STUDENT EDUCATIONAL PLANNER USER GUIDE Creating a Blank Academic Plan - Graduate Students
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1 Questions about the DegreeWorks Student Educational Planner, contact the Academic Achievement Center at Questions about the degree audit, contact STUDENT EDUCATIONAL PLANNER USER GUIDE Creating a Blank Academic Plan - Graduate Students 1. Go to and select link. 2. Select BSU Student Portal and log in using your username and password. 3. At the student portal page, select InfoBear and then BSU Self Service Login. 4. Select the Enter Secure Area link and then Log in using the Single Sign-on option. 5. At the Student Information Page select the Student Tab and then Student Records. 6. Select the DegreeWorks option and you will be redirected to your degree audit. 7. Select the Plans tab. 1
2 8. At the Edit View page you will first need to enter the name of your plan in the Description field. The description should include the name of your degree, program, and catalog year (i.e. Accountancy, MSA ). You should also check the Active box on your plan. You may only have one plan marked as active and associated with your student record. 9. Add terms to your plan: Allows you to add a term to your plan. When you click on the symbol a drop down menu of terms will appear for you to choose from. Allows you to remove or delete a term from your plan. To delete a term, you must click on it and then select the delete or button. 2
3 10. The term and icon buttons allow you to add and delete requirements on each term of your plan. 3
4 11. To add a requirement, select the button. The Add Requirement drop down menu will appear. The options for adding requirements to a term include Choice, Course, and Placeholder. 12. The Choice requirement option allows you to add a series of course options (i.e. electives) to your plan. After you click on the Choice option a blank choice requirement field will appear. To add course requirement options to the plan, click on the radio button and the choice menu will appear on your screen. 4
5 13. You can choose to type in a course requirement or select one from the drop down menu. 14. After you have made your selection, you may choose to select the Add another option button to add an additional course requirement. Using this option allows you to pick from several course options. Select the Done button to see the choice requirements appear in the plan. 5
6 15. To add a course requirement to a plan, select the Course option from the Add Requirement drop down box. 16. Once the new course field appears in the audit, you have the option of typing in a course by selecting the search icon. 6
7 17. The Still Needed section includes course requirements that have not yet been taken. To view these courses, click on the blue drop down buttons. To refresh the list of courses, select the Refresh button. To close the listing of courses, select the Collapse All button. 18. To add a Still Needed course to your plan, click on a course, drag and drop it into the appropriate term. 7
8 19. To add a Placeholder course to your plan, select the option from the Add Requirement drop down menu. 20. Once the Placeholder field appears in your plan, select the drop down menu. 8
9 21. The Placeholder drop down menu includes predefined placeholders for program requirements. Select the appropriate placeholder requirement for the planned term. 22. The placeholder requirement will appear in the plan. You may also type in a note about the placeholder requirement in the Value field. 9
10 23. Once you have completed editing the plan you may view planned courses in Audit or What-If options. To view a plan in an audit view, select the Audit button. The planned courses will appear in the current degree audit. You may choose to print a copy by selecting the print option. 10
11 24. To view your plan in what-if view, select the What-If button. This option allows you to temporarily change your program and view planned courses in an alternative program. After you select the what-if button, you will be directed to the What-If Selected Criteria screen. To add additional criteria to the what-if audit, select the Add Another Field button. After you have completed each field select the Run Audit button to view your planned courses. 11
12 25. Once you have completed editing your plan, select the Save button. If you are saving this plan under a new title, select the Save As button. 12
13 26. If you wish to create an additional plan, select the New Plan button. The Create a Plan box will appear on your screen again. Select a Blank Plan. You may only have one plan marked as active associated with your student record. 27. To view all plans that you have created, select the View Plan List button. You will be redirected to the List of Plans Screen. 13
14 28. At the List of Plans screen, note that only one plan can be marked as being active and associated with your student record. You can select the plan you wish to view by double clicking on it. You can also delete a plan by selecting it and then clicking the Delete button. 29. Once you have finished reviewing your plan in DegreeWorks, remember to exit the system by selecting the LOG OUT button at the top of the screen. Visit to access DegreeWorks user guides, videos, and other helpful materials. 14
STUDENT EDUCATIONAL PLANNER USER GUIDE
Questions about the DegreeWorks Student Educational Planner, contact the Academic Achievement Center at AcademicAchievement@bridgew.edu. Questions about the degree audit, contact degree_audit@bridgew.edu.
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