Academic Planning - Best Practices and Workflow

Tool Search: Academic Planning

Academic Planning allows schools to create an academic plan encompassing a student's entire high school career. This includes 8th-grade students moving into 9th grade all the way through their senior year.

Academic Planning is a process that requires the use of several tools in Campus and several roles in a school.

Best Practices and Things to Know

It is not required to use Academic Planning functionality, but if you do, there are certain things to consider.

  • The articles linked in the Tools column below contain a Best Practices section for these considerations.
  • Academic Planning considers all enrollment types.
  • Only one credit group is allowed per academic program.
  • The Credit Summary report can only be generated from the student's Credit Summary tab. However, this information can be viewed on the student's Transcript, by building an Ad Hoc filter or generating other Grading and Standards Reports.
  • Course Catalogs used in different schools (for example, middle school and high school) should have unique course numbers.
  • Terms must be entered in Course Information in order for course Progress information to display correctly for students.
  • The Course Plan tool is used by counselors to populate the student's academic plan. Students can see this academic plan on their Academic Planner in the Portal. In turn, counselors can see the student's changes on the Academic Planner by viewing the Course Plan tool.
  • If a student is scheduled (has a roster entry) into a course, grades for that course must be posted to the transcript using the Transcript Post tool. Grades may not be manually entered.

Academic Planning Workflow

Before beginning this process, gather the necessary documents for:

  • State Graduation Requirements
  • District Graduation Requirements
  • Course Requirements
  • Course Prerequisites
  • School Course Catalog
  • Student Handbook

Also, verify and/or assign tool rights for appropriate staff.

TaskCampus Location
Curriculum Director
1.Set up Credit Groups and Credit Types.Grading and Standards > Credit Groups
2.Create Course Masters and Course Catalogs.

Grading and Standards > Course Masters


Grading and Standards > Course Catalogs

3.Set Credit Overflow Override on the Course Grading Task or on the Course Master Grading Tasks.

Scheduling > Courses > Grading Task


Grading and Standards > Course Masters > Grading Task

5.Review the Transcript Report Preferences.System Administration > Preferences > Reports > Transcript
6.Set Course Planning Rules.Scheduling > Courses > Course Rules > Planning Rules
7.Set Course Editor checkboxes related to Academic Planning.Scheduling > Courses > Course
8.Roll calendars forward.System Administration > Calendar > Calendar Wizard > Create New Calendars by Rolling Forward
9.Create an ad hoc report to see Course Rule information.Ad hoc Reporting > Filter Designer
10.

Create Graduation Program(s):


Student Information > Program Administration > Academic and Graduation Programs

Create Academic Program(s):


Student Information > Program Administration > Academic and Graduation Programs
Counselor
11.

When the program has been assigned:

Student Information > Academic Planning > Programs


Program Admin > Batch Assignment Tool

Campus Administrator
12.Mark the Academic Planner to display in the Portal/Campus Student.System Administration > Portal > Preferences > Display Options
Student and Parent/Guardian
13.Review progress toward graduation in the PortalPortal > Academic Progress
14.

(Student) Create or update the academic plan in the Portal

(Parent) Review and approve the child's academic plan in the Portal

Portal > Academic Planner
15.Print the Academic Plan Progress report.Portal > Academic Planner
Counselor
16.

View the student's approved course plan.

Work with the student to establish a course plan for the coming year of enrollment.

  • If a student cannot be scheduled into a desired course, courses marked as alternate can be added to the course plan.
  • Students who transfer to another school in the district and have already planned courses can modify their course plan to fit the courses at the new school.
  • Courses can be planned for students enrolling after the start of the school year.
Student Information > Academic Planning > Course Plan
17.Calculate the student's on-track status.Program Admin > Course Plan Admin
18.Generate the following reports to assist in the management of student academic plans: 

Program Admin > Reports > Academic Plan Status Report


Program Admin > Reports > Academic Plan Progress Batch


Program Admin > Reports > Course Plan Batch

Teacher
19.Enter Student Course Recommendations.

Campus Instruction > Student Course Recommendations

Counselor
20.

Prepare for scheduling students into courses for the next school year by:

Program Admin > Programs


Program Admin > Course Plan Admin


Scheduling > Reports > Course Projections

21.Post diplomas for graduating students.Program Admin > Course Plan Admin
22.

Reset course plans for future changes by:

Program Admin > Course Plan Admin