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QRG: Create a Plan from an Audit


This Quick Reference Guide (QRG) provides a very high-level overview of how to set up a plan using the uAchieve® degree audit and academic planner products.

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 major 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 an audit.





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


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



Select the program you want to plan for.






  • 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.



What is Plan Builder?

This is where you create your new plan. Our version defaults to an audit run on the left and the plan on the right. If there are roadmap guides available, they will be listed above the audit. None are available for the program we are looking at, but we are planning from the audit anyway.



How do I Add Courses to My Plan?



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



2. Drag and Drop: Add courses by dragging them from the audit 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 term list


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 rerun to reflect how planned courses apply throughout your program of study. Here, ART251 applies to both Arts and Humanities and the Art Major Requirement. 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 Audit

Required Courses

(R)  A capital R in parentheses, indicating a required course.






Wildcard Courses

clipboard_eb23be9c160d2ca4094916e7fc9405f1f.png Asterisks frequently indicate wildcard characters on an audit—in this example, indicating you can select any level of course within the named languages.

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 (clipboard_eb2dc36962bfa54f9e55f85bf8cdd4831.png), validating the plan turns it green unless there is a valid issue with the course.








To plan within 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, but to add a course in the middle of a range, you will have to use the Add Course box and then delete out the range course pulled first.




Notations on the Plan

If a course displays with a red circle with a minus (clipboard_eb2dc36962bfa54f9e55f85bf8cdd4831.png) 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.



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.




What is Plan Builder?


clipboard_e15798f1c3dfe78646d869118a9ca38ac.png View an Audit: Toggles between plan and freshly run audit showing all planned courses

clipboard_e4ebdc540af7f99387b7f6e512140a011.png View PDF: Displays in-progress plan as PDF

clipboard_ece71ea558cbb597c8cbbfd2ca7064ec0.png See Associated Roadmap: Lists any associated roadmaps (no associated roadmaps here)

clipboard_e441bc8f6bf16cf4ed5dc030cc42db384.png See Completed Courses: Displays plan on left and completed coursework on right (to return, click See Completed Courses again)

clipboard_e59622942d14a86ed98ac7899ceab1685.png GPA Calculator: Displays plan on left and ability to plan GPA on right (to return, click GPA Calculator again)

clipboard_ef0442cf1d305a8719a1e4dce3b218cb7.png Comments: Displays plan on left and allows you to read/make comments on right (to return, click Comments again)

clipboard_e109469ad4e74c84fdbd5ba0ac5f9673d.png Check Plan against Degree Audit: Validates plan against audit, pre-requisites, and term availability

clipboard_e2e4e5300fa4bcda9d9ceddb1e02cf68c.png Remove All Courses: Removes all planned courses

clipboard_ed96cf715d99d5ad8a82a3e02327cde0f.png Add Term to Plan: Adds a new term to a plan (e.g., perhaps a summer or mid-winter term)

clipboard_e6dc8e772ddf6c5192a9bfed305a62de0.png Not Approved: Displays on declared plans and terms before a plan is approved

clipboard_e7229fff015c98dc38ee36a0a9584c375.png Approved: Displays on declared plans once a plan or a term has been approved

clipboard_e63877d862da0787e41460b3376b55944.png 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



Generic guide for download.

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