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The workflow covers creating a template by selecting the program of study, applying a standardized template naming convention including effective dates, entering the effective date, and defining period numbers that map to terms. 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They also align with changes in academic requirements when applicable.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should an Academic Plan Template Name be formatted?",{"text":113,"@type":109},"Use the naming convention: Program of Study-Who will use the plan-Effective Date. Examples include Accounting-Incoming First Year-9/1/2024 and Accounting-Sophomore Transfer-9/1/2024.",{"name":115,"@type":106,"acceptedAnswer":116},"What does the Period Number represent when creating a template?",{"text":117,"@type":109},"The Period Number reflects the terms. It starts with '1' for the fall term and can follow a sequence such as 2 = Winter, 3 = Spring, 4 = Fall (second year). 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In the search bar, type “Create Academic Plan Template”.  \n2. Complete the following fields:  \n• Select the Program of Study the template is for.  \n• Enter an Academic Plan Template Name. Use the following naming convention:  \nProgram of Study-Who will use the plan-Effective Date Ex: Accounting-Incoming First Year-9/1/2024 Accounting-Sophomore Transfer-9/1/2024  \nAccounting-Junior Transfer-9/1/2024  \n• Enter an Effective Date.  \n• Click OK.  \nNote: These templates would align with changes in the academic requirements. If there were no changes during an academic year, then a new template does not need to be created. Once you create a template, you are not able to change the effective date.  \n3. Complete the following fields:  \n• The Period Number reflects the terms. Start with ‘1’ which could mean the fall term. Note: Summer does not count as a term.  \nEx: 1 = Fall (first year), 2 = Winter, 3 = Spring, 4 = Fall (second year)  \n• Select the Academic Requirement. This will pull from the requirements in the academic progress report for that program.  \n• Select the Course if there is a specific one the student should take for that requirement. For Core requirements, you can leave this field blank if there is not a specific course.  \nClick OK once done.  \nSanta Clara University Proprietary and Confidential 5.1.26  \nCreating Academic Plan Templates  \nProcess: Maintain Academic Plan Templates for Program of Study  \n4. In the search bar, type “Maintain Academic Plan Templates for Program of Study”.  \n6. This task allows you to add the Academic Plan Templates that have been created to an Effective Date. For example (see screenshot below), students who have an academic progress report requirement effective date of 9/1/2026 may have multiple templates but we have selected the“English-Incoming First Year-9/1/2026” template to be the default. This means this will be auto-selected when a student starts their Academic Plan. However, students will be able to choose another plan template if there are multiple available for that effective date. Click OK.  \nNote: It is required to select one plan as the default.  \n5. Enter in a “Program of Study”.  \nSanta Clara University Proprietary and Confidential 5.1.26  \nCreating Academic Plan Templates  \nProcess: Find Academic Plan Template  \n7. To find templates that have been created, in the search bar, type “Find Academic Plan Templates”.  \n8. Enter in the “Program of Study”. Click OK.  \n9. All templates created for this program will appear.  \nSanta Clara University Proprietary and Confidential 5.1.26","cbCaiiSgGYEdkjnA","https://ap.wps.com/l/cbCaiiSgGYEdkjnA","pdf",465177,"English","# Overview\n# Process: Create Academic Plan Template\n## Naming convention and required fields\n# Process: Maintain Academic Plan Templates for Program of Study\n# Process: Find Academic Plan Template for Program of Study","[{\"question\":\"What is the purpose of Academic Plan templates?\",\"answer\":\"Academic Plan templates help students populate their personal academic plan to assist with advising. They also align with changes in academic requirements when applicable.\"},{\"question\":\"How should an Academic Plan Template Name be formatted?\",\"answer\":\"Use the naming convention: Program of Study-Who will use the plan-Effective Date. Examples include Accounting-Incoming First Year-9/1/2024 and Accounting-Sophomore Transfer-9/1/2024.\"},{\"question\":\"What does the Period Number represent when creating a template?\",\"answer\":\"The Period Number reflects the terms. It starts with '1' for the fall term and can follow a sequence such as 2 = Winter, 3 = Spring, 4 = Fall (second year). Summer does not count as a term.\"}]","Creating Academic Plan Templates - Overview and Setup Process | PDF",1790137507]