Using the Academic Plan Tab

The Academic Plan tab is a shared workspace where advisors can submit academic plans for students and view plans sent by other advisors. This guide provides instructions on using the Academic Plan tab interface and how to create, edit, and send academic plans.

What is an academic plan?

An academic plan is a student’s intended course schedule for an upcoming semester or for multiple semesters based on students’ major and degree requirements, future course availability, and efficiency in time to degree.

Not sure how to get to the Student Profile? View instructions on accessing student profiles in TitanNet.

Getting Started

Advisor View overview

1. To access the academic planner, click the Academic Plan tab on the student's profile.

Academic Plan tab

2. The page will default to the Advisor View where you can make edits to the student's academic plans. The default screen will display planning tools, the student's goals and current plan, and your draft plans.

Academic Planner page Advisor View
  1. Goals are the academic program(s) being pursued by the student such as major, minor, and credential. You can click on a goal to view more details such as associated codes and catalog year.
  2. The page will open to Advisor View by default. You can toggle to Student View to see what the student sees. You can edit in Advisor View, while Student View is in read-only mode.
  3. The Planning Tools panel contains various drawers with resources to help faculty/staff build an academic plan for the student. For instance, you can view the student's active academic plan by opening it from the Current Plan drawer. You can also access the Template Library to access templates for different academic programs, add new templates, and view templates that you have saved. Sent Advisor Plans will show all plans that have been sent by any faculty/staff member at the institution. Draft Advisor Plans contains your own drafts only. Under Degree Audit, you can open the student's Titan Degree Audit (TDA).
  4. The center panel will display what has been selected from the Planning Tools panel. In the example above, the student's current plan is being displayed. On the plan, each semester block notes the status (e.g. completed, starts on future date, etc.), number of credits planned, number of credits earned, and lists the courses the student enrolled in including section information, status, and grade earned. You can click on a course title to view its catalog description.
  5. The Draft Plan panel displays drafted plans that you have created but not sent to the student.
Student View (read-only) overview

Student View enables staff/faculty to view how the student has used the academic planner to date. This view is display-only, so staff/faculty will see limited items and will not have access to create or edit academic plans while in this mode.

1. To access the academic planner, click the Academic Plan tab on the student's profile.

Academic Plan tab

2. Toggle the button to Student View to see how the Academic Plan is displayed on the student's end. You will not be able to make any changes while on this screen.

Academic Planner Student VIew
  1. Use the button to toggle between Advisor View and Student View.
  2. The Planning Tools panel contains the Templates, Advisor Plans, and Degree Audit drawers. Using these drawers you can view templates that the student has saved, any academic plans sent to the student by faculty/staff, and open the student's Titan Degree Audit (TDA).
  3. The center panel will display whatever has been selected from the Planning Tools panel. In the example above, the BA in Communications (Advertising) template is being displayed.
  4. The Academic Plan panel displays the plan developed by the student in the academic planner, if any.

Adding and modifying Academic Plans

Creating an Academic Plan

You need to be in Advisor View to create an academic plan.

1. Click the Create Plan button. Then, select whether to Create New Plan, Use Current Plan, or Use Sent Plan.

Create Plan menu options
  1. Click Create Plan for [Student Name].
  2. Select an option for building the plan. Select Create New Plan to create a new plan from scratch, Use [Student Name]'s Current Plan to copy a student's completed and planned terms, or Use Sent Plan to copy a previously sent academic plan.

2. Enter a name for the draft. Then, click Continue.

If you do not enter a new draft plan name, the name will default to the date and time the plan was created.

Create Draft Plan Name prompt
  1. Enter a Plan Name.
  2. Click Continue.

3. Add a template to the draft. Click Template Library to open it. Add a new template or select a previously added template. Then, click View Selected Templates to open the template in the center panel.

Template Library
  1. Click Template Library to open the drawer.
  2. Add a template to the draft plan.
    OR
  3. Place a check next to a previously added template.
  4. Open the template by clicking View Selected Templates.

4. Add a Term to the draft. Open the hamburger menu in the Draft Plan panel and click Add a Term. Then, select a term from the menu options.

Draft menu options
  1. Click the hamburger menu (three horizontal lines) in the Draft Plan panel to expand the menu.
  2. Click Add a Term.
  3. Select a term from the menu.

4.1. To remove a term from the draft, click the hamburger menu next to the term. Then, click Remove from Term. A prompt will open to confirm that you want to remove the term. Click Yes.

Draft Plan and remove term prompt
  1. Click the hamburger menu next to the term.
  2. Click Remove Term.
  3. Click Yes in the Confirm Action prompt.

5. Select courses or placeholders to add to the plan. To add a placeholder, click the hamburger menu next to a category title and click Add Placeholder to Term. Then, select to which term to add the placeholder. To add a course, click the hamburger menu next to the course and click Add Course to Term. Then, select which term to add the course to.

View Template screen
  1. To expand a section to view courses under that category, click the angle bracket.

    To add a category placeholder to the plan:
  2. Click the hamburger menu next to the category.
  3. Click Add Placeholder to Term.
  4. Select the term to which you want to add the placeholder.

    To add a course to the plan:
  5. Click the hamburger menu next to the course.
  6. Click Add Course to Term.
  7. Select the term to which you want to add the course.

H.    The placeholder or course will appear in the draft plan.

5.1. To bulk add courses to an academic plan, toggle the Bulk Add to Term button. Then, place checks next to the courses that you want to add. Next, click Add to Term and select which term to add the courses to.

Bulk add template screen
  1. Toggle the Bulk Add to Term button to add multiple courses to a plan at once.
  2. Place checks next to the courses that you want to add.
  3. Click Add to Term.
  4. Select the term to add the courses to.
  5. The courses will appear in the draft plan.

5.2. To add a course that is not on a template, search for the course. Click Course Catalog, then click Search for Courses. Enter search criteria, then click Filter. Place a check next to the course that you want to add. Then, click Add Courses to Term and select the term to add the course to.

Course catalog screen
  1. Click Course Catalog to open the drawer.
  2. Click Search for Courses.
  3. Enter at least one search filter.
  4. Click Filter.
  5. Place a check next to the course that you want to add to the plan.
  6. Click Add Courses to Term.
  7. Select the term to add the course to.
  8. The course will appear in the draft plan.

5.3. To remove a course click the hamburger menu next to the course. Then, select Remove from Term. A prompt will open to confirm that you want to remove the course. Click Yes.

Draft plan and remove course prompt
  1. Click the hamburger menu next to the course.
  2. Select Remove from Term.
  3. Click Yes in the Confirm Action prompt.

6. When you're done adding all terms and courses, click Send Plan to [Student Name]. A new window will open. You can enter a new plan title and add comments if you'd like. Then, click Send.

Send Plan window
  1. Click the Send Plan to [Student Name] button.
  2. You can enter a new plan title or leave the previous one as is. Note that you cannot leave the title field blank.
  3. (OPTIONAL) Enter any comments for the student.
  4. Click Send. After sending the plan, it will be visible to the student and other staff/faculty in TitanNet.

7. A prompt will appear at the bottom of the screen to confirm successful submission. The draft will be removed from your Draft Plan panel and will be displayed in the center panel. The plan will also appear in the Sent Advisor Plans drawer.

Academic Planner sent plan screen
Editing an Academic Plan Draft

You need to be in Advisor View to edit an academic plan. You will only be able to edit your own drafts and cannot make changes to any sent advisor plans.

1. Open the draft that you want to edit. Click Draft Advisor Plans, then select a draft. The draft will open in the center panel. Click Edit Draft.

Edit draft screen
  1. Click Draft Advisor Plans to open the drawer.
  2. Select the draft that you want to edit.
  3. Click the Edit Draft button in the center panel.

2. A prompt will open. Click Yes, Edit Draft Plans.

Edit Draft Plans prompt

3. The draft will open in the Draft Panel. Proceed to edit the draft by adding/removing terms and courses.

You add/remove terms and courses in the same way you would when creating a draft. View instructions on adding terms and courses to a plan.

Draft Plan view screen
  1. The selected draft displays in the Draft Plan panel on the right side of the page.
  2. Click the hamburger menu next to the draft title to add a term to the draft.
  3. Open the Template Library to select a template to select courses from.
  4. If you don't want to use a template or if a course isn't available on a template, open the Course Catalog to search for a course.
  5. Click the hamburger menu next to a term to remove the term from the draft.
  6. Click the hamburger menu next to a course to remove the course from the draft.
  7. Click the Send Plan to [Student Name] button when you've completed the draft and are ready to send it to the student. After sending the plan, it will be visible to the student and other staff/faculty in TitanNet.

Need More Help?

Contact the Helpdesk at [email protected] or 657-278-7777 for additional assistance.

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