Creating Academic Plans

Academic Plans establish a relationship between an Academic Offering, and either a student or faculty Contact record. By creating these records you are enrolling students and instructors into courses.

The object leverages Record Types to distinguish between Faculty and Student.

Both Record Types use the Academic Status field as the primary indication of the contact’s relationship to the Offering (Instructing, Enrolled, Dropped, ETC).

System Administrators can add Term Code, Course Unique ID, and Program Level to students' Academic Plan records so that the Academic History page will display more information to them if your institution is using the Motivis Learning Student Information System (SIS).

Adding Students to an Academic Offering

To add students to an Academic Offering:

  1. From an Academic Offering record, click the New Academic Plan button within the Academic Plans related list.
  2. Select the “Student” record type and click the Continue button.
  3. Populate the appropriate fields and set Academic Status to "Enrolled".
  4. Click the Save button.

Adding Instructors to an Academic Offering

On the Academic Offering detail page, add faculty to the Primary Instructor field, which will automatically add the faculty member to the academic plans on the related tab as an instructor.

If there is more than one faculty member teaching a course, you will need to add them manually:

  1. From an Academic Offering record, click the New Academic Plan button within the Academic Plans related list.
  2. Select the “Educator” record type and click the Continue button.
  3. Populate the appropriate fields and set Academic Status to "Instructing".
  4. Click the Save button.

Removing a Student from a Course

To remove a student from a course, rather than deleting the Academic Plan all together, navigate to the student’s academic plan and change the Academic Status field to “Dropped”, "Cancelled", or "Withdrawn".

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