Concept: Academic Plans

You can use academic plan templates to create academic plans easily and efficiently. Workday populates plan information from the template you select from the templates assigned to the student's program of study.

Students can have alternate academic plans along with their primary academic plan, helping them determine the best pathway to complete their program of study. These users can create and maintain alternate academic plans:

Students.
Administrators.
An advisor with a role on a student's academic record.
A person with a role on a student cohort.

These users can also request replacing the student's primary plan with one of their alternate plans. To do so, they click

Request Change Primary Plan

on the

Plan

report of the Academics profile group of the student profile.

If your institution requires approval for academic plans, configure the

Academic Plan Event

business process in the Academic Advising functional area.

Both students and advisors can initiate an approval for primary plans by clicking

Request Plan Approval

on the student's profile. They can request approval on either the entire plan or for selected academic periods on the plan. The

Enrollment Window End

date that's configured on the

Maintain Academic Period Date Controls

task determines the plan periods that Workday sends for approval, even if you select to send the entire plan. The Academic Period is included if the

Enrollment Window End

date is blank or has a future date. If the

Enrollment Window End

date is in the past, Workday doesn't include the academic period for approval.

Workday sends the plan to the approver’s

My Tasks

for approval. The approver can approve, deny, or send back the plan with a comment. If the student approves without changes, Workday sends the plan back to the approver for final approval. During the approval process, the approver can edit the plan requirements and courses only. Approvers can’t edit or remove academic years or academic plan periods.

If you’ve opted in to the

User Interface for Creating, Editing, and Approving Academic Plans

, the approver can also click

Edit Academic Plan Approval

from the

Review

page to edit the plan before sending it to the student for approval. After the approval process completes, Workday updates the student's primary plan with the approved edits that the approver made to the plan requirements.

From the student's profile, you can click the count drop-down next to

Plans Submitted for Approval

to view the details of the plan and the approval status.