Setting Up Individual Plan of Study

Individual Plan of Study Configuration

This will cover the permissions and setup required to enable Individual Plan of Study.

Permissions Required

For students to be able to view their own Individual Plan of Study, permission 1267 (494: My Info container) should be allowed.

For Administrators to create Plan of Study requirements and templates, permission 1268 (70: Registration container) should be allowed.

For Administrators to apply Plan of Study requirements in bulk from the Student Finder, permission 1269 (493: Student container) should be allowed.

For Administrators to view a student's Plan of Study, Permission 1270 (493: Student container) should be allowed.

Creating Plan of Study Templates

To create a plan of study template, click on "Plan of Study" under the Registrar menu. From this screen, you may opt to create a new template, or edit any existing templates.

Creating a new Plan of Study Template

Templates allow for general requirements based on a program and term, similar to a Degree Audit. From the "Plan of Study" screen, select a program/major, and an academic term. From there, you may:

• Create a blank template: this creates a template with no existing requirements. All requirements must be added and configured. Parameters to be defined are the Semester the course is scheduled to be taken, the Course Number to be taken, the credits required for the course, the course category, and optionally, the minimum number of quality points for the course.
• Copy Requirements from a Degree Audit: This will copy all requirements from the degree audit. The plan of study is designed to add expected terms for when the course is to be taken. This data does not exist in the Degree Audit, and will need to be added. Similarly, the plan of study allows for grouping of requirements into the following areas: Major requirements, Core requirements, General requirements, and Electives. This data doesn't exist in the Degree Audit, and will need to be added
• Copy from Another Template: This will copy all requirements from another template, but update the term (or program).  This will be useful if a program code is changing, or if there are minor tweaks from term to term. When copying a template to update the terms, the system will attempt to adjust the first term and subsequent terms by difference between the template term of the new template, and the template term of the source template, and increasing the terms based on the number of defined terms of difference. If there are 8 terms of difference between the source and new templates, each semester will be increased by 8 terms in the new template. Non-traditional or extra terms that do not follow the regular term structure may innacurately increment the terms. Be sure to review all term assignments after copying from an existing template. 

Adding Plan of Study Requirements to a Template

When adding plan of study requirements to a blank template, the screen will show just the initial undefined requirement row:

It is this row that you'll define the Semester, the course (the course listing draws from the semester catalog; a course must exist in the defined semester to appear in this drop down), the credits (credits will auto-populate based on the course semester), the category (Major, General, Core, or Elective), and, optionally, if there are minimum quality points required to satisfy the requirement. Defining these values and clicking the Green (+) Add button will populate the course, and organize it based on the semester. It will also color code it based on the requirement type.

Adding courses to an existing template works the same way, though the undefined requirement row is always at the bottom of the template:

When defining course semesters in the process of adding requirements, the Template term should be considered the first term of the template.  A course taken in Term 1 of enrollment would start with that term. Courses in term 2 would be defined with the term incrementally increasing based on the term structure (semesters, quarters/trimesters, or other term sequences as required.) 

Setting Up Student Portal Link to Plan of Study

If the side menu has been disabled for students, a new Student Portal Dashboard Tile or Link will need to be added for the student to have easy access to the Plan of Study. The URL of the Plan of Study is https://ABC-web.scansoftware.com/cafeweb/tl/IPOSList?mode=1 where ABC is the institutional 3-digit code. To add this link, utilize the ENTRY_PAGE parameter in Adjustable Text Maintenance (Admin -> Adjustable Text).