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.
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Clicking Plans from the toolbar after entering uAchieve Self-Service takes you to the planner.
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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:
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Select the program you want to plan for.
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Enter:
Click Add Plan.
You should now be in Plan Builder.
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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?
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1. Manually: Plan courses individually using the Add Course button under any term Or... |
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.
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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.
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How (and Why) do I Validate Against the Audit?
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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!
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Special Course Notations
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Notations on the Audit Required Courses (R) A capital R in parentheses, indicating a required course.
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Wildcard Courses
c. You will be prompted to enter the course department and number.
If the course displays with a red circle with a minus (
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Asterisks frequently indicate wildcard characters on an audit—in this example, indicating you can select any level of course within the named languages.
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Ranges 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 ( 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.
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What is Plan Builder?
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
Generic guide for download.