This Quick Reference Guide (QRG) provides a very high-level overview of how to set up a plan using a roadmap in the uAchieve® Academic Planner.
NOTE: Your screens may look different depending on the functionality your institution has implemented, custom branding, and/or your permissions.
What is a Plan?
The uAchieve Academic Planner allows you to set up personalized plans that identify the courses you want to take each term to satisfy your declared program and stay on track to graduation. You can plan from a roadmap (designed by your program departments) if your school has set them up, or you can plan directly from the audit. (Plans can also be built from multiple roadmaps or program audits, allowing you to add minors, concentrated studies, etc.) This guide will give you some quick tips on how to plan from a roadmap, an outline of suggestions for courses you should consider taking at certain times to stay on track.
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:
Select the program you want to plan for.
Click Add Plan.
You should now be in Plan Builder.
What is Plan Builder?
This is where you create your new plan. Our version defaults to an audit on the left and the plan on the right. If there are roadmap guides available, they will be listed above the audit. Click the link to plan from a roadmap.
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.
How do I Add Courses to My Plan?
1. Manually: Plan courses individually using the Add Course button under any termor…
2. Drag and Drop: Add courses by dragging them from a course list on the roadmap onto the term title:
a. “Grab” the course with your mouse
b. Drag it to the intended term
c. Term turns bright blue when you are in the “drop” zone
d. Course shows up in plan term list
Once a roadmap area is planned for, it checks off.
You can also move courses from one term to another on the plan by dragging and dropping.
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.
How (and Why) do I Validate Against the Audit?
Validate planned courses against the audit by clicking the check mark at the top of the plan
When a plan is validated, the audit is run to reflect how planned courses apply throughout your program of study. Here, ART251 applies to both Art and the Creative Writing/Genre area. This is reflected in the roadmap with green check marks. It’s a good idea to validate often to double-check where courses are applying to make sure you are satisfying requirements and where you might be getting double credit!
Special Course Notations
Notations on the Roadmap
Asterisks typically indicate wildcard characters on a roadmap—in this example, indicating you can select any Sociology course.a-b. If you drag and drop a wildcard course...
c. You will be prompted to enter the course department and number.
If the course displays with a red circle with a minus (
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
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 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 (
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.
Finalizing Your Plan
When you are happy with your plan, you can return to your Manage Plans screen and choose to make your new plan preferred—or just leave it as an option.
Roadmap and Plan Icons
View PDF: Displays entire roadmap as PDF
Add Roadmap: Allows planning against an additional roadmap, which becomes "associated" with the plan
(Delete removes associated roadmaps)
Move All*: Transfers all course options and unit values from the roadmap to the plan
Move Preferred*: Transfers everything from the roadmap to the plan except where there are course options
*Once a course is planned, Move All/Move Preferred buttons deactivate; all courses must be removed from a plan to reactivate the buttons.
View an Audit: Toggles between plan and freshly run audit showing all planned courses
View PDF: Displays in-progress plan as PDF
See Associated Roadmap: Lists any associated roadmaps (no associated roadmaps here)
See Completed Courses: Displays plan on left and completed coursework on right (to return, click See Completed Courses again)
GPA Calculator: Displays plan on left and ability to plan GPA on right (to return, click GPA Calculator again)
Comments: Displays plan on left and allows you to read/make comments on right (to return, click Comments again)
Check Plan against Degree Audit: Validates plan against audit, pre-requisites, and term availability
Remove All Courses: Removes all planned courses
Add Term to Plan: Adds a new term to a plan (e.g., perhaps a summer or mid-winter term)
Not Approved: Displays on declared plans and terms before a plan is approved
Approved: Displays on declared plans once a plan or a term has been approved
Request Approval: Requests formal approval for a declared plan or term; once approved, it becomes read-only and can only be changed by requesting unapproval
Request Unapproval: Requests unapproval of a plan or term to make changes
Edit: Allows you to plan grades and delete courses in a term
Trash: Allows you to delete a term
Schedule Courses: Allows you to create a personalized schedule of planned courses if Schedule Builder is installed
Not Approved: Displays on declared terms before a plan is approved
Approved: Displays on declared terms once a term has been approved
Request Approval: Requests formal approval for a term on a declared plan; once approved, it becomes read-only and can only be changed by requesting unapproval
Request Unapproval: Requests unapproval of a term to make changes
Generic guide for download.