To find a student:  

• On the Home page, enter the Student ID in the "Student's ID" box under the Student Advising section. (Note: If you don't see this box, you may not have access within the security console. Check with your administrator)
  

• A list of available plans will be displayed. By clicking on the plan name, you will be able to view each one.

or

• Click on the "Browse Students" button.
• If you have an assigned list of student advisees then they will be listed here. If not you can search for a specific student by their Last Name, Username or Student ID.

Creating a Plan for a Student

To create a plan for the student: 

• To create a new plan, highlight the student's name in the list of your advisees or, if you did a search, from the search results.
• Hit the "View Selected Student's Plans" button.
• From here, you will be taken to a page that lists the student's plans. If you wish to view one of the plans listed, click on the name of the plan to open it.
• To create a new plan, hit the "Manage [Student Name}'s Plans" button at the bottom of the list. This will allow you to modify or delete existing plans as well as create new ones. To create a new plan, hit the "Create New Plan" button at the top of the plan list.

• You will then be able to see a list Degree Programs from which you will need to select the roadmap upon which you'd like to build your plan. You will only be able to view degree programs/roadmaps for which you have domain permission in the security console. Expand each field out; any available roadmaps will be at the lowest level of the tree.

• Select the roadmap you would like to use.
• Once the roadmap has been selected, you will see the following box:
  

In this box, you must enter the following information:

• Plan Name
• The year that the plan will begin. (Note: you can only create plans for the present term or future terms as the tool is intended for planning ahead, not planning in the past).
• You can also specify if this is the preferred plan for the student. This is a useful tool when creating multiple plans that might aid in helping a student make a decision about their major. Making a plan 'preferred' means that it will appear first on a list of plans and be the 'default' plan. The preferred plan can be changed at any time up until a plan is approved.

• Hit the 'Add Plan' Button. The plan will then appear on the list of plans below. Click on the name of the plan and you will be able to start building a plan for the student.
  

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