Navigation through the Text-Only Accessible View of u.direct can be done with either a mouse or the keyboard. To navigate to items using the keyboard, use the Tab key and select by hitting either Enter or the Space Bar. To Navigate back up a page, use the Shift + Tab keys.

If you are using a screen reader, there will be a "hidden" link on the home page of u.direct accessible by hitting the "Tab" key three times. The screen reader will recognize a "Text Only View". After the link is found, hitting the "Enter" key will enable the Accessible Version of the site.

Staff Home

The Home Page of the Text Only version will have several options displayed in a bulleted list and accessible by using a mouse or by using the "Tab" key for navigation.  The options are:

• Skip Navigation Links
• Manage Plans
• Manage Roadmaps
• View All Roadmaps
• Search Students
• User Documention
• Logout
• Turn on Styles and Javascript

Skip Navigation Links

This option allows you to skip down to the first relevant link on the page you are on without having to tab down through all of the links at the top of the page.

Manage Plans

The Manage Plans page allows you to create, modify, delete or approve plans, based on the permissions set in the security console.

You can view existing plans under your account by either scrolling or tabbing down the page. If you haven't created any plans or you wish to create a new one, you can do so now.

Creating a New Plan

First, you must first select the roadmap from which the plan is based. The roadmap is a generic term-by-term guide that 'maps out' a your path through the terms of your academic career. The plan is the specific route you will take to achieve your degree. So, in order to plan your route, you must first look at the 'map'.

You can select a roadmap by tabbing through the degree program options. Any programs that do have roadmaps will provide a link to that roadmap. Selecting the roadmap will then prompt you to name the plan.

You will also need to enter a valid year that you wish the Plan to begin; you can also change the term in which the plan will start. Once you've given the plan a name, a start term and a start year, you can tab or click on the "Add Plan" button. Provided that you entered a valid year, the Plan will then display in the list below.

 In the list of plans, you have several options:

• Declared Plan - will designate this as the Plan you intend to follow. You may only have one declared plan.
• Plan Name - by clicking on the Name of the Plan you will open that Plan for editing in the Roadmap View.

• Action -: This field has several options:
  
  •   Copy - will provide a page allowing you to give the copy a name. Hitting OK will then clone the plan, allowing you to modify it just as you did the original plan.
  •   Delete- this will allow you to delete a plan from the list.
  •   Edit- this allows you to go into the Plan view and make changes. Note that your declared plan will open as "Read Only" and will not allow changes.
  •   Rename: This will allow you to rename a plan from that which was originally created. You must hit the "Ok" button after renaming the plan for the change to take.

You may not see all of the options above in the drop-down menu depending on the permissions you have set in the security console. For example, if you are not permitted to delete roadmaps, that option will not be one of the actions you can select.

• PDF - allows you to view the Roadmap in PDF format. You can also print the Roadmap in this view.

Creating a Plan in Plan View

There is one button at the top of this page, the "Remove All," button. 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. If you have any currently enrolled courses on your plan (in the current term), they will not be removed from the plan if you use the 'remove all' button.

If you have courses in the current term, the 'Remove All" button will not remove them. You will also not be able to use the "Move All" or "Move Preferred" buttons while you still continue to show these courses on the plan. If you do want to remove them, go to Plan View and use the 'Remove All Courses" from term feature for the current term.

The Plan Name  is displayed at the top with the number of credit hours currently added to the Plan. You will have multiple options on this page, each accessible by scrolling and clicking or using the Tab key to navigate.

• Add Term - This will add an additional term to your Plan. You will need to:
  • Select the term
  • Select the year
  • Click the Add Term button

• Term Level - lists the term, year and number of credit hours that have been added to the term so far
  • Add Courses - enter the course department and number exactly as it appears on the Roadmap
    • If applicable, you will need to select the requirement you want this course to satisfy
  • Add Term - will add an additional term to your Plan
    • Select the term
    • Select the year
    • Click the Add Term button
  • Remove Term - will remove the term and all of the courses within from the Plan
  • Remove All Courses - will delete all courses from this term

• Course Level - displays the course department and number, credit hours and title
  • View Catalog - lists the course, title, credit hours, course description and availability
  • Remove - will delete the course from the Plan
  • Move to Year x Term y - allows you to move the course from the current term to another
    • Select the term where you want to move the course
    • Click the Move It button

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.

Validate

In Plan View, you can Validate your Plan at any time. The Validate process will check your Plan against the Audit to make sure that requirements are being fulfilled.

• Click the Validate icon
• You will be taken to the Roadmap View and any courses you have added to your Plan will no longer show on the Roadmap. Any courses that still need to be added will continue to show.

Creating/Modifying a Plan in Roadmap View

The Roadmap will display a "Complete" next to the subrequirements that have been met by adding the relevant courses to the plan. Any incomplete subrequirements will still display courses that need to be selected and added to a year and term on the plan.

There are two buttons at the top of this view labeled "Move All"and "Move Preferred"

Move All- This will move all courses listed on the roadmap to the plan, regardless of if a student is supposed to make a selection or if a course has a status beside it.

Move Preferred- This will move any courses which are flagged as "Critical", "Required" or "Preferred". It also moves courses for which no options are provided- i.e. if only one courses is listed to satisfy a requirement, that course will be moved from the Roadmap to the Plan. However, if a student must decide between two or more courses, these courses will not be moved, thus forcing the student or Plan creator to select a course to be taken.

The Roadmap View displays the following:

• Year Level - displays the number of credit hours that are still present within this year
• Term Level - displays the number of credit hours that are still present within this term
  • Requirement Name - shows the number of hours yet to be completed for this requirement and lists all courses still available to add to your Plan
• Course Level - displays the course department and number, credit hours and title
  • Add to... - will add this course to your Plan in the term selected
  • View Catalog Details - lists the course, title, credit hours, course description and availabilityh5. Change Roadmap

If you want to use another Roadmap to build your Plan, for example: adding a second major or a minor

• Click "Change Roadmap" icon
• Select the new Roadmap from the tree
• You can now continue to create and edit your Plan

Audit View

The Audit View will run a degree audit for the major this Plan is associated with. It will incorporate all coursework that has been added to your Plan in addition to courses you have already taken (including transfer coursework).

Manage Roadmaps

The Manage Roadmaps page will allow you to create a new roadmap or modify or delete an existing one, provided you have permissions, set in the security console, to do so. To view a roadmap, you must select a degree program first. You can only view Roadmaps associated with the selected degree program.

Once you have selected a degree program, any existing roadmaps associated with that program will displayed in a list below. If no roadmaps exist, you can create a new one.

View All Roadmaps

This option will display a table showing all the existing roadmaps that are available. Depending on your school's security settings you may only be able to see roadmaps for certain programs, departments or schools. You can select a roadmap to view from this table but you will not be able to alter it in any way.

Roadmaps - New

Once you have selected a Degree Program, you will be given a box in which you can enter a new Roadmap name. You will also need to select the effective term and year and the amount of years for which the roadmap will be built.

Once you have done this, either click on the "Add Roadmap" button or tab to it and hit Enter. The Roadmap will then appear in the list below.

Select to edit your Roadmap by highlighting it in the list and clicking or hit "Enter".

There are several fields displayed in the table:

• Name - by clicking on the Name of the Roadmap you will open that Roadmap for editing in the Roadmap & Audit View.
• Number of Years - displays the length of time that this Roadmap spans.
• Year/Term Range - the catalog date range for this specific Roadmap
• Status - indicates if the Roadmap is In Progress, Completed or Published. If you have permissions in the security console, you will be able to change the status here without have to open the roadmap.
• Action - this field provides the following options:

• • Copy: Allows you to copy the roadmap.
  • Delete: Allows you to delete the roadmap

    You may not see all of the options above in the drop-down menu depending on the permissions you have set in the security console. For example, if you are not permitted to delete roadmaps, that option will not be one of the actions you can select.

  • Edit Roadmap: This will open the roadmap in 'Roadmap view' to allow you to make changes. Note: You will only be able to do this if the roadmap is in "In Progress" status. If it is complete or published, you must first 'unpublish' by placing it in 'In Progress' Status.
• PDF - allows you to view the Roadmap in PDF format. You can also print the Roadmap in this view.

Building the Roadmap:

Audit View

This allows you to view a complete degree audit for a program and select courses from it to be added to each term of the Roadmap. The audit view displays the following information:

• Requirement Level - lists the name and text of the Requirement and the number of hours needed to be completed
• Sub-Requirement Level - lists the name and text of the Sub-Requirement and the number of hours needed to be completed
  • After each sub-requirement you have the option to add the entire sub-req to your Roadmap. To do this choose the Year and Term where you would like to add the sub-req and click the appropriate
    "Add to Year __ Term __" link
  • The number of Year-Term links at the Sub-Requirement level will depend on the length of time you selected when creating your Roadmap and whether or not you are on a quarter or semester calendar

• Course Level - each course within a sub-requirement is then listed each with the course number, title and credit hours
  • Catalog Details - allows you to view a Course Description and Availability
  • Each course has it's own set of "Add to Year __ Term __" links
    • If you want to add an individual course to your Roadmap, select the Year and Term where you want to add the course and click that "Add to..." link

You will continue to add sub-requirements and courses until you have completed your Roadmap. At any time you can switch to the Roadmap View or can Sync your Roadmap to check the progress of your Roadmap.

Roadmap View

The Roadmap View allows you to see the Roadmap as it is being built. You will see the following information.

• Year Level - lists each year and how many hours have been added to this year within the Roadmap
  • You have the option to add another term to this year, for example: "Add Year 1 Fall Term"
• Term Level - lists each term within a year
  • Add a Requirement - the "Add Requirement" link will allow you to add a requirement or a requirement and course to that specific term
    • Requirement Name - must be between 1 and 100 characters long and doesn't have to match the requirement name on the audit. You will probably want this to be something intuitive since this is the text that the Student will see when they are creating a Plan.
    • Hours - the number of hours a student will need to add to their Plan to complete this requirement within this term.
    • Statuses (optional) - choose to mark this requirement as Required, Preferred or Critical
      • New Requirement Courses: Create a New Course
      • Course Name- The course must exist in your course catalogue
      • Hours- amount of hours for the course you are adding
      • Statuses (optional)-_ choose to mark this requirement as Required, Preferred or Critical
  • Courses
    • Name - enter the course as it appears on the Audit
    • Hours - the credit hours needed for this course
    • Statuses (optional) - choose to mark this course as Required, Preferred or Critical

• • If a sub-requirement was added to the term from the Audit View, then you will see the Requirement Name and the hours total within this requirement
    • Edit - allows you to edit the requirement name, hours and add or remove statuses. You can also remove previously added courses or add new ones. Courses can also be marked as Required, Preferred or Critical
    • Remove - will delete the requirement and all of the courses within from the Roadmap
    • Override Course Hours: Will allow you to enter an alternate value for the number of hours the course will fulfill.
• Course Level - lists the course number, credit hours and course title of this course
  • Add to Year __ - Term __ -
  • View Catalog Details - displays the course number, course title, credit hours, description and Availability of this course
  • Set Status (optional) - choose to mark this course as Required, Preferred or Critical
  • Delete - removes this course from the Roadmap

Continue adding Requirements and Courses until your Roadmap is complete. At any time you can switch to the Audit View or Sync the Roadmap to check that courses you're adding to the Roadmap are completing the Audit requirements to your satisfaction.

Synching the Roadmap

Hitting the "Sync" link at the top of the Roadmap Editor page will run the Roadmap against the audit to make sure requirements are being met correctly. It will display in a 'read only' view. To exit, select either "Roadmap View" or "Audit View"

Refreshing the Roadmap

This runs the roadmap against the current catalog requirements for the degree program. That way if a requirement has changed, the roadmap can be updated to reflect the change in hour requirements, etc.

Completing or Publishing the Roadmap

If you have access, you will also see the option at the top of the Roadmap to either Complete or Publish a Roadmap. There are three steps to making a Roadmap useable to students:

1) Creating the Roadmap

2) Marking the Roadmap as Complete (primarily used when a third party needs to view a Roadmap before it goes out to u.direct to be used)

3) Publishing the Roadmap. This puts the Roadmap out into u.direct so that it becomes visible under the Degree Programs and can then be used to create Plans.

Depending upon which stage the Roadmap is in, the option to "Complete" or "Publish" will be displayed, indicating that it's the next step that needs to be followed towards making the Roadmap 'finalized'.

Copying the Roadmap

You may also make a Copy of the Roadmap you're working on. To make a copy:

• Select Copy when in Roadmap View OR on the Manage Roadmaps page, once you have selected a degree program, the list of Roadmaps that appears will have a "copy" option in the "Action" column.
• You will need to give your copied Roadmap a name.
• Select a Catalog Term and type in a year
• Choose Audit View or Roadmap View to begin editing your new Roadmap

Search Students

If you are an advisor, you may have a list of advisees assigned to you. These will display in a table in the Search Students area.

If you would like to view a student's plan but he/she isn't one of your advisees, you can search for them.

To search for students' plans:

• Type a student's last name, first name or ID number in the relevant search boxes

Once you have found a student, you can click/Tab to "View Plans" and select this option. You will then be taken to that student's list of plans.

The list of plans allows you to see if a Plan has been declared (meaning that is the Plan which the student intends to follow) and also to Approve a Plan, if you have permission. Approving a Plan will indicate to the student and you that they are then bound to that plan. Only by removing that approval can you or the student select a new plan to follow.

Creating a Plan for a Student:

At the bottom of the list of the student's plans, there is the option to "Manage [Student Name]'s Plans". This will allow you to enter the edit screen for the student's plans. To create a new plan, you would do so, just as you would if you were creating a new plan for yourself. i.e. you would select the roadmap against which you wish to build a plan and then name the plan and select the year/term, etc. For more information, see the "Creating a Plan" section above.

Editing a Student's Plan

Just as you do with your own plans, you will also be able to edit a student's plan. If you click on an existing plan in the student's list, you will open it in Roadmap View. In the 'Action' column of the table you will see several options for the student's plan:

• •   Copy - will provide a page allowing you to give the copy a name. Hitting OK will then clone the plan, allowing you to modify it just as you did the original plan.
  •   Delete- this will allow you to delete a plan from the list.

    At the moment, if you delete a student's plan from their list, you will be taken to a list of your own plans. You will then need to go back into the student's Manage Plans page to continue editing/creating plans for him or her. This is a temporary issue that will be resolved in future releases.

  •   Edit- this allows you to go into the Plan view and make changes. Note that your declared plan will open as "Read Only" and will not allow changes.
  •   Rename: This will allow you to rename a plan from that which was originally created. You must hit the "Ok" button after renaming the plan for the change to take.

Turn on Styles and Javascript

Because u.direct is 508 Compliant, you have the option of choosing which view type you will have while using u.direct.

• The Text Only View does not use style sheets or Javascript and it's design allows it to be used with a screen reader. Making sure you select "Turn OFF Styles and Javascript" will allow you to use u.direct in text-only mode.

• The Standard View DOES make use of style sheets and Javascript. Making sure you select "Turn ON Styles and Javascript" will enable you to view u.direct in the standard mode.

Logout

Clicking the Logout link from the bulleted list at the top of the page will log you out of u.direct and return you to the login page.