Category Archives: Documents

New Tutorial Presentation Added

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

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Advisor Roadmap and Plan Builder Documentation Updated

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 РRoadmaps Workbook for Advisors

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Student Roadmap and Plan Builder Documentation Updated

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: Roadmap and Plan Builder – Student Workbook

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Operational Procedure Documentation Added

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

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Style Preferences Documentation Updated

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

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Documentation Updated

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 … Continue reading

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Roadmap Selection Guide and Resource Update

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: Roadmap and Plan Builder РWhat Roadmap Should I Use? The Resources page has also been updated to include descriptions of resource documents.

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Roadmap and Plan Builder Intro Updated

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. Roadmap_Presentation V3

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Student Documentation Added For Plan Builder

The Roadmap and Plan Builder System now has student documentation in the Resources section. This handy workbook includes both detailed instructions on using the Plan Builder and an FAQ. This is version 13 of the documentation. Student Plan Builder Workbook

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Roadmap and Plan Builder Intro Updated

The introductory presentation for the Roadmap and Plan Builder has been updated. The current version is V2. The documentation on the Resources page has been replaced with the latest version.   Roadmap_Presentation V2

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