How do I Build a Plan

Adding Courses to the Plan

There are two ways to add courses to a plan:

Drag and Drop Method

• Find the course within the roadmap
• Grab the course with your cursor by clicking on it and holding down the button on the mouse. Drag it to the term of your choice on the plan and drop it.
• Continue dragging and dropping courses until plan is complete. As each Roadmap requirement is met, a green checkmark will appear indicating that the requirement has been met.
• When all courses have been dragged and the roadmap is completed, you will see checkmarks on each term on the roadmap.

Adding Courses via the drag and drop method will automatically bring over the course with its credit hours and title.

Right Click Method/ Building in Plan Only View

• Right click your mouse on the term you're working with.
• Select Add Course
• A small window will open where you will enter the department abbreviation and course number of the course you would like to add
  • This must match the way the course appears on the roadmap.
• Select OK
• The course will be added to you plan.

Using one of these two methods, you will add courses to the plan until all requirements have been completed on the roadmap. A green check mark will display next to requirements as they are completed.

A note about Course Ranges: When an option is given on a roadmap to choose from a course between a given start and end range of a number, you must manually add the course by right clicking on the desired term in which you'd like to take this course. You can manually any course that falls within the range. HOWEVER, you must hit the 'validate' button in order for the roadmap to check the course against the audit and show that it is a valid selection.

Move All/Preferred Buttons (Roadmap/Plan view only)

Move All

• This is intended only for very specific roadmaps that provide very little choice. Hitting this button will transfer EVERYTHING from the Roadmap to the Plan, regardless of hours. Therefore, if a roadmap displays multiple options for courses to be taken in a semester, hitting the "Move All" button will transfer ALL of the courses and the unit values over. This could potentially lead to a huge amount of units required per term. Be careful ONLY to hit this button if you know that the roadmap is very specific.

Move Preferred

• This button will allow everything from the Roadmap to be sent to the plan unless a student is given an option. Those terms that allow for a selection to be made between multiple course on a Roadmap will not have that information transferred to the Plan and thus, those terms will not have the green "fulfilled' checkmark. Unfulfilled requirements will require a selection to be made and then drag-and-dropped or manually added to a plan.

Remove All

• This button enables a user to remove all dragged/manually added courses from a plan. It is a good way to start over if you decide that you don't like the way the plan is looking. Please note that at the moment, this button is static rather than dynamic. This means that if you have courses on the plan and this button is not activated, you may have to refresh the page in order to prompt the button to be reactivated. Future versions of u.direct will enable this button to be activated at any time without a refresh of the page.

Be aware that as soon as so much as a single course has been added to the plan, these buttons will deactivate and you won't be able to use them. They are intended to build plans quickly from scratch. If you do decide you want to use them, you can right click on the term on the Plan where courses exist, and select "Remove All Courses from Term". Once all terms are 'cleared out', you can refresh the page and you will then be able to use the buttons again.

Editing the Plan

By right clicking your mouse at different levels you can edit your plan.

At the Term Level:

• Add Course - allows you to add a course to the plan in this term
• Add Term - adds another term to the plan
  • You will be asked to select the term and the year
• Remove all Courses - will delete all of the courses within this term
• Delete - will remove the term, and all of the courses within, from the plan.

At the Course Level:

• Course Description - a view of the course description and any applicable values
• Delete  will remove the course from the plan. 
  

Other Items

At the top of the page you can perform the following:

• Audit View - This will run a degree audit report so you can see how the courses you've added to your plan will apply to the requirements of this degree program
• Validate - Will cross check your plan against the roadmap.
• Change Roadmap - Allows you to build your plan using another roadmap. (Examples of when you might want to do this would include adding a minor or a second major)
  • Click the Change Roadmap icon
  • Select the new roadmap from the tree-view list
  • You will now be able to drag and drop courses from this new roadmap onto your plan
• Plan View - Will switch your view from the Plan & Roadmap View to the Single Plan Editor View (see above).

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