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Use this guide to create the Student Educational Plan Major, Minor, and other block requirements. See the page titled "Types of Requirements" for descriptions of the different types of requirements.

Step-by-step guide

  1. There are multiple ways to add additional courses to the planner.  
    1. Click the “+” sign at the top of each semester block.
    2. Choose the type of requirement to add.
  2. An option in the plan is to designate whether a course is critical to the plan.  This enables the advisor to monitor whether the student is on track with his or her academic plan.  For example, an elective credit that could be taken in several different semesters might be not critical while a major specific course might be.  Some advisors may choose to make all courses critical so they know anytime the student is off-track with any part of the plan.  To designate a course as critical, check the “Critical” checkbox to the left of the course. 

    NOTE: The critical indicator cannot be used on a Placeholder requirement.

  3. Once you are finished laying out the plan, you want to make it “Active” and “Locked,” which turns on the “On-Track” tracking feature.  Click the “Active” and “Locked” boxes at the top of the page.  Locking the plan is the way that the advisor indicates the plan has been approved.
  4. Click the “Save” button in the bottom right portion of the page.
  5. At this point, plan tracking will begin to display.  There will be an overall tracking status as well as a by-semester status.  When a course is checked as “critical” and the student is enrolled in it, “On-Track” will show.  When a course is checked as “critical” and the student is not enrolled in it, “Off-Track” will show.  If the course is marked critical but the student is not enrolled, “Warning” will show.


Opening and Editing an Existing Plan

If a student only has one plan, it will open by default when the user clicks on the Plans tab.  If more than one plan has been created for a student, the one marked as “Active” is the default.  It is rare that a student should have two plans.  The only time this is encouraged is when a student is pursuing an UG and GR degree at the same time.

To review the different ways to add or remove courses, see the previous sections.


For questions or comments, contact the Computer Services Help Desk