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:
Category Archives: Help
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:
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.
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 – What Roadmap Should I Use?
The Resources page has also been updated to include descriptions of resource documents.
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.
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.
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 and Plan Builder Introductory Presentation
An introductory presentation showing features of the Roadmap and Plan Builder System has been added for students to view on the Resources page.
Roadmap and Plan Builder – Info Presentation
The Roadmap and Plan Builder System will soon be available to Fox School of Business and School of Tourism and Hospitality students as part of a pilot program.
Documentation Now Available in PDF Form
Documentation in the Resources section has been updated to be in PDF form for easier viewing across different devices and operating systems.
Students-
DARS-SelfService-Student-Documentation
DARS-SelfService-Features-Workbook-for-Students
Advisors-
Roadmap Creation Instructions
The instructions for an advisor to create a Roadmap have been added to the Resources section. This is Version 17 of the documentation.