Table of Contents


Graduation Requirements

Setting up Course Sequences

Adding Courses to the Plan

Drag and Drop Courses

Parent/Student Access

Academic Plan Approval

The APC and APL tables

Importing Course Request


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 and track their progress. 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.

Note:  Only courses the student has passed will show up on the Plan with the Green 'Transcript' code.

Counselors and Teachers 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.

Clicking on 'Show Legend' displays the color codes

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.

Note: The Academic Plan looks at the Course table to determine the credits for future classes and uses what is in HSG (or CER) for the past and current totals. Typically the credits in the CRS records are assumed to be semester credits, so to determine the yearly credit they are multiplied by two. At a 4x4 school, the Course credits might be 10, rather than they usual 5, which would affect calculations.

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

Note: The courses in green that represent HIS records will normally display under the the Term in which they were taken if it is a Term in School Options and mapped in Transcript Definitions For HIS records with Terms that are not offered at the School such as Hexamesters, Mid-quarters, Trimesters, or Non-traditional Terms such as Supplemental Sessions, these will be displayed on a separate row in the Subject Area with the Term name.

Academic Plan Courses will be applied to the Plan based on the Terms defined in the Course.  

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 between Middle and High Schools. If a Middle School uses Quarters, for example, and in the Transcript Definition they use Terms 1-4,  the High School needs to have  Terms 1-4 mapped.  The same is true for schools in a High School District.  All the terms used at different schools must be mapped at each school for the Academic Plan to show properly as Students move between schools.  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 and Teachers to utilize the Academic Plan, access to the Academic Plan (APC) and  Academic Plan Log (APL) security area is needed.  

  •     Read - View Academic Plan
  •     Update - Lock and Unlock courses
  •     Insert, Delete - Add Courses, Sequences and Packets to the Academic Plan and Drag and Drop courses

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/Teachers to utilize the Graduation/College Readiness Dashboard, permissions to High School Graduation (HSG) and Academic Plan (APC) are required. 

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 16 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. A Default Term and Default Year can be assigned for the courses.  The Default Term chosen must match the Term defined in CRS.TM for the Course (Fall, Spring, Year, Quarter, etc). Concurrent courses can be assigned such as two courses in the Fall and two in the Spring.

Default Year is the Year in the Sequence ie 1st Year, 2d Year, 3d Year.

For example, at a High School, an English 9-12 College Prep course sequence can be created containing four years of English and complimentary courses taken concurrently. In the example below, the Student will take a Year-long course and two Semester courses in the 1st Year of the Sequence.

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 Trash Can icon.

Drag and Drop Courses  

Once courses are placed on the Academic Plan, they may be moved around by users with the appropriate permissions, and courses and Subject Areas may be locked to prevent changes by unauthorized users.  When hovering over a course that can be moved, the pointer will change to a hand.  

To move a course, click and hold the tile and drag it up to the Grade Level heading that matches the course term - Quarter, Semester or Year Long.  All the available Term Headings will darken when you start dragging the course.  When the course is held over the desired Term heading, the Term will highlight in blue and can be dropped on the column.  The course will then appear in the proper column aligned with the Subject Area.  Courses need to be unlocked to be moved.

Moving a Year Long World History course from 10th Grade to 11th Grade:

When a course is moved, the existing 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. This table can be queried to view this information.

Clicking on the Lock/Unlock icon will prevent a course from being moved by unauthorized users.  

Clicking on the Lock/Unlock icon for the Subject Area will lock all courses currently in the Subject Area.  However, new courses can be added to that Subject Area by users with the appropriate permissions.

When Parents and Students log in to the Portal, they will be able to see which courses have been locked and will not be able to change them.

Parent/Student Access

If a Counselor has requested approval for an Academic Plan, the Alert will show in the Notification Bell when the Parent logs in. Clicking on the Bell will show the Alert.

Clicking on the Alert takes the Parent to the Academic Plan page where they can approve or disapprove of the Plan. They may add any comments. If they Decline the Plan, they are required to give a reason. 

After the Parent has responded, clicking on the Notification Bell will show the response and status.

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 Course 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, 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. However, any Courses/Subject areas that have been locked cannot be changed. 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 User needs to approve later. If the student forgets to click the button, it will appear to the User as Pending Submission.  The submitted courses appear with the 'Added Item' color coding.

Academic Plan Approval  

Counselor 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.

NOTE: When a new Scheduling editing window is opened in Portal Options under Scheduling > Date Ranges for Allowing Stu/Parent Updates to Update Individualized Academic Plan, the 'Approved' plans will move to 'No Action' for the new window, as each new editing window starts a new approval process.

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

Parent Approval

Parent Approval of the Academic Plan can be requested by using the 'Send Request for Parent Approval' button on the Academic Plan page. 

The Parents will receive a notification in the Parent Portal that links to the Academic Plan page. They can review the Plan and respond to the Alert. The Parent's response can be viewed on the 'My Action Alerts' tab of the Review Alerts page in the Alert Hub.

The APC table  

The TRN and TRS fields are used when Parents/Students submit AP changes through the Portal.  Any Counselor changes leave these fields blank.
TRN records what the Parent/Student wants to do with a particular class: Add or Drop
TRS records the Status of the Portal Request: Pending Approval, Denied, Approved

Here the Parent has submitted to Drop some English Courses and Add a Spanish Course. The Status in the upper right is 'Pending Approval'.  Note the codes in SQL for these courses.  The D to Drop some courses and the A to Add a course.  The P is Pending Approval for each request. We have checked one of the English course Drop requests and disapproved the Drop by clicking on Reject the Selected Changes.

Here is the result.  The English class stays on the Plan and the TRN (Portal request) of D(rop) this class gets a code of because we Rejected the request.

I accepted all the other changes and this is the result in SQL. All the rest get a TRS of A(pproved) for the TRN's of D(rop) and A(dd) for each course change submitted.

By Querying the TRS field you can see if there are any Pending approvals.  Also, the Counselor Dashboard will show the changes that have not yet been submitted by the Parent/Student, the changes submitted and the ones Approved.

The APL Table  

When a Parent/Student makes a change to their Plan through the Parent Portal, this is what happens behind the scenes.

The change is made but not yet submitted:

This appears as GR = 99 with no Inclusion Date (SD) and is Pending Approval in APC.TRS

When the change is submitted it is Pending Approval for the Portal:

And now there is an Inclusion Date and Time (SD, ST).  APC.TRS is still for Pending Approval

And the Counselor sees the submission:

When the Counselor approves the changes:

There is now a Drop Date and Time (ED,ET) for the Submission and APC.TRS is now A for Approved.

And User action information on the Submission:

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.

Change Students in the Following Grades and Additional Options can be used to limit the Student requests imported. 

Limit by Student Group with Query will open a Query window where a KEEP statement can be used.

At the bottom of the page you will see the last time the Import process was run.

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.

You will see an 'Updating...' message while the process is running. When the process is completed you will receive and email notification indicating the number of records updated. You do not have to stay on this page while the process runs.