Course Plan Admin

Classic View: Program Admin > Course Plan Admin

Search Terms: Course Plan Admin, Course Plan

The Course Plan Admin tool performs operations to lock and unlock course plans, clear parent/guardian approval, calculate program on-track status, post diplomas and post planned courses to Course Requests for scheduling for multiple students at once. Use this tool after students have entered Course Plans and counselors have reviewed course plans.

Choose different options by selecting the appropriate mode from the Select Mode dropdown list.

Course Plan Admin Tool

Calculate On-Track Status

This mode calculates each student's status towards successful completion of the assigned Academic Program. This process looks at each student's Progress or Course Plan tab and caches the calculation each time those tools are viewed or saved. This allows the status and corresponding error messages to be available in Ad hoc Reporting.

These calculations are very taxing on the server. Use this mode if you are running progress reports after posting course information to the transcript or after closing a grading window.

Calculate On-Track Status Mode
  1. Select the Calculating on-track status mode from the dropdown list.
  2. Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
  3. Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
  4. Click OK when finished.
  5. When the report has completed, click the Get the report link in the Batch Queue List. The report displays in PDF format, listing the operation performed, the calendar ID from the calendar selected in the Campus toolbar, and the number of calculations performed.

Calculate On-Track Status Results

Clear All Parent and Legal Guardian Approvals

The Course Plan tool contains a checkbox that indicates the parent/guardian approved the student’s plan based on the parent’s selection of the Approved by parent/legal guardian checkbox on the Portal Academic Planner screen.

Choosing the Clear all parent/legal guardian approvals mode removes these marks, allowing an annual review to be performed. This action should be done before course plans are modified for the next school year.

Clear all parent/legal guardian approvals
  1. Select the Clearing all parent/legal guardian approvals mode from the dropdown list.
  2. Click the Run button when finished. 
  3. A pop-up message indicating approvals have been cleared displays. Click OK to acknowledge this. 

Clear Parent/Guardian Approvals

Create Course Requests

This mode takes the courses selected in the students' course plan for the next grade level and creates them as scheduling course requests. This should be done after calendars and enrollments are rolled forward for the next school year, and teachers have entered Course Recommendations for students.

Once planned courses have been created as course requests, those courses are considered a priority and display in bold on the Request Batch Report .

 Ensure that you are creating requests in the future calendar that you are planning to schedule.

Create Course Requests Mode
  1. Select the Create Course Requests mode from the dropdown list.
  2. Click the Run button. 
  3. A pop-up message indicating course requests were saved displays. Click OK to acknowledge this. 

Course Requests Saved

Lock Course Plans

This mode locks courses in the student's Course Plan for the selected calendar for the grade level in which they will be enrolled. Locked course plans can only be modified by a counselor. Future years will remain unlocked.

Lock Course Plans Mode
  1. Select the Lock Course Plans mode from the dropdown list.
  2. Click the Run button. 
  3. A pop-up message indicating course plans have been locked. Click OK to acknowledge this. 

Course Plan Records Locked

Unlock Course Plans

This mode unlocks courses in the student's Course Plan for the selected calendar for the grade level in which the student is currently enrolled. When courses on a course plan are not locked, students have the ability to make changes using the Academic Planner tool in the Portal.

Plans that are locked can only be modified by a counselor.

Unlock Course Plans Mode
  1. Select the Unlock Course Plans mode from the dropdown list.
  2. Click the Run button. 
  3. A pop-up message indicating course plans have been unlocked. Click OK to acknowledge this. 

Course Plan Records Unlocked

Post Diplomas

This option ONLY evaluates graduation plans for twelfth grade students.

This mode recalculates a 12th grade student's on-track status, and for those students who meet the requirements of their assigned graduation program, a diploma associated with their program is awarded to them.

To update the Enrollment End Date and End Status on the Enrollment record, the Enrollment End Date and End Status values must be entered on this tool. A student's enrollment record will only be updated if both of the enrollment fields are empty.

To end enrollments without populating the Diploma Type field on the Graduation record, use the Enrollment End Batch tool.

Post Diplomas Mode

Graduation Options

The Post Diplomas mode contains the following fields that need to be populated before this mode is completed.

FieldDescription
Select a Graduation ProgramSelection indicates the program for which diplomas will be posted. All active graduation programs are available for selection. There is no logic associated with program hierarchy, meaning any program can be selected without adverse affects, as long as twelfth grade students are assigned to that program.
Diploma TypeThe Diploma Type set on the Graduation Program is populated for the student on his graduation tab, unless this value has already been populated there.
Diploma DateIndicates the date the diploma was received, usually the last day of school. This date is populated on the graduation tab.
Diploma PeriodIndicates the time of year the student received the diploma. This date is populated on the graduation tab.
Enrollment End DateIndicates the date the student's enrollment ended. This may be the same date the diploma was received or it could be a different date. It officially ends the student's enrollment, so ensure all grades and reporting have been completed before populating this information.
Local End Status

Indicates the reason the student's enrollment ended. For this purposes, use the reason most closely linked to student graduated.

This value populates the student's Local End Status and State End Status fields on the enrollment record.

  • Do not run Post diplomas prior to final grading.
  • Updating diploma fields and enrollment fields when the enrollment end date is before grading functions are completed will end each roster record before students have been graded. This causes the in-progress courses to be removed from the Grad Progress logic, and the Academic Plan Progress Report will show the student as not being on-track.
  1. Select the Post Diplomas mode from the dropdown list.
  2. Select an Graduation Program from the dropdown list.
  3. If necessary, enter a Diploma Date and Diploma Period.
  4. If necessary, enter an Enrollment End Date and Local End Status.
  5. Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
  6. Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
  7. Click OK when finished.
  8. When the report has completed, click the Get the report link in the Batch Queue List. The report displays in a new browser window, listing the operation performed, the calendar ID from the calendar selected in the Campus toolbar, and the number of diploma posted.

Post Diplomas Result
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