All changes made by an advisor show up in purple.

A purple placeholder or class shows an advisor recommendation was made.

If the change affects the student's choice of class or semester, or any action that requires the student's consent, the student must accept or reject the change before the action is complete and changes the student's Grad Plan. If the change does not require the student's consent, such as suppressing a course, overriding a requisite, or raising the credit threshold, the student does not need to accept the changes and the action will be complete when you finish the steps required.

To move a placeholder, you have the same options as a student: you can drag and drop the placeholder into a new semester or you can click on the plus sign and select Move.

After you move a placeholder, it will show up in the color purple with a pencil instead of a plus sign.

The student must accept or reject this action to continue working on their Grad Plan.

To move a course, you have the same options as a student: you can drag and drop the course into a new semester or you can click on the pencil and select Move Course.

After you move a class, it will show up in the color purple. 

Note the change in credits for each semester. The credit totals assume the recommendation will be accepted. If the recommendation is rejected, the credit totals will go back to their previous amount.

The student must accept or reject this action to continue working on their Grad Plan.

To fill a placeholder and recommend a specific class, click on the plus sign and select a course from the right hand side

You will be able to see which requirements will be able to fill the placeholder on the right side of grad plan.

Select a course and click on the green plus sign to plan the course. This will add the course in purple to the grad plan. if you wish t0 change when the course i planned, you can move it by dragging and dropping, or by clicking the pencil and selecting "move course."

Select a semester and purple recommendation course will move there.

The student must accept or reject this action to continue working on their Grad Plan themselves.

You can recommend extra classes beyond what is in the Recommended Plan. 

In order to add an extra course, a Grad Plan must be fully planned. If the plan is not complete, you will receive this error message:

After all placeholders have been filled, you can add a course by clicking on the Add Course button near the top of the Grad Plan.

In order to add an extra course, a Grad Plan must be fully planned.

Adding an excess course is treated the same as adding an elective. Hit the "Find Courses" button on the "Requirements & Courses" section of grad plan.

The course you search will show up. Click on the Course Code in blue on the left. This will bring up which requirements the course can count towards.

Hit the green arrow on the requirement you would like the course to count towards (Electives, in this case). This will pull up when the course can be planned.

Select which semester the course should be planned. The student must accept or reject this action to continue working on their Grad Plan.

To remove any recommendations you have made, click on the pencil sign. This will give you the option to Revert Change or Revert Recommendation.

Suppressing a course removes the course from the student's Grad Plan. This should be used only if you know the student does not need the class. Incorrectly suppressing a course will give a student an inaccurate Grad Plan.

Only Team Leads, Peer Coordinators, and full-time employees have access to do this.

Suppressing can only be done to a specific course. To suppress a placeholder, you must go to Choose Course and select a specific class to suppress. To suppress a course, select the course and click View Details.

Click on the orange button labeled "Suppress Course."

This gives you the option of how long to suppress the course. 

To suppress the course indefinitely, select Unspecified. To suppress a course until after a certain semester, select after which semester you want the suppression to end.

A temporary suppression could be used for a pending substitution, for a code change, or as a means of having the student come back and visit the advising office.

After you select an option, the class will be listed as Suppressed. Click Return to Planning and the course will be removed from the Grad Plan.

If the requirement is looking for specific classes, then the system will count the course as if it were taken to fulfill the requirement.
If the requirement is looking for an amount of credits, the system will count the credits from the suppressed course as if the class were taken to fulfill the requirement.
If the suppressed class has been discontinued and thus is not worth any credits, the system will have no credits to count as if the class were taken to fulfill the requirement, and a new placeholder will be generated. A substitution for the discontinued class will solve this.

The student does not need to accept or reject this action; it is accepted automatically by the system.

To un-suppress a course for any reason, you will be able to search the course up or look for the curse on "Requirements & Courses." It will have an orange dot next to the suppressed course. Click on "View Details."

From here, you can select the orange "Un-suppress" button. This will un-supress the course.

The course is now un-suppressed.

Un-Suppressing a class will put the class back on the Grad Plan.

Suppressing a class again works for repeatable classes that can count multiple times or for a class that is required in multiple places.

If a class shows up in red, something is wrong with where it is placed.

To find out what is wrong, click on the red warning sign and pull up the course details. You will see why the class is showing up in red on the right side of the course details. On the bottom left of the red class placement, it will say "Requisites Required," meaning that it needs another class taken before or at the same time as the course. It could also say 'Course Not Available," meaning that the course is not offered that semester.

If the student is able to get around the requisite error, you need to override the requisite. If they are not, they should adjust their classes to meet the requisite.

A student is able to get around a class requisite if 1) the requisite does not apply to the student's major but does to other majors required to take the class, 2) the requisite is taken care of with a transfer class, substitution, or other method, or 3) if the student has arranged with the teacher to overcome any issues presented by the requisite.

Overriding a requisite is used when a pre-requisite, co-requisite, or concurrent requisite is listed for a selected course but is not needed in the student's case.

Pre-requisites are classes that should be completed before the selected class.

Co-requisites are classes that should be taken either with or after the selected class.

Concurrent requisites are classes that should be taken with the selected class.

Only Team Leads, Peer Coordinators, and full-time employees have access to do this.

To override a requisite, select the course and click on Course Details.

The Course Details page will show you what type of requisite it needs and how it could be fixed without an override.

If the requisite is needed, rearrange the classes in the student's plan to meet the requisite.

If the requisite is not needed, you can override it by click on the course and selecting Override Requisite.

Then the View Details page will indicate that the requisite is met. Click on Save to go back to the Grad Plan.

The class that was flagged will return to normal. When you open Course Details, the overridden course will appear in orange.

The student does not need to accept or reject this action; it is accepted automatically by the system.

Note: Overriding one issue with a requisite will not remove every instance where that requisite causes an issue. It will only override it for the selected class.

To remove an override for a requisite for any reason, click back onto the course that the requisite was overridden for.

Click on Overridden Requisite and click Remove Override.

If a student's Grad Plan will be over 140 credits, it is flagged and must be looked at by an advisor. If they have a legitimate reason for going over 140 credits, such as lots of transfer credits, you can raise the credit limit to allow them to receive an approved Grad Plan.

Only Team Leads, Peer Coordinators, and full-time employees have access to do this.

This error is flagged at the top of the Grad Plan. You will see the error under the "Alerts" option on the top left.

Type in how high above 140 credits you want to raise the threshold.

For example, if you want to raise the threshold to a total of 150 credits, you type in 10. This will add 10 to the threshold of 140 to give you 150.

Click on Save and the threshold will be raised that amount. When the Grad Plan is below the new threshold, the error will gray out, indicating that the plan is above 140 credits but an advisor has approved that condition.

The student does not need to accept or reject this action; it is accepted automatically by the system.

The advisor side does not allow you to reset an entire Grad Plan. The Student side does allow the student to reset the Grad Plan and start back from the Recommended Plan.

You can add a message to the student at the top of the Grad Plan for the student and other advisors to see. Use this to let the student know what changes have been made or if there are any other recommendations.

Click on Messages in the top left corner of grad plan.

That will open a text box that allows you to leave a note. 

Make sure to click the green Submit Recommendations button at the bottom of the notes!

You can cancel a note by clicking the X on the top right of the messages box.

The student does not need to accept or reject this action; it is accepted automatically by the system.

You are able to delete a plan note by clicking on the X in the top right corner of the messages box instead of the minimize button. This will show it as resolved instead of as a note for them to look at. It will tell the student that there are no new messages.

After you have made your recommendations, you can check if the changes would produce an approved plan. Click on Validate at the bottom of the plan. The plan will check itself, which may take a few moments.

If there are further errors, or errors created by your recommendations, the plan will not validate and those errors will be flagged.

If there are no errors and the plan would approve, Grad Planner will say "Approved Plan" In navy blue at the bottom. any recommendations will show a comment sign with a purple bubble indicating that there was a recommendation placed there. The student will need to go into the grad plan to approve the changes.

Sending recommendations is just sending a message back to the student. This can be done through the messages button on the top left of the grad plan. Refer back to "Adding a Plan Note."

When the student logs in to their Grad Planner, they will see your note at the top with an option to accept or reject all of your recommendations, or they can accept or reject the recommendations individually by going to each recommendation in the Grad Planner.