UMdegree SEP Planner Training Manual. Part 1

Transcription

1 UMdegree SEP Planner Training Manual Part 1

2 Table of Contents Getting Started 3 Planner Views 4 View Plan 4 Edit View 5 Still Needed Sidebar 6 Courses Sidebar 6 Notes View 7 Audit View 8 Creating a Plan 9 Blank Plan 9 From Template 10 Requirement Types 12 Additional Ways to Add Requirements 13 Saving and Approving Plans 14 2

3 Getting Started From the general Student Worksheet, select the Plans tab. If the student has a plan that is not marked Active you will be taken to the View Plan Lists screen. Please select the plan you wish to view by double clicking on the appropriate plan. If the student has an Active Plan, you will be taken directly to the View Plan view to see the courses planned for each term. 3

4 Planner Views View Plan From the View Plan screen, you can View the courses and placeholders planned for each term View the total number of credits planned for each term. View basic course information by hovering over the course name. Access detailed course information including the catalog entry and section information (CRN, seats open, meeting times) by clicking on the course name View Plan, Term, and Course Notes View basic Plan information such as Plan name, degree, active status, lock/unlock status, tracking status, and if the plan is approved (Active AND Locked) tracking information for the current term. 4

5 Edit View To Edit the Plan, select the Edit from the View dropdown From the Edit view, you can Add/Edit specific course requirements (i.e. ENGL 1010) for a specific term Add/Edit Choice Requirements (i.e. Math 1710 or Math 1730 or Math 1910 or Math 1830) for a specific term Add/Edit a Placeholder Requirement (i.e. Gen Ed Social Science) Specify a minimum grade, campus, or delivery type for each Course and Choice Requirement Mark Choice and Course Requirements as Critical which is defined as a course that must be completed in the planned term in order for the student to remain on track for graduation Add Plan, Term, and Course notes Add additional Plan Terms Move requirements from one term to another Once the user is satisfied with the plan, the appropriate Plan Type must be chosen from the dropdown before the plan can be saved. In order to be tracked, a plan must be marked Active by student or advisor and Locked by advisor. Multiple plans can be created and saved using Save or Save As but only 1 plan can be Active for each student 5

6 Also available in the Edit View is the Still Needed and Courses sidebar The Still Needed sidebar displays only the requirements that the student still needs to plan for (i.e. requirements not satisfied with completed or planned coursework) Courses from the Still Needed sidebar can be added to the plan via drag and drop into a planned term Once courses are moved from the sidebar to a planned term and the user clicks Refresh the sidebar will no longer display the requirement that the course satisfies. The Courses sidebar is a listing of all active courses in the UM course catalog. Courses can be added to a student s plan from this sidebar via drag and drop into a planned term. 6

7 Notes View To view all Plan, Term, and Course Notes in one view, select Notes from the View dropdown From the Notes view, users can View Plan, Term, and Course notes View date/time each note was created as well as the user who created each note Important factors to NOTE about NOTES Notes in an SEP plan follow a student s plan regardless of changes in declared major In the legacy Planner, plans were only accessible while the student was declared for the major in which the plan was associated meaning any notes attached to the plan were effectively lost when the student changed programs. SEP Plans will remain in the student s Plan List until deleted by student or advisor After a student changes majors they will be prompted to assign their current plan to the new degree program when accessing the Edit View Notes not marked as Internal are visible to the student and all faculty/staff users Notes marked as Internal are visible only to faculty/staff users Each note can only be edited/deleted by the user who created the note 7

8 Audit View To Audit the Plan against the student s program requirements, select Audit from the View dropdown From the Audit View, users can View the student plan (right column) with the same information that is available in the View Plan screen View the student s degree audit (left column) that shows degree requirements satisfied by completed/in progress courses as well as degree requirements that will be completed by Planned courses Add courses to a planned term from the degree audit using drag and drop Move planned courses from one term to another using drag and drop (IP) indicates courses that are In Progress. Example: ENGL 1010 Course names in (blue) indicate planned courses. Example: ENGL 1020 and COMM 2381 Still Needed indicates a requirement that has not been completed, is not in progress, and has not been planned. Example: Literature- 1 Class in ENGL 2201, 2202 Courses without an (IP) and not in (blue) are courses that have been completed and are fulfilling a requirement 8

9 Creating a Plan Plans can be created in two ways 1) Starting from a Blank Plan 2) Selecting a Template If a student does not have an existing plan you will be prompted with the following choice Creating a Plan from scratch (i.e. Blank Plan) When prompted, select Blank Plan Enter a description in the Description field If student is declared for multiple degrees, please select the appropriate degree. Otherwise, the student s current degree will default Click on the Add Term button in the upper right corner of the plan header and select the term you wish to plan for Click the Add Requirement button in the upper right corner of the Term header and select the appropriate requirement 9

10 Creating a Plan from a Template Click Select Template when prompted Double Click the appropriate template from the template list Select the term you wish the plan to begin when prompted 10

11 Select Unedited Template from the Plan Type dropdown and adjust the plan Description if desired Click Save to save the plan Users can now make the appropriate selections from Choice Requirements, add courses to fulfil placeholder requirements, and rearrange requirements as needed When satisfied with your changes, select the appropriate plan type, mark the plan active and locked (if appropriate) and then click Save 11

12 Requirement Types Course Requirement- type course name into course requirement field to specify a particular course. A Minimum grade, Campus, and Delivery type can be specified Choice Requirement- click on the course requirement field to specify any number of courses for the student to choose from. Campus, and Delivery type can be specified A lab may be paired with one or more courses in the choice requirement options by clicking on the Add a paired course or lab button within the choice requirement selection Placeholder Requirement- select a placeholder from the Placeholder Requirement dropdown to specify a general category to be planned A brief note in the Value field is required and can be used to guide the student s choice 12

13 Additional Ways to Add Requirements Select a course from the Still Needed course bar and drag and drop course into the desired term Select a course from the Courses sidebar and drag and drop into the desired term 13

14 Saving and Approving the Plan Before saving the plan, you must select the appropriate Plan Type from the dropdown Mark the plan as Active if it is to be the student s current plan Mark the plan as Locked if all choices and placeholder requirements have been chosen/fulfilled and the student does not need to make any selections or changes Locking an Active plan also acts as the approval needed to track the plan Click Save 14