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Staff: Create a Supplemental Plan

Learn how to create a Supplemental Plan and how to build out the requirement details of the plan.

Janelle Safford avatar
Written by Janelle Safford
Updated over a week ago

What is the Supplemental Plan?

Supplemental plans serve as additional resources for students to reference. While these requirements aren’t visible when choosing courses, students can access the supplemental plans to determine if their chosen classes align with the criteria. A great example of this is NCAA eligibility. Although students wouldn't base their graduation plan on this, they can verify against the supplemental NCAA plan to ensure their courses meet NCAA standards.

Access a Supplemental Plan

  1. Click Admin tools from the side navigation bar, then select Course Planner Configuration.

  2. From the Grad Plans tab, click + Create new plan.

  3. Expand each section to learn how to create a supplemental grad plan and build the graduation requirements within the plan.

Required Info

This section configures the general settings for this plan and must be completed before course requirements can be added. The required information includes:

  1. Plan name: If you are creating multiple supplemental plans, this will help distinguish between the various requirements. This name will be displayed to students when they review the various supplemental plans in the "Other Options" menu.

  2. Plan abbreviation: Supplemental plans do not use an abbreviated plan name at this time. You can type the supplemental plan name here again to satisfy the form requirement.

  3. Plan type: Select Supplemental Plan. If creating a primary grad plan, refer to this article 👉 Create a Primary Grad Plan

  4. Total credit amount: This number will indicate the total number of credits needed to satisfy the overall requirements of this plan.

  5. Yearly credit amount: This field is not currently used anywhere for supplemental plans. Type any number here to satisfy the form requirement.

  6. Type of school: Select whether this plan applies to High School or Middle School planning.

  7. Grade range: The grade range will determine which grade levels will see the supplemental plan.

  8. Description (optional): The description will appear when viewing the details of the Supplemental Plan under "Other Options" on a student’s course plan.

Requirements

This section defines the subject area and course requirements needed to meet supplemental plan requirements. You will also build a requirement tree that determines:

  • Which requirements appear in the Supplemental Plan

  • The order in which those requirements appear

  • The courses that will be used to calculate students’ completion of requirements in the plan

  1. Click Add selection

  2. A "New requirement" window will open for completing the following information:

    1. The name of the requirement shown on the student’s supplemental plan (typically the subject name)

    2. The description is displayed in the supplemental plan overview. It serves as a great opportunity to provide guidance and details for students about their selection.

    3. There are three different ways to define a requirement. You can choose any combination of these options based on your preferred approach to explaining the requirement and fulfilling tracking needs. Below is a description of each option:

      • Complete a set number of credits from a list of courses

        • When checked, the student will need to take the number of credits entered from the designated list of courses to achieve the requirement. For example, use this when students need to take 1.5 credit of Physical Education to graduate.

      • Complete a set number of courses from a list of courses

        • When checked, the student will need to take the number of courses entered from the designated list of courses in order to achieve the requirement. For example, use this when students need 2 Fine Arts courses to graduate, but it doesn’t matter if the course is 1 credit or 0.5 credits.

      • Complete sub-requirements that have a set number of credits or courses

        • When checked, you can define the total number of sub-requirements to be created under the main requirement, and how many of those sub-requirements need to be met in order for the overall requirement to be fulfilled. For example, use this when students must complete 4 credits of Math to graduate; 1 credit must be from Algebra I, 1 credit must be from Geometry, but credits 3 and 4 can come from any additional math course.

  3. Once the requirement structure has been created, a new section to add courses and define sub-requirements will become available.

    1. If courses have already been selected, click the pencil icon to edit the list of courses.

    2. If adding courses for the first time, click +Course

  4. The Choose Courses window will open which allows you to add and remove courses to and from the requirement.

    1. You can filter courses by tag or subject and search by course name or number.

    2. Courses not yet added to the requirement appear on the left, and courses already added to the requirement appear on the right.

    3. Multiple courses can be searched for at a time by using the box on the far left to paste a comma or line-separated list of unique course IDs.

    4. Courses can also be added and removed in bulk by clicking the check mark (Select All Courses) or the x (Remove All Courses) icons.

    5. Click a course on the left to add it to the requirement, and click a course on the right to remove it from the requirement.

    6. Select the Include Equivalent Courses box to ensure that courses equivalent to what you already selected will automatically meet the requirement.

Electives

This section allows you to set or update elective course settings. You will need to indicate if elective courses should be included and count towards the overall credit total for this supplemental plan.

  • If yes:

    • Student course plans assigned to this graduate plan will contain a default elective section.

    • Courses that are elective-eligible and satisfy the other requirements in the grad plan will be placed in this section

    • The credits from these courses will count towards the overall credit total

  • If no:

    • There will be no default elective section on supplemental plan

    • Any courses that do not satisfy any other requirement set up in this grad plan will not be used towards the supplemental plan

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Frequently Asked Questions

What are some common examples of using supplemental plans?

  • NCAA eligibility

  • State Seal or Pathway requirements

  • State diploma requirements

  • Associate program requirements

  • College entrance course requirements

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