The Academic Plan allows schools to map out a 4-year Academic Plan in High School or a 7-year Academic Plan starting with 6th grade. The purpose is to lay out a plan for each student to meet the Graduation Requirements. The page provides a view of the plan that shows past, current and planned future courses, and keeps track of the credits needed to meet the Requirements.  The Courses are color-coded based on Transcripts (HIS), Current Courses (SEC), Academic Plan (APL) and Courses submitted/deleted by Parents through the Portal.  The Academic Plan courses can become Course Requests, by using the Import Course Requests from Academic Plan page.



Counselors can enter courses individually, or multiple courses may be added at one time by utilizing Course Request Packets or Course Sequences.  Students and Parents also have the ability to submit modifications to their academic plan when enabled in Portal Options. Changes submitted by parents and students require approval by the Counselor before being added to the plan.


The Show all grade levels checkbox will show/hide the next/previous grade levels.  


The Show changes by Student/Parent checkbox will show courses the Parent has Added or Deleted from the Academic Plan that need approval by the Counselor.


When this option is checked, two additional color-coding keys appear to identify the changes


The Select All Changes checkbox is used by the Counselor to Select all Parent submitted changes for Approval or Rejection.


On the Academic Plan page, separate tabs display the High School Graduation, UC, and CSU Requirement Views. Clicking on each tab changes the view. A Credits Needed/Required column is also displayed. This displays credits that are still needed after accounting for credits from the student's currently scheduled classes, transcript, and from the academic plan.




The Term headings for each grade level are defined by the terms in School Info > School Options.



Courses will be applied to the Plan based on the Terms defined in Transcript Definition > Terms that are applied to the Course/Section.  



Note: Before beginning to use Academic Plan, please verify that terms are set up properly on the Transcript Definitions page Terms tab. In a K-12 District, the Terms and Transcript Terms should be similar.  It is important that Semester Headings and State Term Codes be mapped accurately.  Additionally, Courses need to have the correct Subject, Department, Credits and Term, and Sections need to have the correct Term.  For Middles Schools using the Academic Plan, courses are normally tagged only by Department rather than Subject, unless the course counts toward Graduation Requirements.


Security Permissions

In order for office staff to utilize the Academic Plan, access to the Academic Plan (APC) and  Academic Plan Log (APL) security area is needed.  In order to manage Course Sequences, access to the Academic Plan Course Sequences (CSQ) security area is needed.  Read permissions to Classes (SEC) and Transcripts (HIS) are needed to view current and past courses.


For staff to utilize the Graduation/College Readiness Dashboard, permissions to High School Graduation (HSG) and Academic Plan (APC) are required. Access to Teacher Data (TCH) is no longer a requirement.


For Parents and Students to fully utilize the Academic Plan Entry page, full permissions (Read, Insert, Update, and Delete) should be granted to the Academic Plan (APC) and Read permissions to Classes (SEC) in Portal Groups.



Note:  The following configuration and functionality information applies to both a 4-year Academic Plan and a 7-year plan. For a Middle School to use the Academic Plan feature, they would need to create their own Course Sequences and Course Request Packets appropriate to the 6-8th grades.  


Graduation Requirements

The Credits Needed in the Academic Plan pull from the Graduation Requirements page.  Each school can set up their own 9-12 requirements or they can be configured at the District. If there are no Graduation Requirements set up at a school, the Academic Plan page will pull from the District (SC 0).  For a 7-year Academic Plan, the Middle School would also have to set up the same Graduation Requirements or use District Requirements.  This has the advantage of showing any courses taken in the 8th grade that count toward Graduation Requirements. 


Setting up Course Sequences

Course sequences can be set up for a series of courses for a subject a student would typically take in their Middle and High School career. Up to 8 courses can be configured in each sequence. Each sequence is associated with a primary subject area, although the sequence may contain courses from any number of subject areas. A beginning grade level must also be assigned. Each school would set up their own Course Sequences for grades 6-8 and/or 9-12.


For example, at a High School, an English 9-12 College Prep course sequence can be created containing four years of English courses. Once the Sequence is created, these courses can be added to individual student Academic Plans. An unlimited number of Course Sequences can be created.  These same steps would be followed at a Middle School.


This page is accessible from Scheduling Setup | Configurations | Academic Plan Course Sequences in the navigation.



Adding Courses to the Plan

There are three ways to add courses to a plan. Courses may be added Individually, by Multi-year (Course Sequences), or by Grade (Course Request Packets).  The Academic Plan assumes students have current courses and will only apply Courses, Sequences and Packets for the next Grade level.


To add a single course to the academic plan, select the individual course from the Course drop-down, and click Add To Plan


To add a course sequence to the plan, click the Multi-Year button, then select a Course Sequence to add for each subject area displayed. Current Courses are displayed according to the student's current class schedule. When the View only sequences containing current courses is checked, the Available Sequences dropdown will be limited to include only those Sequences that contain a matching current course. If there is no current course, any sequence from that subject area may be selected. After selecting the course sequences, click Apply the Selection to add the courses to the plan.  Only future courses will be applied, starting with the next grade level.



To add courses from Course Request packets, click the Grade button. Select a packet to add for each grade level, then click Apply the Selection to apply the courses to the plan. Multiple packets can be chosen. Only packets applicable to the student's next grade level will be displayed.


For Middle Schools, Course Request Packets will be shown from the school defined in Next School (STU.NS).  For an 8th Grader in a K-12 District, the 9-12 Course Requests Packets from the High School defined in Next School will be shown.


Courses may be deleted from the plan by hovering over the course in the grid and clicking the x icon.



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


Parent/Student Access

Parents and students may add courses to the academic plan via the Academic Plan Entry page on the parent/student portal. Parents and students are limited to adding only individual courses which are specified on the Update Academic Plan Options page. For each course, check the box to Allow this course to be selected by parents and students. This options page also allows specifying a preferred term for non-yearlong classes. For example, Marching Band might be first semester, but Concert Band might be second semester. Preferred term is not required.


In order to update the options on this page, a user must have Read and Update permissions to the Course Request Sheet Table (CRQ) security area.



In addition to specifying which courses are available to students, a date ranges must be specified in Portal Options on the scheduling tab. A separate date range for each grade is available. If the current date is outside of this window, the Academic Plan Entry page for parents/students becomes read-only, regardless of security permissions set. There is also a free text field available for Directions for Students and Parents. This displays as an information box instructing the parent or student what they should do.



In addition to the date ranges, two check boxes can be set to allow parents and students to add Multi-Year Course Sequences and Course Request Packets to their plan.



Security must also be set up for parents and students to access. For Parents and Students to fully utilize the Academic Plan Entry page be sure Portal Group permissions are set according to the security section above.


Once security, Academic Plan options, and Portal Options have been set up correctly, students and parents may add and remove individual courses from their plan. After all courses have been added or removed by the student or parent as appropriate, the student should click the Submit My Plan For Counselor Review button. This will mark the plan as Pending Approval which the counselor needs to approve later. If the student forgets to click the button, it will appear to the counselor as Pending Submission.  The submitted courses appear with the 'Added Item' color coding.




Academic Plan Approval

Once the parent or student submits their plan, it is available for Counselor review. The Academic Plan Status Summary widget is available to counselors on the Home page. This displays any pending or approved submissions which the Counselor should review.



The widget shows total count to the Counselor of the following:

  • Approved - These plans have had changes made by the parent or student, and have been approved by the Counselor.
  • Pending Submission - The student or parent has made some changes to the Academic Plan, however, they did not click the Submit to Counselor button
  • Pending Approval - The student or parent has made some changes, and clicked the Submit to Counselor button.
  • No Action - These plans do not require any action by the Counselor. They were most likely plans manually entered by the Counselor, or they are students who do not have an academic plan.


Note: The Academic Plan Status Summary is linked to the Students' Counselor via the currently logged in user's Staff ID. If unexpected counts are displayed here, be sure the Staff ID is properly entered into Security Users (UGN), Staff (STF), and Teachers (TCH).


The counselor can click on a number, and it will run a keep query to limit viewing to just those students and take the user to the Academic Plan page where the Counselor can approve each plan.


Check the Show Changes by Student/Parent checkbox to show the changes submitted by Parents or Students.  Courses added will be displayed in green, and deleted courses will be displayed in red. The Counselor has the opportunity to reject any change or Accept all Changes. To reject a change, check the box next to the course you would like to reject, and click Reject The Selected Changes. Once the plan is acceptable, click Accept all Changes to accept the plan.



Once the Counselor approves the plan, the plan status becomes "Approved" and the new courses change color to dark blue.



Importing Course Requests

Course requests from the Individualized Academic Plan can be imported into the Course Requests (SSS) using the Import Course Requests from Academic Plan page. Filter Pages by "import course" or navigate to Scheduling Process > Functions > Import Course Requests from Academic Plan. 


Options for filtering the students' course requests are available, including term and grade level, as well as including inactive students. Choose the Terms, Locations and students to be imported. The Locations refers to schools other than the Home school where the student has chosen to take a course. If other schools are included, they are imported along with the students' home school requests. If there are no course requests at other Locations, leave this blank.



Click on the Preview Only button. A message will display on the bottom left with the number of records that WOULD be updated and the students will display with the Course Requests to be Updated, giving the opportunity to review the data to be added before it is committed. Once the list of student course requests looks correct, click Update SSS to create the course request records.