Plan Status

The Plan Status report provides a view into the rate at which student academic plans are approved or pending approval. To run a Plan Status report, do the following:

  • Go to the “Reports” tab and select “Plan Status” under Activity Management from the report drop down menu
  • The “Select Staff” drop down menu allows you to narrow down who you want to run the report for. Select “All Success Staff” to run a comprehensive report.
  • You can also select to run a report for specific “Tags” utilizing that drop down menu
  • Press “Run Report” to obtain the data

The following report will show plan status for all students tagged as an Athlete:

The report page showing a Report dropdown set to Plan Status, a Success Staff dropdown set to All Success Staff, and a Tags field containing the tag Athlete. The section ends with a Run Report button.

Example shown below. The orange indicates pending student plans that have yet to be viewed and accepted by the student. The blue indicates the number of pending plans that need to be approved by the advisor. Green indicates the number of plans approved.

The Plan Status chart showing monthly stacked bars from July through June, displaying counts for Student, Advisor, and Approved statuses. Each bar presents the largest portion for Student, smaller segments for Advisor, and additional segments for Approved.

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