Template Management Student Educational Planner

Transcription

1 D e g r e e W o r k s Template Management Student Educational Planner 1. Log into Pirate Port on the Main ECU web page. 2. Access Degree Works through the Main SSB menu. 3. Click on the Template Management link at the top of the screen in Degree Works. 4. Click the Create New Template Button. 5. Select a Template Term Scheme for your template and click the OK button. Template Term Schemes are name by the Number of Terms they are in Length followed by the Start Term. For example 8SEM_FALL is an 8 Semester Fall Start template. 6. Enter the Title in the Description field for the Template. We recommend it includes Degree, Major, Catalog year, and start term. For Example: BS Public Health Studies (Prehealth) Fall 7. Complete the Required Tags section of the template. Template Tags are used for organizing and searching templates.

2 8. Check the Active check box. This active check box indicates that the template is current and can be used to create plans from within the Plans tab. **NOTE TEMPLATES WILL NOT APPEAR AS A CHOICE IN STUDENT PLANS UNTIL THEY ARE MARKED ACTIVE** 9. Click the Save button to save the Template. CHANGING THE TEMPLATE TERM SCHEME 1. Clicking Change Term Scheme and selecting the new scheme for the template can change the template Term Scheme. CREATING AND EDITING REQUIREMENTS An unlimited number of requirements can be added to a term. There are 5 requirement types o Choice - When there are several course options that can fulfill a planned requirement, a Choice requirement can be used. An unlimited number of courses can be defined with this requirement. o Course - A single class can be planned for with the Course requirement. o GPA Calculate GPA based on criteria selected. o Non-Course Requirement- Non-Course items that need to be completed as part of a degree can be planned for with the Non-Course Requirement. These are requirements that are recorded in Banner. Status field must be completed. o Placeholder - User-defined requirements that need to be completed as part of a degree can be planned for with the Placeholder Requirement. These requirements are informational only and are not included in tracking or do not apply to planner audit rules. Value field must be completed. o Test Score- Tests that need to be completed as part of a degree can be planned for with the Test Requirement. A requirement can be moved to any other term on the template by clicking and dragging it to the new term ADDING A COURSE REQUIRMENT 1. Click the Add Requirement button to add a course to the term 2. Select Course to add a course to the Term

3 3. Add a course by: Type in the Course Subject and Number. Search for a course by clicking on the search icon (magnifying glass) Drag and drop requirement from Courses list in Courses Sidebar. 4. Click the tab button to automatically enter the credits. 5. If needed, select a delivery method. **This is used for informational purposes only. 6. If needed, click the requirement note button to add a note to the requirement. 7. Click Add Requirement button to continue adding courses to the Term. ADDING A CHOICE REQUIREMENT An unlimited number of options can be defined in the Choice requirement. An option can be any combination of actual courses, wildcards or ranges Each option can have up to two items. An item can be: o An actual course such as MATH 1065 o A wildcard MATH 3@ o A range for example MATH 1000:2999 with Foreign Language attribute. A course attribute can be specified on any item. 1. Click the add requirement button and select choice from the requirement pull down menu. 2. Click on the ellipses button to add an option. 3. Enter an item, with or without an attribute. 4. To add an additional an additional item to the option click the + icon in the option line. To remove an item from an option click the - icon in the option line. 5. Click Add another option to continue entering options in a choice requirement or click done. 6. The Minimum Credits for this requirement can be manually entered but are not required.

4 7. The Pointer is currently not being used. HOW TO DELETE A REQUIREMENT 1. Click on the course to highlight (in purple) the requirement. 2. Click the Delete Requirement Button from the term you wish to delete the requirement from. ADDING NOTES TO A TEMPLATE An unlimited number of notes can be added to requirements, terms, or to the overall template. All notes are viewable to all users. For a quick overview of all notes, place the cursor over the note icon. Notes can have an unlimited amount of text, and may contain text formatting such as face types, indentation, and bullet lists. If one or more notes have been added to a requirement, term or to the overall plan, the note icon will change from white to yellow. After adding or modifying a note, the plan must be saved to save the note. ADD A NOTE 1. Click on the note icon to open the note list window, where a user can choose to view, add, edit, or delete notes, depending on the access they have been granted. 2. Click Add Note. 3. Type note. 4. Check the Copy to Plan Check box. 5. Click the Done button. 6. Click Save to save the plan with the new note. DELETING A TEMPLATE

5 1. Select a existing Template from the list. 2. Click the Delete button. 3. Click Yes to Confirm delete. DUPLICATING A TEMPLATE 1. Open an existing Template. 2. Change the Title and the Catalog Year. 3. Click Save As.