Getting Started with the uAchieve Planner
The uAchieve Planner (formerly u.direct) provides students with the recommended roadmaps for planning their academic careers on a term-by-term basis.
Log In
Log in to the Planner by following the URL to the application login page, where you will enter your User Name and Password to access the application:
Planner Home
Upon successful login, the Planner home page is displayed. The display of the Planner home page is based upon the type of user logged in. Additionally, for staff, the display varies from user-to-user based on assigned security permissions. For example, if you do not have access to work with plans or students, then Roadmaps will be the only option.
Staff | Student | |
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Application home page with staff buttons | Student plans page | |
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Menus
The coral colored menu bar at the top of the uAchieve Planner screen provides common, seamless navigation across all uAchieve applications.
Staff
The top (coral colored) menu is the Staff menu.
Depending upon user permissions, the staff (top) menu may contain several links, including the following:
- Notifications
- Students
- Roadmaps
- Batch
- Tools
- Reports
- Security. Menu options vary from user-to-user, depending upon their permissions:
Student
The bottom (gray colored) menu is the Student menu, and only appears once a student is selected to work with:
- The Student menu displays the student name and user ID (customizable by the school) in addition to links to viewable sections of that student's profile that you have access to (e.g., Audits, Plans, Courses, Comments, Transfer Evaluations, Exceptions, Profile).
In the Planner, the only functionality specific to students is the Plans menu. |
Roadmaps
Roadmaps are guides to the “best” or most efficient path to graduation for a program of study. Roadmaps are built by institutions to provide a map for students (or advisors) to use to create term-by-term plans of specific coursework.
To manage roadmaps, click the Roadmaps button:
On the Manage Roadmaps page, first choose a degree program:
Then, enter roadmap information to add a new roadmap or manage available roadmaps:
See the Manage Roadmaps page for more detail.
Notifications
Notifications may include Comments, Plan Approval Requests, and Roadmap Publication Requests:
See the Notifications page for more detail.
Students
Find a student using the Students search feature:
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You may be restricted to the list of advisees specifically assigned to you based upon your applied security settings. If a student you are searching is not one of your advisees, then his/her information will not be viewable. If a student you are looking for is found, you will be redirected to that student's Manage Student Plans page:
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Student Access
Within the Planner, users who are students but also staff members may view their own profile via the Student Access button. The user's Manage Plans page displays an area to manage or create new Plans and Comments. In the screenshot below, the logged in user (Melissa) is managing her own plans:
Style
The Style area of the menu barchanges the visual display of the page layout throughout the application, which can be particularly useful for increasing contrast for low-vision users.
Under the user name and school in the upper-right corner of the window is a Select Your Style area with three options: Default Style ( light coral), High Contrast Style (
dark coral), and Turn Off Style and Javascript (
white)
Text-Only
Turn Off Style and Javascript provides a text-only view, which is necessary alternative for applications that utilize drag-and-drop functionality. See the side-by-side view of Javascript turned on/off below:
Style and Javascript On | Style and Javascript Off* |
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*Return to standard view with javascript and styles turned on via the Turn on Styles & Javascript hyperlink.
NOTE: |
Settings
Settings may be viewed and customized via the gear button () drop-down on the right end of the menu bar.
NOTE: |
Admin
The Admin area is accessible via the drop-down menu in Settings (or from the Admin button on u.direct Home).
or
Admin links to the Admin Help area, where users configure uAchieve applications directly from their Dashboard:
The Plans & Roadmaps area of Admin Help contains most configs for the uAchieve Planner:
For more details, see Admin Help.
Change Password
Complete fields for Current Password, New Password, and Confirm New Password:
Help
Help directs the user, by default, to the Hello World page that opens in a new browser tab. Many institutions set the Help link to direct to application documentation.
Where the Help link directs the user is highly configurable in Admin Help: separate Help URLs for advisors and students may be specified:
Log Out
Log Out logs the user out of of the current application. The logout confirmation page provides a link back to the application to log back in again.