Security  

Configurations 

Steps

Overview

Navigate to Student Data > Scheduling > Academic Plan

For Texas users, the Academic Plan page allows secondary schools to map a multi-year academic plan for each student in order to ensure the student meets graduation requirements, and track the student's credits and progress toward the requirements, as well as any endorsements. Future courses can be added to the plan from this page.

The page has two views:

• High School Graduation View tab - Tracks the student's progress toward graduation requirements
• Endorsement View tab - Tracks the student's progress toward endorsements

The tabs display past, current, and planned future courses and the credits needed to meet the graduation requirements or endorsement. The courses are color-coded based on where they originated. 

Counselors and teachers can add future courses to a student's academic plan in several ways:

• Individual courses
• Multi-year course sequences
• Course packets

Students and parents can submit modifications to their academic plan when enabled on Portal Options. See Portal Options - Scheduling.

The academic plan courses can become course requests by using the Import Course Requests from Academic Plan page. See Scheduling - Import Course Requests from Academic Plan Video.

Security  ↑

Configurations  ↑

The following steps must be completed before proceeding.

• Terms must be set up properly on Transcript Definitions > Terms.
• Graduation credit requirements must be set up on the Graduation Requirements page for each school or for the district.  
  • A secondary school can set up requirements for grades 9-12, or 
  • The district can set up requirements for all secondary schools.
  • If using a 7-year academic plan (allowing courses taken in 8th grade to be included), the middle school must set up the same graduation requirements or use district requirements. 
• Course sequences must be set up on Academic Plan Course Sequences.
• Course packets must be set up on Course Request Packets. See Class Schedule Maintenance: Creating and Modifying Course Request Packets.
• Endorsements must be added on the Graduation Endorsements Setup page. See Texas - Endorsements.

Steps  ↑

On the High School Graduation View tab, current academic plan information is displayed.

• Click Show Legend to view an explanation of the color coding. Click Show Legend again to hide the legend.
• The Status field displays "Approved" once the counselor approves the plan. Approved courses are dark blue.
• When Show changes by Student/Parentis selected, any courses added or deleted by a parent that need counselor approval are displayed. Two additional color-coding keys are included in the legend to identify these changes.
• Select Show all grade levels to view information for grades 6-12. By default only grades 8-12 are displayed.
• The Credits Needed column provides information based on the Graduation Requirements page, including any courses taken in the 8th grade that count toward the requirements.
  • The left number indicates credits still needed.
  • The right number indicates the required number of credits based on the student's current plan. 
  • The count assumes the student will pass current courses. 

Add Courses to the Plan

There are three ways for counselors and teachers to add courses to a student's academic plan:

• Individually - Add individual courses to the academic plan
• Multi-year - Add multi-year course sequences to the academic plan
• Grade - Add course request packets to the academic plan

NOTE: Only future courses are applied, starting with the next grade level. 

Under Add Courses to the Academic Plan, select the course to add.

Individually        

Use the individual option to add a single course to a student's academic plan.

1. Select the Subject and Course you wish to add. In districts with more than 1000 active courses users will be prompted to filter by Subject area first and/or search for a course by Course ID, Title or Service ID.
   
   
   
2. Click Add to Plan. A window opens prompting you to indicate the Grade Level and Term in which the student should take the course.
   
   
   
3. Make the selections then click Place the Course. The window closes and the course is added to the academic plan.

By Multi-Year (Course Sequences)

Use the multi-year option to add a course sequence, which is a series of courses in a subject area that a student would typically take during their high school (and possibly middle school) career. The sequences are set up on Academic Plan Course Sequences.

1. Next to Add Course Set By, click Multi-Year.
   
   
   
2. A window opens prompting you to select the sequence to apply to the academic plan.
   
   
3. Select View only sequences containing current courses to view only sequences that contain a matching current course. If there is no current course, you can select any sequence from that subject area.
   
   
4. Select the sequence then click Apply the Selection. The window closes and the courses are added to the academic plan.
   
   
   

By Grade (Course Request Packets)

Use the grade option to add a course request packet, which is a set of courses commonly requested by students. The packets are set up on Course Request Packets.

1. Next to Add Course Set By, click Grade.
   
   
2. A window opens prompting you to select the packet to apply to the academic plan for each grade level.
   
   
   
3. Select the sequence then click Apply the Selection. The window closes and the courses are added to the academic plan.

Adjust Courses in the Plan

Once a course is placed in the academic plan it can be moved to another term or grade level as needed using the drag-and-drop feature. Only unlocked courses can be moved. When hovering over a course that can be moved, the pointer changes to a hand. 

When a course is moved, the existing Academic Plan Course Requests (APC) record is deleted and a new record is created.

Any changes made to delete or add courses are automatically logged to the Academic Plan Log (APL) table for reference, and the table can be queried.

Locked Subject Areas and Courses

A subject area or course can be locked to prevent changes by unauthorized users.  When parents and students log onto Portal they can see which courses are locked and are not able to change them.

Subject Area - Click the Lock icon next to the subject area. 

Locking the subject area locks all courses currently in the subject area; however, courses can be added to that subject area by a user with appropriate permission.

Course - Click the Lock icon next the course name.

Locking the course prevents a course from being moved by unauthorized users.  

A locked course displays a Locked icon. 

Click the Locked icon again to unlock it.

Delete Subject Areas or Courses

An unlocked subject area or course can be deleted by a user with appropriate permission. 

• To delete a course from the academic plan, click the Delete icon next to the course name.
• To delete the subject and all its courses, click the Delete icon next to the subject area.
• To delete all courses for a grade level, click the Delete icon next to the grade level.

The Delete icons are not visible unless the user hovers over the unlocked subject area, course, or grade level.

Add Courses to Endorsements

On the Endorsement View tab, the student's progress toward endorsements is displayed similarly to how information is displayed for the academic plan as described above.

Add Course to Graduation Endorsement Plan

You can add endorsement plan courses to a student's academic plan, which indicates the student is planning to earn a specified number of course credits in one of the endorsement areas (Arts and Humanities, Business and Industry, etc.). 

The graduation endorsement plans are set up on Graduation Endorsement Setup. See Texas - Endorsements.

1. Select the Endorsement you wish to add.
2. Click Add Endorsement Course to Plan. A window opens prompting you to indicate the endorsement you wish to add.
3. The window closes and the courses are added to the endorsement plan.