A new report has been created that allows advisors to see the contents of the Plans built by students in their school or college. It is a handy one-stop-shop for info about all student plans: Advisors are able to filter by semester, by student, by major, or by other attributes, and the report only has to be run once to get data for all of the school or college’s students, making it much faster than running individual students’ Plans.

Here is a link for advisors on how to access the Student Plan Report:

Student Plan Report Instructions

The Roadmap and Plan Builder documentation for advisors has been updated to a new version that includes up-to-date images that better conform with current stylistic policies and that show more of the new version of the Roadmap and Plan Builder software:

Roadmap and Plan Builder – Roadmaps Workbook for Advisors

A new Operational Procedure document has been created detailing key policies relating to the use of the Roadmap and Plan Builder system for advisors. We encourage all advisors to read it:

Roadmap and Plan Builder – Operational Procedure

The Style Preferences document for advisors has been updated and includes new policies and revised screenshots that reflect the current version of the Plan Builder software:

Roadmap and Plan Builder – Style Preferences