QRG: Create a Plan from a Roadmap

Clicking Plans from the toolbar after entering uAchieve Self-Service takes you to the planner.

From your Manage Plans page, you can edit an existing plan or create a new one.

To create a new plan, click Create a New Plan.

To work with an existing plan:

•          Click any title under Edit Plan to open it

         or

• Use the Action field to edit, change a plan name, or make a copy.

Select the program you want to plan for.

Enter:

• A plan name
• A starting term (fall, spring, winter, summer, etc.)

• A starting year (when are you planning your first courses?)

• The number of years you want to plan for

Click Add Plan.

You should now be in Plan Builder.

To see recommended course options in a roadmap, click Expand All to see everything or individually toggle each area using the > keys.

Green checks indicate that the area is covered by either previously taken or already planned courses. These areas will not expand to show details.

    1. Manually: Plan courses individually using the Add Course button under any term

3. Delete a Course: To delete an unwanted course from your plan:

a. Click the Edit button on the term line.

b. Check the box to the right of the course to be deleted (or All to check/delete all courses in the term).

c. Click Delete. (You will be prompted to confirm deletion.)

d. Click Submit to save your changes.

Validate planned courses against the audit by clicking the check mark at the top of the plan

Notations on the Roadmap

Required Courses

Preferred Courses

Wildcard Courses

Asterisks typically indicate wildcard characters on a roadmap—in this example, indicating you can select any Sociology course.

c.    You will be prompted to enter the course department and number.

If the course displays with a red circle with a minus (), validating the plan turns it green unless there is a valid issue with the course.

Ranges

Yellow boxes indicate a course range, like this one where you can select any Anthropology course from 175 to 231.

With ranges, you can drag and drop the first and last courses in the range

Or…

To add a course in the middle of a range, use the Add Course box then delete out the range course pulled first.

Notations on the Plan

Course Not Offered
If a course displays with a red circle with a minus () it is an alert there may be an issue with planning this course. Hovering your cursor over the red circle will give you a hint: in this case, the course is not offered during this term.

If I click on the course, I see an availability grid—and that it’s only offered in Spring of 2020.

To see completed courses from prior terms, click the grid icon ( ) on the plan side of the screen.

Your plan will be on the left and your list of completed courses on the right.

You can add courses individually using the Add Course button under any term on this screen.

To return to the roadmap screen, click the grid icon again.