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DegreeWorksReferenceGuide
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TableofContents
1.DegreeWorksBasics.............................................................................................................................3
Overview...................................................................................................................................................3
ApplicationFeatures.................................................................................................................................4
GettingStarted..........................................................................................................................................5
FAQs........................................................................................................................................................13
2.What‐IfAudi ts .....................................................................................................................................15
Overview.................................................................................................................................................15
GettingStarted........................................................................................................................................15
FAQs........................................................................................................................................................15
3.StudentEducationalPlanner..............................................................................................................16
Overview.................................................................................................................................................16
Degree
Worksthatwillallowyoutomakealong‐termplanfordegreecompletionandverifythatthe
coursesyouincludedonyourplanwillfulfillyourdegreerequirements..............................................16
GettingStarted........................................................................................................................................16
FAQs........................................................................................................................................................25
4.AdvisorNotes......................................................................................................................................27
Overview.................................................................................................................................................27
GettingStarted...............................................................................................................................
.........27
FAQs........................................................................................................................................................29
5.Exceptions...........................................................................................................................................30
Overview.............................................................................................................................................30

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1. DegreeWorksBasics
Overview
DegreeWorksisaweb‐basedtoolengineeredtohelpstudentsandadvisorsmonitorstudents’
progresstowarddegreecompletion.DegreeWorkscombinesEOU’sdegreerequirementsand
individualstudent’scompletedcourseworkintoaneasy‐to‐readworksheet.Theworksheethelps
bothstudentsandadvisorsseewhichcompletedandin‐progresscoursescounttowarddegree
requirements.Additionally,theworksheetdisplaysoutstandingcourserequirements.
Allcurrently‐enrolledundergraduateandgraduatestudentswhoattendedEOUafterFall2006and
whoareusingthe2006‐2007oralatercatalogtofulfilltheirdegreerequirementscanuseDegree
Workstochecktheirprogresstowarddegreecompletion.
Through
DegreeWorks,studentsandadvisorswillbeableto:
Viewtheacademicrequirementsfortheirdegreeprogram(s)
Seehowallcompletedcoursesapplytodegreerequirements
Identifycoursesneededtocompletetheirdegree(s)
Viewtheirgradesandacademicstanding
Viewtheircumulativegrade‐point‐average(GPA)
Viewtransfercredithoursearned
CalculateaGPAbasedontheirperformancefortheterm
Calculatethegradecombination(s)neededtoachieveagoalGPA
Planforregistrationinfuturequarters
CreateWhat‐Ifauditstoprocessspeculativedegreeauditsbasedoncurrentclass
history
Estimatehowmanyquartersitwilltaketograduate
Andmore...!
ImportantNote:DegreeWorksisdesignedtoaidandfacilitateacademicadvising,butis
notintendedtoreplaceface‐to‐faceadvisingsessions.DegreeWorksisneitheranofficial
academictranscriptnoranofficialnotificationofcompletionofdegreerequirements.
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ApplicationFeatures
DegreeChecklists‐availableformatslistedbelow
StudentDegree
Audit(default)
Providesgeneralinformationaboutthestudent'scompleteandincomplete
requirements,inprogressandpre‐registeredcourses,groupedintological
sections/blocks.
RegistrarReport
UsedprimarilybytheRegistrar'sOffice.Thisformatcontainsthesame
informationastheStudentViewwithadditionaldetailfromScribe,Degree
Works’codingtool.However,thisreportmaybehelpfultoadvisorsbecause
itpresentssomescribedetailforeachblock,andmaypresenthiddenblock
attributessuchashiddencourserulesandminimumormaximumcourseor
GPArequirements.
Registration
Checklist
Showsonlytheunfulfilledrequirementsthatare"StillNeeded"onthe
checklist.Itdoesnotprovideanyofthedetailedexplanationsof
requirementsthatmaybefoundintheStudentView.
What‐If
Allowsyoutoprocessspeculativedegreeauditsforastudentusingtheir
currentclasshistoryifastudentwantstochangetheirmajor.
LookAhead
Allowsthedisplayofanauditwhichincludescourseswhicharestilltobe
taken.
ClassHistoryLink
Providesalistingofallofthecoursestakenbythestudent,withgradesand
credits,groupedbythetermtaken.
StudentEducationalPlanner
Student
Educational
Planner
Studentsandadvisorsusetheplannertocreateanacademicplan.
Templates
Templatesarepre‐definedplans,ortemplatesforparticularprogramsof
study,thatcanbecreatedaheadoftimeandloadedforstudentadvising.
Notes
Add/ViewNotes
Usetheaddfunctiontoenteranynotesaboutthestudent’saudit.Use
optionalPre‐DefinedNotesdropdowntobeginnote,thenSave.Thiswillbe
utilizedduringadvisingsessions.
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GettingStarted
LoginandInitialStudentSearch:
Note:DegreeWorksisbestviewedinGoogleChromeorFirefox/Mozilla
a. LogintoWebster
b. SelecttheFacultytab.
c. ClickontheAdvisorMenulink.
d. ClickontheDegreeWorkslink,
a. selectaterm(termdisplayisok),clicksubmit.
b. EnterastudentIDorsearch,thenclicksubmit.
c. StudentNamewilldisplay,andclicksubmit.
e. Afteracoupleofseconds,anewwebpagewillopen.IfyourstudentexistswithinDegree
Works,thestudentinformationwillautomaticallydisplay.
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Navigation
NavigationToolbar
Oncesuccessfullylogged,onthetopofeverypageisanavigationtoolbar.Belowisadescriptionof
eachofthelinks:
BacktoSelf
Service
LinkstoSelfService‐indevelopmentMarch2013
Transcript Notavailableatthistime
FAQ
LinkstofrequentlyaskedquestionspertainingtoDegreeWorks–in
developmentMarch2013
Help LinkstotheDegreeWorkshomepage–indevelopmentMarch2013
Print Allowstheusertoprintcurrentpage
LogOut LogsuseroutofDegreeWorks
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StudentSummaryToolbar
BelowtheNavigationToolbarisanothertoolbarprovidingbasicinformationregardingthestudent
youhaveselectedtoreview.Thechartbelowoutlineswhatinformationisincludedwithinthe
StudentSummaryToolbar(notethatthe“Find”studentsfunctionalitywillbecoveredinalater
section):
Find
UnlessstudentBannerIDisknown,thefindbuttonwillbeusedto
searchforstudents
StudentID
Heretheusercanenterastudent’sBannerIDandbringuptheir
audit
Name
Studentnamewilldisplayhere
Degree
Currentstudent’sdegreewillbedisplayedhere.Thedropdowncan
beusedtoswitchbetweenprimaryandsecondarydegree’s
Major
Currentstudent’smajorwillbedisplayedhere
Level
Levelofstudentwillbedisplayedhere(UndergraduateorGraduate)
Classification
Displaysthestudentcurrentclassstanding
LastAudit
Displaysthelastdateanauditwasperformedforthecurrent
studentwithinDegreeWorks
LastRefresh
DisplaysthelastdateandtimetheauditwasrefreshedfromBanner
system

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UnderstandingDegreeAudits
StudentHeader
Thefirstsectionoftheaudit,theStudentHeader,containskeyelementsofyourstudentrecord
suchasDegree,Major,Classification,AcademicStanding,GPA,etc.

Disclaimer
ThissectionoutlinesimportantdisclaimerinformationregardingthenewDegreeAuditsystem.
Legend
ThelegendcontainsalloftheuniquesymbolsthatareimportantforinterpretingtheDegreeWorks
audit.
Complete–Thissymbolwillappearbesideallrequirementsthathavebeencompleted
withintheaudit.Therowwillbehighlighteddarkgrayandwilldisplaythecourse(s)that
fulfilledtherequirementalongwiththegradeandterminwhichthecoursewastaken.
NotComplete‐Thissymbolwillappearbesideallrequirementsthathavenotyetbeen
completed.Therowwillbehighlightedinlightgrayandwillalsoindicatethecourse(s)that
willberequiredtocompletetherequirement.
In‐Progress–Thissymbolwillappearforrequirementswheretheclassesneededtofulfill
therequirementarecurrentlybeingtakenorareregisteredtobetakenforafutureterm.
Therowwillbehighlighteddarkgrayandthegradesectionforthecoursewilldisplay(IP).
DegreeWorksWildcard(@)‐The“@“symbolinDegreeWorksworksasawildcard.This
meansthatitrepresentsallclasseswhenusedasaprefix,andcanalsobeusedtorepresent
allcoursenumbers.Whenacourseprefixisfollowedbythe@symbol(CHEM@)this
meansanycoursenumberforthatprefixcanbeusedtofulfilltherequirement.Inthis
exampletherequirementscouldbefulfilledbyCHEM342,orbyany100to499levelCHEM
course.
Blocks
EachsectioninaDegreeWorksauditiscalleda“Block”.Eachblockheaderwillcontainatitlefor
theblockandwillalsodisplayspecificcourseinformationforthatblocksuchascreditsapplied,
classesapplied,andGPAforthatblock.Likeindividualrequirements,theblockheaderwillalso
containasymbolstatingthestatusofallrequirementswithintheblock.
DegreeRequirements–Thisisthemainblockthathousesalloftheglobalrulesthatapply
toallotherblockswithintheaudit.Thisblockwillneverhavethe“Complete”symboluntil
allotherblockshavebeencompleted.Withinthisblockyouwillalsofind“Unmet
Conditions”whicharerequirementsthatmustbemetinordertograduate(residency
requirement,totalcreditsneeded,etc.).Thetop‐rightcornerofthisblockdisplaysthetotal
creditsrequiredtograduate,totalcreditsyouhaveappliedtowardsgraduation,current
GPA,andAcademicYear(CatalogYear).
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GeneralEducationCoreRequirements–Inthisblockyouwillfindallthegeneral
educationcategoriesandclassesthatarerequiredforyourdegree.Forexample,ifyour
degreerequiresaminimumGPAforasetofrequirementswithinthisblock,itwillbe
displayedatthetopunder“UnmetConditions”untiltheGPAhasbeenmet.Thetop‐right
cornerofthisblockwilldisplayyourGPAforthisblockandyourAcademicYear(Catalog
Year).
ForeignLanguageRequirement‐DFL–Thisblockwillhousetherequirementforyour
foreignlanguage.OregonUniversitiesrequiretwoyearsofthesamelanguagebecompleted
inhighschool,ifthisisnotcompleteuponadmissiontotheuniversitythestudentwillbe
requiredtocompletetwotermsofthesameforeignlanguageincollege.
InstitutionalMathRequirement–Thisblockwillhousealloftheinformationregarding
theinstitutionalmathrequirementsforaBachelor’sdegree.Individualmajorsmayrequire
additionalorspecificmathrequirements.
UpperDivisionRequirements–Bachelor’sdegreesrequire60upperdivisioncredits,of
which30mustbefromEOU.Thisblockwillhouseamaximumof30upperdivisiontransfer
coursesandalloftheEOUupperdivisioncoursesyouhavecompletedandletyouknow
howmanyadditionalcreditsareneeded.
MajorRequirements–Thisblockwillhouseallofthemajorrequirementsforyourdegree.
Ifyouhaveaconcentration,thisblockwilldisplaythespecificcoursesforthat
concentration.Displayedinthetop‐rightcornerwillbeyourAcademicYear(CatalogYear)
andyourGPAforallmajorrequiredcourses.
MinorRequirements–Ifthestudenthasdeclaredaminor,thisblockwillhouseallofthe
minorrequirements.Displayedinthetop‐rightcornerwillbeyourAcademicYear(Catalog
Year)andyourGPAforallminorrequiredcourses.
Elective
Courses–Thisblockwilldisplayallcompletedcoursesthatarenotcurrently
beingusedtofulfillarequirementwithintheaudit.Thecontentofthisblockwillfluctuate
asmoreandmorecoursesaretaken.
Insufficient–Thisblockwilldisplayallthecoursesthatdonotmeettheminimumrequired
gradeforthemajor.Itwillalsoincludecourseswitha“W”oran“I.”
In‐Progress–Withinthisblockwillbealistofallthecoursesthatyouarecurrentlytaking
andalsothecoursesyouarepre‐registeredfor.Thetop‐rightcorneroftheblockwill
displaythetotalnumberofcreditsappliedandclassesappliedforthisblock.
Non‐DegreeApplicable–Withinthisblockwillbeallofthecoursesthatarenotcounted
towardsyourdegree.
Note:CoursesthatappearintheInsufficient,andNon‐DegreeApplicablesectionswillnot
counttowardsyourdegreebutmaystillcountinyourGPA.
Exceptions–Anyexceptions(substitutions)thathavebeenmade.Thiswillinclude
informationabouttheexception,thedate,andwhoentereditintoDegreeWorks.
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Notes–Anyadvisingnotes,registrar’sofficecommentsorinformation,and/ordean’s
commentsornoteswillbelistedatthebottomoftheaudit.Thesearealsoavailabletoview
underthe“Notes”tab.
SearchingforAdditionalStudents
Typically,youwillfirstsearchforthestudentviaBannerSelfServiceandtheinformationforthat
studentwilldisplaywithinDegreeWorks.However,onceyouhavenavigatedintoDegreeWorks,
asanadvisoryoudohavetheabilitytoperformdegreeauditsonadditionalstudentsratherthan
navigatingbackintoSSBandsearchingforanotherstudentthere.Tosearchforstudentswithin
DegreeWorks:
FindStudent(s)
1. ClickFind,whichwilltakeyoutotheFindStudentssearchpage.

a. AnimageoftheFindStudentssearchpageisprovidedbelow:
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2. SingleStudentSearch
Toselectasinglestudent,enterthestudent'sBannerIDnumberintheStudentBannerIDfield
orenterthestudent'sfirstorlastnameintheNamefields.
 `
a. TheFirstandLastNamefieldsarenotcasesensitive.Typinginthefirstlettersofafirstor
lastnamewillproducealistofallnamesstartingwiththoseletters.
b. Wildcards(@)canbeusedinanyofthesefields.Entering“@west@”intheLastNamefield
willproducealistofallstudentswhoselastnamescontaintheletters"WEST".
3. GroupStudentSearch
a. Tosearchforagroupofstudents,useoneormultiplefieldstobuildyoursearchcriteria:
Degree Major AcademicStanding
Level Minor StudentAttribute
Classification College
AcademicYear Concentration
StudentType
b. ClickSearchtoexecutethesearch.

Onlyvalidcombinationsofsearchcriteriawillproducesearchresults.
Findresultsarelimitedto200studentsand,basedonyourcriteria,youmayreceivea
warningmessageiftheresultsproducealistofmorethan200students.

c. Onceyouhavecreatedalistofstudentswhomeetyourselectioncriteria,youcansortthe
listbyclickingonanyofthefieldheadersintheStudentsFoundwindow.
d. Youcanremoveoralterthelistofstudentsfromtheselectionlistbyun‐checkingthe
checkboxestotheleftofthestudents.
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e. ClickOKtoclosethesearchwindowandloadthelistofstudentsintoDegreeWorks.


f. Onceloaded,theauditforthefirststudentinyourlistwillautomaticallydisplay.Thedrop
downoptionwillgivetheoptiontoselectadifferentstudent.Onlythedataforonestudent
atatimecanbeviewed.
Ifmorethanonestudentwasselectedinyoursearch,usethedrop‐downboxatthe
topofthescreentoselectthestudentrecordyouwanttoview.
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FAQs
Q:WhatisDegreeWorks?
“DEGREEWORKS”isacomputerizeddegreeauditprogramandacademicadvisingtool
designedtoassistyouandadvisorsinreviewingyourdegreeprogress.AWeb‐based
program,DEGREEWORKSre‐organizesyourtranscriptchronologicallyandcategorically,
easilyidentifyingcoursesyouhavecompletedandwhatcoursesyoustillneedinorderto
fulfillyourdegreerequirements.
Q:WhatarethebenefitsofusingDegreeWorks?
DEGREEWORKSwillhelpyou:
Determinewhatrequirementsyouneedtofulfillinordertocompleteyourdegree.
Viewindividualcoursegrades,cumulativegrade‐pointaverage(GPA)iftransfer
workhasbeenarticulated,andmajoraverage.
Determinewhichcoursesyouhavetakenortransferred,andwhichonescountas
electives.
Viewtransfercredits,waivers,andexemptionsappliedtowarddegree.
Seehowyourcourseworkcouldbeappliedtowardanothermajor,minor,or
concentrationusingtheWhatIfoption.
Confirmyouracademicstanding.
Estimatehowmanyquartersitwilltakeyoutograduate.
Learntheprerequisitesandco‐requisitesforcoursesbyclickingonthecourse
numbers.
Q:WhenwillDegreeWorksbeavailabletothecampus?
OurcurrentgoalistoreleaseDegreeWorkstotheentirecampusintheAugust2014.The
Registrar’sOfficewillsendnotificationwhenthenewDegreeAudittoolisavailabletothe
generalpublic.Professionaladvisors,faculty,deans,directorsandstaffwillhaveaccessmid
April2013.Thiswillbeatestphase.Althoughthesystemisfullyoperationalandinuse,we
willbemakingchangesandupdatesasneeded.
Q:WhowillbeabletouseDegreeWorks?
Advisorsandstudentsbothwillbeabletousethesystemasanadvisingtooltobetter
followthestudent'sprogressanddeterminewhichrequirementsarestillneeded.
Q:HowdoIaccessDegreeWorks?
PleasereferenceLoginandStudentSearchsectionabove.
Q:Whenshouldastudent/advisorreviewa
degreeaudit?
Adegreeauditcanbereviewedatanytime.Belowaresomeexamplesofwhenitmightbe
helpfultoreviewadegreeaudit:
1) Beforeregistration.
2) Afterregistrationtoensurecoursesapplytoprogramrequirements.
3) Aftergradesforeachquarterareposted.
4) Anytimechangesaremadetoarecord.
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Q:WhatifinformationinDegreeWorksisn'tuptodate?
ThereareafewpossibilitiesastowhycertaininformationinDegreeWorksisnotupto
date.OneisthatDegreeWorksmaynothavebeenrefreshedsinceachangewasmade
(informationisrefreshednightly)toastudentrecord.Second,therecouldbesome
paperworkthatmustbecompleted.Forexample,ifagradechangeispending,itispossible
theformhasnotreachedtheRegistrar'sOffice.CheckwiththeRegistrar'sOfficeregarding
informationnotbeinguptodate.
Q:HowdoesDegreeWorkshandlerepeatedcourses?
DegreeWorksadherestoEOU’srepeatpolicywhenproducingadegreeaudit.Perthe
policy,themostrecentoccurrenceofaparticularcoursewillbeusedtoevaluatedegree
completion.Previousattemptswillgointotheinsufficientsection.
Q:HowdoesDegreeWorksdeterminewhichsetofdegreerequirementstouse?
DegreeWorksusesastudent’sCatalogYear(SFAREGSinBanner)todeterminethesetof
degreerequirementstousewhenproducingadegreeaudit.
Q:WhatisaCatalog
Year?
Thecatalogyeardetermineswhichcatalog/degreerequirementsstudentsfollowtoobtaina
degree.ThisistheyearthestudentwasadmittedtotheUniversity.Thiscanbeupdatedif
thestudentchoosestofollownewerrequirements.
Q:CanDegreeWorksbeusedtoevaluateastudentwhohasnotyetdeclaredamajor?
Yes,studentswhohavenotdeclaredamajormustusetheWhat‐Ifoptiontoproducea
degreeaudit.However,inordertobeevaluatedfordegreecompletionbytheregistrar’s
office,thestudentmusthaveavalidmajorassignedinBanner.
Q:WhoupdatesthestudentinformationinBanner?
Thestudent’scurriculuminBannermustbecorrectinorderforDegreeWorkstofunction
properly.Thefollowingisalistofwhocan/shouldupdatewhatinformation:
Degree,College,Major,Concentrations,Minors:
AdvisingCoordinatorsandadvisingoffice
AdmittoProgram:Registrar’sOffice
Q:WhoinputsExceptionsinDegreeWorks?
‐GeneralEducation,DPD,otherinstitutionalgraduationrequirements:Registrar’sOffice
‐Major,Concentrations,Minors:Registrar’sOffice,thisistobereviewedbyJanuary2014for
possibleupdateandtrainingtoallowAdvisingCoordinatorasapprovedbydisciplineaccess
toinputtheseexceptions.

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2. What‐IfAudits
Overview
Students,whoplanonchangingtheirmajor,addingaminororaconcentration,orlookingtoenroll
inaspecificcollege,canaccesstheWhat‐IfAudit.TheWhat‐IfAuditcanbefoundunderthe
worksheetstab,ontheleftmenu;itisdesignedtoofferstudentsanopportunitytoviewhow
proposedchangescanaffecttheirpathtowardsgraduation.
GettingStarted
PerformingaWhatIfScenario
1. ToaccesstheWhatIfoption,clickonthe“WhatIf”linkontheleft‐sideoftheauditscreen
underthe“Worksheets”tab
2. OnceattheWhatIfscreen,youwillbeabletousethedrop‐downboxestoselectthedesired
Level,Degree,AcademicYear(CatalogYear),Major,MinorandConcentration,aswellasadd
additionalfutureclassestotheauditscenario.
3. Yourselectionforeachareawillbeaddedtoalistboxontherighthandside.Ifyouwouldlike
toremoveanyofyourchoices,selectitfromthelistandclickthe“Remove”buttonlocated
belowthelistbox.Afterselectingthedesiredcriteria,pressthe“ProcessWhat‐If”button.
DegreeWorkswillthentakeyourentirecoursehistoryandapplyittoanauditwiththenewly
selectedchanges.Anywrongcombinationofdegree,major,minor,orconcentrationwillresult
inerror.
4. Oncethenewaudithasbeengenerated,youwillnoticethatallofyourselectionswillappearas
ifitwerearealaudit.
PrintingaWhatIfAudit:
1. OnceallofyourselectionshavebeenmadeontheWhatIfparameterscreen,youhavethe
optionto“SaveasPDF”.ClickingthisbuttonatthetopofthescreenwilltakewillruntheWhat
IfscenarioandinsertitintoaPDFdocumentthatyoucaneithersaveorprintout.
FAQs
Q:WhyamIreceivinganerrorwhenIrunaWhatIfscenario?
The“WhatIf”toolrequiresthatyoumakeaselectioninthe"Major"field.Failuretoselecta
majorwillresultinerror.
Q:Whyisn’ttheadvisorshowingwhenIrunaWhatIfscenario?
Advisorsdonotdisplaywhenamajordifferentfromstudent’scurrentmajorischosenwithin
theWhatIftool.

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3. StudentEducationalPlanner
Overview
DegreeWorksthatwillallowyoutomakealong‐termplanfordegreecompletionandverifythat
thecoursesyouincludedonyourplanwillfulfillyourdegreerequirements
GettingStarted
DevelopingaPlan–Freestyle
1. SelectAddnewplan
2. Choosemode(NotesorCalendar).Notesmodeisthedefaultandshouldbethestandardfor
creatingplans.
3. Choosetoshowcompletedclassesornottoshowcompletedclasses
4. ChooseEdit
5. ClickLoadbutton
6. Typeindescriptionofplan(requiredfield)
7. ChooseCatalogYear
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8. SelecttermandEntercoursesintoplan
9. ClickSavebuttononcealltermsarecompleted
10. Onceaplanissaved,workcompletedbeforethefirsttermintheplanisdisplayedatthebottom
oftheplanas“ClassesCompletedinUnplannedTerms”ifcompletedinresidencyand“Transfer
classes”iftheworkwascompletedatanotherinstitution.
11. UsetheLoadbuttontorefreshtheplanonceithasbeensaved.Thisworksinconjunctionwith
the“ShowCompletedCourses”oncetheplanhasbeensaved,itneedstoberefreshedtoseeany
courseworktakenbeforetheplanstarted.
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CreatingPlannerTemplates
Pre‐definedplans,ortemplatesforparticularprogramsofstudy,canbecreatedaheadoftimeand
loadedforstudentadvising.Theuseofatemplatedoesallowaplantobemodifiedafterthe
templatehasbeenloadedontothestudent.
1. ClickonTemplatesunderthePlannertab
2. ClickonSearch
3. Clickonthedropdownarrowandchoose"Addnewtem plat e"(Asmoreandmoretemplates
arecreated,moreoptionswillappearinthisdropdownbox.)
4. ChooseNotesModeorCalendarMode.
5. ClickLoad
6. Choosetheparametersforthetemplateyouwanttocreate(beasspecificorasgeneralasyou
needorwant),provideadescription,andbeginfillingintheblanks.Usethebuttonsatthe
bottomtoundochanges,delete,clear,orsavethetemplate.DegreeWorkswillautomatically
assignitanumber(i.e.,T0012345).However,providingagooddescriptionforthetemplatewill
makeiteasiertolocatelater.

Page19of32
DevelopingaPlan–UsingTemplatesThisoptioninDegreeWorksisinprogress
1. SelectAddnewplan
2. Choosemode(NotesorCalendar)Notesmodeisthedefaultandshouldbethestandardfor
creatingplans.
3. Choosetoshowcompletedclassesornottoshowcompletedclasses
4. ChooseEdit
5. ClickLoadbutton
6. ClickLoadapre‐definedplan
7. Thesearchfieldsarepopulatedasaresultofthestudent’scurrentcurriculum.
Page20of32
8. ClickSearch.Ifnoplansarereturnedasaresultofthesearchparametersthatindicatesthatno
plantemplateisavailableforthatstudent’scurrentacademiccurriculum.Eitherclearthe
searchfieldstofindonesimilarorbuildtheSEPfreestyle.
9. Selecttheplan
10. Clickthe‘Loadintomyplan’button.
11. Modifyasneeded
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12. ClickSavebuttononcealltermsarecompleted
Page22of32
PlannerWorksheetNavigation
GeneralTips,Tricks&Notes
Twowindowsdisplay,onewiththestudent’saudit(left)andonewiththeplannerblocks
(right)
Barseparatingthetwowindowscanbemovedrightorlefttoincreaseoneside
Enteringcourseintotheplancanbedonetwoways.
o Dragginganddroppingthecoursesfromtheauditwillautomaticallyaddthecredit
hours
o Manuallytypingtheminthecreditswillhavetobemanuallytypedin
Hourswilltotalattheendofeachblock
Clickcheckalltermsorclicktheboxnexttothetermsyouwouldliketoseeintheaudit
Notesenteredwithintheeducationalplannershouldbeaboutthetermbeingplanned,and
notforgeneraladvising.Thesenotesarenotahistoricalrecordasitdoesnotrecordwho
madethenoteorwhen.Thenotesenteredherecanbemodifieduntilthetermhaspassed.
Ratherthanusingthesenotesforadvisingnotes,use“Auditnotes”.
Page23of32
StudentInformationBlock
Thisincludesdetailedinformationaboutthestudent’sacademicplan.
Student
Displaysstudent’sname
Current
Term
Representsthelasttermthatthestudenthadregisteredorcompleted
coursework.Planningstartsatthelasttermthatthestudenthad
academicwork.Theintentistoplanfromthelasttermforward.
Description
Nameforthisstudentsplan.Thetemplateplannamewilldefaultif
templatesareused.Thisisarequiredfield.
Academic
Year
Theacademicyearistheyeartheplanstarts.
Last
Modified
Displaysthelastdatetheplanwasmodified.
ActivePlan
Thestudentcanhavemultipleplansbutonlyoneplancanbeactiveat
onetime.Studentscurrentlydonothaveaccesstobuildtheirownplans.
Advisorswillbuildoneplanandmodifyitasthestudentadvancesin
his/heracademiccareer.
Locked
Thiswillbeusedifthestudentneedstohavemorethanoneplan,orif
thestudentseventuallyhaveaccesstocreateplans.Thelockedplanis
lockedbytheadvisorandoncelockedisnotmodifiableuntilunlocked
bytheadvisor.
Loadina
pre‐
defined
plan
Pre‐definedplans(templates)canbecreatedandloadedstudentby
student.
Page24of32
PlannerToolbar
SavePlan
Savescontentsofplan,whentheplanissaved,severalchecks
aremadeonthedata.
Theerrorsmustbefixedbeforetheplancanbesaved.
Coursesarevalidated
Duplicatecoursesareidentified
Aredarrowappearsnexttocoursesthatareinvalid
ProcessNew
Runsanewauditwithplannedcoursesfromsavedplanapplied
toauditrules
ReloadForm
Startover.Deletesanyeditingsincetheplanwaslastloaded.If
theplanhasneverbeensaved,thenitclearstheplanentirely,
similarto‘‐‐‐‐‐Addnewplan‐‐‐‐‐‐‘.
CheckAllTerms
Checktheboxesforallfuturetermstobeincludedinanewaudit
SaveAs
Savethedataasanewplan
UncheckAll
Uncheckallboxesforallfutureterms
DeletePlan
Deletethiscurrentplan–confirmationmessageappears
Page25of32
FAQs
Q:DoIputcoursesthatI’vealreadycompletedonthePlanner?
No.ThePlannerisonlyintendedforfutureclasses,notclasseswhichyou’vecompleted
orinwhichyou’recurrentlyenrolled.
Q:Doalldegreerequirementshavetobeaccountedforintheplan?
No.YoucanusethePlannertomapoutasmuchoraslittleofyourdegreeplanasyou’d
like
Q:Iamalreadyajunior.Isittoolateformetousetheplanner?
No,youcanstartusingthePlanneratanytime.Itdoesn’tmatterifyou’reafreshman
planningyournextfouryearsofstudy,oraseniorwithonequarterleft.Thefeaturesof
thePlannerwillstillhelpyouensurethatyou’veidentifiedallofthecoursesyouneedto
completeforyourdegree.
Q:I’mundeclared.DoIhavetowaittousetheplanneruntilIdeclareamajor?
No,butitisrecommended.
Q:
Ifacoursehasprerequisites,willthePlannernotifymeifIplaceitinmyplanoutof
sequence?
No.Youwillwanttoreviewyourplanwithyouradvisortoensurethatyouhavecoursesin
thepropersequence.Youcanalsoreviewthecoursedescriptionsinthecatalogfor
prerequisiteinformationforeachofyourcourses.
Youcanaccesscatalogcoursedescriptionsinoneoftwoways.Youcanclickthelinkforany
neededcoursesthatarelistedinyourDegreeWorksworksheet,andanewwindowwill
openwithcoursedescriptionsthatfulfillthatrequirementorviewthecatalogonlineat
www.eou.edu/catalog/
Q:Someofmyrequirementshavemanyoptions,andI’mnotsurewhichone Iwanttotake.
WhatshouldIdo?
Pickthecourseinwhichyoumostlikelywillenroll.Youcanincludeanoteinthenotes
sectionthatstatesthatyoumighttakeanothercourseinstead.
Q:WhohasaccesstotheplansIcreatethroughthePlanner?
Youradvisor,aswellasfacultymembersandadministratorswhohaveaccesstoDegree
Works,willbeabletoaccessyourplans.
Q:Willmyadvisormakemyplanforme?
Inmostcases,studentswillmakeplansandsharethemwiththeiradvisors.Youradvisor
willbearesourceforyouifyouhavequestions,andyouwill
wanttoaskyouradvisorto
reviewanyplanyoucreate.Advisorsdohavetheaccesstocreateaplan.
Q:HowcanIsharemyplanwithmyadvisortomakesurethatit’scorrect?
YouradvisorcanlogintoDegreeWorksandreviewyourplanonline.Youcanalsoprint
yourplanbyusingtheprintlinkintheupper‐righthandcorneroftheplannerandtakea
copyofyourplantoyouradvisingappointment.
Page26of32
Q:CanImakemorethanoneplan?
Yes,butyoucanonlymarkoneplanasactive.
BecausetheUniversitywillgatherinformationfromtheseplanstohelpuswithcourse
scheduling,wewanttobesurethatwedonotgathermultiplesetsofdatafromthesame
person.Therefore,ifyoucreatemorethanoneplan,pleasechecktheactivebuttonforthe
planthatbestdescribesyourdegreecompletionplans.
Q:HowoftenshouldIupdatemyPlanner?
Ataminimum,youshouldreviewandupdateyourplannereveryquarterbeforeyoumeet
withyouradvisor.Youshouldalsoupdateyourplanwhenyoudropacourse,receivean
unsatisfactorygradeinacourse,ormakeanyotherchangesthataffectyourdegree
progress.Onceaquarterendsandyourgradesareplacedonyourrecords,you’llnolonger
beabletoupdateinformationforthatterm.Theinformationforthattermwillappearatthe
bottomofyourplanascompletedcoursework.
Q:WhenIviewmyworksheetontheWorksheetTab,myplannedcoursesarenolongerlisted.
Thatiscorrect.Yourworksheetshowsyouthecoursesyouhavealreadycompleted,are
registeredin,orcoursesyouneedtocomplete.Yourplannedcourseswillonlyappearwhen
youareinthePlannersectionofDegreeWorks.TheworksheetinthePlannersectionwill
onlyshowyourplannedcoursesintheworksheetafteryouclickthe“ProcessNew”button.
Theplannedcourseswillnotshowonyourmainworksheet.
Page27of32
4. AdvisorNotes
Overview
TheNotesutilityallowsDegreeWorksuserstodocumentacademicadvisingonstudentrecords.
TheseNotesareviewablebythestudentontheirauditintheNotessectionatthebottomofthe
Worksheet.
PleasebeawarethatnotesenteredinDegreeWorksarepartofthestudentseducationalrecordand
willbedisclosedaspartofthatrecordwhencomplyingwithanylegalrequestsforthereleaseof
informationinthateducationalrecord.Notesshouldbefactualandofanatureunderpublic
scrutiny.
GettingStarted
AddNotes
1. ClickonAddNotesontheNotesTab
2. YoucanusetheoptionalPre‐Definedand/orfreetypethenote
3. ClickSaveNote
4. ClickRunNewAuditbuttontodisplaynotesinViewsectionandonthestudent’s
worksheet
Page28of32
ViewNotes
1. ClickonViewNotesontheNotesTab
ModifyExistingNote(s)
1. ClickonModifyNotesontheNotesTab
2. Makechangestonote
3. Clickbuttontosavechanges
Page29of32
FAQs
Q:Icurrentlykeepmyownnotesonmyadvisees.Whatarethebenefitsofswitchingtothisnew
system?
WithAdvisingNotes,anynotesyouenterbecomeapartofastudent’srecord,andany
facultyoradministrativestaffmemberwhohasaccesstoDegreeWorkscanviewthose
notes.Thisallowsanyindividualworkingwithastudent–includingfutureadvisors–to
haveamorecompleteunderstandingofthestudent’sadvisinghistory.Thisalsohelpsus
worktogethertoholdstudentsaccountableforfollowing‐throughonadvisetheywere
given.Inaddition,becauseDegreeWorksisasecure,web‐basedproduct,youcaneasily
accessyouradvisingnotesfromanyinternetconnection.
Q:WillstudentsbeabletoseethenotesIenter?
Youcanchoose.Ifyouclickthe“NotAvailabletoStudent”boxthatappearsoverthenote
entrybox,thestudentwillnotbeabletoseethenote.Ifyoudonotcheckthisbox,the
studentwillseeyournoteattheendofhisorherworksheet.Theremaybetimeswhenyou
mightsplityourentryintotwonotes,partthatthestudentcanviewandpartthatthe
studentcannot.However,anyfacultyoradministrativestaffmemberwithaccesstoDegree
Workswillbeabletoviewallthenotesonastudent’srecord.
Q:Ineedtorecordmorespecificinformationonastudent.CanIenternoteswithoutusingthe
drop‐downmenu?
No,youmustusethedropdownmenu.Howeveryoucanusethedrop‐down“Studentwas
advisedto”andaddadditionalinformation.Fornotesnotdirectlyrelatedtoacademic
advising,werecommendthatyoucontinuetokeepwrittennotesandstoretheminasecure
location(yourparticularadvisingnotes).KeepinmindanythinginDegreeWorksispartof
thestudentseducationalrecordandwillbedisclosedwhencomplyingwithanylegal
request.
Q:Howdidyoudecidewhatnotestoincludeinthedrop‐downmenu?
SomeofthenotesarestandardwithDegreeWorkswehavealsoaddedafewspecificnotes.
Notalltopicswillbecoveredforeveryadvisingsituation,webelievetheyincludethemost
commontopics.Ifyouhaveasuggestionforanitemthatisnotlisted,pleasesendanemail
toDegree[email protected].
Q:Ioftenhaveadvisingdiscussionswithstudentswhoaren’tmyassignedadvisees.CanIadd
notestoanystudent’srecord?
Yes,andweencourageyoutodoso.

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5. Exceptions
Overview
TheExceptionsfunctionallowsthoseusershavingaccesstothisfunctiontomodifythe
requirementsfordegreecompletionforaspecificstudent.
KeyPoints
Exceptionsshouldnotbeperformeduntilacourseisin‐progressorhasalreadybeen
completed
AllexceptionswillbemonitoredbytheOfficeoftheRegistraronaregularbasistoensure
curricularintegrityandaccuracy
Exceptionswillremainforastudentwithtermsofabsence,butwilldisappearifthestudent
changeshis/herprogram,orfallsoutofcontinuousenrollment
OverviewofExceptionTypes
DegreeWorksallowsyoutoperformthefollowingtypesofexceptions.Ingeneral,AlsoAllowand
ApplyHerearethemostoftenusedexceptiontypes.
ForceComplete
TheForcecompleteexceptioncanbeusedonanycourseruleandmostqualifiers.Thisexception
typeiscompletelyindependentofallstudentdata.Itwillsimplycompletearuleonastudent
degreeauditregardlessofanyqualifiersthatmightapply.Forcingaqualifiercompletetellsthe
auditortoignorethequalifierthenexttimeanauditisperformedforthisstudent.
Substitute
TheSubstituteexceptionisusedtosubstituteonecourseforanother.ThisisdistinctfromtheAlso
Allowexceptiontypeinthatonecourseisexchangedforanother.Toprocessasubstituteexception,
selecttheSubstituteentryfromtheExceptionTypedrop‐downlistandclicktheLoadbutton.
Thesubstituteexceptionrequiresthatonecoursebeusedinplaceofanother.Iftherulecontains
onlyasinglecoursethenthesubstitutedcourseisrequiredforcompletionoftheblock.Ifa
substituteexceptionisprocessedonarulewithmorethanonecourseoptionthatcanbeusedto
completetherule,thenthesubstitutedcourseisnotrequiredandisanoptionavailabletothe
student.Onlyqualifiersthatlistcoursessupportthistypeofexception.
AlsoAllow
AlsoAllowisusedwhenyouwishtoexpandthecourseoptionsavailableonaspecificrule.
Typically,thisisusedtoallowastudentuseanon‐standardcoursetosatisfyarequirement.
Therefore,AlsoAllowexceptionsaretypicallymadeafterthestudenthasalreadytakenthecourse
orthecourseiscurrentlyin‐progress.Eventhoughacoursehasbeenaddedtoarequirementbyan
AlsoAllowexception,thatcourseISNOTlockedtothatrequirement.DegreeWorkswillstillrunits
“bestfit”processtodeterminethebestrequirementforthecoursetoapplyto.
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The“AlsoAllow”exceptionmodifiesacourserulebyappendingacoursetothecourserule.This
exceptioncanbeusedwhenCoursesappliedusingthe“AlsoAllow”exceptionsarestillsubjectto
headerqualifiersintheblocksinwhichtheyareusedandarestillsubjecttothebest‐fitalgorithm.
Forexample,ifan“AlsoAllow”exceptionisprocessedallowingENGL215tobeusedtosatisfya
courseruleandthereisablockheaderorrulequalifierpreventingtheuseofENGL215withinthat
block,theexceptionwillbeaddedtothedatabase,butENGL215willnotbeallowedtobeused.
Thiswillapplyifthecoursemeetstherulebutthegradeisnotsufficient,theexceptionisrecorded
butthecourseisthennotappliedtotheblock.
The“AlsoAllow”Exceptiondoesnotrequirethattheselectedcoursebeusedonthemodifiedrule.
ThebestfitalgorithmoftheAuditProcessorEnginewillstillevaluatethecoursewhenthistypeof
exceptionisused.Consequently,theallowedcoursemaynotbeappliedtotherulebearingthe
exceptionifthereisabetterfitforthiscourseelsewhereinthedegreeaudit.
Whenprocessingan“AlsoAllow”exceptiontoagrouprule,theexceptioncanonlybeprocessedon
theindividualrulelabelsinsidethegrouprule,nottheGROUPRULEHEADERLABEL.
ApplyHere
Thisexceptionisusedwhenacourseshouldbeappliedtoaspecificcourserule.Typically,
thisis
usedtoallowastudentuseanon‐standardcoursetosatisfyarequirement.ThisexceptionWILL
lockaclasstoarequirement,meaningthatclasswillalwaysremaininthatrequirementevenifthe
“bestfit”processfindsabettermatchwithinanotherrequirement.
TheApplyHereexceptionallowstheusertoapplyacoursetoaruleevenifthecourseisnotlisted
asanoption.Thisexceptionisveryusefulincorrectingauditsincaseswheretheuserwishesto
dictatespecificallywherecoursesaretobeusedwithinthedegreeaudit.TheApplyHereexception
willapplyacoursetoaruleregardlessofanyscribing,ruleorblockheaderqualifiers.Forexample,
supposeablockcontainsa'MAXPASSFAIL0CLASSES'headerqualifier.YoucanusetheApplyHere
exceptiontoapplyaPASSFAILclasstoaruleinthisblockwithouthavingtomodifytheblock
headerqualifier.TheApplyHereexceptionwillalsooverrideanEXCEPTlistonarule.Courses
appliedtorulesusingthisexceptiontypewillnotbemovedaroundwithintheaudit.Whenplacing
anApplyHereexceptionanyexistingWITHdataisremovedsothatacoursethatnormallydidnot
meettheWITHqualifierswillbeabletofitontherule.Ifthe“ApplyHere”exceptioncontainsa
new“WITH”qualifierthenthatwillbeapplied–replacingtheprevious“WITH”data(asofDW
4.0.1).
“ApplyHere”exceptionscannotbeprocessedonaGroupRuleHeader.WhenprocessinganApply
Hereexceptiononagrouprule,theexceptioncanonlybeprocessedontheindividualrulelabels
insidethegrouprule.Also,BlockheaderexceptionsdonotsupporttheApplyHereexception.
RemoveCourse/ChangetheLimit
TheRemoveCourseExceptionallowstheusertoremoveacoursefromacourseruleorqualifieror
toChangetheLimitonacourseruleorqualifier.Thisexceptiontypeisveryusefulinmodifying
auditreportswhenstudentssuccessfullypetitiontohaveaspecificcourseorpartofaspecific
requirementwaived.
Insituationswhereacourseisappliedtoaruleorqualifierasaresultofawildcardstatement,
usingtheRemoveCourseexceptionwillremoveALLcoursesthathavebeenappliedasaresultof
thewildcardstatement.Forexample,ifHIST330andHIST427arebothappliedtothescriberule3
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ClassesinHIST@,removingHIST@usingtheRemoveCourseexceptionwillremovebothHIST
330andHIST427.However,ifyouremovejustHIST330therulegetschangedto3ClassesinHIST
@ExceptHIST330–makingsurethatHIST330doesnotgetappliedtothisrequirement.(Asof
DW4.0.1)
OnlyqualifiersthatlistcoursesorspecifyanumberofclassesorcreditssupporttheRemove
Courseexception.
BlockHeaderQualifierExceptions
TheForceComplete,Substitute,RemoveCourseandChangeLimitexceptionscanbeusedonblock
headerqualifiers.Thequalifiersappearabovetherulesintheblockandhavearadiobuttonnextto
them.Blockheaderexceptionsdonotsupportthe“AlsoAllow”exceptionor“ApplyHere”
exception.
GeneralInformationaboutExceptions
Exceptionswillshowupasawhitebandwithbluetext.Inadditiontothedescription,the
nameofthepersonwhoprocessedtheexceptionandthedatetheexceptionwasprocessed
isalsoshown.
Ifanexceptionhasbeenprocessedbutnotusedinthedegreeaudit,itwillshowupinthe
AuditErrorssectionatthebottomofthescreenlabeledasExceptionsNotUsed.
WhilemostexceptiontypescanbeprocessedfromDegreeWorksontheWeb,rule
qualifiers(suchasMINGRADE,EXCEPT,etc.)cannotbemodifiedusingDegreeWorksonthe
Web.
Exceptionsarebothstudent‐specificandblock‐specific.Inotherwords,anexception
appliestoaspecificblockusedinastudentdegreeaudit.Ifanexceptionisprocessedina
majorblockforastudentandthatstudentthenchangeshis/hermajor,theprevious
exceptionwillnolongerapplytothestudent'snewmajor.Iftheexceptionwasgenericto
anymajoryouwillneedtore‐applytheexceptioninthenewmajorblockforthestudent.
ExceptionscannotbeusedwithWhat‐Ifaudits.Exceptionswillonlyappearintheexception
screenandonauditreportsconfiguredtoshowExceptions.Bydefault,theRegistrar'sAudit
reportisconfiguredtoshowexceptions.Thetextdescriptionenteredwiththeexception
willappearnexttotheexceptionontheauditreportalongwithatimestampindicatingthe
nameanddateofthepersonwhoenteredtheexception.