plan Approval:

Click the Cancel button () to cancel the approval and return to the Plan Builder or click the Yes button () to confirm.

NOTE:
Student has the option to Request Approval of an individual term and have it locked down by an advisor. Once approved, the term may not be edited. The student may request to have the approval removed and the term unlocked.

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