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uAchieve Planner Staff User Guide (Text-Only View)


Navigation through the text-only accessible view of uAchieve Planner can be done with either a mouse or the keyboard. To navigate to items using the keyboard, use the tab key and select by pressing either enter or the space bar. To navigate to the previous page, use the shift + tab keys.

If you are using a screen reader, a hidden link on the home page of uAchieve Planner becomes accessible by pressing the tab key three times. The screen reader will recognize a text-only view. After the link is found, press the enter key to enable the accessible version of the site.

Text-Only View

The Home page of the text-only version has several options displayed in a bulleted list and accessible by mouse or by using the tab key for navigation. High-level options include the following:

Skip Navigation Links

Skip to Current Student

  • Audits
  • Plans
  • Schedules
  • Roadmaps
  • Courses
  • Comments
  • Transfer Evaluations
  • Profile
  • Settings

Turn on Styles and Javascript

As you drill down into the content, the outline format expands with your selections. Some highlights of these sections are explained below:


Skip Navigation Links

Skip down to the first relevant link on the page without the need to tab down through all of the links at the top of the page.

Manage Plans

Create, modify, delete, or approve plans based upon the permissions set in the security console.

You can view existing plans under your account by either scrolling or tabbing down the page. If you have not created any plans or you wish to create a new one, you can do so in Manage Plans.

Create a New Plan

First, select the Roadmap from which the plan is based. The Roadmap is a generic, term-by-term guide that "maps out" your path through the terms of your academic career. The plan is the specific route you will take to achieve your degree. To plan your route, you must first look at the map.

You can select a Roadmap by tabbing through the degree program options. Any programs that have Roadmaps will provide a link to that Roadmap. Selecting the Roadmap will then prompt you to name the plan.

Enter a valid year for the plan to begin; you can also change the term in which the plan will start. Once the plan is assigned a name, a start term, and a start year, you can tab or click the Add Plan button. Provided that you entered a valid year, the Plan will then display in the list below.

Several options in the plan include the following:

  • Declared Plan: designates this as the plan you intend to follow (you may only have one declared plan)



Making/changing a selection of a Declared Plan in the Text-Only View has improved accessibility in 4.2.1. The "Declared" column radio buttons have been replaced with text panels containing "Plan Name:: Plan Status" information:

Click a panel to select it as the Declared plan.


Click the radio button in the "Favorite" column to mark a plan as the student's Declared plan:


  • Plan Name: opens that plan for editing in Roadmap View
  • Action: includes several options for Copy, Delete, Edit, Rename:

    •   Copy Plan: generates a page allowing you to give the copy a name. Clicking "OK" will clone the plan, allowing you to modify it just as you did the original plan
    •   Delete Plan: deletes a plan from the list
    •   Edit Plan: makes changes in the Plan view. Note that your declared plan will open as read-only and will not allow changes
    •   Rename Plan: renames a plan from original name. Click OK after renaming the plan to confirm the change.

The options appearing in the drop-down menu varies based upon the permissions you have set in the security console. For example, Delete Roadmaps will only appear as on option for users with permissions set to allow this functionality.

  • PDF: view/print the Roadmap in PDF format

Create a Plan in Plan View

One button at the top of the Create a Plan page, Remove All, removes all manually added courses from a plan. Remove All provides a method to start over if you decide that you don't like the way the plan is looking.

Courses in the current term will not be removed using Remove All. Neither the Move All or Move Preferred buttons will be available when courses show on the plan. To remove them, go to Plan View and use the Remove All Courses button.


 The Plan Name is displayed at the top of the page, along with the number of credit hours currently added to the plan. Options on this page are accessible by scrolling and clicking or using the tab key:

  • AddTerm: adds an additional term to the plan
    • Select the term
    • Select the year
    • Click the Add Term button
  • Term Level: lists the term, year, and number of credit hours that have been added to the term so far
    • Add Courses: enter the course department and number exactly as it appears on the Roadmap; if applicable, select the requirement you want this course to satisfy
    • Add Term: adds an additional term to your plan
      • Select the term
      • Select the year
      • Click the Add Term button
    • Remove Term: removes the term and all of the courses within from the plan
    • Remove All Courses: deletes all courses from this term
  • CourseLevel: displays the course department, course number, credit hours, and title
    • View Catalog: lists the course, title, credit hours, course description, and availability
    • Remove: deletes a course from the plan
    • Move to Year x Term y: moves the course from the current term to another
      • Select the term where you want to move the course
      • Click the Move It button

When an option is given on a Roadmap to choose from a course between a given start and end range of a number, you must manually add the course by right-clicking on the desired term in which you'd like to take this course. You can manually add any course that falls within the range. However, you must click Validate for the Roadmap to check the course against the audit and display it as a valid selection.



Validate your plan at any time in Plan View. The validation process will check your plan against the audit to make sure that requirements are being fulfilled.

  • Click the Validate icon
  • Roadmap View appears. Any courses you have added to your plan will no longer show on the Roadmap; any courses that still need to be added will continue to show.

Create/Modify a Plan in Roadmap View

The Roadmap will display a "Complete" status next to the sub-requirements that have been met by adding the relevant courses to the plan. Incomplete sub-requirements will still display courses that need to be selected and added to a year and term on the plan.

Two buttons appear at the top of this view: Move All Courses and Move Preferred Courses

  • Move All Courses: moves all courses listed on the Roadmap to the plan, regardless of if a student is supposed to make a selection or if a course has a status beside it
  • Move Preferred Courses: moves any courses which are flagged as Critical, Required, or Preferred. Move Preferred Courses also moves courses for which no options are provided, i.e., if only one courses is listed to satisfy a requirement, that course will be moved from the Roadmap to the plan. However, if a student must decide between two or more courses, these courses will not be moved. The student or plan creator must select a course to be taken.

The Roadmap View displays the following levels:

  • Year Level: displays the number of credit hours that are still present within this year
  • Term Level: displays the number of credit hours that are still present within this term
    • Requirement Name:displays the number of hours to be completed for this requirement and lists all courses still available to add to your plan
  • Course Level: displays the course department, course number, credit hours, and title
    • Add to..: adds this course to your plan in the term selected
    • View Catalog Details: lists the course, title, credit hours, course description, and availability
Plan Builder

Plan: Check Groups

Courses are listed chronologically by Term/Year and credit hours (e.g., Summer 2016 8 hours), which may be preceded with a message notification of flagged courses or courses not offered:

  • "Course not offered in this Term"
  • "One or more courses flagged in this term"

Within each Term/Year, the user may perform the following functions:

  • Edit Courses
  • Add Course
  • Remove Term
  • Remove All Courses
  • Calendar
  • Course
    • View Catalog

The selected course will be displayed at the bottom of the page beneath the table of contents. The course will be defined in columns in terms of Course, Title, Hours, Description, Pre and Co Requirements, and Course Availability.

    • Remove
    • Move to Year x Term y
Change Roadmap

If you want to use another Roadmap to build your plan, for example, adding a second major or a minor:

  • Click Change Roadmap
  • Select the new Roadmap from the tree
  • Continue to create and edit your plan

Audit View

The Audit View will run a degree audit for the major that the plan is associated with. Audit View incorporates all coursework that has been added to the plan, in addition to courses already taken (including transfer coursework).

Manage Roadmaps

Manage Roadmaps allows you to create a new Roadmap or modify/delete an existing one, provided that you have permissions set in the security console to do so. To view a Roadmap, you must select a degree program first. You can only view Roadmaps associated with the selected degree program.

Once you have selected a degree program, any existing Roadmaps associated with that program will displayed in a list below. If no Roadmaps exist, you can create a new one.

View All Roadmaps

View All Roadmaps displays a table of all the existing Roadmaps that are available. Depending on your school's security settings, you may only be able to see Roadmaps for certain programs, departments, or schools. Select a Roadmap to view from this table; no edits are enabled from this page.


Once a Degree Program is selected, enter a new Roadmap name in the field. Select the effective term and year, and the number of years the Roadmap will be built.

Click either the Add Roadmap button, or tab to it and press enter on the keyboard. The Roadmap will then appear in the list below.

Edit the Roadmap by highlighting it in the list and clicking, or press enter on the keyboard.

Several fields display in the table:

  • Name: click on the Roadmap name to open that Roadmap for editing in the Audit and Roadmap View
  • Number of Years: length of time this Roadmap spans
  • Year/Term Range: catalog date range for this specific Roadmap
  • Status: indicates if the Roadmap is In Progress, Completed, or Published. If you have permissions in the security console, you will be able to change the status here without have to open the Roadmap.
  • Action: this field provides the following options:
    • Copy: to copy the Roadmap
    • Delete: to delete the Roadmap

      The options appearing in the drop-down menu varies based upon the permissions you have set in the security console. For example, Delete Roadmaps will only appear as on option for users with permissions set to allow this functionality.

    • Edit Roadmap: open the Roadmap in 'Roadmap view' to allow you to make changes.

Edit Roadmap is only available for Roadmaps with the In Progress status. If a Roadmap is complete or published, it must first be "unpublished" by placing it into "In Progress" status.

  • PDF: view/print the Roadmap in PDF format
Build the Roadmap

Audit View

View a complete degree audit for a program and select courses from it to be added to each term of the Roadmap. The audit view displays the following information:

  • Requirement Level: name and text of the requirement and the number of hours needed to be completed
  • Sub-Requirement Level: name and text of the sub-requirement and the number of hours needed to be completed
    • After each sub-requirement is the option to add the entire sub-requirement to your Roadmap. Choose the Year and Term where you would like to add the sub-requirement and click the appropriate
      Add to Year __ Term __ link.
    • The number of Year-Term links at the sub-requirement level will depend on the length of time you selected when creating your Roadmap, and whether or not you are on a quarter or semester calendar
  • Course Level: each course within a sub-requirement is then listed each with the course number, title, and credit hours
    • Catalog Details: view a Course Description and Availability
    • Each course has its own set of Add to Year __ Term __ links
      • If you want to add an individual course to your Roadmap, select the Year and Term where you want to add the course and click that Add to... link

Continue to add sub-requirements and courses until you have completed your Roadmap. Switch to Roadmap View at any time, or Sync your Roadmap to check the progress.

Roadmap View

View the Roadmap as it is being built. The following information will be displayed:

  • Year Level: lists each year and how many hours have been added to this year within the Roadmap
    • You have the option to add another term to this year, for example: "Add Year 1 Fall Term"
  • Term Level: lists each term within a year
    • Add a Requirement: the Add Requirement link will allow you to add a requirement or a requirement and course to that specific term
      • Requirement Name: (between 1 and 100 characters long) does not have to match the requirement name on the audit, but should be intuitive since this is the text that the student will see when creating a plan.
      • Hours: number of hours a student will need to add to their Plan to complete this requirement within this term.
      • Statuses (optional)choose to mark this requirement as Required, Preferred, or Critical
        • New Requirement Courses: create a new course
        • Course Name: the course must exist in your course catalog
        • Hours: amount of hours for the course you are adding
        • Statuses (optional): choose to mark this requirement as Required, Preferred, or Critical
    • Courses
      • Name: enter the course as it appears on the Audit
      • Hours: credit hours needed for this course
      • Statuses (optional): choose to mark this course as Required, Preferred or Critical
    • If a sub-requirement was added to the term from the Audit View, the Requirement Name and the hours total within this requirement will display.
      • Edit: edit the requirement name, hours, and add or remove statuses. Also remove previously added courses or add new ones. Courses can also be marked as Required, Preferred, or Critical
      • Remove: delete the requirement and all of the courses within from the Roadmap
      • Override Course Hours: enter an alternate value for the number of hours the course will fulfill
  • Course Level: lists the course number, credit hours, and course title of this course
    • Add to Year __ - Term __: select a year and term for the course
    • View Catalog Details: course number, course title, credit hours, description, and availability of this course
    • Set Status (optional): mark this course as Required, Preferred, or Critical
    • Delete: removes the course from the Roadmap

Continue adding Requirements and Courses until your Roadmap is complete. Switch to the Audit View or Sync the Roadmap to check that courses added to the Roadmap are completing the audit requirements to your satisfaction.

Sync the Roadmap

Click Sync at the top of the Roadmap Editor page to run the Roadmap against the audit to make sure requirements are being correctly met (it will display in a read-only view). For more information, see the Synchronize page.

To exit, select either Roadmap View or Audit View.

Refresh the Roadmap

Refresh the Roadmap runs the Roadmap against the current catalog requirements for the degree program. If a requirement has changed, the Roadmap can be updated to reflect the change in hour requirements.

Complete or Publish the Roadmap

If you have access, the option at the top of the Roadmap to either Complete a Roadmap or Publish a Roadmap will be visible.

Three steps to make a Roadmap useable to students:

  1. Create the Roadmap
  2. Mark the Roadmap as Complete (primarily used when a third party needs to view a Roadmap before it goes to uAchieve Planner to be used)
  3. Publish the Roadmap (puts the Roadmap into uAchieve Planner so that it becomes visible under the Degree Programs and can then be used to create Plans)

Depending upon the status of the Roadmap, the option to Complete or Publish will be displayed, indicating it is the next step to be followed toward Roadmap finalization.

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.

Copy the Roadmap

Create a copy of the Roadmap you're working on.

  • Select Copy when in Roadmap View. Alternately, once you have selected a degree program on the Manage Roadmaps page, the list of Roadmaps that appears will have a Copy option in the "Action" column.
  • Assign a name to the copied Roadmap
  • Select a Catalog Term; type in a year
  • Choose Audit View or Roadmap View to begin editing your new Roadmap

Search Students

If you are an Advisor, you may have a list of students assigned to you (displayed in a table in the Search Students area). If you would like to view a plan for a student that is not one of your advisees, search for them:

  • Type a student's last name, first name, or ID number in the relevant search fields

Once you have found a student, you can click/tab to "View Plans" and select this option. You will then be directed to that student's list of plans.

The list of plans allows you to see if a plan has been declared (meaning the plan the student intends to follow) and also to Approve a Plan, if you have permission. Approving a Plan will indicate to the student and you that they are then bound to that plan. Only by removing that approval can you or the student select a new plan to follow.

Create a Plan for a Student

At the bottom of the list of the student's plans, there is the option to "Manage Student Name's Plans." that allows you to enter the edit screen for the student's plans. To create a new plan, you would do so, just as you would if you were creating a new plan for yourself, i.e., you would select the Roadmap against which you wish to build a plan and then name the plan and select the year/term, etc. For more information, see the "Creating a Plan" section above.

Edit a Student's Plan

You may edit a student's plan just as you would your own. Click on an existing plan in the student's list to open it in Roadmap View. In the "Action" column of the table are several options for the student's plan:

    • Copy: give the copy a name. Click OK to clone the plan and modify it just as you did the original plan.
    • Delete: delete a plan from the list

Currently, deleting a student's plan from their list will direct you to a list of your own plans. You will then need to go back into the student's Manage Plans page to continue editing/creating plans for him/her. This is a temporary issue to be resolved in future releases.

    • Edit: make changes in the Plan view. Note that your declared plan will open as read-only and will not allow changes.
    • Rename: This will allow you to rename a plan from that which was originally created. Click OK to confirm the change.

Turn on Styles and JavaScript

Because uAchieve Planner is 508 Compliant, you have the option of choosing which view type you will have in uAchieve Planner.

  • Text-Only View does not use style sheets or JavaScript and is designed to allow it to be used with a screen reader. Make sure to select "Turn OFF Styles and JavaScript" will allow you to use uAchieve Planner in text-only mode.
  • Standard View does make use of style sheets and JavaScript. Make sure to select "Turn ON Styles and JavaScript" to enable viewing uAchieve Planner in standard mode.


Clicking the Logout option from the bulleted list at the top of the page will log you out of uAchieve Planner and return you to the login page.


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