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:
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.
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:
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:
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:
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.
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.
Documentation in the Resources section has been updated to be in PDF form for easier viewing across different devices and operating systems.
The instructions for an advisor to create a Roadmap have been added to the Resources section. This is Version 17 of the documentation.