---
title: "Reviewing a Preliminary or Final Plan of Study"
canonical: "https://kb.uconn.edu/space/SAS/10776806318/Reviewing%20a%20Preliminary%20or%20Final%20Plan%20of%20Study"
format: markdown
---
Advisors can review a Preliminary or Final Plan of Study awaiting approval in the Student Administration System. Only Plans of Study that were submitted electronically in the Student Administration System can be reviewed using the instructions below. Paper Plans of Study have alternate workflows. Advisors are notified via their UConn email when their advisee submits a Preliminary or a Final Plan of Study in the Student Administration System.

Instructions are provided below for:

1. [Accessing Plans of Study](#accessingplans)
  1. [Navigating to Plan of Study Approval Search Screen](#navigating)
  2. [Using Plan of Study Approval Search Screen](#searchscreen)
2. [Reviewing Plans of Study](#reviewing)
3. [Tracking Plan of Study Statuses for your Advisees](#studystatuses)

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Accessing Plans of Study

Plans of Study are accessed and reviewed through the Plan of Study Approval Search screen in the Student Administration System. 

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Navigating to Plan of Study Approval Search Screen

There are two ways to navigate to the Plan of Study Approval Search Screen:

<span style="color: #333333">**Option 1:**</span><span style="color: #333333"> If you've received an email notifying you that your advisee submitted a Plan of Study, select the </span><span style="color: #333333">**here link**</span><span style="color: #333333"> that is provided in the notification email. You will be brought to the Plan of Study Approval Search page.</span>

<span style="color: #333333">**Option 2:**</span><span style="color: #333333"> To access the Plan of Study Approval Search page without the email link, log into the Student Administration System and follow the steps below:</span>

1. Select the **NavBar** icon in the top right-hand corner.
2. Select **Menu **from the NavBar.
  
3. Select the **Self Service** tab.
  
4. Select the** Plan of Study Approval Search** tab.
  

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Using Plan of Study Approval Search Screen

1. <span style="color: #333333">The </span>**Plan of Study Approval Search**<span style="color: #333333"> page displays with the </span>**My Worklist**<span style="color: #333333"> checkbox selected as the default. There are several search options:</span>  
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  1. <span style="color: #333333">**Option 1: View Plans of Study awaiting your approval**</span>
    1. <span style="color: #333333">Leave </span><span style="color: #333333">**My Worklist**</span><span style="color: #333333"> checked, Approval Status as </span><span style="color: #333333">**Pending**</span><span style="color: #333333">, and all other fields blank.</span>  
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    2. <span style="color: #333333">Select </span>**Search**<span style="color: #333333">.</span>  
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    3. <span style="color: #333333">The Plans of Study awaiting your approval will populate in the table below the search box. Go to </span><span style="color: #333333">[Reviewing Plans of Study ](#ReviewingaPreliminaryorFinalPlanofStudy-reviewing)</span><span style="color: #333333">for instruction on how to review and approve/deny Plans of Study.</span>  
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  2. <span style="color: #333333">**Option 2: Search for Other Plans of Study**</span>
    1. <span style="color: #333333">D</span>eselect<span style="color: #333333"> the </span><span style="color: #333333">**My Worklist**</span><span style="color: #333333"> checkbox. </span>
    2. <span style="color: #333333">Use the </span>search parameters<span style="color: #333333"> to search by </span><span style="color: #333333">**Approval Status**</span><span style="color: #333333">, </span><span style="color: #333333">**Academic Program**</span><span style="color: #333333">, </span><span style="color: #333333">**Academic Plan**</span><span style="color: #333333">, </span><span style="color: #333333">**Report Type**</span><span style="color: #333333"> (Final or Preliminary), </span><span style="color: #333333">**Student ID,**</span><span style="color: #333333"> </span><span style="color: #333333">**Submitted Within **</span><span style="color: #333333">timeframe, and/or </span><span style="color: #333333">**Expected Graduation Term**</span><span style="color: #333333">.</span>
    3. <span style="color: #333333">Select </span><span style="color: #333333">**Search.**</span>  
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    4. <span style="color: #333333">The Plans of Study matching the search criteria used above will populate in the table below the search box.</span>

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<span style="color: #333333">Reviewing Plans of Study</span>

1. <span style="color: #333333">To review a student's plan of study, select the </span><span style="color: #333333">**Details**</span><span style="color: #333333"> icon in the right-most column. This will open up a new window for the Plan of Study workflow.</span>
  1. If the new Plan of Study window does not open, disable pop-up blockers on your browser and try again.  
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2. <span style="color: #333333">On the </span><span style="color: #333333">**Transaction Details**</span><span style="color: #333333"> page, </span>
  1. <span style="color: #333333">Select the </span><span style="color: #333333">**View Plan of Study **</span><span style="color: #333333">link to view the plan the student has submitted.</span>  
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  2. <span style="color: #333333">Read any student </span><span style="color: #333333">**comments**</span><span style="color: #333333"> in the </span><span style="color: #333333">**Student Communications**</span><span style="color: #333333"> section.</span>  
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3. <span style="color: #333333">To approve the Plan of Study, select the </span><span style="color: #333333">**Approve**</span><span style="color: #333333"> button. </span>  
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  1. <span style="color: #333333">The </span><span style="color: #333333">**Approved**</span><span style="color: #333333"> status will display in green. </span>  
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  2. <span style="color: #333333">An email will immediately be generated to the next person in the indicated </span><span style="color: #333333">**Path of Approval**</span><span style="color: #333333">. </span>
4. <span style="color: #333333">To Deny the Plan of Study, you must first enter comments in the</span><span style="color: #333333">** Comments**</span><span style="color: #333333"> field. You can select the</span><span style="color: #333333">** Share with Student**</span><span style="color: #333333"> checkbox if you wish for your comments to be viewed by the student when they access their Plan of Study status. </span>
  1. <span style="color: #333333">Select the </span><span style="color: #333333">**Deny**</span><span style="color: #333333"> button. The Denied status will display in red.</span>  
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  2. <span style="color: #333333">An email will immediately be generated to notify the student that their Plan of Study has been Denied.</span>
  3. You can come back to this Plan of Study Transaction Details page to add additional comments at a later time after approving or denying. Note that comments are for reference only; approved changes in the comments will not be reflected in the Plan of Study.
  4. The Plan of Study Transaction Details page provides some additional functionality.
    1. If the department requires the submission of a new plan of study because something has changed in a student’s record, select **Unlock** to enable a student to resubmit their Plan of Study.
    2. Select **Notify Substitutions** to indicate a pending substitution that must be reviewed by the dean’s office.
5. After making any changes, select the **Save** button before leaving the page.

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Tracking Plan of Study Statuses for your Advisees

Review your advisees' Plans of Study statuses from the **My Advisees** page.

1. Select the **NavBar** icon in the top right-hand corner.
2. Select **Menu **from the NavBar.
  
3. Select the **Self Service** tab.
  
4. Select the **Advisor Center** tab.
  
5. Select the **My Advisees **tab.
  
6. From the **My Advisees** page, there are columns for the **Preliminary** and **Final** Plan of Study. A green circle indicates the Plan of Study has been **approved**. A red circle indicates it has been **denied**. A half green circle indicates the approval process is **pending**.

> ⚠️ <span style="color: #333333">If you have questions regarding the Plan of Study review process, contact either</span>** your departmental or dean's Plan of Study administrator**<span style="color: #333333"> or the </span>**Degree Audit**<span style="color: #333333"> unit of the Storrs Registrar's Office at </span><span style="color: #333333">**(860) 486-6214**</span><span style="color: #333333">.</span>

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