These steps are a companion to the tutorial “Using the DegreeWorks planner”, which is available in Skill Port. A plan lays out which courses you intend to take each term. You can work on a plan on your own, or together with your advisor or coach. Note: Creating a plan is not the same as registering for classes. You will still need to register for classes. This handout includes the following: Starting DegreeWorks and opening the Planner tab Creating a plan Saving a plan

Loading a plan Additional actions you can take

Starting DegreeWorks and opening the Planner tab:
Step 1 2 Action On the My Degree channel on the student Portal, click DegreeWorks. Click the Planner tab. Result DegreeWorks opens with your degree audit displayed. The Planner tab displays. If you have an active plan, that plan is automatically loaded.

Creating a plan:
Step 1 Action If you want to create a new plan: From the drop down list of plan names, select ---- Add New Plan ----. Click Load. Result Any plan information in the right pane is cleared. Warning: Any changes you may have made will be lost. See Saving a plan, below, if you need to save the current plan before creating a new one. Tips: Identify the terms you are planning for: For each term, select the month and Terms must be in date order, year of the term from the drop down list. with the earliest term first. Click Check All Terms to Check the checkbox to the left of the term to include it when you run a new quickly check all terms. audit. You can add terms at any time. To add courses with drag and drop: Courses are listed in the right pane. Click and hold the mouse on the name of a course in the audit in the left pane. Drag the course to a term in the right pane. To add courses directly: Courses are listed in the right pane. In a space below a term, enter the Subject, a space, and the Course number.

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Click Run New Audit.

The audit in the left pane is updated. Courses you added to the plan now have a tilde (~) in the checkbox, and the word PLANNED appears to the right of the course.

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Repeat steps 3 and 4 until you are satisfied with your plan.

Saving a plan:
Step 1 2 3 4 Action In the Description field in the right-hand pane enter a name for the plan. From the Catalog Term drop-down list select Planner Term. Click the Save Plan button. Click the OK button. Result

A confirmation message appears. The plan name now appears at the top of the planner.

Loading a plan:
Step 1 2 Action From the drop down list of plan names, select the plan you want to load. Click Load. Result The plan information for the selected plan appears in the right pane. Warning: Any changes you may have made will be lost. See Saving a plan, below, if you need to save the current plan before creating a new one.

Additional actions you can take:
Step 1 Action To move a course from one term to another: Click and hold on the dashed lines next to the course. Drag it to the correct term. To change to a different mode (Notes, Calendar, or Planned vs. Taken): From the drop down list of modes, select the mode you want to use. Click Load. To move between Edit and View mode: Click the Edit or the View option button. Click Load. To print your plan: Click the Print link at the top right of the planner pane. Notes

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Important: All changes are lost unless you have saved the plan prior to changing to a different mode.

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Important: All changes are lost unless you have saved the plan prior to changing to a different mode. Tips: Printing in View mode results in an easier-to-read plan. If you are in Calendar mode, choosing landscape mode in your printer options will fit all six terms across the page.

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