Plan of Study:
A Student’s Road Map
to Success
● Creating Plans of Study
● Batch Assign Plan of Study
Heidi Donnelly, Registrar Records Coordinator
Joann Denby, Technical Support Coordinator
Oakland University School of Nursing
Rochester, Michigan
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How to Log into Web Portal
Login
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Dashboard
The Dashboard is
customizable:
Create additional tabs
for ease of navigating
POS shortcuts. Here
you can see we
created a tab called
Plan of Study Tools.
It contains the
following Plan of
Study tabs from the
Student Records tab:
● Plan of Study
Templates
● Plan of Study
Defaults
● Plan of Study
Adviser
● Students Plan
of Study
● Plan of Study
Forecast
Click on
Plan of
Study
Tools
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Create Plan of Study
Templates on the Web
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How to Create a Plan of Study
Template
● Click on Plan of
Study Tools click
on Plan of Study
Templates.
● Construct a new
plan without using
a copy.
● Chose from
existing Plan
templates.
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Construct a New Plan of Study
● Type in Plan
Name
● Choose Catalog
● Select Degree
● Select Major
● Comments:
Define the Plan
of Study
● Click Save
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New Plan Confirmation
● After clicking
Save you will
see the Blue
header bar
validating
your new
template has
been saved.
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Adding Courses to New Plan Template
● Click on the
refresh button
on the toolbar
to refresh the
page
● Select new
Template in the
drop down
menu
● Start adding
courses by
clicking on
+Add button
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Adding Courses Term by Term
● Courses can be
added term by
term.
● Click on the
+Add button
and choose
courses to add
in drop down
menu.
● Click Save to
add to term
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Enter in Course Selection from Menu
● Type in naming
convention to
bring up
available
courses. If a
course is
already
assigned for
the student in
another term it
CANNOT be
assigned
again.
● Note: A new
enhancement
is coming that
will allow for
you to assign a
course in more
than one term.
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Adding Courses -Move to Term
Sequence
● Add courses in
Term by Term
● Before saving
click the down/up
arrow to assign
the term
sequence.
● Hit the refresh
button on tool bar
to view saved
changes.
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BSN Sample Plan of Study
Lock step Plan of
Study for Basic
Nursing Track.
3 years 6 semesters
Can be assigned as a
Fall start or a Winter
start.
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Validate Term Sequence & Credit Hours
● Build Template
term by term
● View in
Compact mode
to validate total
credit hours by
term.
● Templates are
built with no
assigned terms,
so they can be
assigned during
the batch assign
process.
● After clicking
Save you will
see the Blue
header bar
validating your
new template
has been saved.
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Show Plan Button
Click on Show Plan
button to review a
Plan of Study. This
can be used as a
quality control
measure to validate
your plan is correct.
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Show Plan
● To view a
Template you
can click on
Show Plan
Button.
● Confirm the
Plan Summary
● Show the
courses listed
by term
sequence
● Show course
number
● Show course
description.
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How to Revise a Template
● If a Template
needs more
courses than in
the assigned
template you
can add them
by clicking on
the +Add
button and
chose a course
in the drop
down menu.
● Resave new
template with
new naming
convention.
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How to Create a Plan of Study by
Copying an existing Template
Per Student:
● Create a Plan
of Study by
COPY. Choose
a template for
specific
majors.
● Choose the
plan then click
on Create Plan
by copy to
insert on
student’s
profile.
● Terms dates
can be updated
by clicking on
term and
selecting from
drop down
menu.
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ASD Plan of Study
Example: Sample
Plan of Study Track
for traditional
Second Degree
Student.
These courses are
lock step and
required to be
completed by term
sequence. If a
student fails or goes
Off Track then their
Plan of Study is
adjusted manually.
Note: Off Track
means student is not
taking the course in
sequence due to a
failure or life
situation for altered
plan.
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Plan of Study Template
● Plan Name is
based on a
curriculum
{Accelerated
Second Degree,
Major and Term it
applies to
(ASD.7008.201718)}
●
Catalog cannot
be changed
once assigned
to this Template.
●
Degree, Major
and comments
can be updated.
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How to Assign a Plan from a Template
● Choose default
templates with
specific
curriculums.
● Click create from
template. Here
you can reorder
courses and
terms.
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Plan of Study
Batch Update
on the Client side
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Batch Update SR/BUP
In the Client:
Go into the SR/BUP
screen and update
the sections with:
- Profile
- Plan of Study
- Term Assignment
- Starting Term
- Update to Plan
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Choose a Profile from Listing
Batch Update
SR/BUP
SR/PRF
Profile Listing
Choose a profile
that will generate
the correct
students to
assign the
Plan of Study.
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Batch Profile Listing
Batch Update
SR/BUP
● Verifying Student
Profile List
matches
students that
need Plans of
Study assigned
● Bottom Bar
verify’s profile
run has been
completed
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Choose a Plan of Study Template
Batch Update
SR/BUP
● Choose a Plan
of Study
template to
apply to the
profile
population.
● Description
connects to a
specific
catalog,
degree and
major code.
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Choose a Term Formating
Batch Update
SR/BUP
● Choose a term
sequence:
- 2 semesters
- 3 semesters
● Select Term
order sequence
Note: The System
Administrator
updates the Order
Sequence and Term
ID
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Choose Starting Term Sequence
Batch Update
SR/BUP
● Select start term based
on criteria:
-Fall/Winter
-Winter/Fall Fall/Winter/Summer
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Batch Assign - Final Screen
Batch Update
SR/BUP
● Click on Update to
Plan and once
data runs and
assigns the Plan
of Study to the
Profile of Students
you will see
verification on
bottom line of
screen.
● Go into web view
and spot check
that students have
the correct Plan of
Study assigned.
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Projecting Enrollments
Forecasting
Catalog, Term, Degree
Student Details
To view the overall
Plan of Study
Forecasting for
specific major or
schools, click on the
Plan of Study
Forecast Button.
Choose the Catalog,
Term, Department,
Degree and Major.
Click Get List.
This view allows user
to look at course
totals for class seat
projections and
Clinical seat
assignment
verifications.
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Course Lists and Counts
● After you
select the
criteria to view
you can see
course lists by
term and
course detail.
● This is a great
way to audit
courses that
should have
specific
numbers and
or show
students that
may be off
track.
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QUESTIONS?
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