Degree Works: Plan for Student Success

Using the Degree Works Planner

Access

Click on the Planner tab in the student’s Degree Works account

Features

Planner controls

Compact version of audit

Planner body

What If Planner

Planner controls

Plan listMode optionsShow completed coursesEdit and View modes

Plan list

All saved plans will appear in the dropdown box listed by description nameTo select a plan, click on its name

and then click the red “Load” buttonWhen the “Add new plan” choice is

selected and loaded, an empty plan will appear

Mode options Notes

Terms are listed top to bottom with a place for notes for each term A general notes section appears at the bottom

of the plan Calendar

Each “year” of terms is in a row A single notes box appears at the bottom of the

plan Planned vs taken – compares planned

courses to those actually taken by the students

Show completed classes

When checked, the classes the student has taken will replace those that were planned for current and historic terms

Classes will appear organized by term along with their final grade

Completed classes that don’t fit in a term (such as transfer classes) will appear in a section at the bottom of the plan

Edit and View modes

Edit allows a user to modify the plan

View gives a report that is good for printing

Planned vs taken

Compares what was planned with what was taken

A green circle means the courses match; a red one means they don’t

Planner Body

Degree audit appears in left framePlan appears at the rightFrames can be resized by dragging

the gray separating bar

Planner Body – cont. Historic terms are disabled and shown in

gray Classes taken and their grades are shown

for completed terms if “Show completed courses” is checked “Active” Plans

Only one allowed This should be the one the advisor is keeping

with the student This plan should also be “Locked”

Planner buttons

Save Plan – saves contents of plan Reload Form – clears information from plan Save As… – saves the data as a new plan Delete Plan – deletes the current plan (a confirmation

message appears) Process New – runs a new audit with planned courses

applied (shown in blue) Check all terms – check the boxes for all future terms to be

included in a new audit Uncheck all – unchecks all boxes for all future terms

Creating a plan

Give it a title in the description field

Select a term from the dropdown box

Creating a plan – cont. Enter courses into the plan

Type in courses using the 3 letter prefix, space, and course number (ex., ENG 101)

Or drag and drop from the audit Designate a category of course or one that is not a

TCTC course by using a hyphen as the first character (ex., -HUMANITIES)

Courses are validated to be sure they are entered correctly A red arrow appears next to each course found to

be invalid The plan cannot be saved until all problems are

resolved Save the plan

Process an audit using plannerCreate a planCheck the term(s) to be included in

the auditSelect the Process New button at the

bottom of the plannerPlanned courses will populate the

audit

Using a template

To load a program template or curriculum guide, click “Load in a pre-defined plan”

Using a template – cont.

A dialog box will pop up loaded automatically

with the student’s information If this is the information you want,

click Search If not, select the correct info

Using a template – cont.

If a template exists, it will appear at the bottom of the screen

Click on the plan you want to highlight it

Then click “Load into my plan” to add the template to the planner

Using a template – cont.

Save the template for use as a curriculum guide for the student

The first semester recommendations can be used with new first-time students

What If Planner

What If frame appears on the bottom left

Click “Show What If Options”

What If Planner – cont.User may select desired degree and

major informationClick “Use What If Scenario”Then Process New