LSA Plan Sequence Check Report Instructions

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LSA Plan Sequence Check Report Instructions
Every student at the University of Michigan has at least one “Student Plan”
indicating the area of study that the student is following.
For newly admitted LSA students, that plan is “LSA Undeclared”. If the student
was admitted to the Residential College, the student will also have a plan of
“RESCO”. If the student was admitted to LSA Honors, the student will also
have a plan of “HONORSLSA”. As students declare their majors and minors,
these too are indicated on the student records as plans.
The order in which these various plans appear in the student’s record is critical
for business processes beyond the recording of plans. Incorrect sequencing of
plans will result in errors in the degree audit report and can potentially affect
whether the student’s name will appear in the Commencement Program for
Honors students.
Department staff responsible for entering student plans should run the set of
Plan Sequence Check Reports to verify that student plans are correctly
sequenced. These reports should be run, and any errors corrected, at least
twice each year at the beginning of February and October.
This document outlines the proper use of Plan Sequence numbers and
provides instructions on how to run the Plan Sequence Check Reports.
Table of Contents
Plan Sequence Rules
Reviewing Current Plan Sequences
Examples of Correct Plan Sequences
A note about “LSA Undeclared”
Plan Sequence Check Reports
Major/Minor Sequence Check Report
LSA Honors Plan Sequence Check Report
LSA Undeclared and Other Plan Check Report
Making Corrections to Student Plans
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Plan Sequence Rules
Plan Sequence numbers must follow a specific scheme as illustrated in the chart
below.

ACADEMIC PLAN SEQUENCE NUMBER SCHEME
L O W E S T
T O
H I G H E S T 
RESCO
Concentration(s)
Minor(s)
HONORS
•
All Concentration plans must have a lower Plan Sequence number than any
Minor Plan Sequence number.
•
If the student belongs to the Residential College, the “RESCO” plan must have
the lowest Plan Sequence number.
•
If the student belongs to LSA Honors*, the “HONORSLSA” plan must have the
highest Plan Sequence number.
*”LSA Honors” refers to students who were admitted to the College as Honors
students. If a student is doing departmental Honors, this is indicated as a subplan
associated with the students concentration plan.
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Reviewing Current Plan Sequences
When entering a new plan for a student, review the student’s current plans
before making an update on the Student Plan screen. If there is more than
one plan click on View All to see all of the Plan Sequence numbers.
The illustrations on the next pages show examples of correct plan
sequences for all of the plans associated with these students’ records.
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Example 1 of correct Plan Sequencing
RESCO has the
lowest Plan
Sequence number
The two
Concentrations
have lower Plan
Sequence
numbers than
the Minor.
HONORSLSA has
the highest Plan
Sequence number
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Example 2 of correct Plan Sequencing
The
Concentration
has a lower
Plan Sequence
numbers than
the Minor.
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Example 3 of correct Plan Sequencing
HONORSLSA has
the highest Plan
Sequence number
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A note about “LSA Undeclared”
As noted earlier, newly admitted LSA students start out with the plan “LSA
Undeclared”. If the student was admitted to the Residential College, the
student will also have a plan of “RESCO”. If the student was admitted to LSA
Honors, the student will also have a plan of “HONORSLSA”.
When entering a student’s first concentration, the plan of “LSA Undeclared”
must be deleted. Failure to delete the “LSA Undeclared” plan will result in
an erroneous degree audit report. You can delete the “LSA Undeclared”
plan in one of two ways:
1. Place your cursor in the Academic Plan field for “LSA Undeclared” and
replace this plan with their new concentration. Then update the Declare
date and Requirement Term and Save.
OR
2. Add a new row and enter the new plan and Requirement Term. Then
before you hit Save, delete the row with “LSA Undeclared”. Then Save.
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LSA Plan Sequence Check Reports
There are two reports for detecting Plan Sequence errors and a third report
for checking whether a student’s record has a plan of “LSA Undeclared” plus
a concentration. These reports are run from M-Pathways and can be run by
anyone with HEPROD M-Pathways access.
To run these reports select Reporting Tools from the Main Menu.
From Reporting Tools select Query Viewer.
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Major/Minor Sequence Check Report
The first report checks whether there are any records where the major plan sequence
is higher than a minor plan sequence. To run this report enter the report name
M_SR_MAJCON_SEQ_GT_MIN_SEQ in the Query Name field 1 and click on Search. 2
From the Query box below click on either Run to HTML or Run to Excel. 3 If you see
both a Private and Public version, select the Public version.
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The results are sorted by Academic Career then by Academic Plan Description. Find
your concentrators and make the necessary corrections to their records on the Student
Program/Plan panels. (Instructions for making corrections can be found at the end of
this document.) Note: before you can open another report you must save or close the
report that you have open.
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LSA Honors Plan Sequence Check Report
The next report checks whether there are any records where the Honors Plan is in any
position other than the highest sequence. To run this report enter the report name
M_SR_PLAN_SEQ_HONORS_AUDIT in the Query Name field 1 and click on Search. 2
From the Query box below click on either Run to HTML or Run to Excel. 3 If you see
both a Private and Public version, select the Public version.
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The results are sorted by Academic Plan Description. Find your concentrators and make
the necessary corrections on the Student Program/Plan panels. (Instructions for making
corrections can be found at the end of this document.) Note: before you can open
another report you must save or close the report that you have open.
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LSA Undeclared and Other Plan Check Report
The last report checks whether there are any records where there is a plan of “LSA
Undeclared” plus a concentration. To run this report enter the report name
M_SR_UNDECLAR_PLAN_AND_OTHER in the Query Name field 1 and click on
Search. 2 From the Query box below click on either Run to HTML or Run to Excel.
If you see both a Private and Public version, select the Public version.
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The results are sorted by Academic Plan Description. Find your concentrators and make
the necessary corrections on the Student Program/Plan panels. (Instructions for making
corrections can be found at the end of this document.) Note: before you can open
another report you must save or close the report that you have open.
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Making Corrections to Student Plans
To make corrections to a student’s plan go to Student Program/Plan panels. The
navigation is Main Menu > Records and Enrollment > Career and Program Information
> Student Program/Plan. After searching for the student by their ID#:
 Add a row on the Student Program panel.
 Enter the Program Action code “PLNC” for Plan Change.
Enter the Action Reason code “ERRP” for Plan Change to Correct Typo.
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Making Corrections to Student Plans
 Proceed to the Student Plan panel.
 Make the necessary corrections.
 Save.
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For questions or assistance contact Lori Gould, LSA Student
Services Coordinator at lgould@umich.edu or 615-9653.
For access to Student Program/Plan, have your department
manager submit an OARS request for SR PLAN CHANGE
MAINTAINER.
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