Academic and Career Planner District Setup

Location Setup: Home District

The Home District (locality) contains the schools within the district. All schools are set to active and are visible as menu options by default.

1. Navigate to the Academic and Career Plans for Schools page.

2. Click Add School.

3. Select the schools needed.

4. Click Save.

5. All schools are active by default. To set a school as inactive, click the school name and deselect the Active flag.

Location Setup: Additional Localities

1. To add a locality:

   1. Click Add Locality.

   2. Enter the name of the locality, then click Save.

2. To add a school or a site to the locality:

   1. Click Add and select Add Site or Add School. You can add multiple sites or schools as needed.

   2. Enter information as needed.

   3. Click Save.

3. Click Next to continue to the Cluster Setup.

Cluster Setup

Set up cluster types and clusters.

1. To add a cluster type:

   1. Click Add Cluster Type.

   2. Enter information as needed, then click Save

2. To add a cluster:

   1. Click Add Cluster.

   2. Enter information as needed, then click Save.

3. Click Next to continue to the Program Setup.

Program Setup

Set up program types and programs.

1. To add a program type:

   1. Click Add Program Type.

   2. Enter information as needed, then click Save.

2. To add a program:

   1. Click Add Program.

   2. Enter information as needed, then click Save.

3. Click Next to continue to the Program Requirements.

Program Requirements

Set up program requirements.

1. To add a program requirement:

   1. Choose the program you want to add.

   2. Click Add Program Requirement.

   3. Enter a name and select the Requirement Logic.

      • All - All sub-requirements must be met to achieve this parent requirement.

      • Any - At least one of the sub-requirements must be met to achieve this parent requirement.

   4. Enter the number of required Credits Required to complete the program.

   5. Select Add Courses. Search for the course or courses you want to add and click OK. Determine whether they are Optional or Required.

   6. Select Add Credit Type. Enter the Credit Type and click OK.

   7. Click Save.

2. To add sub-requirements:

   1. Click Add Sub-Requirement.

   2. Enter a name and select the Requirement Logic.

      • All - All sub-requirements must be met to achieve this parent requirement.

      • Any - At least one of the sub-requirements must be met to achieve this parent requirement.

   3. Select Add Courses. Search for the course or courses you want to add and click OK. Determine whether they are Optional or Required.

   4. Select Add Credit Type. Enter the Credit Type and click OK.

   5. Click Save.

   6. To reorder the sub-requirements, click the sub-requirement name and expand the structure menu.

      • Select As First Child of to make this requirement the first sub-requirement listed.

      • Select After Sibling to order this requirement after the sub-requirement you select within the structure menu.

   7. Click Save.

3. Click Next to continue to Credential Setup.

Credential Setup

1. To add a credential type:

   1. Click Add Credential Type.

   2. Enter information as needed, then click Save:

2. To add a credential:

   1. Click Add Credential.

   2. Enter information as needed, then click Save.

3. Click Next to continue to the Reimbursement Setup.

Reimbursement Setup

If you select Reimbursable for a given credential, then you can set the reimbursement unit price and quantity for the credential.

1. Select either Show CRIs for Declared Programs or Show CRIs for All Programs.

2. Click the name of the credential you want to edit, then make any necessary changes:

3. Click Save.

Set Course as Academic and Career Plan

1. Navigate to the Courses page.

2. Either click New Course or click the name of the course you want to edit.

3. Enter information as needed.

4. Select Academic and Career Plan for the CIP code.

5. Click Submit.

View Change History Details for Academic and Career Plan Setup Page

Click Change History to view the Change History Details for that page.