Using Individual Plan of Study

Using the Individual Plan of Study

This article will cover associating individual plans of study with students, and adjusting plans of study once applied.

Associating a plan of study with Students

Students may have more than one plan of study, which can be active or inactive. The Plan of Study is designed to be both a proactive degree planning and enrollment tool, as well as an interactive "what if" plan of study for advisors to utilize when students are considering a program change or other academic event that would require additional considerations, such as a semester abroad or a leave of absence.

Associating a plan of study on a student-by-student basis

To associate a plan of study with a single student, navigate to the student's profile page, and either click on the Person Selected Menu and select "Plan of Study" or click on the Student Degree tab, and then click the Plan of Study button (Permission 1270):

From the Plan of Study screen, you'll be able to view/delete existing plans of study, and add any new plans of study, including an empty plan of study, which is functionally the same as a blank template, but localized for the individual student, and not available for any other student as a template:

Clicking on the plan name, or selecting a new plan and clicking the "Create" button will allow viewing and editing of the new (or existing) template. 

Associating Plans of Study to groups of students

To add a Plan of Study to a group of students, identify that group of students in the student finder, and click the "Plan of Study" button on the finder results page (Permission 1269):

From there, the options are to run plans (plans of study update based on student enrollments when accessed individually. This is a way to update batches of them based on student finder results), inactivate plans (will inactivate any active plans for the roster of student finder results), or create plans for those students - the user may select to create a plan based on the student's defined degree audit, apply a specific template already created, or apply an empty plan.

Viewing and editing the Plan of Study

The Plan header shows credits based on their category (or if they are as yet uncategorized), and whether they are planned or earned. Earned credits are defined by the student's enrollment history, as is the grade. The semester the credit was earned will override the planned semester. Semesters, courses, and categories are only editable on planned courses, not earned courses.

Additional requirements may be added by utilizing the undefined requirement row at the bottom, the same as adding requirements to a template. All changes to a template must be saved before navigating away from the page, or they will be lost. There is a save button at the top and bottom of the page.