Category Archives: Advisors

Exceptions from Audit Documentation Added

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Documentation has been added to the site to showcase the new Exceptions from the Audit feature that will be available to advisors following Monday’s DARS upgrade. With this new feature, exceptions are quicker to enter and more intuitive. Additionally, exception types have been upgraded – the RC exception has been replaced with the CP exception and the SC exception has been replaced with the CS exception, which is able to apply in multiple locations at once. All advisors are encouraged to familiarize themselves with the Exceptions from the Audit, as the existing exceptions portal channel will be phased out-of-use.

The new documentation can be found on the Resources page or here:

DARS – Exceptions from the Self-Service Audit

Student Plan Report Launched

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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

Advisor Documentation Updated

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The Roadmap and Plan Builder Workbook for advisors has been updated and includes new information that reflects our most-up-to-date procedures for Roadmap creation.

 

A style guide has also been added to the Advisors’ section of the Resources page so that advisors can use it as a quick reference to stylistic preferences for Roadmaps.

 

Roadmap and Plan Builder – uDirect Roadmaps Workbook V21

Roadmap and Plan Builder – Style Guide V3

Documentation Updated

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Our Resources page has been updated to include new versions of our informational workbooks on the Plan Builder (for students) and the Roadmap and Plan Builder system (for advisors). These new versions better reflect the system after the latest version upgrade, and we encourage all users to download these new versions.

DARS uDirect Student Plan Builder Workbook V18

DARS uDirect Roadmaps Workbook V20