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
The instructions for the Student Plan Builder Report have been updated to cover more access methods, now include more detail about pop-ups that may appear when users try to log in, and have been changed to a PDF format for easier use across multiple devices.
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 old info presentation for the Plan Builder has been replaced with a streamlined Tutorial Presentation that introduces key Plan Builder features to incoming students.
Roadmap and Plan Builder – Tutorial Presentation
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
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
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