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Degree Audit Plans Training
- 1. Degree Audit Plans Training Technology in Advising Team Version 2.0
- 2. Contents 1. Learning Objectives and Timeline 2. Views in Plans 3. Creating a Plan 4. Modifying the Plan you Created 5. Printing your Plan 6. Scenarios
- 3. Implantation Timeline • November 2nd – 3rd: IT copies Planner data to Plans • November 6th – 17th: Advisors compare data in Planner and Plans • November 20th & 21st: IT resolves issues discovered after advisor testing • November 27th – December 1st: Advisors complete a final testing • December 4th: Plans goes live and Planner is removed
- 4. 1. Learning Objectives • Understand different views, their purposes and their uses • Understand how to create a plan or select a template • Understand how to add/delete courses, wildcards and notes • Understand how to print a plan • Understand how to differentiate between an active and inactive plan
- 5. 2. The Views Edit View Audit View Notes View Calendar View
- 6. Edit View
- 7. Audit View
- 8. Notes View
- 9. Notes View
- 10. Calendar View
- 11. EXAMPLE #1 View Practice • Type in a student ID number: A04757918 Rachel Brown, Exploratory Student • Click on Plans • Select the Plan titled "TEST" (for Training to take Place 2017 1017) • Open in Edit View • Open in Audit View • Open in Notes View • Open in Calendar View
- 12. 3. Creating a Blank Plan 1. From the worksheets tab, click on “Plans.” 2. In the top, right-hand corner, click “New Plan.” 3. Click “Blank Plan.” 4. Give your Plan a name using the guidelines that your center follows. 5. Click “Active” if you want this plan to show up as the first the student views. 6. Now you are able to switch between views, open a pop-up audit and modify your plan as needed.
- 13. Creating a Blank Plan
- 14. Creating a Blank Plan
- 15. Creating a Blank Plan
- 16. Creating a Blank Plan
- 17. How to delete an item
- 18. How to delete an item
- 19. EXAMPLE #2 Creating a Plan Practice Blank Plan Practice • Enter an ID for a student that you would normally advise • Select Plans • Select Create New Plan • Select Blank Plan • Give your plan a title in line with your center's best practices to include "Test" • Make the Plan Active and Locked • Add Spring 2018 as a term • Save the Plan • Click View Plan List
- 20. EXAMPLE #2 Creating a Plan Practice
- 21. 4. Modifying the Plan you Created Using Drag & Drop in Edit View Using Edit w/out Drag & Drop Adding Notes in Edit View
- 22. Using Drag & Drop in Edit View
- 23. Using Edit w/out Drag & Drop
- 24. Using Edit w/out Drag & Drop Placeholder Requirement Wildcard will allow you to add any text up to 50 characters
- 25. Adding Notes in Edit View General Notes Term Notes Course Notes
- 26. Adding Notes in Edit View
- 27. Adding Notes in Edit View *Type Your Notes Here
- 28. Adding Notes in Edit View Notes have been added
- 29. EXAMPLE #3 Modifying the Plan Continued Drag & Drop a Course using Still Needed • Select the plan that you created • If not already extended, please extend the Still Needed bar • Drag and drop several courses • Save the Plan
- 30. EXAMPLE #3 Modifying the Plan Add Course Requirement • Select course requirement • Enter a course prefix and number • Select a minimum grade • Save the Plan Add Choice Requirement • Select choice requirement • Enter a course prefix and number • Add an attribute if needed • Enter a second Course Prefix and Number • Click done • Save the Plan
- 31. EXAMPLE #3 Modifying the Plan • Add the following Course Note (Bold, Underline & Italicize) This is a hybrid course and meets both online and on campus • Add the following Term Note (Bullet Point Information) Student needs to: • Complete the advising form • Register for 12 hours • Apply for graduation
- 32. EXAMPLE #3 Modifying the Plan
- 33. 5. Printing How to Print a Plan How to adjust the scale option and print on one page
- 34. How to Print a Plan
- 35. How to Print a Plan
- 36. Chrome Click on "more settings" to access the "scale" options, then adjust as needed.
- 37. Firefox Click on "scale" and adjust as needed.
- 38. Safari Click on "scale" and adjust as needed.
- 39. 6. Scenarios • Notes → Courses → Print • Courses → Notes → Print • You Choose
- 40. Reporting Errors 1. Advisor notes error in Plans 2. Advisor forwards error to supervisor 3. Supervisor forwards error to Gary Springer with Lucinda Holzer and Melissa Hyatt copied on the email Please note: screenshots are helpful for demonstrating the nature of the error.