1. 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

2. How to Log into Web Portal

3. Click on Plan of Study Tools
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

4. Create Plan of Study Templates on the Web

5. 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.

6. Construct a New Plan of Study
Type in Plan Name
Choose Catalog
Select Degree
Select Major
Comments: Define the Plan of Study
Click Save

7. New Plan Confirmation
After clicking Save you will see the Blue header bar validating your new template has been saved.

8. 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

9. 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

10. 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.
DNP 899 course issue across 3 terms

11. 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.

12. 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.

13. 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.
Speak about BSN template and counting term credits and sequence

14. 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.

15. 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.
Again, remind them this a place to confirm/validate that plan template is accurate to degree sequence.

16. 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.

17. 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.

18. 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.

19. {Accelerated Second Degree, Major and Term it applies to
Plan of Study Template
Plan Name is based on a curriculum
{Accelerated Second Degree, Major and Term it applies to
(ASD )}
Catalog cannot be changed once assigned to this Template.
Degree, Major and comments can be updated.
Talk about the ASD track plan on next screen and how you can do quality control to verify plan matches template.

20. 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.

21. Plan of Study Batch Update on the Client side

22. 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

23. 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.

24. 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

25. 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.

26. 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

27. Choose Starting Term Sequence
Batch Update
SR/BUP
Select start term based on criteria:
-Fall/Winter
-Winter/Fall -Fall/Winter/Summer

28. 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.

29. Projecting Enrollments Forecasting

30. 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.

31. 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.

32. QUESTIONS?