Reviewing a Plan

Best Practices

  • Update Plans: Plans do not automatically update when a student drops or adds a class each semester. Plans must be updated each semester by the advisor if the plan is off -track.
  • Complete Plan: A complete plan is one in that following the plan as documented will be sufficient for graduation and completion of all options (majors, minors, certifications) that the student is pursuing.
  • Projected Graduation Term: The expected term that the student will compete all degree requirements. When a plan is complete, this will be the last term on the student’s plan

Tracking

Tracking is used to monitor whether a student is completing the degree plan as approved by the advisor and is used by the course projection reports.

  • Tracking is turned on by checking the Approved checkbox in the plan information block.
  • Tracking is done on current and past terms.
  • Future planned terms are not tracked and have a status of — (not evaluated).
  • After registration each term, tracking is updated on the plans by the Registrar’s office on a periodic basis for the future pre-registered term.
  • Tracking is updated by editing a student’s plan.

Term Tracking Statuses

  • ONTRACK – A student is “on-track” when they are enrolled, successfully complete all classes on their degree plan.
  • OFFTRACK – A student is “off-track” when they do not successfully complete with a minimum grade, enroll or withdraw from one or more courses listed in their degree plan for the specified term. Off-Track plans can be corrected by moving the off-track course to a future term or removing from the plan.
  • NOTEVALUATED – A future term will display — – when the term has not be evaluated for tracking.

Screenshot of term tracking statuses. Spring 2024 is off track, Fall 2024 is on track, and Spring 2025 has not been evaluated.

 

Overall Plan Tracking Status

A plan will be considered OFF TRACK if one or more terms are marked as OFF TRACK.

Screenshot of a BS in Nutrition and Dietetics plan that is off track.

 

Planner Audit

  • Generating audits from students’ plans will show their progress towards their degree if all of their planned requirements are completed successfully.
  • The Planner Audit is used to review the students plan.
  • The Planner Audit displays classes taken, currently in-progress, substituted, pre-registered and planned classes that are used to fulfill the block requirements.
  • Completed classes are indicated by a green checkmark, in-progress and pre-registered courses are indicated by a blue box with a white tilde and planned courses are indicated by the word PLAN in blue with the semester the student intends to take the course.
  • Any outstanding requirements will have an open red box beside them.
  • A complete plan will display a worksheet that meets all degree requirements.

How to Audit a Plan