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:
The Roadmap and Plan Builder documentation for students 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 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:
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.
A new item has been added to the Resources page. It is a quick guide for students designed to showcase how to select the proper Roadmap from the lists of options presented:
The Resources page has also been updated to include descriptions of resource documents.
The introductory presentation for the Roadmap and Plan Builder has been updated. The current version is V3. The documentation on the Resources page has been replaced with the latest version.