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Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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DEGREEWORKS PLANNER USER GUIDE
Assigning, Viewing & Deleting Advising Plans – Advisors
The DegreeWorks Planner is an advising tool that students and advisors use to map out a clear pathway
for timely degree completion. Advising plans created in Planner show students the required courses
within their program(s) and a recommended timeline of when they should be completed. Each advising
plan includes major program requirements, core curriculum skill courses, and recommended advising
notes from each academic department. In order to build an accurate advising plan using Planner,
students and advisors are encouraged to use the DegreeWorks degree audit and Academic Catalog as a
guide. It is recommended that students and advisors work together each semester to review and
update their advising plan in Planner.
Advisor DegreeWorks Login Directions:
1. Go to http://www.bridgew.edu/ and select the link.
2. Select MyBSU-Intranet.
3. Select Web for Faculty and login with your Banner ID and PIN or Single Sign-on.
4. Select the Faculty Services tab and then the Advisor Menu.
5. Select the DegreeWorks option.
6. Enter the correct student’s Banner ID or search for the student using the icon. You may also
select a student from your assigned advisee drop down menu.
7. Select the Plans tab.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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8. If a student has already been assigned an advising plan, double click on the plan to view it. Make
sure the major, concentration and catalog year are all correct.
Assigning an Advising Plan in DegreeWorks Planner:
1. If a student has not been assigned a plan, you will see a “Create Plan” box appear.
2. Based on the type of student you are advising, you will want click either “Select Template” or“Blank Plan.” See the chart below for which type of plan to select.
Student Group Plan Type
New First Time Freshmen Template – Academic Program
Undeclared Template – Undeclared
Transfer Students Template – Transfer Plan, BS or BA
Upperclass & Graduate students Blank Plan
3. If you use a blank plan, make sure to title it with the student’s major/program, degree type, andcatalogue year.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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4. If you are assigning a template, at the Template Management screen (below), find theappropriate major, concentration and catalog year template and double click on it.
5. After you double click, the Select a Starting Term box will appear. Select the appropriate term.6. The final step in assigning a plan is activating and saving it.
a. After you have assigned a new plan, you will be redirected to the Edit View page (picturedbelow). To activate the plan, check the Active box at the top of the screen.
b. Then, click the Save button at the bottom of the screen (not pictured).
Tips for Assigning Plans in DegreeWorks
Remember to double check each student’s declared major and concentration in the Student Viewsection of DegreeWorks. Make note of the concentration to ensure that you assign the correctplan template.
If a student has two declared majors, assign them the plan template for their Primary Major. If a student is pursuing an education program with a second major, assign them the appropriate
EDUC plan template. You can assign a student more than one plan (which may be a helpful reference for students), but
only one plan can be “active” at a time. A plan being “active” allows BSU to track student activity.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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Directions for Deleting a Plan Template:
1. If a student changes their major or has been assigned the wrong plan, you may want to deletethe old plan and assign a new one.
2. To do this, select the Plans tab and then the View Plan List button.3. Click on the plan you wish to delete and then select the Delete button.4. If you add a plan to replace the one you have deleted, click the New Plan button.
Planner View Types
DegreeWorks offers several options for viewing plans.
The Notes View is the default view for when accessing Planner. It includes key information
provided by departments for each major.
The Audit View allows users to view a plan alongside a students’ degree audit. This differs from
the traditional degree audit because it includes the courses a student plans to take, not just their
current and past courses.
The Calendar View shows each students’ plan by term in an easy to view manner.
The Edit View allows advisors and students to make changes to a plan in Planner. As an advisor,
this is where you will likely spend most of your time, helping students update their plans.
To switch between different views, select the “View” dropdown in the top right of SEP.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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Notes View: The Notes View is the default view for both students and advisors when accessing Planner.
This view highlights recommended advising notes from each academic department. As users scroll
through each term, they will see advising notes assigned to courses or to terms.
Notes included on plans may include the following information:
Timeline for completing a course requirement.
Information on when a course is offered (fall or spring semester).
Important catalog or academic department notes.
Reminders to incorporate core curriculum requirements into each term of the plan
Calendar View in DegreeWorks: The Calendar view offers a snapshot of the course requirements for
each semester and academic year. It is the most concise way to view a student’s plan.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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Audit View in DegreeWorks: The Audit view provides users with a split-screen view of the DegreeWorks
audit and a students’ plan. Advisors may find this view helpful when looking at required program
courses as they appear both on the audit and plan. Courses that students have listed in their plan but
have not yet taken will appear in blue in the degree audit. This view is especially useful because it runs
an audit not just on the courses a student has taken or is currently taking, but it also includes courses
the student is planning to take. This is helpful for ensuring that students have not missed any
requirements and for estimating a student’s time to graduation.
Edit View in DegreeWorks: The Edit view allows advisors to change and develop a student’s plan based
on the student’s individualized needs. These changes include adding and deleting requirements and
moving courses between semesters.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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1. To move courses between terms, you can just drag-and-drop: select a course with your cursor, drag it to
the new term where you would like to place it, and drop it there.
2. Once at the edit view, look for the and icon buttons. These buttons allow you to add and delete
requirements on each term of your plan. Be cautious with the and icons at the top of the page (red
arrow); these add and delete terms, not courses.
3. To add a requirement, select the button. The Add Requirement drop down menu will appear. The
options for adding requirements to a term include Choice, Course, and Placeholder.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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4. The Choice requirement option allows you to add a series of course options to your plan. After you click
on the Choice option a blank choice requirement field will appear. To add course requirement options to
the plan, click on the radio button and the choice menu will appear on your screen.
5. You can choose to type in a course requirement or select one from the drop down menu.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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After you have made your selection, you may choose to select the Add another option button to add an
additional course requirement. Using this option allows you to pick from several course options. Select the Done
button to see the choice requirements appear in the plan.
Remember to check the Critical box to ensure the requirement is tracked. You also have the option to complete
the minimum credits, minimum grades and campus fields.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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6. To add a course requirement to a plan, select the Course option from the Add Requirement drop down
box.
7. Once the new course field appears in the audit, you have the option of typing in a course by selecting the
search icon or you may drag and drop a course form the Still Needed bank of courses.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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8. The Still Needed section includes course requirements that have not yet been taken. To view these
courses, click on the blue drop down buttons. To refresh the list of courses, select the Refresh button. To
close the listing of courses, select the Collapse All button.
9. To add a Still Needed course to your plan, click on a course, drag and drop it into the appropriate term.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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10. To add a Placeholder course to your plan, select the option from the Add Requirement drop down menu.
Once the Placeholder field appears in your plan, select the drop down menu.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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11. The Placeholder drop down menu includes predefined placeholders for core and program requirements.
Select the appropriate placeholder requirement for the planned term.
The placeholder requirement will appear in the plan. You may also type in a note about the placeholder
requirement in the Value field.
Questions about the DegreeWorks Planner, contact the Academic Achievement Center at [email protected]. Questions about the degree audit, contact [email protected].
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12. To delete a course requirement, select the course you would like to delete, then click the button for
the corresponding term. Beware of the button at the top of the page (in red) as this will delete an
entire term.
13. Once you have completed editing your plan, select the Save button. If you are saving this plan under a
new title, select the Save As button. Once you have finished making changes to the plan, remember
to exit the system by selecting the LOG OUT button at the top of the screen.
Visit https://my.bridgew.edu/departments/AAC/SitePages/degreeworks.aspx to access DegreeWorks user guides, videos, and other helpful materials.
