Create Academic Plan for Advisors

Workday-student Advisors advising academic-plan advisor

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Overview of Process

Academic Plans in Workday are an optional but helpful tool to assist students in planning out their path toward completion of their program(s) of study. We recognize that Bowdoin’s course offerings change regularly, so these plans should only be used as guidelines on how a student’s Bowdoin career may unfold; they should notbe seen as a final commitment, nor should they deter a student from exploring the curriculum.

Academic plans allow students to model different paths to graduation and assess course eligibility and availability across future academic periods. Students can also use their academic plan(s) to create saved schedules for registration. Academic Plans can be created and edited at any time by the student or the student’s advisor. Students can have multiple Academic Plans, however, one plan must be primary. Students and Advisors can change an alternate plan to their primary academic plan as needed. At Bowdoin, we do not see a primary plan as “more important” than the other plans – these are all essentially workbooks to help students think through their options as they move through their career.

Create Academic Plan

Type student: followed by the student’s name into the Workday Global Search Bar and click Enter on your keyboard.

Note: The BOW STU Find Academic Records report can also be used to search for a student and navigate to their student profile.
Select the Student’s Name to view their profile.

Note: In order to see and select Student results, make sure to type student: before the student’s name or have Student as a saved category. If you do not, you may pull student and employee profiles for your search. To learn more about finding students in Workday or to set up Student as a saved category, refer to the Finding Students and Student Profile Overview.
Click the Academics tab.
Click the Plan sub-tab.
Click Update Plan.
The student’s Primary Plan Name, Program(s) of Study, and Remaining Academic Requirements will auto-fill based on their academic record and program(s) of study.
If desired, update the Primary Plan Name.
Build out the plan with Academic Requirements and/or Courses the student intends to take for current and/or future Academic Years. Click the Add Year (+) button to add the current academic year. To add additional Academic Years, click the Add Year (+) button again.
If an Academic Year needs to be removed from the plan, click Remove Year (x). All prior Academic Years can be removed as plans do not need to be made for the past.
To add additional Academic Periods, click the Add Period button.
To remove academic periods from the plan, click Remove Period.
Click the Add Row button (+) to add a row to the plan.
Select an Academic Requirement for the student to work toward during the Academic Period by using the drop-down list or by dragging and dropping from the list on the left-hand side of the page.

Note: To remove a row from the plan, click the Remove Row button (-).
Select the Course for the student to take associated with the Academic Requirement. All courses that could fulfill the Academic Requirement will appear in the drop-down list.

Note: The Units column indicates the number of credits assigned to the course. The Status column indicates if the student is eligible to enroll in the course, is currently enrolled in the course, has already taken and passed the course, or is not eligible to enroll. Once the Academic Plan is saved, the most up to date eligibility will populate the Status column.
Repeat this process until the Academic Plan is complete.
Click OK
Upon saving, the header of the Academic Plan will update. Click the hyperlinked numbers to view the Accounted for Academic Requirements and Unaccounted for Academic Requirements.